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Get Institutions for : 
Vanguard Growth VIPERS (VUG)  
$331.07 0.07 (0.02%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1897    39
Total shares held : 
 212,949,451  
% of shares held : 
 79.39%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   223  
Amount of shares held : 
 6,454,562  
% of shares held change : 
   2.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $274.45  
Last Quarter's Ending Price : 
 $310.88  
Last Quarter's Average Price : 
 $289.62  
Change from last quarter's     
avg. price to the last closing  : 
41.45 (14.31%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
94
 510,230
 0.24%
 
Increased Positions :
808
 11,141,139
 5.23%
 
Unchanged Positions :
371
 2,767,180
 1.3%
 
Decreased Positions :
624
-4,835,419
-2.27%
 
Closed Positions :
55
-361,388
-0.17%
 
Guru Positions :
3
41,062
 0.02%
 
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/ 4 - 2023-12-31 40,340,406 $12,541,025,000 1,282,969
   JONES FINANCIAL COMPANIES LLLP 3 - 2023-12-31 19,238,821 $5,980,965,000 1,301,935
   MORGAN STANLEY 48 - 2023-12-31 12,880,749 $4,004,368,000 627,833
   FINANCIAL ENGINES ADVISORS L.L.C. 3 - 2023-12-31 9,777,219 $3,039,542,000 -339,133
   ENVESTNET ASSET MANAGEMENT INC 10 - 2023-12-31 8,819,489 $2,741,803,000 -376,573
   UBS Group AG 18 - 2023-12-31 5,520,461 $1,716,201,000 196,363
   LPL FINANCIAL CORP 17 - 2023-12-31 4,612,773 $1,434,019,000 129,832
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 3,417,277 $1,062,363,000 44,928
   AMERIPRISE FINANCIAL INC 63 - 2023-12-31 3,338,358 $1,038,459,000 318,552
   WELLS FARGO & CO/MN 79 - 2023-12-31 3,244,932 $1,008,784,000 134,841
   TIAA FSB 6 - 2023-06-30 3,493,056 $988,395,000 -103,592
   FMR LLC 246 - 2023-12-31 2,970,019 $923,319,000 -103,248
   EP WEALTH ADVISORS, INC. 1 - 2023-12-31 2,893,785 $899,620,000 59,959
   Adviser Investments LLC 1 - 2023-12-31 2,734,202 $850,009,000 15,529
   Mill Creek Capital Advisors LLC 1 - 2023-12-31 2,480,790 $771,228,000 -5,518
   PNC FINANCIAL SERVICES GROUP INC 28 - 2023-12-31 2,418,534 $751,874,000 -30,107
   GOLDMAN SACHS GROUP INC/ 116 - 2023-12-31 2,387,784 $742,314,000 815,443
   DAVIDSON D A & CO 2 - 2023-12-31 1,926,719 $598,979,000 -23,196
   ROYAL BANK OF CANADA 133 - 2023-12-31 1,922,829 $597,769,000 31,362
   BANK OF NEW YORK MELLON CORP 159 - 2023-12-31 1,835,911 $570,748,000 -61,837
   COMMONWEALTH EQUITY SERVICES LLC. 12 - 2023-12-31 1,768,264 $549,718,000 104,623
   SEI INVESTMENTS CO 13 - 2023-12-31 1,611,207 $500,890,000 -59,736
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28 - 2023-12-31 1,562,221 $485,706,000 9,207
   J P MORGAN CHASE & CO 348 - 2023-12-31 1,489,017 $462,906,000 687,562
   MARINER WEALTH ADVISORS, LLC 14 - 2023-12-31 1,388,131 $431,542,000 61,951
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 22 - 2023-12-31 1,338,095 $415,987,000 85,081
   HIGHTOWER ADVISORS, LLC 19 - 2023-12-31 1,253,454 $389,658,000 80,641
   Balentine LLC 2 - 2023-12-31 1,220,433 $379,408,000 307,721
   Perfromance Wealth Partners LLC - 2023-12-31 1,174,608 $365,162,000 64,331
   Advisor Group Holdings Inc. 21 - 2023-12-31 1,164,878 $362,384,000 -442,093
   BB&T CORP 35 - 2023-12-31 1,133,173 $352,281,000 57,277
   MISSION WEALTH MANAGEMENT LLC 1 - 2023-12-31 975,077 $303,132,000 6,924
   RSM US WEALTH MANAGEMENT LLC 1 - 2023-12-31 954,045 $296,593,000 -7,371
   RAYMOND JAMES & ASSOCIATES 75 - 2023-12-31 953,899 $296,548,000 64,928
   MODERA WEALTH MANAGEMENT, LLC 1 - 2023-12-31 922,643 $286,831,000 920,776
   CAPTRUST FINANCIAL ADVISORS 18 - 2023-12-31 912,958 $283,820,000 5,588
   AMERIVEST INVESTMENT MANAGEMENT LLC 9 - 2023-06-30 844,277 $238,897,000 -24,251
   MML INVESTORS SERVICES LLC 11 - 2023-12-31 733,213 $227,941,000 49,768
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 297 - 2023-12-31 711,687 $221,249,000 -67,799
   Northeast Financial Consultants Inc 1 - 2023-12-31 702,000 $218,238,000 22,346
   STIFEL FINANCIAL CORP 83 - 2023-12-31 694,816 $216,030,000 7,236
   Merit Financial Group LLC 3 - 2023-12-31 691,787 $215,063,000 9,424
   CBIZ Investment Advisory Services LLC 3 - 2023-12-31 663,594 $206,298,000 -7,680
   Equitable Holdings Inc. 6 - 2023-12-31 663,062 $206,133,000 -21,904
