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Get Institutions for : 
Vanguard Total World Stock Index ETF (VT)  
$110.58 0.18 (0.16%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 818    25
Total shares held : 
 68,902,369  
% of shares held : 
 38.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   121  
Amount of shares held : 
 -5,294,624  
% of shares held change : 
   -2.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $92.68  
Last Quarter's Ending Price : 
 $102.88  
Last Quarter's Average Price : 
 $96.23  
Change from last quarter's     
avg. price to the last closing  : 
14.35 (14.91%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
67
 863,718
 1.25%
 
Increased Positions :
340
 10,818,732
 15.7%
 
Unchanged Positions :
167
 3,336,877
 4.84%
 
Decreased Positions :
244
-15,866,992
-23.03%
 
Closed Positions :
42
-1,110,082
-1.61%
 
Guru Positions :
3
307,304
 0.45%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 470 - 2023-12-31 4,024,356 $414,026,000 247,296
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2 - 2023-12-31 2,968,986 $305,449,000 710,197
   TEXAS TREASURY SAFEKEEPING TRUST CO 2 - 2023-12-31 2,302,124 $236,843,000 1,082,088
   UBS Group AG 228 - 2023-12-31 2,144,063 $220,581,000 165,474
   ALLIANCEBERNSTEIN L.P. 194 - 2023-12-31 2,073,635 $213,336,000 919,236
   ROYAL BANK OF CANADA 305 - 2023-12-31 2,023,493 $208,178,000 13,006
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 50 - 2023-12-31 1,979,720 $203,673,000 46,055
   Edgehill Endowment Partners LLC 1 - 2023-12-31 1,959,006 $201,542,000 793,976
   Rockefeller Capital Management L.P. 23 - 2023-12-31 1,857,468 $191,096,000 239,455
   BRANDYWINE TRUST CO 2 - 2023-12-31 1,620,894 $166,758,000 354,491
   Madrone Advisors LLC 3 - 2023-12-31 1,540,461 $158,483,000 1,363,204
   NORTHERN TRUST CORP 546 - 2023-12-31 1,213,811 $124,877,000 212,614
   WELLS FARGO & CO/MN 446 - 2023-12-31 993,221 $102,183,000 62,875
   LPL FINANCIAL CORP 304 - 2023-12-31 897,493 $92,334,000 38,738
   ANGELES WEALTH MANAGEMENT LLC 2 - 2023-12-31 845,682 $87,004,000 61,462
   CITIGROUP INC 220 - 2023-12-31 700,348 $72,052,000 648,957
   EVOKE WEALTH LLC 15 - 2023-12-31 610,546 $62,813,000 595,769
   AMERIPRISE FINANCIAL INC 681 - 2023-12-31 591,680 $60,812,000 68,084
   Zhang Financial LLC 7 - 2024-03-31 508,608 $56,201,000 25,996
   HIGHTOWER ADVISORS, LLC 239 - 2023-12-31 498,388 $51,272,000 26,866
   THREADGILL FINANCIAL LLC 1 - 2024-03-31 411,167 $45,434,000 383,638
   ENVESTNET ASSET MANAGEMENT INC 649 - 2023-12-31 439,718 $45,238,000 55,470
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 8 - 2023-12-31 435,866 $44,842,000 10,576
   BNP PARIBAS ARBITRAGE SA 377 - 2024-03-31 350,854 $38,769,000 150,984
   Cresset Asset Management LLC 65 - 2023-12-31 375,818 $38,664,000 61,768
   MARINER WEALTH ADVISORS, LLC 210 - 2023-12-31 368,654 $37,927,000 32,204
   Massey Quick & Co. LLC 10 - 2024-03-31 320,824 $35,451,000 36,891
   SCS CAPITAL MANAGEMENT LLC 24 - 2023-12-31 335,579 $34,524,000 38,053
   BIP Wealth LLC 7 - 2023-12-31 291,497 $29,989,000 8,077
   J P MORGAN CHASE & CO 1363 - 2023-12-31 280,916 $28,901,000 234,554
   TIFF ADVISORY SERVICES INC 3 - 2023-12-31 272,151 $28,102,000 148,093
   Prentice Wealth Management LLC 3 - 2024-03-31 241,936 $26,734,000 7,284
   WETHERBY ASSET MANAGEMENT INC 10 - 2023-12-31 239,691 $24,659,000 7,169
   HPM Partners LLC - 2023-12-31 237,133 $24,396,000 33,044
   Rainwater Charitable Foundation 3 - 2024-03-31 220,433 $24,358,000 220,433
   BANK OF NEW YORK MELLON CORP 1480 - 2024-03-31 214,815 $23,737,000 1,978
   BESSEMER GROUP INC 216 - 2023-12-31 209,629 $21,566,000 7,036
   BRIGHTON JONES LLC 14 - 2023-12-31 206,697 $21,265,000 21,771
   FINANCIAL NETWORK 179 - 2023-12-31 201,372 $20,717,000 10,559
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 496 - 2024-03-31 185,277 $20,473,000 22,958
   Aspen Grove Capital LLC 3 - 2023-12-31 198,292 $20,360,000 122,574
   Strategic Blueprint LLC 11 - 2024-03-31 181,873 $20,097,000 15,257
   GoalFusion Wealth Management LLC 3 - 2024-03-31 178,969 $19,776,000 41
