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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
   VANGUARD GROUP INC 84 - 2023-12-31 38,913,885 $9,231,152,000 3,679,918
   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
   NORTHERN TRUST CORP 36 - 2023-12-31 9,689,823 $2,298,620,000 133,037
   HANSON MCCLAIN, INC. 1 - 2024-03-31 8,257,670 $2,146,168,000 114,231
   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
   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
   GOLDMAN SACHS GROUP INC/ 103 - 2023-12-31 3,517,630 $834,452,000 108,424
   BANK OF NEW YORK MELLON CORP 146 - 2024-03-31 2,739,301 $711,944,000 831,119
   PNC FINANCIAL SERVICES GROUP INC 33 - 2023-12-31 2,953,664 $700,668,000 4,160
   Sequoia Financial Advisors LLC - 2023-12-31 2,702,206 $641,017,000 222,507
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 14 - 2024-03-31 2,055,094 $534,119,000 82,443
   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
   Facet Wealth Inc. 1 - 2023-12-31 1,752,599 $429,124,000 192,313
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 7 - 2024-03-31 1,636,737 $425,388,000 75,093
   Summit Financial LLC 1 - 2024-03-31 1,586,071 $412,220,000 1,029
   Empower Advisory Group LLC 15 - 2023-12-31 1,708,632 $405,322,000 4,472
   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
   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
   SAGEWORTH TRUST CO 1 - 2024-03-31 1,289,775 $335,213,000 6,366
   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
   Personal Capital Advisors Corp 15 - 2022-12-31 1,661,091 $317,584,000 85,074
   Private Advisor Group LLC 2 - 2023-12-31 1,275,761 $302,636,000 31,489
   BROWN ADVISORY HOLDINGS INC 63 - 2024-03-31 1,086,321 $282,335,000 94,546
   SAVANT CAPITAL MANAGEMENT INC 5 - 2023-12-31 1,179,005 $279,684,000 73,664
   Envestnet Portfolio Solutions Inc. 20 - 2023-12-31 1,071,886 $254,273,000 31,170
   HPM Partners LLC - 2023-12-31 5,510,130 $242,680,000 4,665,993
   Sontag Advisory LLC 8 - 2023-12-31 951,337 $225,676,000 121,444
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 51 - 2023-12-31 856,029 $203,064,000 8,689
   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
   Independent Advisor Alliance 1 - 2023-12-31 825,573 $185,726,000 417,832
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 37 - 2024-03-31 698,378 $181,508,000 36,830
   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
   REBALANCE LLC 2 - 2024-03-31 676,617 $175,853,000 3,083
   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
   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
   Baird Financial Group Inc. 61 - 2023-12-31 613,218 $145,468,000 47,688
   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
   TruWealth Advisors LLC 1 - 2024-03-31 520,004 $135,149,000 9,868
   PATHSTONE FAMILY OFFICE, LLC 17 - 2023-09-30 630,727 $133,979,000 270,391
   GLENMEDE TRUST CO NA 25 - 2023-12-31 559,876 $132,814,000 3,543
   PrairieView Partners LLC - 2023-12-31 551,516 $130,831,000 10,332
   Cardinal Point Capital Management ULC 1 - 2024-03-31 475,635 $123,618,000 13,319
   Lindbrook Capital LLC 1 - 2024-03-31 454,975 $118,248,000 4,174
   BEACON INVESTMENT ADVISORY SERVICES INC. 1 - 2023-12-31 496,884 $117,871,000 22
   P-Solve LLC 1 - 2023-12-31 496,577 $117,798,000 90,387
   Moss Adams Wealth Advisors LLC 1 - 2023-12-31 490,120 $116,266,000 488,915
   Beacon Wealthcare LLC 1 - 2024-03-31 446,830 $116,131,000 127
   CHAI TRUST CO LLC 3 - 2023-12-31 488,659 $115,920,000 13,618
   DAVIDSON D A & CO 11 - 2023-12-31 483,393 $114,671,000 11,307
   Wealthcare Advisory Partners LLC 3 - 2024-03-31 423,775 $110,139,000 10,238
   N.E.W. Advisory Services LLC 1 - 2024-03-31 422,548 $109,820,000 51,371
   CARDIFF PARK ADVISORS LLC 2 - 2023-12-31 462,103 $109,620,000 7,633
   Rockefeller Capital Management L.P. 60 - 2023-12-31 447,026 $106,044,000 46,666
   TIEDEMANN WEALTH MANAGEMENT, LLC 8 - 2023-09-30 494,534 $105,044,000 35,457
   Oakwell Private Wealth Management LLC 1 - 2024-03-31 401,512 $104,353,000 32,707
   Avalon Advisory Group 1 - 2023-12-31 430,168 $102,044,000 16,167
   Roble Belko & Company Inc 1 - 2024-03-31 390,892 $101,593,000 42,033
   MML INVESTORS SERVICES LLC 37 - 2023-12-31 410,885 $97,470,000 57,046
   Cardinal Point Wealth Management Partners LLC 1 - 2023-03-31 474,065 $96,757,000 25,791
   CoreCap Advisors LLC 1 - 2023-12-31 397,528 $94,302,000 8,692
   Cliffwater LLC 1 - 2023-12-31 394,179 $93,507,000 9,051
   First Ascent Asset Management LLC 2 - 2023-12-31 375,317 $89,033,000 12,538
   KEATING WEALTH MANAGEMENT LLC 1 - 2024-03-31 336,180 $87,373,000 31,743
   VATERA HOLDINGS LLC 2 - 2023-12-31 363,680 $86,272,000 98,480
   LANDAAS & CO /WI /ADV 1 - 2023-12-31 359,282 $85,226,000 683
   Astoria Strategic Wealth Inc. 1 - 2023-12-31 358,091 $84,946,000 10,622
   Joel Isaacson & Co. LLC - 2023-12-31 348,776 $82,737,000 17,651
   HRT FINANCIAL LLC 14 - 2023-12-31 344,420 $81,703,000 14,779
   AQR CAPITAL MANAGEMENT LLC 157 - 2023-12-31 343,143 $81,400,000 47,823
   WETHERBY ASSET MANAGEMENT INC 3 - 2023-12-31 342,672 $81,289,000 1,257
   Lido Advisors LLC 18 - 2023-12-31 336,626 $79,854,000 9,580
   Seaside Wealth Management Inc. 1 - 2024-03-31 304,483 $79,135,000 3,282
   CARL STUART INVESTMENT ADVISOR INC 1 - 2024-03-31 303,952 $78,997,000 23,582
   SEGMENT WEALTH MANAGEMENT, LLC 1 - 2024-03-31 293,152 $76,190,000 6,330
  100 Records found
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