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Get Institutions for : 
Vanguard Total Stock Market VIPERs (VTI)  
$253.53 2.97 (1.19%) as of 4:30 Fri 5/3


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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  : 
32.45 (14.68%)  




 
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
   BALYASNY ASSET MANAGEMENT LLC 10 *New 2023-12-31 1,331,537 $315,867,000 1,331,537
   COLONY GROUP, LLC 8 *New 2023-12-31 491,784 $116,661,000 491,784
   Kensington Asset Management LLC *New 2023-12-31 482,670 $114,499,000 482,670
   EMPLOYEES RETIREMENT SYSTEM OF TEXAS 20 *New 2023-12-31 420,800 $99,822,000 420,800
   JARISLOWSKY FRASER LTD 57 *New 2023-12-31 247,900 $58,806,000 247,900
   Chan Zuckerberg Initiative LLC 3 *New 2023-12-31 179,810 $42,655,000 179,810
   NUVEEN ASSET MANAGEMENT, LLC 1059 *New 2023-12-31 96,800 $22,963,000 96,800
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 57 *New 2024-03-31 76,887 $19,983,000 76,887
   Garner Asset Management Corp 1 *New 2023-12-31 133,337 $16,016,000 133,337
   Simplicity WealthLLC 72 *New 2024-03-31 45,730 $11,885,000 45,730
   CFO4Life L.P. 10 *New 2022-12-31 57,219 $10,940,000 57,219
   VERITY & VERITY, LLC 51 *New 2024-03-31 51,096 $8,241,000 51,096
   Benchmark Investment Advisors LLC 45 *New 2023-12-31 27,337 $6,485,000 27,337
   Copperwynd Financial LLC 11 *New 2023-12-31 18,629 $4,419,000 18,629
   Legal Advantage Investments Inc. 13 *New 2024-03-31 14,322 $3,722,000 14,322
   D E SHAW & CO INC 1260 *New 2023-12-31 15,469 $3,670,000 15,469
   Chicago Capital LLC 109 *New 2024-03-31 9,714 $2,525,000 9,714
   DARK FOREST CAPITAL MANAGEMENT LP 53 *New 2023-12-31 8,905 $2,112,000 8,905
   S.E.E.D. Planning Group LLC 40 *New 2024-03-31 7,788 $2,024,000 7,788
   INTREPID FAMILY OFFICE LLC 16 *New 2023-09-30 7,000 $1,487,000 7,000
   Compton Wealth Advisory Group LLC 48 *New 2024-03-31 5,634 $1,464,000 5,634
   PRESILIUM PRIVATE WEALTH LLC 29 *New 2023-12-31 6,115 $1,451,000 6,115
   Howard Capital Management Inc. 39 *New 2023-12-31 5,686 $1,349,000 5,686
   Berger Financial Group Inc 140 *New 2024-03-31 4,330 $1,125,000 4,330
   RAM Investment Partners LLC 23 *New 2023-12-31 4,251 $1,008,000 4,251
   Flower City Capital 15 *New 2024-03-31 3,778 $982,000 3,778
   GDS Wealth Management 61 *New 2024-03-31 3,597 $935,000 3,597
   VAN CLEEF ASSET MANAGEMENT,INC 59 *New 2023-12-31 3,630 $861,000 3,630
   Hoxton Planning & Management LLC 44 *New 2024-03-31 3,201 $832,000 3,201
   New World Advisors LLC 16 *New 2024-03-31 2,957 $769,000 2,957
   Hudson Capital Management LLC 46 *New 2024-03-31 2,937 $763,000 2,937
   Emerald Advisors LLC 47 *New 2024-03-31 2,784 $724,000 2,784
   FIRST TRUST ADVISORS LP 2062 *New 2023-12-31 2,992 $710,000 2,992
   LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 65 *New 2023-12-31 2,799 $664,000 2,799
   Team Hewins LLC 117 *New 2023-12-31 2,706 $642,000 2,706
   TUDOR INVESTMENT CORP ET AL 1077 *New 2023-12-31 2,605 $618,000 2,605
   MASSACHUSETTS INSTITUTE OF TECHNOLOGY 9 *New 2023-12-31 2,454 $582,000 2,454
   AlphaStar Capital Management LLC 172 *New 2023-12-31 1,204 $571,000 1,204
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 43 *New 2023-12-31 2,371 $562,000 2,371
   Schwab Charitable Fund *New 2023-12-31 2,360 $560,000 2,360
   TWO SIGMA SECURITIES LLC 387 *New 2023-12-31 2,302 $546,000 2,302
   AFFINIA FINANCIAL GROUP LLC 18 *New 2023-06-30 2,328 $523,000 2,328
   CATALYST FINANCIAL PARTNERS LLC 107 *New 2024-03-31 2,020 $500,000 2,020
   Legacy Capital Group California Inc. 166 *New 2023-12-31 1,988 $472,000 1,988
   Wayfinding Financial LLC 62 *New 2023-12-31 1,951 $463,000 1,951
   BEECH HILL ADVISORS INC 79 *New 2024-03-31 1,672 $435,000 1,672
