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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
   BANK OF AMERICA CORP /DE/ 3 - 2023-12-31 103,135,611 $15,418,774,000 4,969,581
   MORGAN STANLEY 44 - 2023-12-31 28,266,729 $4,225,876,000 615,088
   UBS Group AG 15 - 2023-12-31 12,453,226 $1,861,757,000 116,492
   AMERIPRISE FINANCIAL INC 40 - 2023-12-31 9,647,894 $1,441,958,000 1,224,128
   LPL FINANCIAL CORP 19 - 2023-12-31 8,624,140 $1,289,309,000 317,785
   WELLS FARGO & CO/MN 85 - 2023-12-31 6,230,810 $931,506,000 226,171
   GOLDMAN SACHS GROUP INC/ 89 - 2023-12-31 5,970,953 $892,657,000 2,056,931
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 5,545,262 $829,017,000 26,485
   TIAA FSB 8 - 2023-06-30 5,634,301 $800,634,000 38,290
   Mill Creek Capital Advisors LLC 2 - 2023-12-31 4,951,319 $740,222,000 29,380
   ROYAL BANK OF CANADA 109 - 2023-12-31 4,942,140 $738,850,000 368,291
   BANK OF NEW YORK MELLON CORP 141 - 2024-03-31 4,528,242 $737,470,000 722,159
   DAVIDSON D A & CO 1 - 2023-12-31 4,922,996 $735,988,000 106,243
   CAPTRUST FINANCIAL ADVISORS 4 - 2023-12-31 4,821,209 $720,771,000 135,256
   Adviser Investments LLC 2 - 2023-12-31 4,640,724 $693,788,000 90,317
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 11 - 2024-03-31 3,990,474 $649,889,000 188,303
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26 - 2023-12-31 3,570,837 $533,856,000 119,957
   MARINER WEALTH ADVISORS, LLC 11 - 2023-12-31 3,318,004 $496,042,000 39,617
   COMMONWEALTH EQUITY SERVICES LLC. 14 - 2023-12-31 3,127,825 $467,610,000 7,842
   J P MORGAN CHASE & CO 376 - 2023-12-31 2,828,103 $422,801,000 1,125,045
   EP WEALTH ADVISORS, INC. 2 - 2023-12-31 2,535,306 $379,028,000 142,467
   H D Vest Advisory Services 6 - 2023-12-31 2,148,725 $321,234,000 94,241
   MISSION WEALTH MANAGEMENT LLC 2 - 2023-12-31 1,926,950 $288,079,000 63,455
   RSM US WEALTH MANAGEMENT LLC 2 - 2023-12-31 1,778,006 $265,812,000 3,977
   Facet Wealth Inc. 5 - 2023-12-31 1,604,624 $243,839,000 223,940
   RICHARD BERNSTEIN ADVISORS LLC 5 - 2023-12-31 1,618,960 $242,035,000 1,006,453
   Baird Financial Group Inc. 46 - 2023-12-31 1,367,489 $204,440,000 210,558
   CBIZ Investment Advisory Services LLC 4 - 2023-12-31 1,362,689 $203,722,000 54,322
   MODERA WEALTH MANAGEMENT, LLC 4 - 2023-12-31 1,320,158 $197,364,000 477,789
   BLACKROCK INC. 1647 - 2023-12-31 1,303,978 $194,945,000 604,785
   STIFEL FINANCIAL CORP 95 - 2023-12-31 1,276,998 $190,917,000 74,460
   Equitable Holdings Inc. 8 - 2023-12-31 1,246,853 $186,405,000 119,338
   MONETA GROUP INVESTMENT ADVISORS INC 7 - 2023-12-31 1,174,738 $175,623,000 101,466
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 48 - 2023-09-30 1,224,307 $168,869,000 14,803
   Envestnet Portfolio Solutions Inc. 34 - 2023-12-31 1,076,561 $160,946,000 41,283
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 15 - 2024-03-31 976,681 $159,062,000 43,329
   Waldron LP 3 - 2023-12-31 1,062,652 $158,866,000 61,275
   MORNINGSTAR INVESTMENT SERVICES, INC. 32 - 2023-12-31 1,042,527 $156,191,000 512,118
   Garde Capital Inc. 1 - 2023-12-31 1,025,141 $153,259,000 3,222
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 51 - 2024-03-31 902,284 $146,946,000 41,076
   Money Design Co.Ltd. 1 - 2024-03-31 880,353 $143,374,000 19,630
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 9 - 2023-12-31 831,317 $124,282,000 29,593
   CITIGROUP INC 133 - 2023-12-31 805,236 $120,383,000 74,353
   Brookstone Capital Management 3 - 2024-03-31 731,501 $119,132,000 26,727
   Private Advisor Group LLC 14 - 2023-12-31 791,836 $118,380,000 137,635
   Sequoia Financial Advisors LLC - 2023-12-31 788,687 $117,909,000 69,133
   Thrive Wealth Management LLC 2 - 2024-03-31 695,646 $113,293,000 39,425
   Goss Wealth Management LLC 9 - 2023-12-31 732,840 $109,834,000 103,763
