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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
   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
   WealthNavi Inc. 1 - 2024-03-31 10,551,380 $2,742,304,000 -32,418
   CREATIVE PLANNING 2 - 2023-12-31 7,993,305 $1,896,172,000 -356,416
   NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTUR 5 - 2024-03-31 3,581,800 $930,910,000 -863,000
   Advisor Group Holdings Inc. 6 - 2023-12-31 2,788,538 $661,657,000 -685,647
   State of Tennessee Treasury Department 3 - 2023-12-31 2,543,323 $603,327,000 -2,245,529
   FINANCEWARE, INC. 1 - 2024-03-31 1,509,581 $392,340,000 -73,703
   BB&T CORP 37 - 2023-12-31 1,423,285 $337,632,000 -10,156
   Prime Capital Investment Advisors LLC - 2023-12-31 1,406,568 $333,666,000 -43,227
   TRUEPOINT, INC. 3 - 2023-12-31 1,361,753 $323,035,000 -25,739
   BANK OF HAWAII 1 - 2023-12-31 1,332,442 $316,082,000 -208,526
   Cetera Investment Advisers 3 - 2023-12-31 1,274,244 $302,276,000 -18,935
   VISTA CAPITAL PARTNERS, INC. 1 - 2023-12-31 1,172,648 $278,176,000 -15,934
   GIBSON CAPITAL MANAGEMENT, LTD. 1 - 2024-03-31 962,821 $250,237,000 -2,262
   INVESTURE LLC 1 - 2023-12-31 966,173 $229,196,000 -17,425
   CI Private Wealth LLC 48 - 2023-12-31 936,390 $222,131,000 -21,342
   RAYMOND JAMES & ASSOCIATES 117 - 2024-03-31 848,692 $220,575,000 -5,764
   CITIGROUP INC 65 - 2023-12-31 914,018 $216,823,000 -471,182
   Comprehensive Portfolio Management LLC 1 - 2024-03-31 815,898 $212,052,000 -2,680
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 857,366 $203,384,000 -12,667
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 324 - 2023-12-31 838,601 $198,933,000 -64,038
   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
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 1 - 2023-12-31 756,961 $183,275,000 -10,771
   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
   CLS INVESTMENT FIRM LLC 1 - 2022-12-31 898,657 $171,814,000 -218,334
   Hardy Reed LLC - 2023-12-31 690,364 $163,768,000 -40,640
   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
   Sendero Wealth Management LLC 1 - 2024-03-31 528,166 $137,270,000 -3,431
   ALLEN INVESTMENT MANAGEMENT LLC 16 - 2023-12-31 555,817 $131,851,000 -23,100
   EVOKE WEALTH LLC 8 - 2023-12-31 548,304 $130,069,000 -6,656
   Zhang Financial LLC 1 - 2024-03-31 488,885 $127,061,000 -2,264
   AE Wealth Management LLC 22 - 2023-12-31 516,254 $124,995,000 -2,233
   Compass Ion Advisors LLC 1 - 2024-03-31 480,922 $124,992,000 -6,057
   STIFEL FINANCIAL CORP 147 - 2023-12-31 526,348 $124,865,000 -38,852
   REGIS MANAGEMENT CO LLC 1 - 2024-03-31 462,350 $120,165,000 -4,230
   FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1 - 2023-12-31 488,450 $115,870,000 -4,050
   ALPS ADVISERS INC 16 - 2023-12-31 473,592 $112,345,000 -5,755
   LEGACY PRIVATE TRUST CO. 2 - 2024-03-31 421,189 $109,467,000 -48,844
   Symetra Investment Management Co 1 - 2023-12-31 459,092 $108,906,000 -670,796
   Toroso Investments LLC 3 - 2023-12-31 446,669 $105,959,000 -105,830
   COLONY GROUP LLC 9 - 2023-09-30 488,798 $103,826,000 -4,486
   Diversified Portfolios Inc. 1 - 2023-12-31 417,129 $98,951,000 -1,367
   WMS PARTNERS, LLC 2 - 2023-12-31 413,395 $98,066,000 -7,943
   LHM INC. 1 - 2024-03-31 366,719 $95,310,000 -78,214
   REGIONS FINANCIAL CORP 36 - 2024-03-31 366,203 $95,176,000 -7,465
   EFFICIENT ADVISORS, LLC 2 - 2023-12-31 400,699 $95,054,000 -42,871
   Revolve Wealth Partners LLC 1 - 2024-03-31 364,219 $94,661,000 -209
   GUARANTY TRUST CO OF MISSOURI /MO/ 7 - 2024-03-31 353,721 $91,932,000 -6,246
