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Get Institutions for : 
Vanguard Value VIPERS (VTV)  
$157.76 0.91 (0.58%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1891    23
Total shares held : 
 483,148,769  
% of shares held : 
 88.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   118  
Amount of shares held : 
 651,394  
% of shares held change : 
   0.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $136.60  
Last Quarter's Ending Price : 
 $149.50  
Last Quarter's Average Price : 
 $140.69  
Change from last quarter's     
avg. price to the last closing  : 
17.07 (12.13%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
89
 1,730,630
 0.36%
 
Increased Positions :
787
 22,994,756
 4.76%
 
Unchanged Positions :
323
 9,664,233
 2%
 
Decreased Positions :
692
-18,674,018
-3.87%
 
Closed Positions :
66
-5,399,974
-1.12%
 
Guru Positions :
2
7,736
 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
   Simplicity WealthLLC 6 *New 2024-03-31 563,913 $91,839,000 563,913
   Chan Zuckerberg Initiative LLC 2 *New 2023-12-31 599,163 $89,575,000 599,163
   COLONY GROUP, LLC 50 *New 2023-12-31 237,619 $35,524,000 237,619
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 33 *New 2024-03-31 196,337 $31,976,000 196,337
   EQIS CAPITAL MANAGEMENT, INC. 4 *New 2023-12-31 202,631 $30,293,000 202,631
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 462 *New 2023-12-31 109,542 $16,377,000 109,542
   Capricorn Fund Managers Ltd 1 *New 2024-03-31 73,605 $11,987,000 73,605
   DAGCO INC. 1 *New 2023-12-31 70,982 $10,612,000 70,982
   VALLEY FINANCIAL MANAGEMENT INC. 5 *New 2023-06-30 72,313 $10,276,000 72,313
   Richard P Slaughter Associates Inc 9 *New 2024-03-31 49,364 $8,039,000 49,364
   Lanham ODell & Company Inc. 5 *New 2023-12-31 50,641 $7,571,000 50,641
   BANK OF NOVA SCOTIA / 556 *New 2023-12-31 22,043 $3,293,000 22,043
   COHO PARTNERS LTD 35 *New 2023-12-31 18,763 $2,805,000 18,763
   Quantinno Capital Management LP 386 *New 2023-12-31 12,862 $1,923,000 12,862
   Alliance Wealth Advisors LLC 19 *New 2024-03-31 9,667 $1,574,000 9,667
   ASSET MANAGEMENT CORP /IL/ /ADV 22 *New 2023-03-31 9,448 $1,305,000 9,448
   CRESTWOOD ADVISORS LLC 191 *New 2023-12-31 8,646 $1,293,000 8,646
   Wallace Advisory Group LLC 29 *New 2024-03-31 7,379 $1,103,000 7,379
   Kure Advisory LLC 34 *New 2023-12-31 7,025 $1,050,000 7,025
   Selective Wealth Management 37 *New 2024-03-31 5,773 $917,000 5,773
   High Net Worth Advisory Group LLC 81 *New 2024-03-31 5,621 $916,000 5,621
   BRANDES INVESTMENT PARTNERS LP 149 *New 2023-12-31 5,792 $866,000 5,792
   CAMBIAR INVESTORS LLC *New 2023-12-31 5,388 $806,000 5,388
   BAKER TILLY FINANCIAL LLC 184 *New 2023-12-31 4,890 $731,000 4,890
   QUANTITATIVE ADVANTAGE LLC 95 *New 2023-03-31 5,000 $691,000 5,000
   CHAPIN DAVIS INC. 101 *New 2024-03-31 4,086 $665,000 4,086
   CULLEN CAPITAL MANAGEMENT LLC 158 *New 2023-12-31 3,467 $518,000 3,467
   RT CAPITAL MANAGEMENT, LLC 28 *New 2023-12-31 3,253 $486,000 3,253
   MARCO INVESTMENT MANAGEMENT LLC 143 *New 2023-12-31 3,136 $469,000 3,136
   Waterloo Capital L.P. 224 *New 2023-12-31 3,042 $455,000 3,042
   Orcam Financial Group 23 *New 2023-12-31 3,026 $452,000 3,026
   HARRIS ASSOCIATES L P 129 *New 2023-12-31 2,945 $440,000 2,945
   AQR CAPITAL MANAGEMENT LLC 1947 *New 2023-12-31 2,834 $424,000 2,834
   Wayfinding Financial LLC 68 *New 2023-12-31 2,759 $412,000 2,759
   Veriti Management LLC 545 *New 2024-03-31 2,372 $386,000 2,372
   Aprio Wealth Management LLC 122 *New 2024-03-31 2,324 $378,000 2,324
   Mount Yale Investment Advisors LLC 376 *New 2023-12-31 2,397 $358,000 2,397
   Almanack Investment Partners LLC. 107 *New 2023-12-31 2,386 $357,000 2,386
   Plan Group Financial LLC 63 *New 2024-03-31 2,194 $357,000 2,194
   Global Assets Advisory LLC 378 *New 2024-03-31 56,453 $348,000 56,453
   Benchmark Investment Advisors LLC 229 *New 2023-12-31 2,311 $345,000 2,311
   Soundwatch Capital LLC 22 *New 2023-12-31 799 $342,000 799
   Balboa Wealth Partners 148 *New 2023-12-31 2,212 $331,000 2,212
   Bordeaux Wealth Advisors LLC 76 *New 2023-12-31 2,193 $328,000 2,193