   Heritage Wealth Advisors 30 - 2023-12-31 187,753 $19,316,000 187,548
   DHK Financial Advisors Inc. 1 - 2023-12-31 169,436 $17,432,000 942
   Ethos Financial Group LLC 2 - 2023-12-31 165,283 $17,004,000 1,580
   Sarasin & Partners LLP 46 - 2024-03-31 151,922 $16,787,000 11,657
   Cetera Investment Advisers 145 - 2023-12-31 160,980 $16,562,000 8,375
   COMERICA BANK 258 - 2023-12-31 156,350 $16,085,000 40,729
   NewEdge Wealth LLC 69 - 2023-12-31 155,546 $16,003,000 10,240
   STIFEL FINANCIAL CORP 630 - 2023-12-31 141,059 $14,512,000 23,695
   St. Louis Trust Co 10 - 2024-03-31 118,871 $13,135,000 5,334
   BLACKROCK INC. 3209 - 2023-12-31 112,531 $11,577,000 44,505
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 403 - 2024-03-31 103,429 $11,429,000 12,659
   BROWN ADVISORY HOLDINGS INC 408 - 2024-03-31 100,138 $11,065,000 1,269
   Coyle Financial Counsel Inc. 8 - 2023-12-31 98,690 $10,153,000 242
   P-Solve Investments Ltd 3 - 2022-12-31 116,000 $9,998,000 107,420
   RATHBONE BROTHERS PLC 144 - 2023-12-31 94,798 $9,753,000 2,335
   Three Bridge Wealth Advisors LLC 5 - 2023-12-31 94,729 $9,746,000 2,099
   Bridgewater Advisors Inc. 18 - 2024-03-31 87,394 $9,657,000 1,137
   Summit Trail Advisors LLC 43 - 2024-03-31 86,495 $9,558,000 12,534
   NYL Investors LLC 12 - 2023-12-31 90,900 $9,352,000 27,700
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 207 - 2023-12-31 85,168 $8,762,000 61,960
   Orcam Financial Group 1 - 2023-12-31 84,832 $8,728,000 1,480
   MML INVESTORS SERVICES LLC 414 - 2023-12-31 84,364 $8,679,000 21,552
   Rain Capital Management LLC 6 - 2023-12-31 82,381 $8,475,000 49,527
   LEAVELL T & ASSOCIATES INC 56 - 2024-03-31 75,994 $8,397,000 2,040
   Foster Group Inc. 34 - 2024-03-31 75,186 $8,308,000 14,075
   OKABENA INVESTMENT SERVICES INC 5 - 2023-12-31 78,425 $8,068,000 21,430
   OAK HILL INVESTMENT MANAGEMENT, L.P. 31 - 2023-12-31 77,334 $7,956,000 2,029
   WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 7 - 2024-03-31 70,677 $7,810,000 902
   SECURITY NATIONAL BANK OF SO DAK 2 - 2023-12-31 75,832 $7,802,000 68,540
   CITADEL ADVISORS LLC 1364 - 2023-12-31 68,148 $7,011,000 18,455
   Barry Investment Advisors LLC 14 - 2024-03-31 61,922 $6,842,000 227
   First Ascent Asset Management LLC 22 - 2023-12-31 64,579 $6,644,000 4,356
   RSM US WEALTH MANAGEMENT LLC 85 - 2024-03-31 59,405 $6,564,000 3,210
   HOYLECOHEN LLC 54 - 2023-12-31 60,379 $6,212,000 2,883
   Fifth Third Securities Inc. 45 - 2024-03-31 55,742 $6,159,000 952
   FMR LLC 1902 - 2023-12-31 57,660 $5,932,000 2,760
   Joel Isaacson & Co. LLC 37 - 2024-03-31 52,735 $5,827,000 77
   Belpointe Asset Management LLC 31 - 2023-12-31 56,530 $5,816,000 13,543
   Intergy Private Wealth LLC 13 - 2024-03-31 49,352 $5,453,000 274
   Secure Asset Management LLC 12 - 2024-03-31 47,365 $5,234,000 2,722
   DORSEY & WHITNEY TRUST CO LLC 66 - 2023-12-31 50,305 $5,175,000 1,600
   SYM FINANCIAL CORPORATION 13 - 2023-12-31 49,883 $5,132,000 5,400
   Smartleaf Asset Management LLC 11 - 2024-03-31 48,475 $4,998,000 41,291
   PDS Planning Inc 35 - 2024-03-31 44,748 $4,945,000 2,644
   Apollon Wealth Management LLC 121 - 2024-03-31 44,318 $4,897,000 691
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 65 - 2024-03-31 44,024 $4,865,000 21
   CIBC WORLD MARKETS INC. 365 - 2023-12-31 46,804 $4,815,000 1,160
   Sivia Capital Partners LLC 9 - 2024-03-31 42,988 $4,750,000 1,658
   STEPHENS INC /AR/ 246 - 2023-12-31 46,123 $4,745,000 1,165
   STUDIO INVESTMENT MANAGEMENT LLC 24 - 2023-12-31 45,524 $4,684,000 4,627
   ANCORA ADVISORS, LLC 169 - 2023-12-31 44,706 $4,599,000 46
   PATHSTONE FAMILY OFFICE, LLC 292 - 2023-09-30 47,555 $4,431,000 36,467
   DRW SECURITIES, LLC 40 - 2023-12-31 42,730 $4,396,000 42,730
   TWIN FOCUS CAPITAL PARTNERS, LLC 32 - 2023-12-31 42,514 $4,374,000 2,681
   NavPoint Financial Inc. 9 - 2024-03-31 38,974 $4,307,000 149
   Northstar Group Inc. 23 - 2024-03-31 37,622 $4,157,000 279
   Lakewood Asset Management LLC 7 - 2024-03-31 37,211 $4,112,000 2,177
  100 Records found
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