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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 418 - 2023-12-31 3,216,085 $330,871,000 -9,458,977
   PARTNERS CAPITAL INVESTMENT GROUP LLP 9 - 2023-12-31 1,020,713 $105,011,000 -102,903
   Wind River Trust Co 1 - 2024-03-31 804,904 $88,942,000 -637
   GOLDMAN SACHS GROUP INC/ 804 - 2023-12-31 692,077 $71,201,000 -18,522
   ALLIANZ ASSET MANAGEMENT AG 163 - 2023-12-31 679,250 $69,881,000 -100,700
   SAGEWORTH TRUST CO 7 - 2024-03-31 607,166 $67,092,000 -26,930
   CI Private Wealth LLC 191 - 2023-12-31 573,621 $59,014,000 -18,539
   AGINCOURT CAPITAL MANAGEMENT LLC 1 - 2024-03-31 519,855 $57,444,000 -6,000
   SCHRODER INVESTMENT MANAGEMENT GROUP 260 - 2023-12-31 512,509 $52,727,000 -3,793
   JANE STREET GROUP LLC 256 - 2023-12-31 475,193 $48,888,000 -2,491,587
   Bleakley Financial Group LLC - 2023-12-31 472,039 $48,563,000 -2,607
   Sawtooth Asset Management Inc. 14 - 2023-12-31 471,911 $48,550,000 -2,531
   COMMONWEALTH EQUITY SERVICES LLC. 275 - 2024-03-31 368,423 $40,711,000 -79,217
   WELLINGTON MANAGEMENT CO LLP 794 - 2023-12-31 349,959 $36,004,000 -20,697
   BABSON CAPITAL MANAGEMENT LLC 16 - 2023-12-31 339,731 $34,952,000 -130,062
   BANK OF MONTREAL /CAN/ 516 - 2023-12-31 338,369 $34,888,000 -18,541
   RAYMOND JAMES & ASSOCIATES 551 - 2024-03-31 301,887 $33,359,000 -464,293
   WJ Interests LLC 2 - 2024-03-31 279,934 $30,933,000 -1,716
   Sargent Bickham Lagudis LLC 8 - 2022-12-31 357,647 $30,826,000 -33,769
   Sontag Advisory LLC 39 - 2023-12-31 262,875 $27,045,000 -17,830
   Advisor Group Holdings Inc. 422 - 2023-12-31 230,851 $23,754,000 -53,201
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 251 - 2023-09-30 252,092 $23,490,000 -17,639
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 367 - 2024-03-31 209,720 $23,174,000 -1,153
   ACCREDITED INVESTORS INC. 20 - 2023-12-31 182,956 $18,823,000 -2,990
   Hartland & Co. LLC 21 - 2023-12-31 179,498 $18,467,000 -13,792
   Mangham AssociatesLLC 1 - 2023-09-30 187,041 $17,777,000 -15,623
   MATHER GROUP, INC. 35 - 2024-03-31 169,498 $17,438,000 -3,227
   Pictet North America Advisors SA 19 - 2024-03-31 154,461 $17,068,000 -13,099
   Kovitz Investment Group Partners LLC 44 - 2023-12-31 164,904 $16,965,000 -8,545
   WADDELL & ASSOCIATES LLC 14 - 2023-12-31 157,466 $16,200,000 -207,868
   Bank Julius Baer & Co. Ltd Zurich 127 - 2023-12-31 155,917 $16,041,000 -2,251
   Wealth Architects LLC 15 - 2023-12-31 154,919 $15,938,000 -1,101
   OXFORD FINANCIAL GROUP LTD 18 - 2023-12-31 152,284 $15,667,000 -10,965
   Beaumont Financial Advisors LLC 23 - 2023-12-31 150,685 $15,502,000 -15,741
   TORONTO DOMINION BANK 377 - 2023-12-31 150,000 $15,432,000 -100,000
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 363 - 2023-12-31 148,246 $15,252,000 -3,245
   LAIRD NORTON TYEE TRUST CO 9 - 2023-12-31 144,137 $14,829,000 -58,407
   Red Wave Investments LLC 4 - 2023-12-31 143,826 $14,797,000 -2,143
   Private Advisor Group LLC 201 - 2024-03-31 117,812 $13,018,000 -3,135
   WMS PARTNERS, LLC 19 - 2023-12-31 123,285 $12,684,000 -16,715
   DORVAL Corp 7 - 2024-03-31 117,953 $12,680,000 -103
   FIFTH THIRD BANCORP 221 - 2024-03-31 114,058 $12,603,000 -9,082
   Resources Investment Advisors Inc. 97 - 2023-12-31 121,830 $12,534,000 -1,663
   CREATIVE PLANNING 338 - 2023-12-31 121,116 $12,460,000 -2,084
   MANCHESTER CAPITAL MANAGEMENT LLC 11 - 2023-12-31 116,251 $11,960,000 -2,853
   ALLEN INVESTMENT MANAGEMENT LLC 61 - 2023-12-31 113,293 $11,656,000 -81,672
   MONETA GROUP INVESTMENT ADVISORS INC 67 - 2023-12-31 110,754 $11,394,000 -629
   DARK FOREST CAPITAL MANAGEMENT LP 8 - 2023-12-31 109,598 $11,275,000 -32,732