   TCP Asset Management LLC 53 *New 2024-03-31 1,887 $307,000 1,887
   River Street Advisors LLC 106 *New 2024-03-31 1,808 $294,000 1,808
   X-Square Capital LLC 130 *New 2023-12-31 1,953 $292,000 1,953
   Port Capital LLC 79 *New 2023-12-31 1,863 $279,000 1,863
   Carnick & Kubik Group LLC 189 *New 2024-03-31 1,702 $277,000 1,702
   Inspire Advisors LLC 251 *New 2023-12-31 1,791 $268,000 1,791
   ANDERSON HOAGLAND & CO 121 *New 2024-03-31 1,681 $267,000 1,681
   RETIREMENT GUYS FORMULA LLC 112 *New 2024-03-31 1,620 $264,000 1,620
   WealthPlan Investment Management LLC 160 *New 2023-12-31 1,759 $263,000 1,759
   OneAscent Wealth Management LLC 144 *New 2024-03-31 1,606 $261,000 1,606
   Beirne Wealth Consulting Services LLC 115 *New 2023-12-31 1,737 $260,000 1,737
   WELCH GROUP, LLC 190 *New 2024-03-31 1,568 $255,000 1,568
   TUDOR INVESTMENT CORP ET AL 1296 *New 2023-12-31 1,670 $250,000 1,670
   LOGAN CAPITAL MANAGEMENT INC 277 *New 2023-12-31 1,651 $247,000 1,651
   HELLMAN JORDAN MANAGEMENT CO INC /MA/ 39 *New 2022-12-31 1,750 $246,000 1,750
   Financial Partners Group LLC 89 *New 2024-03-31 1,500 $244,000 1,500
   Legacy Financial Strategies LLC 82 *New 2024-03-31 1,460 $238,000 1,460
   Geometric Wealth Advisors 41 *New 2023-12-31 1,572 $235,000 1,572
   Delta Investment Management LLC 176 *New 2023-12-31 1,573 $235,000 1,573
   CAPITAL CITY TRUST CO/FL 111 *New 2023-12-31 1,563 $234,000 1,563
   PRINCIPAL FINANCIAL GROUP INC 2120 *New 2023-12-31 1,557 $233,000 1,557
   NORRIS PERNE & FRENCH LLP/MI 129 *New 2024-03-31 1,419 $231,000 1,419
   American Financial Advisors LLC 136 *New 2024-03-31 1,374 $224,000 1,374
   Banque Cantonale Vaudoise 558 *New 2024-03-31 1,367 $223,000 1,367
   Paragon Wealth Strategies LLC 37 *New 2023-12-31 1,479 $221,000 1,479
   CASCADE INVESTMENT GROUP INC. 125 *New 2023-12-31 1,468 $219,000 1,468
   Solitude Financial Services 36 *New 2024-03-31 1,330 $217,000 1,330
   Advisor OS LLC 312 *New 2023-12-31 1,441 $215,000 1,441
   Nilsine Partners LLC 315 *New 2024-03-31 1,313 $214,000 1,313
   FourThought Financial Partners LLC 301 *New 2023-12-31 1,424 $213,000 1,424
   CYPRESS FINANCIAL PLANNING LLC 64 *New 2024-03-31 1,300 $212,000 1,300
   Wealthquest Corp 128 *New 2023-12-31 1,413 $211,000 1,413
   jvl associates llc 53 *New 2024-03-31 1,284 $209,000 1,284
   Tranquility Partners LLC 195 *New 2023-12-31 1,392 $208,000 1,392
   AVIANCE CAPITAL PARTNERS, LLC 297 *New 2024-03-31 1,275 $208,000 1,275
   ADVISORS MANAGEMENT GROUP INC /ADV 152 *New 2024-03-31 1,278 $208,000 1,278
   McMahon Financial Advisors LLC 84 *New 2024-03-31 1,270 $207,000 1,270
   Meridian Wealth Partners LLC 98 *New 2023-12-31 1,379 $206,000 1,379
   Canal Capital Management LLC 142 *New 2024-03-31 1,258 $205,000 1,258
   Forum Private Client Group LLC 70 *New 2023-12-31 1,365 $204,000 1,365
   Austin Private Wealth LLC 205 *New 2024-03-31 1,265 $204,000 1,265
   Cladis Investment Advisory LLC 120 *New 2023-12-31 1,353 $202,000 1,353
   BARTON INVESTMENT MANAGEMENT 45 *New 2024-03-31 1,235 $201,000 1,235
   Stablepoint Partners LLC 230 *New 2024-03-31 1,233 $201,000 1,233
   ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC 30 *New 2023-12-31 1,346 $201,000 1,346
   Resolute Partners Group 56 *New 2023-12-31 1,208 $181,000 1,208
   ISLAY CAPITAL MANAGEMENT LLC 97 *New 2023-12-31 1,024 $153,000 1,024
   PACIFIC CAPITAL WEALTH ADVISORS INC 93 *New 2023-12-31 718 $107,000 718
   TCTC HOLDINGS, LLC 245 *New 2023-12-31 647 $97,000 647
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 253 *New 2024-03-31 363 $59,000 363
   CLARKSTON CAPITAL PARTNERS LLC 154 *New 2023-12-31 203 $30,000 203
   Slocum Gordon & Co LLP 96 *New 2023-12-31 165 $27,000 165
   First Personal Financial Services 243 *New 2024-03-31 119 $19,000 119
   MEADOWBROOK INVESTMENT ADVISORS LLC 235 *New 2023-12-31 90 $13,000 90
   Ahrens Investment Partners LLC 617 *New 2023-03-31 72 $10,000 72
   Fortis Advisors LLC 229 *New 2023-12-31 23 $3,000 23
  100 Records found
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