   AMERIVEST INVESTMENT MANAGEMENT LLC 21 - 2023-06-30 411,685 $90,686,000 -14,183
   FINANCIAL ENGINES ADVISORS L.L.C. 41 - 2023-12-31 370,282 $87,838,000 -3,396
   Towneley Capital Management Inc / DE 1 - 2024-03-31 337,096 $87,611,000 -705
   MISSION WEALTH MANAGEMENT LLC 8 - 2023-12-31 367,803 $87,250,000 -6,272
   FIFTH THIRD BANCORP 78 - 2024-03-31 335,437 $87,180,000 -1,442
   Tanager Wealth Management LLP 1 - 2023-12-31 358,282 $84,992,000 -30,365
   ARGI INVESTMENT SERVICES, LLC 8 - 2022-12-31 442,401 $84,583,000 -3,861
   MCCORMACK ADVISORS INTERNATIONAL 17 - 2023-12-31 345,767 $82,023,000 -10,014
   GLOBAL ENDOWMENT MANAGEMENT, LP 3 - 2023-12-31 339,574 $80,554,000 -95,111
   Beacon Pointe Advisors LLC 14 - 2023-12-31 336,516 $79,827,000 -136,094
   Apella Capital LLC 5 - 2024-03-31 305,970 $78,894,000 -9,722
   MULTIFINANCIAL SECURITIES CORP 11 - 2023-12-31 332,377 $78,846,000 -7,725
   Rainwater Charitable Foundation 1 - 2023-12-31 328,295 $77,878,000 -65,003
   AEGON USA INVESTMENT MANAGEMENT, LLC 1 - 2023-12-31 326,906 $77,549,000 -58,599
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 5 - 2023-12-31 321,750 $76,326,000 -102,004
   Garde Capital Inc. 4 - 2023-12-31 290,137 $68,826,000 -277
   Circle Wealth Management LLC 8 - 2023-12-31 288,517 $68,442,000 -3,800
   MONETA GROUP INVESTMENT ADVISORS INC 19 - 2023-12-31 283,307 $67,206,000 -14,379
   GSG Advisors LLC 1 - 2024-03-31 260,154 $67,042,000 -92
   AMG NATIONAL TRUST BANK 9 - 2023-12-31 275,024 $65,241,000 -81
   NADLER FINANCIAL GROUP, INC. 2 - 2024-03-31 249,625 $64,878,000 -3,810
   BECKER CAPITAL MANAGEMENT INC 5 - 2023-12-31 272,476 $64,637,000 -3,824
   BAKER ELLIS ASSET MANAGEMENT LLC 1 - 2024-03-31 248,074 $64,474,000 -3,890
   LAKE STREET ADVISORS GROUP LLC 4 - 2023-12-31 267,668 $63,496,000 -9,252
   St. Louis Trust Co 2 - 2023-12-31 264,872 $62,833,000 -55,276
   MorganRosel Wealth Management LLC 1 - 2024-03-31 226,077 $58,757,000 -12,802
   BAILARD BIEHL & KAISER INC 9 - 2023-12-31 244,513 $58,003,000 -3,787
   Strategic Wealth Partners Group LLC 4 - 2023-12-31 244,332 $57,960,000 -3,814
   First Bank & Trust 1 - 2024-03-31 220,885 $57,408,000 -495
   OLIO Financial Planning 1 - 2024-03-31 229,747 $54,710,000 -350
   EVENSKY & KATZ INC 8 - 2024-03-31 209,553 $54,463,000 -11,300
   PARK AVENUE SECURITIES LLC 22 - 2024-03-31 204,832 $53,236,000 -1,861
   KCM INVESTMENT ADVISORS LLC 5 - 2023-12-31 223,015 $52,904,000 -831
   Hassell Wealth Management LLC 1 - 2023-12-31 212,664 $51,886,000 -3,172
   Prentice Wealth Management LLC 1 - 2024-03-31 199,075 $51,740,000 -1,112
   WINDHAM CAPITAL MANAGEMENT, LLC 1 - 2023-12-31 217,371 $51,565,000 -920
   ETF Portfolio Partners Inc. 1 - 2023-12-31 217,337 $51,557,000 -1,060
   Regis Acquisition Inc. 2 - 2023-12-31 216,021 $51,245,000 -14,200
   VPR Management LLC 3 - 2023-12-31 213,300 $50,599,000 -8,000
   Cedar Wealth Management LLC 1 - 2023-12-31 211,266 $50,117,000 -895
   BRYN MAWR TRUST CO/PA 5 - 2023-09-30 231,432 $49,158,000 -7,556
   Johnson Financial Group LLC 4 - 2023-12-31 204,658 $48,549,000 -29,771
   Wellspring Financial Advisors LLC 1 - 2023-12-31 6,174,127 $45,917,000 -709
   JONES FINANCIAL COMPANIES LLLP 51 - 2023-12-31 193,446 $45,889,000 -4,052
   Ashford Advisors LLC 2 - 2024-03-31 175,726 $45,671,000 -4,882
   PROFFITT & GOODSON INC 4 - 2024-03-31 175,344 $45,572,000 -8,219
   LAIRD NORTON TYEE TRUST CO 3 - 2023-12-31 191,811 $45,501,000 -450,676
  100 Records found
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