Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard Value VIPERS (VTV)  
$157.76 0.91 (0.58%) as of 4:30 Fri 5/3


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Trustees of Dartmouth College 1 - 2023-12-31 1,440,950 $215,422,000 0
   Employees Retirement Fund of the City of Fort Wort 2 - 2023-12-31 928,774 $138,852,000 0
   Systematic Alpha Investments LLC 3 - 2023-12-31 894,868 $133,783,000 0
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 14 - 2023-12-31 580,850 $86,837,000 0
   BANK HAPOALIM BM - 2023-12-31 87,000 $13,004,000 0
   Latigo Investments LLC 5 - 2023-12-31 74,918 $11,200,000 0
   VANTAGEPOINT INVESTMENT ADVISERS LLC 8 - 2023-12-31 36,300 $5,427,000 0
   WALL STREET ACCESS ASSET MANAGEMENT, LLC 8 - 2023-12-31 30,950 $4,627,000 0
   Salomon & Ludwin LLC 41 - 2023-12-31 33,196 $4,579,000 0
   Hillcrest Wealth Advisors - NY LLC 14 - 2024-03-31 24,470 $3,985,000 0
   RDL FINANCIAL INC 13 - 2024-03-31 27,359 $3,888,000 0
   International City Management Association Retireme 6 - 2023-12-31 25,075 $3,749,000 0
   Ironsides Asset Advisors LLC 10 - 2023-12-31 24,526 $3,667,000 0
   Auxano Advisors LLC 16 - 2023-12-31 23,530 $3,518,000 0
   Tobias Financial Advisors Inc. 31 - 2023-12-31 20,864 $3,119,000 0
   FIRST NATIONAL CORP /MA/ /ADV 35 - 2024-03-31 18,377 $2,747,000 0
   Autumn Glory Partners LLC - 2023-12-31 18,236 $2,708,000 0
   MV Capital Management Inc. 54 - 2024-03-31 16,537 $2,693,000 0
   Wells Trecaso Financial Group LLC 28 - 2024-03-31 16,413 $2,673,000 0
   Sageworth Trust Co of South Dakota 6 - 2024-03-31 16,307 $2,656,000 0
   NOVARE CAPITAL MANAGEMENT LLC 77 - 2023-12-31 17,465 $2,611,000 0
   SHEETS SMITH & ASSOCIATES INC 68 - 2023-09-30 18,637 $2,571,000 0
   Centered Wealth LLC dba Miller Equity Capital Advi 27 - 2023-12-31 16,952 $2,534,000 0
   ZBN.A. 126 - 2023-12-31 12,402 $1,854,000 0
   NORTH STAR ASSET MANAGEMENT INC 137 - 2023-12-31 11,751 $1,757,000 0
   Lion Street Advisors LLC 29 - 2024-03-31 11,539 $1,725,000 0
   North Ridge Wealth Advisors Inc. 16 - 2024-03-31 10,121 $1,648,000 0
   Jackson Hole Capital Partners LLC 68 - 2023-12-31 10,263 $1,534,000 0
   SEVEN POST INVESTMENT OFFICE LP 27 - 2024-03-31 8,945 $1,457,000 0
   Essex Savings Bank 61 - 2024-03-31 8,901 $1,331,000 0
   Northwest Capital Management Inc 43 - 2024-03-31 8,068 $1,314,000 0
   HOWLAND CAPITAL MANAGEMENT INC - 2023-12-31 8,782 $1,313,000 0
   First National Bank 22 - 2024-03-31 8,044 $1,310,000 0
   Alera Investment Advisors LLC - 2023-12-31 8,518 $1,273,000 0
   ADVOCATE GROUP LLC 78 - 2024-03-31 7,467 $1,216,000 0
   Columbus Macro LLC 81 - 2024-03-31 7,000 $1,140,000 0
   Certus Wealth Management LLC 27 - 2023-12-31 6,855 $1,025,000 0
   COUNTRY CLUB BANK /GFN 192 - 2024-03-31 6,282 $1,023,000 0
   Cypress Point Wealth Management LLC 30 - 2023-12-31 6,774 $1,013,000 0
   Evolution Wealth Advisors LLC 58 - 2024-03-31 6,212 $1,012,000 0
   MONTECITO BANK & TRUST 118 - 2024-03-31 6,210 $1,011,000 0
   Ulrich Consultants & Investment Group LLC 9 - 2023-06-30 7,091 $1,008,000 0
   EFG Asset Management (Americas) Corp. 89 - 2024-03-31 5,925 $965,000 0
   CGC Financial Services LLC 15 - 2024-03-31 5,692 $927,000 0
   Integrys Wealth Advisors LLC 62 - 2024-03-31 5,629 $917,000 0
   Armbruster Capital Management Inc. 49 - 2023-12-31 5,929 $886,000 0
   WATERSHED PRIVATE WEALTH LLC 52 - 2023-12-31 5,661 $846,000 0
   ALESCO ADVISORS LLC 96 - 2023-12-31 5,588 $835,000 0
