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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
   JONES FINANCIAL COMPANIES LLLP 2 - 2023-12-31 48,617,190 $7,268,270,000 -5,082,399
   ENVESTNET ASSET MANAGEMENT INC 9 - 2023-12-31 19,456,847 $2,908,799,000 -406,261
   Betterment LLC 5 - 2023-12-31 12,711,735 $1,900,404,000 -10,040
   FMR LLC 304 - 2023-12-31 4,937,497 $738,156,000 -78,117
   PNC FINANCIAL SERVICES GROUP INC 32 - 2023-12-31 4,703,909 $703,234,000 -150,485
   BB&T CORP 14 - 2023-12-31 3,852,201 $575,904,000 -773,988
   SEI INVESTMENTS CO 14 - 2023-12-31 3,020,122 $451,514,000 -285,870
   AMERIVEST INVESTMENT MANAGEMENT LLC 4 - 2023-06-30 3,137,656 $445,861,000 -154,392
   RAYMOND JAMES & ASSOCIATES 63 - 2024-03-31 2,512,897 $409,250,000 -122,674
   CHURCHILL MANAGEMENT GROUP /CA/ 7 - 2024-03-31 2,484,245 $404,584,000 -8,628
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 175 - 2023-12-31 2,555,166 $381,997,000 -307,574
   MEMBERS Trust Co 3 - 2024-03-31 2,329,700 $379,415,000 -163,742
   PARTNERS CAPITAL INVESTMENT GROUP LLP 3 - 2023-12-31 2,447,269 $365,867,000 -368,949
   Advisor Group Holdings Inc. 23 - 2023-12-31 2,353,930 $352,031,000 -916,189
   PACIFIC LIFE FUND ADVISORS LLC 1 - 2024-03-31 1,831,415 $298,264,000 -28,353
   HIGHTOWER ADVISORS, LLC 37 - 2023-12-31 1,810,461 $270,608,000 -87,085
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 21 - 2023-12-31 1,797,850 $268,779,000 -72,847
   SCS CAPITAL MANAGEMENT LLC 5 - 2023-12-31 1,517,426 $226,855,000 -76,504
   Permanens Capital L.P. 1 - 2023-12-31 1,500,127 $224,269,000 -276,818
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 7 - 2023-12-31 1,423,179 $212,765,000 -807,537
   MML INVESTORS SERVICES LLC 12 - 2023-12-31 1,366,097 $204,232,000 -6,793
   Foster Group Inc. 2 - 2024-03-31 1,221,856 $198,992,000 -28,241
   MATHER GROUP, INC. 10 - 2024-03-31 1,204,845 $180,124,000 -2,961
   FINANCIAL NETWORK 12 - 2023-12-31 1,175,633 $175,757,000 -32,013
   US BANCORP 80 - 2023-12-31 1,101,102 $164,615,000 -26,285
   Atlantic Trust Group LLC 81 - 2023-12-31 1,034,763 $154,697,000 -76,119
   Retirement Investment Advisors Inc. 1 - 2023-12-31 959,418 $143,433,000 -692,290
   VISTA CAPITAL PARTNERS, INC. 2 - 2023-12-31 855,601 $127,912,000 -14,115
   Beacon Pointe Advisors LLC 9 - 2023-12-31 815,802 $121,963,000 -128,211
   Cetera Investment Advisers 14 - 2023-12-31 781,239 $116,795,000 -46,671
   STEPHENS GROUP ASSET MANAGEMENT LLC 3 - 2024-03-31 709,136 $115,490,000 -1,157
   MANUFACTURERES LIFE INSURANCE CO 199 - 2023-12-31 676,315 $101,108,000 -15,332
   Atria Wealth Solutions Inc. 11 - 2023-12-31 633,642 $94,729,000 -23,406
   CITIZENS FINANCIAL GROUP INC/RI 7 - 2023-12-31 633,486 $94,706,000 -5,846
   EFFICIENT ADVISORS, LLC 6 - 2023-12-31 575,227 $85,996,000 -45,216
   BANK OF HAWAII 6 - 2023-12-31 568,931 $85,055,000 -2,181
   Sawtooth Asset Management Inc. 7 - 2023-12-31 555,546 $83,054,000 -5,679
   Bleakley Financial Group LLC - 2023-12-31 551,983 $82,522,000 -5,922
   CSM Advisors LLC 3 - 2023-12-31 536,583 $80,219,000 -151,100
   Cornerstone Management Inc. 1 - 2023-12-31 522,260 $78,078,000 -7,918
   NATIXIS ASSET MANAGEMENT ADVISORS LP 125 - 2024-03-31 479,399 $78,075,000 -244,974
   NSI Retail Advisors LLC 3 - 2023-12-31 518,598 $77,530,000 -147,700
   THRIVENT FINANCIAL FOR LUTHERANS 174 - 2023-12-31 508,788 $76,064,000 -102,796
   MBB PUBLIC MARKETS I LLC 5 - 2023-12-31 508,454 $76,014,000 -291,179
   MILESTONE GROUP INC 3 - 2023-12-31 487,896 $72,940,000 -914
   Focused Wealth Management Inc 2 - 2023-12-31 476,672 $71,262,000 -12,935
   NADLER FINANCIAL GROUP, INC. 1 - 2024-03-31 418,377 $68,137,000 -1,304
   Orion Portfolio Solutions LLC 15 - 2023-12-31 446,402 $67,237,000 -3,991
   AE Wealth Management LLC 56 - 2023-12-31 432,441 $65,342,000 -60,223