   Banco Santander S.A. 112 - 2023-12-31 99,262 $10,212,000 -3,102
   WAGNER CAPITAL MANAGEMENT CORP 30 - 2024-03-31 84,618 $9,350,000 -4,656
   Newman & Schimel LLC 7 - 2022-12-31 105,814 $9,120,000 -25,033
   Newton One Investments LLC 9 - 2024-03-31 80,952 $8,945,000 -15
   BB&T CORP 652 - 2023-12-31 86,826 $8,933,000 -4,076
   RICHARD BERNSTEIN ADVISORS LLC 44 - 2023-12-31 82,451 $8,483,000 -6,249
   Ameliora Wealth Management Ltd. 7 - 2024-03-31 74,104 $8,188,000 -2,248
   Financial Symmetry Inc 3 - 2024-03-31 72,108 $7,968,000 -2,416
   SEVEN POST INVESTMENT OFFICE LP 14 - 2024-03-31 70,931 $7,838,000 -969
   FSM Wealth Advisors LLC 5 - 2023-09-30 83,532 $7,784,000 -1,993
   Frisch Financial Group Inc. 13 - 2023-12-31 74,932 $7,709,000 -519
   ATLAS CAPITAL ADVISORS LLC 21 - 2024-03-31 69,333 $7,661,000 -173,705
   GREAT VALLEY ADVISOR GROUP INC. 100 - 2023-12-31 72,215 $7,430,000 -2,871
   Sequoia Financial Advisors LLC 162 - 2024-03-31 64,945 $7,176,000 -6,599
   Investments & Financial Planning LLC 6 - 2024-03-31 64,433 $7,120,000 -1,176
   BUCKINGHAM ASSET MANAGEMENT, LLC 120 - 2023-12-31 65,987 $6,789,000 -1,167
   MERCER GLOBAL ADVISORS INC /ADV 390 - 2023-12-31 65,857 $6,775,000 -3,091
   UNIVERSITY OF CHICAGO 3 - 2024-03-31 60,819 $6,721,000 -20,414
   Compass Ion Advisors LLC 18 - 2024-03-31 58,880 $6,506,000 -1,602
   Toroso Investments LLC 113 - 2023-12-31 61,580 $6,335,000 -11,883
   FIDUCIARY TRUST CO 133 - 2023-12-31 60,107 $6,184,000 -11
   MYECFO LLC 6 - 2024-03-31 55,272 $6,108,000 -170
   SNS Financial Group LLC 28 - 2024-03-31 50,125 $5,539,000 -3,826
   PRUDENTIAL FINANCIAL INC 902 - 2023-12-31 50,663 $5,212,000 -3,948
   Beacon Pointe Advisors LLC 275 - 2023-12-31 50,623 $5,208,000 -117,069
   RWM Asset Management LLC 44 - 2024-03-31 45,248 $5,000,000 -609
   Arbor Investment Advisors LLC 22 - 2024-03-31 43,598 $4,818,000 -2,804
   CAPTRUST FINANCIAL ADVISORS 588 - 2023-12-31 44,519 $4,580,000 -316
   NATIXIS ASSET MANAGEMENT ADVISORS LP 817 - 2024-03-31 41,371 $4,571,000 -13,559
   Leonard Rickey Investment Advisors P.L.L.C. 17 - 2024-03-31 40,130 $4,434,000 -1,834
   BP WEALTH MANAGEMENT LLC 169 - 2023-12-31 41,885 $4,309,000 -2,468
   Stokes Family Office LLC 44 - 2023-12-31 41,810 $4,301,000 -9,056
   ING GROEP NV 312 - 2023-12-31 41,800 $4,300,000 -113,000
   Apella Capital LLC 70 - 2024-03-31 38,560 $4,242,000 -562
   BAKER ELLIS ASSET MANAGEMENT LLC 53 - 2024-03-31 37,999 $4,199,000 -300
   Advisory Alpha LLC - 2023-12-31 39,157 $4,029,000 -3,457
   Atria Wealth Solutions Inc. 370 - 2023-12-31 38,476 $3,958,000 -197
   Parallel Advisors LLC 139 - 2023-12-31 38,044 $3,914,000 -580
   Lindbrook Capital LLC 52 - 2024-03-31 35,135 $3,882,000 -422
   Waldron LP 64 - 2023-12-31 37,264 $3,833,000 -8,303
   SIGNATUREFD, LLC 86 - 2024-03-31 34,454 $3,807,000 -9,200
   MADISON WEALTH MANAGEMENT 38 - 2023-09-30 40,836 $3,805,000 -1,296
   Wealthcare Advisory Partners LLC 138 - 2024-03-31 33,667 $3,720,000 -28,281
   Salomon & Ludwin LLC 57 - 2024-03-31 32,407 $3,581,000 -40
   JANNEY MONTGOMERY SCOTT LLC 889 - 2024-03-31 31,977 $3,534,000 -771
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 764 - 2024-03-31 31,389 $3,469,000 -3,435
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 32 - 2024-03-31 30,922 $3,417,000 -3,561
   Allie Family Office LLC 9 - 2023-12-31 32,335 $3,327,000 -1,277
   MILLENNIUM MANAGEMENT LLC 2065 - 2023-12-31 32,232 $3,316,000 -46,701
   Monterey Private Wealth Inc. 17 - 2024-03-31 29,816 $3,295,000 -429
   Kestra Advisory Services LLC 603 - 2023-12-31 31,872 $3,279,000 -721
   MODERA WEALTH MANAGEMENT, LLC 186 - 2023-12-31 30,772 $3,166,000 -1,760,862
  100 Records found
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