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Get Institutions for : 
Vanguard Growth VIPERS (VUG)  
$338.99 5.79 (1.74%) as of 4:30 Fri 5/3


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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  : 
49.37 (17.05%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Benchmark Investment Advisors LLC 6 *New 2023-12-31 121,132 $37,657,000 121,132
   COLONY GROUP, LLC 65 *New 2023-12-31 95,888 $29,810,000 95,888
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 47 *New 2024-03-31 76,159 $26,217,000 76,159
   Goodman Advisory Group LLC 5 *New 2023-12-31 38,872 $12,085,000 38,872
   Simplicity WealthLLC 110 *New 2024-03-31 22,782 $7,842,000 22,782
   Prostatis Group LLC 9 *New 2023-03-31 28,407 $7,224,000 28,407
   CUMBERLAND ADVISORS INC 22 *New 2024-03-31 8,330 $2,867,000 8,330
   COASTLINE TRUST CO 69 *New 2024-03-31 7,950 $2,736,000 7,950
   Lloyd Advisory Services LLC. 19 *New 2024-03-31 7,249 $2,585,000 7,249
   Chicago Capital LLC 108 *New 2024-03-31 7,454 $2,566,000 7,454
   CAPITAL PERFORMANCE ADVISORS LLP 19 *New 2024-03-31 7,146 $2,460,000 7,146
   Quantinno Capital Management LP 333 *New 2023-12-31 7,020 $2,183,000 7,020
   BW Gestao de Investimentos Ltda. 54 *New 2023-12-31 6,010 $1,868,000 6,010
   Jordan Park Group LLC 31 *New 2023-12-31 6,000 $1,865,000 6,000
   RETIREMENT CAPITAL STRATEGIES 25 *New 2023-12-31 5,764 $1,792,000 5,764
   Y-Intercept (Hong Kong) Ltd 237 *New 2023-12-31 4,075 $1,267,000 4,075
   Cedar Wealth Management LLC 34 *New 2023-12-31 4,075 $1,267,000 4,075
   Beacon Bridge Wealth Partners LLC 37 *New 2023-12-31 4,008 $1,246,000 4,008
   Sonoma Private Wealth LLC 9 *New 2023-12-31 3,883 $1,207,000 3,883
   HRT FINANCIAL LLC 983 *New 2023-12-31 2,774 $862,000 2,774
   Lavaca Capital LLC 35 *New 2023-12-31 2,586 $804,000 2,586
   PACES FERRY WEALTH ADVISORS LLC 43 *New 2023-12-31 2,547 $792,000 2,547
   DARK FOREST CAPITAL MANAGEMENT LP 149 *New 2023-12-31 2,548 $792,000 2,548
   Cosner Financial Group LLC 22 *New 2023-12-31 2,497 $776,000 2,497
   D E SHAW & CO INC 2068 *New 2023-12-31 2,348 $730,000 2,348
   Wallace Advisory Group LLC 59 *New 2024-03-31 1,840 $572,000 1,840
   KPP Advisory Services LLC 55 *New 2023-12-31 1,705 $530,000 1,705
   HANCOCK HOLDING CO 455 *New 2023-12-31 1,465 $455,000 1,465
   AQR CAPITAL MANAGEMENT LLC 1953 *New 2023-12-31 1,348 $419,000 1,348
   GRIES FINANCIAL LLC 144 *New 2023-12-31 1,327 $413,000 1,327
   RAM Investment Partners LLC 43 *New 2023-12-31 1,299 $404,000 1,299
   jvl associates llc 41 *New 2024-03-31 1,089 $375,000 1,089
   Carnick & Kubik Group LLC 167 *New 2024-03-31 1,084 $373,000 1,084
   Horan Capital Advisors LLC. 86 *New 2023-12-31 1,169 $363,000 1,169
   Crestone Asset Management LLC 72 *New 2024-03-31 1,008 $347,000 1,008
   Financial Partners Group LLC 80 *New 2024-03-31 1,000 $344,000 1,000
   L.M. KOHN & COMPANY 190 *New 2024-03-31 976 $336,000 976
   HARRIS ASSOCIATES L P 134 *New 2023-12-31 1,068 $332,000 1,068
   Global Assets Advisory LLC 392 *New 2024-03-31 111,543 $324,000 111,543
   Beirne Wealth Consulting Services LLC 104 *New 2023-12-31 998 $310,000 998
   Lifeworks Advisors LLC 161 *New 2023-12-31 975 $303,000 975
   X-Square Capital LLC 129 *New 2023-12-31 951 $296,000 951
   Toroso Investments LLC 1167 *New 2023-12-31 950 $295,000 950
   Waterloo Capital L.P. 299 *New 2023-12-31 940 $292,000 940
   CFO4Life L.P. 134 *New 2022-12-31 1,367 $291,000 1,367
   Ronna Sue Cohen 86 *New 2024-03-31 836 $288,000 836
   Legacy Capital Wealth Partners LLC 233 *New 2023-12-31 883 $274,000 883
