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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  
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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
   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
   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
   GOLDMAN SACHS GROUP INC/ 116 - 2023-12-31 2,387,784 $742,314,000 815,443
   BANK OF NEW YORK MELLON CORP 149 - 2024-03-31 2,028,494 $698,207,000 192,583
   ROYAL BANK OF CANADA 133 - 2023-12-31 1,922,829 $597,769,000 31,362
   COMMONWEALTH EQUITY SERVICES LLC. 12 - 2023-12-31 1,768,264 $549,718,000 104,623
   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
   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
   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
   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
   MML INVESTORS SERVICES LLC 11 - 2023-12-31 733,213 $227,941,000 49,768
   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
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5 - 2023-12-31 654,563 $203,490,000 3,990
   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
   CULLEN FROST BANKERS INC 3 - 2023-12-31 548,842 $170,624,000 44,283
   AE Wealth Management LLC 15 - 2023-12-31 495,812 $160,058,000 61,222
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 17 - 2024-03-31 433,603 $149,246,000 9,133
   CWM LLC 29 - 2024-03-31 425,340 $146,402,000 63,950
   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
   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
   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
   INVICTUS PRIVATE WEALTH LLC 3 - 2023-12-31 373,062 $115,978,000 5,779
   Kensington Asset Management LLC - 2023-12-31 370,300 $115,119,000 15,300
   CITIGROUP INC 146 - 2023-12-31 354,097 $110,082,000 64,626
   Strategies Wealth Advisors LLC 1 - 2024-03-31 305,112 $105,020,000 7,183
   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
   Rezny Wealth Management Inc. 2 - 2024-03-31 266,257 $91,646,000 5,518
   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
   CREATIVE PLANNING 86 - 2023-12-31 268,771 $83,555,000 48,922
   FIFTH THIRD BANCORP 81 - 2024-03-31 237,070 $81,599,000 4,089
   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
   TWO SIGMA ADVISERS, LLC 119 - 2023-12-31 255,200 $79,337,000 96,900
   ALLIANCEBERNSTEIN L.P. 476 - 2023-12-31 252,397 $78,465,000 6,626
   Relyea Zuckerberg Hanson LLC 1 - 2024-03-31 218,920 $75,352,000 8,585
   Nelson Van Denburg & Campbell Wealth Management Gr 2 - 2023-12-31 237,329 $73,750,000 1,988
   White Lighthouse Investment Management Inc. - 2023-12-31 234,397 $72,869,000 1,409
   GLENMEDE TRUST CO NA 68 - 2023-12-31 226,063 $70,278,000 12,903
   BECKER CAPITAL MANAGEMENT INC 4 - 2023-12-31 218,443 $67,910,000 26,549
   PATHSTONE FAMILY OFFICE, LLC 35 - 2023-09-30 248,947 $67,791,000 63,096
   Sequoia Financial Advisors LLC - 2023-12-31 216,693 $67,366,000 57,401
   RMR Wealth Builders 2 - 2024-03-31 194,962 $67,106,000 1,173
   Cable Hill Partners LLC 3 - 2023-12-31 203,451 $62,748,000 1,429
   HCR Wealth Advisors 3 - 2023-12-31 195,441 $60,759,000 44,436
   ATRIA INVESTMENTS LLC 10 - 2023-12-31 192,916 $59,974,000 12,162
   Betterment LLC 38 - 2023-12-31 189,984 $59,062,000 679
   Pasadena Private Wealth LLC 2 - 2024-03-31 166,946 $57,463,000 836
   Crane Advisory LLC 4 - 2024-03-31 167,100 $56,443,000 13,588
   Steward Partners Investment Advisory LLC 17 - 2023-12-31 181,070 $56,291,000 7,556
   Jentner Corp 1 - 2023-12-31 175,167 $54,456,000 17,048
   BLAIR WILLIAM & CO/IL 117 - 2023-12-31 172,707 $53,691,000 1,962
   Blue Edge Capital LLC 1 - 2023-12-31 160,766 $49,979,000 2,395
   TMD Wealth Management LLC 2 - 2023-12-31 159,165 $49,481,000 10,649
   ZEKE CAPITAL ADVISORS, LLC 7 - 2022-12-31 231,814 $49,402,000 18
   Chicago Partners Investment Group LLC 6 - 2024-03-31 148,618 $49,214,000 3,378
   HPM Partners LLC - 2023-12-31 157,490 $48,961,000 110,259
   THRIVENT FINANCIAL FOR LUTHERANS 259 - 2023-12-31 155,932 $48,477,000 14,380
   DUBUQUE BANK & TRUST CO 3 - 2023-09-30 173,555 $47,261,000 2,259
   JANNEY MONTGOMERY SCOTT LLC 137 - 2023-12-31 148,505 $46,167,000 24,588
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 5 - 2023-12-31 144,818 $45,021,000 22,951
   COMERICA BANK 89 - 2023-12-31 143,229 $44,527,000 14,695
   Integrys Wealth Advisors LLC 3 - 2024-03-31 126,498 $43,541,000 2,092
   Strategic Investment Advisors / MI 2 - 2024-03-31 125,843 $43,315,000 4,194
   Venture Visionary Partners LLC 6 - 2023-12-31 137,200 $42,653,000 2,719
   EverSource Wealth Advisors LLC 2 - 2023-12-31 135,899 $42,248,000 14,704
   PRESILIUM PRIVATE WEALTH LLC 1 - 2023-12-31 135,032 $41,979,000 2,690
   Principle Wealth Partners LLC 6 - 2024-03-31 119,723 $41,209,000 1,563
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 4 - 2023-12-31 131,865 $40,994,000 124
   CONDOR CAPITAL MANAGEMENT 3 - 2023-12-31 130,899 $40,694,000 1,708
   Affinity Capital Advisors LLC 1 - 2024-03-31 117,893 $40,579,000 2,369
   Capital Financial Planning LLC 2 - 2023-09-30 148,241 $40,367,000 1,253
   ESTATE COUNSELORS, LLC - 2023-12-31 129,545 $40,273,000 73,800
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 128,579 $39,973,000 18,046
   KESTRA PRIVATE WEALTH SERVICES LLC 13 - 2023-12-31 124,135 $38,591,000 12,926
   Connecticut Wealth Management LLC 10 - 2023-12-31 119,420 $37,125,000 3,760
   One Day In July LLC 4 - 2024-03-31 105,807 $36,419,000 11,318
   FTB Advisors Inc. 16 - 2024-03-31 104,996 $36,140,000 5,765
  100 Records found
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