   FIRST AMERICAN TRUST CO 129 *New 2023-12-31 1,831 $434,000 1,831
   Vivid Wealth Management LLC 68 *New 2024-03-31 1,456 $378,000 1,456
   RE Dickinson Investment Advisors LLC 31 *New 2023-12-31 1,595 $378,000 1,595
   Johns Hopkins University 17 *New 2023-12-31 1,587 $376,000 1,587
   Drake & Associates LLC 55 *New 2023-12-31 1,546 $367,000 1,546
   Keebeck Wealth Management LLC 201 *New 2023-12-31 1,538 $365,000 1,538
   INGALLS & SNYDER LLC 310 *New 2023-12-31 1,511 $358,000 1,511
   Centric Wealth Management 105 *New 2023-12-31 1,463 $357,000 1,463
   DGS Capital Management LLC 183 *New 2024-03-31 1,375 $357,000 1,375
   Thrive Capital Management LLC 86 *New 2023-12-31 1,476 $350,000 1,476
   Flagstone Financial Management *New 2023-12-31 1,438 $341,000 1,438
   VILLERE ST DENIS J & CO LLC 62 *New 2024-03-31 1,301 $338,000 1,301
   Crestone Asset Management LLC 74 *New 2024-03-31 1,250 $325,000 1,250
   Darrow Company Inc. 32 *New 2023-12-31 1,310 $311,000 1,310
   TITLEIST ASSET MANAGEMENT LLC 176 *New 2023-12-31 1,297 $308,000 1,297
   Paradigm Financial Partners LLC 169 *New 2023-12-31 1,288 $306,000 1,288
   GoalFusion Wealth Management LLC 24 *New 2024-03-31 1,127 $293,000 1,127
   Revisor Wealth Management LLC 157 *New 2024-03-31 1,112 $283,000 1,112
   Evergreen Wealth Solutions LLC 87 *New 2023-12-31 1,188 $282,000 1,188
   Leading Edge Financial Planning LLC 47 *New 2023-12-31 1,187 $282,000 1,187
   NELSON ROBERTS INVESTMENT ADVISORS, LLC *New 2023-12-31 1,114 $264,000 1,114
   SUTTON PLACE INVESTORS LLC 129 *New 2024-03-31 994 $258,000 994
   True Link Financial Advisors LLC 61 *New 2024-03-31 934 $243,000 934
   NORTH POINT PORTFOLIO MANAGERS CORP/OH 52 *New 2024-03-31 934 $243,000 934
   Parker Investment Management LLC 29 *New 2023-12-31 1,010 $235,000 1,010
   Swisher Financial Concepts Inc. 75 *New 2024-03-31 918 $234,000 918
   DANA INVESTMENT ADVISORS INC 401 *New 2023-12-31 959 $227,000 959
   Sloy Dahl & Holst LLC 77 *New 2024-03-31 869 $226,000 869
   VANCE WEALTH INC. 76 *New 2023-12-31 954 $226,000 954
   CONTINUUM WEALTH ADVISORS LLC 46 *New 2023-12-31 947 $225,000 947
   Heartwood Wealth Advisors LLC 144 *New 2024-03-31 865 $225,000 865
   17 CAPITAL PARTNERS LLC 117 *New 2024-03-31 860 $224,000 860
   KilterHowling LLC 42 *New 2023-12-31 912 $223,000 912
   Ellenbecker Investment Group 103 *New 2024-03-31 859 $223,000 859
   BIRCH HILL INVESTMENT ADVISORS LLC 153 *New 2023-12-31 934 $222,000 934
   DEARBORN PARTNERS LLC *New 2023-12-31 926 $220,000 926
   FINANCIAL LIFE ADVISORS 57 *New 2024-03-31 836 $217,000 836
   ForthRight Wealth Management LLC 62 *New 2024-03-31 836 $217,000 836
   Semus Wealth Partners LLC *New 2023-12-31 915 $217,000 915
   Custos Family Office LLC 44 *New 2023-12-31 909 $216,000 909
   CJM Wealth Advisers Ltd. 61 *New 2024-03-31 833 $216,000 833
   Mountain Capital Investment Advisors Inc 40 *New 2024-03-31 833 $215,000 833
   Joule Financial LLC 98 *New 2023-12-31 897 $213,000 897
   Alpha Omega Group Inc. 18 *New 2023-12-31 897 $213,000 897
   OAK FAMILY ADVISORS LLC 107 *New 2024-03-31 821 $213,000 821
   KENNEDY INVESTMENT GROUP 112 *New 2024-03-31 818 $213,000 818
   Hobart Private Capital LLC 63 *New 2024-03-31 820 $213,000 820
   HOME FEDERAL BANK OF TENNESSEE 72 *New 2024-03-31 816 $212,000 816
   Stonebridge Financial Planning Group LLC 142 *New 2023-12-31 895 $212,000 895
   JSF Financial LLC 101 *New 2023-12-31 883 $210,000 883
   Indie Asset Partners LLC *New 2023-12-31 886 $210,000 886
   Nicollet Investment Management Inc. 63 *New 2023-12-31 881 $209,000 881
   Occidental Asset Management LLC 183 *New 2024-03-31 802 $208,000 802
   Archford Capital Strategies LLC 244 *New 2024-03-31 799 $208,000 799

  100 Records found
  1    
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