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5 - 2023-12-31 654,563 $203,490,000 3,990
   CI Private Wealth LLC 56 - 2023-12-31 643,949 $200,191,000 -27,150
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 10 - 2023-12-31 599,907 $186,499,000 -375,894
   WARREN AVERETT ASSET MANAGEMENT, LLC 2 - 2023-12-31 580,403 $180,436,000 41,337
   MONETA GROUP INVESTMENT ADVISORS INC 5 - 2023-12-31 574,096 $178,475,000 31,790
   MATHER GROUP, INC. 11 - 2024-03-31 569,266 $176,973,000 -3,218
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 41 - 2024-03-31 498,011 $171,415,000 -1,176
   CULLEN FROST BANKERS INC 3 - 2023-12-31 548,842 $170,624,000 44,283
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 52 - 2023-09-30 588,796 $160,335,000 -9,519
   AE Wealth Management LLC 15 - 2023-12-31 495,812 $160,058,000 61,222
   Cetera Investment Advisers 10 - 2023-12-31 483,799 $150,404,000 -45,052
   Garde Capital Inc. 2 - 2023-12-31 476,315 $148,077,000 -3,568
   CWM LLC 29 - 2024-03-31 425,340 $146,402,000 63,950
   TRUEPOINT, INC. 8 - 2023-12-31 466,836 $145,130,000 -19,142
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 40 - 2023-12-31 465,244 $144,635,000 -15,173
   Retirement Investment Advisors Inc. 2 - 2023-12-31 449,700 $139,803,000 -363,310
   FINANCIAL NETWORK 14 - 2023-12-31 449,454 $139,726,000 8,847
   Waldron LP 5 - 2023-12-31 441,966 $137,398,000 47,849
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 20 - 2023-12-31 424,470 $131,959,000 801
   WOODMONT INVESTMENT COUNSEL LLC 1 - 2024-03-31 381,789 $131,412,000 8,492
   TWO SIGMA INVESTMENTS LLC 75 - 2023-12-31 410,000 $127,461,000 180,400
   Envestnet Portfolio Solutions Inc. 44 - 2023-12-31 397,686 $123,633,000 -8,908
   Private Advisor Group LLC 13 - 2023-12-31 389,557 $121,106,000 727
   Kestra Advisory Services LLC 11 - 2023-12-31 388,448 $120,761,000 34,445
   Brookstone Capital Management 4 - 2024-03-31 345,425 $118,895,000 3,109
   STEPHENS GROUP ASSET MANAGEMENT LLC 2 - 2024-03-31 342,399 $117,854,000 -1,362
   INVICTUS PRIVATE WEALTH LLC 3 - 2023-12-31 373,062 $115,978,000 5,779
   MERCER GLOBAL ADVISORS INC /ADV 56 - 2023-12-31 371,591 $115,520,000 -4,495
   Kensington Asset Management LLC - 2023-12-31 370,300 $115,119,000 15,300
   Gratus Capital LLC 1 - 2023-12-31 366,274 $113,867,000 -8,239
   BANK OF HAWAII 4 - 2023-12-31 362,176 $112,593,000 -11,250
   US BANCORP 116 - 2023-12-31 358,533 $111,461,000 -10,442
   MILESTONE GROUP INC 2 - 2023-12-31 358,148 $111,341,000 -10,561
   CITIGROUP INC 146 - 2023-12-31 354,097 $110,082,000 64,626
   Venturi Wealth Management LLC - 2023-12-31 348,572 $108,364,000 24,648
   Pathstone Holdings LLC 28 - 2023-12-31 346,605 $107,753,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 7 - 2023-12-31 338,106 $105,110,000 -19,327
   MANUFACTURERES LIFE INSURANCE CO 197 - 2023-12-31 335,418 $104,273,000 -22,323
   Atria Wealth Solutions Inc. 10 - 2023-12-31 324,133 $100,766,000 1,823
   Goss Wealth Management LLC 10 - 2023-12-31 315,590 $99,889,000 21,594
   Beacon Pointe Advisors LLC 12 - 2023-12-31 315,920 $98,214,000 -47,448
   Sontag Advisory LLC 15 - 2023-12-31 313,165 $97,357,000 -5,668
   Strategies Wealth Advisors LLC - 2023-12-31 297,929 $92,620,000 8,545
   Rezny Wealth Management Inc. 2 - 2024-03-31 266,257 $91,646,000 5,518
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 13 - 2023-12-31 288,713 $89,755,000 -9,900
   Baird Financial Group Inc. 114 - 2023-12-31 287,849 $89,487,000 -17,470
   GUARANTY TRUST CO OF MISSOURI /MO/ - 2023-12-31 283,336 $88,083,000 1,007
   Safeguard Financial LLC 1 - 2024-03-31 251,508 $86,569,000 25,122
   Massey Quick & Co. LLC 4 - 2024-03-31 249,785 $85,976,000 32,864
   Financial Synergies Wealth Advisors Inc. 2 - 2024-03-31 249,372 $85,834,000 -28,242
   NATIONAL ASSET MANAGEMENT, INC. 4 - 2023-12-31 270,854 $84,203,000 -77,820
   CREATIVE PLANNING 86 - 2023-12-31 268,771 $83,555,000 48,922
   MOSAIC FAMILY WEALTH PARTNERS LLC 1 - 2023-12-31 268,683 $83,528,000 -18,228
   Mountain Capital Investment Advisors Inc 2 - 2024-03-31 241,354 $82,743,000 -5,142
   H D Vest Advisory Services 16 - 2023-12-31 262,337 $81,555,000 19,876
   Rockefeller Capital Management L.P. 90 - 2023-12-31 261,506 $81,297,000 38,125
  100 Records found
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