   CHOATE INVESTMENT ADVISORS 207 - 2023-12-31 5,416 $810,000 0
   Weaver Consulting Group 73 - 2024-03-31 4,843 $789,000 0
   Kohmann Bosshard Financial Services LLC 87 - 2024-03-31 4,817 $785,000 0
   BIDWELL C M & ASSOCIATES LTD/ 36 - 2023-12-31 5,241 $784,000 0
   Bremer Bank National Association 101 - 2024-03-31 4,558 $742,000 0
   HC Advisors LLC - 2023-12-31 4,738 $708,000 0
   Kathleen S. Wright Associates Inc. 58 - 2024-03-31 4,180 $681,000 0
   FIRST COMMUNITY TRUST NA 33 - 2024-03-31 4,178 $680,000 0
   BAKER ELLIS ASSET MANAGEMENT LLC 127 - 2024-03-31 4,140 $674,000 0
   Essex Private Wealth Management LLC 15 - 2024-03-31 4,093 $667,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 80 - 2024-03-31 4,053 $660,000 0
   NCM Capital Management LLC 69 - 2023-12-31 4,365 $653,000 0
   MONTICELLO WEALTH MANAGEMENT LLC 133 - 2024-03-31 3,919 $638,000 0
   One Wealth Advisors LLC 103 - 2024-03-31 3,920 $638,000 0
   Bank of New Hampshire 119 - 2024-03-31 3,822 $622,000 0
   Tanglewood Legacy Advisors LLC 46 - 2024-03-31 3,801 $619,000 0
   Lumbard Investment Counseling LLC 45 - 2023-12-31 4,105 $614,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 80 - 2023-06-30 4,284 $609,000 0
   Red Door Wealth Management LLC 105 - 2024-03-31 3,675 $599,000 0
   GARLAND CAPITAL MANAGEMENT INC 30 - 2023-12-31 3,934 $588,000 0
   HBW Advisory Services LLC 166 - 2024-03-31 3,891 $582,000 0
   Planned Solutions Inc. 43 - 2024-03-31 3,563 $580,000 0
   DDD Partners LLC 60 - 2023-12-31 3,796 $568,000 0
   BUSEY TRUST CO 226 - 2024-03-31 3,483 $567,000 0
   MADISON WEALTH MANAGEMENT 106 - 2023-09-30 4,009 $553,000 0
   Cypress Wealth Services LLC 135 - 2024-03-31 3,288 $535,000 0
   EAGLE GLOBAL ADVISORS LLC 166 - 2023-12-31 3,545 $530,000 0
   Yoder Wealth Management Inc. 52 - 2024-03-31 3,218 $524,000 0
   Altiora Financial Group LLC 55 - 2024-03-31 3,172 $517,000 0
   PEOPLES FINANCIAL SERVICES CORP. 99 - 2024-03-31 3,159 $514,000 0
   Hamilton Point Investment Advisors LLC 88 - 2023-12-31 3,400 $508,000 0
   PARSEC FINANCIAL MANAGEMENT, INC. 201 - 2023-03-31 3,681 $508,000 0
   VPR Management LLC 38 - 2023-12-31 3,350 $501,000 0
   Fairhaven Wealth Management LLC 58 - 2023-12-31 3,341 $499,000 0
   Stonebridge Financial Planning Group LLC 89 - 2023-12-31 3,320 $496,000 0
   WEATHERLY ASSET MANAGEMENT LP 128 - 2024-03-31 2,994 $488,000 0
   Allie Family Office LLC 44 - 2023-12-31 3,249 $486,000 0
   Pacific Sage Partners LLC 54 - 2024-03-31 2,959 $482,000 0
   STELAC ADVISORY SERVICES LLC 51 - 2023-12-31 3,225 $482,000 0
   Sage Financial Management Group Inc. 33 - 2023-12-31 3,180 $475,000 0
   Highland Financial Advisors LLC 33 - 2023-12-31 3,170 $474,000 0
   Cambridge Advisors Inc. 122 - 2024-03-31 2,850 $464,000 0
   PHILADELPHIA TRUST CO 154 - 2023-12-31 3,091 $462,000 0
   CULTIVAR CAPITAL INC. 16 - 2024-03-31 2,789 $454,000 0
   CM WEALTH ADVISORS LLC 48 - 2023-12-31 3,023 $452,000 0
   GERMAN AMERICAN BANCORP INC. 84 - 2023-12-31 2,979 $445,000 0
   FIRST NATIONAL BANK OF MOUNT DORA, TRUST INVESTMEN 103 - 2024-03-31 2,708 $441,000 0
   Meridian Wealth Advisors LLC 119 - 2023-12-31 2,841 $425,000 0
   BetterWealth LLC 42 - 2024-03-31 2,452 $399,000 0
   Drake & Associates LLC 52 - 2023-12-31 2,666 $399,000 0
   ARMSTRONG ADVISORY GROUP INC 117 - 2024-03-31 2,621 $392,000 0
   SUMMIT ASSET MANAGEMENT, LLC 105 - 2023-12-31 2,568 $384,000 0
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us