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Get Institutions for : 
Vanguard Total Stock Market VIPERs (VTI)  
$250.65 0.06 (0.02%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2497    39
Total shares held : 
 419,065,079  
% of shares held : 
 42.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   275  
Amount of shares held : 
 2,708,066  
% of shares held change : 
   0.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $212.13  
Last Quarter's Ending Price : 
 $237.22  
Last Quarter's Average Price : 
 $221.08  
Change from last quarter's     
avg. price to the last closing  : 
29.57 (13.38%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
102
 3,706,279
 0.88%
 
Increased Positions :
1,085
 20,635,509
 4.92%
 
Unchanged Positions :
461
 16,608,810
 3.96%
 
Decreased Positions :
849
-20,265,921
-4.84%
 
Closed Positions :
63
-1,367,801
-0.33%
 
Guru Positions :
4
38,602
 0.01%
 
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
   VANGUARD GROUP INC 84 - 2023-12-31 38,913,885 $9,231,152,000 3,679,918
   Betterment LLC 1 - 2023-12-31 29,534,424 $7,006,156,000 -117,949
   US BANCORP 1 - 2023-12-31 18,968,207 $4,499,638,000 -686,915
   Wealthfront Advisers LLC 1 - 2024-03-31 15,218,820 $3,955,371,000 647,937
   LPL FINANCIAL CORP 4 - 2023-12-31 14,042,225 $3,331,096,000 540,099
   BANK OF AMERICA CORP /DE/ 63 - 2023-12-31 13,268,572 $3,147,571,000 184,263
   MORGAN STANLEY 69 - 2023-12-31 11,927,397 $2,829,418,000 605,911
   WealthNavi Inc. 1 - 2024-03-31 10,551,380 $2,742,304,000 -32,418
   NORTHERN TRUST CORP 36 - 2023-12-31 9,689,823 $2,298,620,000 133,037
   HANSON MCCLAIN, INC. - 2023-12-31 8,143,439 $1,931,787,000 152,315
   CREATIVE PLANNING 2 - 2023-12-31 7,993,305 $1,896,172,000 -356,416
   HB Wealth Management LLC 1 - 2023-12-31 7,171,221 $1,643,839,000 22,106
   ENVESTNET ASSET MANAGEMENT INC 23 - 2023-12-31 6,650,046 $1,577,524,000 24,847
   MORNINGSTAR INVESTMENT SERVICES, INC. 1 - 2023-12-31 6,570,620 $1,564,661,000 3,294,486
   BALLENTINE FINN & COMPANY INC 1 - 2024-03-31 5,981,629 $1,554,625,000 35,319
   WELLS FARGO & CO/MN 57 - 2023-12-31 6,068,827 $1,439,647,000 269,792
   Gibson Wealth Advisors LLC 1 - 2022-12-31 6,931,909 $1,335,842,000 6,806,828
   NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTUR 5 - 2023-12-31 4,444,800 $1,054,395,000 -590,000
   J P MORGAN CHASE & CO 191 - 2023-12-31 4,400,666 $1,043,926,000 788,703
   BKD WEALTH ADVISORS LLC 1 - 2024-03-31 3,758,541 $976,845,000 20,791
   UBS Group AG 46 - 2023-12-31 4,105,333 $973,867,000 159,194
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 1 - 2023-12-31 3,626,727 $860,332,000 0
   GOLDMAN SACHS GROUP INC/ 103 - 2023-12-31 3,517,630 $834,452,000 108,424
   PNC FINANCIAL SERVICES GROUP INC 33 - 2023-12-31 2,953,664 $700,668,000 4,160
   Advisor Group Holdings Inc. 6 - 2023-12-31 2,788,538 $661,657,000 -685,647