   CWM LLC 59 - 2024-03-31 399,366 $65,041,000 -10,906
   HTLF Bank 1 - 2024-03-31 385,689 $62,813,000 -5,911
   NATIONAL ASSET MANAGEMENT, INC. 7 - 2023-12-31 419,150 $62,663,000 -125,235
   CI Private Wealth LLC 183 - 2023-12-31 418,145 $62,513,000 -74,647
   Trust Co 3 - 2024-03-31 381,910 $62,197,000 -19,090
   FIFTH THIRD BANCORP 102 - 2024-03-31 368,549 $60,022,000 -16,464
   Peninsula Wealth LLC 3 - 2023-12-31 396,301 $59,247,000 -60,873
   TMD Wealth Management LLC 1 - 2023-12-31 389,714 $58,262,000 -1,139
   Russell Investments Group Ltd. 221 - 2023-12-31 383,238 $57,294,000 -83
   MERCER GLOBAL ADVISORS INC /ADV 90 - 2023-12-31 381,198 $56,989,000 -3,524
   EVOKE WEALTH LLC 18 - 2023-12-31 373,001 $55,764,000 -21,601
   SIGNATUREFD, LLC 16 - 2023-12-31 362,339 $54,170,000 -3,362
   BKD WEALTH ADVISORS LLC 14 - 2024-03-31 329,411 $53,648,000 -10,895
   CONDOR CAPITAL MANAGEMENT 2 - 2023-12-31 334,643 $50,029,000 -5,173
   DUBUQUE BANK & TRUST CO 1 - 2023-09-30 361,747 $49,896,000 -10,173
   Foster Victor Wealth Advisors LLC 1 - 2024-03-31 311,053 $49,330,000 -4,653
   Sepio Capital LLC 3 - 2023-12-31 325,580 $48,674,000 -44,656
   Total Wealth Planning LLC 4 - 2024-03-31 293,837 $47,854,000 -4,762
   EMPIRICAL FINANCIAL SERVICES, LLC 17 - 2023-12-31 319,210 $47,722,000 -6,848
   Jenkins Wealth 2 - 2022-12-31 308,390 $43,289,000 -21,370
   Summit Financial LLC 5 - 2024-03-31 263,762 $42,956,000 -4,018
   WARREN AVERETT ASSET MANAGEMENT, LLC 15 - 2023-12-31 285,494 $42,681,000 -12,741
   PRESILIUM PRIVATE WEALTH LLC 2 - 2023-12-31 271,856 $40,642,000 -6,045
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 5 - 2023-12-31 268,495 $40,140,000 -10,426
   FRANKLIN RESOURCES INC 547 - 2023-12-31 264,901 $39,603,000 -37,763
   HIRTLE CALLAGHAN & CO INC 12 - 2023-12-31 262,098 $39,184,000 -8,266
   Financial Advisors Network Inc. 2 - 2023-12-31 259,342 $38,772,000 -3,224
   Apella Capital LLC 12 - 2024-03-31 240,264 $38,634,000 -6,232
   Baron Silver Stevens Financial Advisors LLC 1 - 2023-12-31 249,265 $37,265,000 -14,101
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 2 - 2023-12-31 246,161 $36,801,000 -1,687
   SAGEWORTH TRUST CO 10 - 2024-03-31 212,372 $34,587,000 -32,041
   BESSEMER GROUP INC 205 - 2023-12-31 225,226 $33,672,000 -11,485
   Affinity Capital Advisors LLC 5 - 2024-03-31 195,619 $31,859,000 -6,890
   REGATTA CAPITAL GROUP LLC 3 - 2024-03-31 193,033 $31,437,000 -7,160
   Schechter Investment Advisors LLC 3 - 2023-12-31 208,951 $31,238,000 -14,307
   Stephens Consulting LLC 4 - 2024-03-31 187,436 $30,526,000 -4,654
   ANGELES WEALTH MANAGEMENT LLC 7 - 2023-12-31 199,990 $29,899,000 -4,019
   Fee-Only Financial Planning L.C. 2 - 2024-03-31 181,440 $29,549,000 -2,502
   LAKE STREET FINANCIAL LLC 3 - 2024-03-31 181,272 $29,522,000 -1,935
   Platte River Wealth Advisors LLC 3 - 2024-03-31 180,818 $29,448,000 -2,977
   FORTE CAPITAL LLC /ADV 3 - 2023-12-31 196,188 $29,330,000 -15,001
   BUCKINGHAM ASSET MANAGEMENT, LLC 42 - 2023-12-31 194,532 $29,083,000 -30,557
   Jacobsen Capital Management 3 - 2024-03-31 178,553 $29,079,000 -4,137
   MTC Wealth Management LLC 3 - 2024-03-31 177,066 $28,837,000 -6,195
   Kaydan Wealth Management Inc. 1 - 2024-03-31 166,134 $27,057,000 -691
   Kaye Capital Management 2 - 2024-03-31 165,261 $26,914,000 -3,681
   STUDIO INVESTMENT MANAGEMENT LLC 2 - 2023-12-31 176,185 $26,340,000 -7,302
   BROWN ADVISORY HOLDINGS INC 294 - 2024-03-31 161,699 $26,334,000 -16,814
   OLIO Financial Planning 4 - 2024-03-31 175,566 $26,303,000 -1,338
   PRIVATE CAPITAL MANAGEMENT LLC 5 - 2024-03-31 158,391 $25,795,000 -416
   Perfromance Wealth Partners LLC - 2023-12-31 172,524 $25,792,000 -18,294
  100 Records found
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