   MELFA WEALTH MANAGEMENT LLC 119 *New 2024-03-31 770 $265,000 770
   Cascade Investment Advisors Inc. 105 *New 2024-03-31 764 $263,000 764
   HUDSON CANYON INVESTMENT COUNSELORS LLC 79 *New 2023-12-31 815 $253,000 815
   Horan Securities Inc. 85 *New 2023-12-31 811 $252,000 811
   Legacy Wealth Asset Management LLC 320 *New 2024-03-31 702 $242,000 702
   Traveka Wealth LLC 108 *New 2024-03-31 676 $233,000 676
   Total Clarity Wealth Management Inc. 237 *New 2024-03-31 667 $230,000 667
   Heritage Trust Co 255 *New 2023-12-31 736 $229,000 736
   COURIER CAPITAL CORP 331 *New 2024-03-31 662 $228,000 662
   RIVERFRONT INVESTMENT GROUP, LLC 106 *New 2023-12-31 712 $221,000 712
   WorthPointe LLC 66 *New 2023-12-31 712 $221,000 712
   BSW WEALTH PARTNERS 267 *New 2024-03-31 640 $220,000 640
   Priebe Wealth Holdings LLC 53 *New 2024-03-31 633 $218,000 633
   Weaver Consulting Group 189 *New 2024-03-31 634 $218,000 634
   DGS Capital Management LLC 257 *New 2024-03-31 630 $217,000 630
   LGL PARTNERS LLC 91 *New 2023-12-31 696 $216,000 696
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 60 *New 2024-03-31 627 $216,000 627
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 109 *New 2023-12-31 691 $215,000 691
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 174 *New 2023-12-31 691 $215,000 691
   Frisch Financial Group Inc. 115 *New 2023-12-31 688 $214,000 688
   Bensler LLC *New 2023-12-31 689 $214,000 689
   Great Point Wealth Advisors LLC *New 2023-12-31 684 $213,000 684
   Private Capital Management LLC 125 *New 2023-12-31 681 $212,000 681
   CLEAR HARBOR ASSET MANAGEMENT, LLC 300 *New 2023-12-31 680 $211,000 680
   HOME FEDERAL BANK OF TENNESSEE 73 *New 2024-03-31 609 $210,000 609
   Taylor & Morgan Wealth Management LLC 63 *New 2024-03-31 608 $209,000 608
   SATHER FINANCIAL GROUP INC *New 2023-12-31 671 $209,000 671
   EASTOVER INVESTMENT ADVISORS LLC 45 *New 2024-03-31 605 $208,000 605
   Alera Investment Advisors LLC *New 2023-12-31 663 $206,000 663
   Columbus Macro LLC 174 *New 2024-03-31 598 $206,000 598
   Warwick Investment Management Inc. 85 *New 2023-12-31 659 $205,000 659
   Western Financial Corp/CA 113 *New 2024-03-31 594 $204,000 594
   FIRST HAWAIIAN BANK 716 *New 2024-03-31 593 $204,000 593
   Fithian LLC 17 *New 2023-03-31 816 $203,000 816
   Legacy Advisors LLC 297 *New 2023-12-31 649 $202,000 649
   OROURKE & COMPANY Inc 141 *New 2024-03-31 584 $201,000 584
   OneAscent Wealth Management LLC 168 *New 2024-03-31 581 $200,000 581
   Tempus Wealth Planning LLC 185 *New 2024-03-31 582 $200,000 582
   ISLAY CAPITAL MANAGEMENT LLC 91 *New 2023-12-31 600 $187,000 600
   MITCHELL SINKLER & STARR/PA 179 *New 2023-12-31 350 $109,000 350
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 209 *New 2024-03-31 248 $85,000 248
   Windsor Advisory Group LLC *New 2023-12-31 262 $81,000 262
   Ahrens Investment Partners LLC 262 *New 2023-03-31 300 $75,000 300
   Opal Wealth Advisors LLC 202 *New 2024-03-31 191 $66,000 191
   Dunhill Financial LLC 84 *New 2023-12-31 200 $62,000 200
   Kozak & Associates Inc. 127 *New 2023-12-31 183 $57,000 183
   MCMILLION CAPITAL MANAGEMENT INC 97 *New 2023-06-30 178 $50,000 178
   NBT BANK N A /NY 424 *New 2024-03-31 88 $30,000 88
   First Personal Financial Services 238 *New 2024-03-31 60 $21,000 60
   MA GREENWOOD & ASSOCIATES INC 207 *New 2023-12-31 50 $16,000 50
   Rice Partnership LLC 116 *New 2023-12-31 51 $16,000 51
   Morling Financial Advisors LLC 77 *New 2023-12-31 25 $8,000 25
   Peoples Bank/KS 223 *New 2024-03-31 22 $8,000 22
  100 Records found
  1    
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