   Sequoia Financial Advisors LLC - 2023-12-31 2,702,206 $641,017,000 222,507
   State of Tennessee Treasury Department 3 - 2023-12-31 2,543,323 $603,327,000 -2,245,529
   COMMONWEALTH EQUITY SERVICES LLC. 10 - 2023-12-31 2,445,706 $580,170,000 62,948
   ROYAL BANK OF CANADA 140 - 2023-12-31 2,418,074 $573,614,000 31,515
   AMERIPRISE FINANCIAL INC 150 - 2023-12-31 2,187,672 $516,203,000 79,638
   SCS CAPITAL MANAGEMENT LLC 3 - 2023-12-31 2,139,660 $507,570,000 35,691
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 19 - 2023-12-31 1,972,651 $467,952,000 63,056
   BANK OF NEW YORK MELLON CORP 193 - 2023-12-31 1,908,182 $452,659,000 57,840
   Facet Wealth Inc. 1 - 2023-12-31 1,752,599 $429,124,000 192,313
   Empower Advisory Group LLC 15 - 2023-12-31 1,708,632 $405,322,000 4,472
   FINANCEWARE, INC. 1 - 2024-03-31 1,509,581 $392,340,000 -73,703
   HIGHTOWER ADVISORS, LLC 20 - 2023-12-31 1,640,772 $389,224,000 493,911
   Patriot Investment Management Inc. 1 - 2024-03-31 1,467,716 $381,459,000 91,083
   Summit Financial LLC 1 - 2023-12-31 1,585,042 $376,004,000 -941
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 6 - 2023-12-31 1,561,644 $370,453,000 5,812
   Ellevest Inc. 1 - 2023-12-31 1,504,830 $356,976,000 25,518
   MARINER WEALTH ADVISORS, LLC 18 - 2023-12-31 1,500,674 $355,990,000 59,608
   BB&T CORP 37 - 2023-12-31 1,423,285 $337,632,000 -10,156
   SAGEWORTH TRUST CO 1 - 2024-03-31 1,289,775 $335,213,000 6,366
   Prime Capital Investment Advisors LLC - 2023-12-31 1,406,568 $333,666,000 -43,227
   LINCOLN NATIONAL CORP 1 - 2023-12-31 1,393,925 $330,667,000 13,263
   Foster Group Inc. 1 - 2024-03-31 1,265,855 $328,996,000 17,232
   TRUEPOINT, INC. 3 - 2023-12-31 1,361,753 $323,035,000 -25,739
   Personal Capital Advisors Corp 15 - 2022-12-31 1,661,091 $317,584,000 85,074
   BANK OF HAWAII 1 - 2023-12-31 1,332,442 $316,082,000 -208,526
   BALYASNY ASSET MANAGEMENT LLC 10 *New 2023-12-31 1,331,537 $315,867,000 1,331,537
   Private Advisor Group LLC 2 - 2023-12-31 1,275,761 $302,636,000 31,489
   Cetera Investment Advisers 3 - 2023-12-31 1,274,244 $302,276,000 -18,935
   SAVANT CAPITAL MANAGEMENT INC 5 - 2023-12-31 1,179,005 $279,684,000 73,664
   VISTA CAPITAL PARTNERS, INC. 1 - 2023-12-31 1,172,648 $278,176,000 -15,934
   Envestnet Portfolio Solutions Inc. 20 - 2023-12-31 1,071,886 $254,273,000 31,170
   GIBSON CAPITAL MANAGEMENT, LTD. 1 - 2024-03-31 962,821 $250,237,000 -2,262
   HPM Partners LLC - 2023-12-31 5,510,130 $242,680,000 4,665,993
   BROWN ADVISORY HOLDINGS INC 70 - 2023-12-31 991,775 $235,269,000 49,890
   INVESTURE LLC 1 - 2023-12-31 966,173 $229,196,000 -17,425
   Sontag Advisory LLC 8 - 2023-12-31 951,337 $225,676,000 121,444
   CI Private Wealth LLC 48 - 2023-12-31 936,390 $222,131,000 -21,342
   CITIGROUP INC 65 - 2023-12-31 914,018 $216,823,000 -471,182
