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Get Institutions for : 
Vanguard Total Stock Market Index (VTSAX)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 21    2
Total shares held : 
 385,987  
% of shares held : 
 4.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 70,662  
% of shares held change : 
   0.79%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 5,580
 1.45%
 
Increased Positions :
10
 65,292
 16.92%
 
Unchanged Positions :
7
 190,020
 49.23%
 
Decreased Positions :
2
-210
-0.05%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
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
   Financial Gravity Wealth Inc. 56 - 2023-12-31 143,476 $54,809,000 0
   Garde Capital Inc. 21 - 2023-12-31 127,899 $14,832,000 -74,388
   FULTON BANK, N.A. 43 - 2024-03-31 51,368 $6,503,000 -182
   GOFEN & GLOSSBERG LLC /IL/ 127 - 2022-12-31 60,463 $5,629,000 52
   Williams Jones Wealth Management LLC. 166 - 2023-12-31 22,722 $2,635,000 -209
   NORTH STAR ASSET MANAGEMENT INC 115 - 2023-12-31 22,439 $2,602,000 -1
   MOTCO 105 - 2023-12-31 20,287 $2,353,000 0
   STEWART & PATTEN CO LLC 35 - 2024-03-31 14,001 $1,772,000 0
   ORG Partners LLC 90 - 2023-12-31 10,433 $1,210,000 4
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 176 - 2024-03-31 9,475 $1,200,000 -2,989
   ORLEANS CAPITAL MANAGEMENT CORP/LA 51 - 2023-12-31 4,904 $569,000 13
   Strategic Investment Solutions Inc. /IL 76 - 2023-12-31 4,337 $503,000 4,337
   ROWLAND & CO INVESTMENT COUNSEL/ADV 99 - 2024-03-31 3,853 $488,000 0
   Coston McIsaac & Partners 68 - 2024-03-31 3,754 $475,000 3
   Dempze Nancy E 39 - 2023-12-31 3,479 $403,000 0
   ROTHSCHILD INVESTMENT CORP /IL 311 - 2023-09-30 3,463 $358,000 -315
   ENCOMPASS WEALTH ADVISORS LLC 105 - 2023-12-31 3,099 $358,000 3
   Fifth Third Wealth Advisors LLC 191 *New 2024-03-31 2,372 $300,000 2,372
   Main Street Group LTD 58 - 2023-12-31 2,456 $285,000 0
   WOODSTOCK CORP 155 - 2024-03-31 1,852 $234,000 -616
   Ethos Financial Group LLC 201 *New 2023-12-31 1,861 $216,000 1,861
   KELLY LAWRENCE W & ASSOCIATES INC/CA 76 - 2023-12-31 1,555 $180,000 7
   TUCKER ASSET MANAGEMENT LLC 154 - 2023-12-31 834 $97,000 4
   Bull Oak Capital LLC 21 - 2024-03-31 700 $89,000 -52,224
   DIVIDEND GROWTH ADVISORS LLC 284 - 2023-12-31 209 $24,000 1
   Livelsberger Financial Advisory 138 - 2023-12-31 185 $21,000 0
   Trivant Custom Portfolio Group LLC 213 *Closed 2024-03-31 0 $0 -3,719
  27 Records found
  1    
  Page 1 of 1
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