   Kestra Advisory Services LLC 14 - 2023-12-31 732,728 $109,543,000 211,520
   Prime Capital Investment Advisors LLC - 2023-12-31 692,508 $103,530,000 150,236
   WOODMONT INVESTMENT COUNSEL LLC 2 - 2024-03-31 629,872 $102,581,000 18,800
   Brickley Wealth Management 1 - 2024-03-31 629,365 $102,498,000 3,335
   BLAIR WILLIAM & CO/IL 73 - 2023-12-31 669,007 $100,017,000 11,656
   CREATIVE PLANNING 73 - 2023-12-31 660,301 $98,715,000 94,033
   Relative Value Partners Group LLC 1 - 2023-12-31 645,981 $96,574,000 24,330
   Brandywine Oak Private Wealth LLC 2 - 2023-12-31 644,538 $96,358,000 376
   HPM Partners LLC - 2023-12-31 614,434 $91,858,000 528,015
   PrairieView Partners LLC - 2023-12-31 599,781 $89,667,000 3,966
   Cable Hill Partners LLC 2 - 2023-12-31 588,040 $88,077,000 17,509
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 4 - 2023-12-31 586,454 $87,675,000 19,030
   NATIONAL BANK OF CANADA /FI/ 127 - 2023-12-31 568,752 $85,552,000 209,739
   FFT WEALTH MANAGEMENT LLC 6 - 2023-12-31 554,930 $82,962,000 12,512
   Safeguard Financial LLC 2 - 2024-03-31 489,569 $79,731,000 35,833
   Strategies Wealth Advisors LLC 2 - 2024-03-31 472,011 $76,872,000 30,614
   LGL PARTNERS LLC 3 - 2023-12-31 513,480 $76,765,000 3,566
   INVICTUS PRIVATE WEALTH LLC 5 - 2023-12-31 505,633 $75,592,000 16,148
   BURNS WEALTH MANAGEMENT, INC. 3 - 2023-12-31 503,279 $75,240,000 231,380
   Financial Synergies Wealth Advisors Inc. 4 - 2024-03-31 461,918 $75,228,000 7,131
   Relyea Zuckerberg Hanson LLC 2 - 2024-03-31 454,305 $73,988,000 11,218
   Massey Quick & Co. LLC 5 - 2024-03-31 448,614 $73,061,000 69,034
   Mountain Capital Investment Advisors Inc 3 - 2024-03-31 453,940 $72,994,000 177,082
   BAYSTATE WEALTH MANAGEMENT LLC 6 - 2023-12-31 476,873 $71,293,000 14,887
   NEPC LLC 12 - 2023-12-31 443,842 $66,354,000 81,589
   Pasadena Private Wealth LLC 1 - 2024-03-31 404,633 $65,898,000 9,144
   ZEKE CAPITAL ADVISORS, LLC 3 - 2022-12-31 468,596 $65,777,000 2,265
   ATRIA INVESTMENTS LLC 8 - 2023-12-31 436,374 $65,238,000 120,129
   RMR Wealth Builders 3 - 2024-03-31 395,496 $64,411,000 21,753
   FIRST HAWAIIAN BANK 6 - 2024-03-31 393,100 $64,020,000 2,683
   Rodgers & Associates LTD 1 - 2023-12-31 421,899 $63,074,000 5,595
   Rockefeller Capital Management L.P. 116 - 2023-12-31 409,151 $61,168,000 37,524
   Unison Advisors LLC 7 - 2024-03-31 369,263 $60,138,000 5,431
   Change Path LLC 1 - 2023-12-31 387,012 $57,859,000 14,001
   COLDSTREAM CAPITAL MANAGEMENT INC 15 - 2023-12-31 383,332 $57,308,000 240,903
   Strategic Blueprint LLC 1 - 2024-03-31 349,134 $56,860,000 58,354
   Ellevest Inc. 6 - 2023-12-31 342,945 $51,270,000 9,651
   SAGE FINANCIAL GROUP INC 4 - 2023-12-31 342,020 $51,132,000 6,458
   TRUSTCORE FINANCIAL SERVICES LLC 5 - 2022-12-31 354,532 $49,766,000 2,068
   Sontag Advisory LLC 30 - 2023-12-31 327,347 $48,938,000 29,773
   JANNEY MONTGOMERY SCOTT LLC 133 - 2023-12-31 322,254 $48,177,000 22,076
   ACCREDITED INVESTORS INC. 12 - 2023-12-31 322,199 $48,169,000 52,800
   Steward Partners Investment Advisory LLC 22 - 2023-12-31 314,590 $47,031,000 15,365
   OXFORD FINANCIAL GROUP LTD 9 - 2023-12-31 307,676 $45,998,000 14,193
   Capital Financial Planning LLC 1 - 2023-09-30 326,927 $45,093,000 1,730
   HANSON MCCLAIN, INC. 38 - 2024-03-31 276,670 $45,059,000 1,790
   Oakmont Partners LLC 10 - 2024-03-31 275,328 $44,840,000 209,633
   Blue Edge Capital LLC 2 - 2023-12-31 299,160 $44,724,000 6,690
   Pathway Financial Advisors LLC 2 - 2024-03-31 269,950 $43,964,000 2,872
   Bishop & Co Investment Management LLC 1 - 2024-03-31 263,678 $42,943,000 125,474
   STEPHENS INC /AR/ 22 - 2023-12-31 286,550 $42,839,000 42,064
   NewEdge Wealth LLC 17 - 2023-12-31 272,796 $40,783,000 8,854
  100 Records found
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