   FIRST BUSINESS FINANCIAL SERVICES INC. 1 - 2023-12-31 899,330 $213,339,000 9,579
   Capstone Financial Advisors Inc. 1 - 2023-12-31 864,358 $205,043,000 15,692
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 857,366 $203,384,000 -12,667
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 51 - 2023-12-31 856,029 $203,064,000 8,689
   RAYMOND JAMES & ASSOCIATES 120 - 2023-12-31 854,456 $202,694,000 73,161
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 324 - 2023-12-31 838,601 $198,933,000 -64,038
   FINANCIAL NETWORK 10 - 2023-12-31 838,034 $198,798,000 45,045
   STEPHENS INC /AR/ 1 - 2023-12-31 835,892 $198,290,000 90,782
   Comprehensive Portfolio Management LLC 1 - 2023-12-31 818,578 $194,183,000 13,902
   ZBN.A. 1 - 2023-12-31 806,217 $191,251,000 -30,079
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 39 - 2023-09-30 886,700 $188,344,000 -97,811
   TIAA FSB 36 - 2023-06-30 848,629 $186,936,000 -9,673
   Independent Advisor Alliance 1 - 2023-12-31 825,573 $185,726,000 417,832
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 1 - 2023-12-31 756,961 $183,275,000 -10,771
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 37 - 2024-03-31 698,378 $181,508,000 36,830
   Cresset Asset Management LLC 14 - 2023-12-31 759,601 $180,192,000 -5,177
   CAPROCK Group Inc. 1 - 2023-12-31 756,668 $179,497,000 -2,811
   BUCKINGHAM ASSET MANAGEMENT, LLC 10 - 2023-12-31 751,630 $178,302,000 60,748
   CABOT-WELLINGTON LLC 1 - 2023-12-31 747,985 $177,437,000 209,079
   CLS INVESTMENT FIRM LLC 1 - 2022-12-31 898,657 $171,814,000 -218,334
   Employees Retirement Fund of the City of Fort Wort 1 - 2023-12-31 719,552 $170,692,000 0
   FMR LLC 808 - 2023-12-31 718,428 $170,425,000 45,304
   TANGLEWOOD WEALTH MANAGEMENT, INC. 1 - 2023-12-31 708,076 $167,970,000 145,854
   Kestra Advisory Services LLC 8 - 2023-12-31 706,722 $167,649,000 6,988
   Boston Standard Wealth Management LLC 1 - 2024-03-31 637,689 $165,735,000 54
   Hardy Reed LLC - 2023-12-31 690,364 $163,768,000 -40,640
   REBALANCE LLC 2 - 2023-12-31 673,534 $159,776,000 -14,968
   Pathstone Holdings LLC 20 - 2023-12-31 651,224 $154,489,000 0
   OXFORD FINANCIAL GROUP LTD 2 - 2023-12-31 648,061 $153,733,000 17,479
   CAPTRUST FINANCIAL ADVISORS 36 - 2023-12-31 646,690 $153,408,000 8,273
   BANK OF MONTREAL /CAN/ 198 - 2023-12-31 639,977 $152,532,000 8,016
   Orion Portfolio Solutions LLC 3 - 2023-12-31 632,939 $149,658,000 -28,742
   AGF MANAGEMENT LTD 30 - 2023-12-31 622,103 $147,625,000 -2,843
   Baird Financial Group Inc. 61 - 2023-12-31 613,218 $145,468,000 47,688
   MIZUHO CORPORATE BANK, LTD. 3 - 2023-12-31 600,000 $142,332,000 0
   Elm Partners Management LLC 1 - 2023-12-31 594,791 $141,096,000 32,462
   TWO SIGMA INVESTMENTS LLC 62 - 2023-12-31 587,030 $139,255,000 505,350
  100 Records found
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