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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
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 11 - 2023-12-31 155,193 $48,246,000 0
   VANTAGEPOINT INVESTMENT ADVISERS LLC 4 - 2023-12-31 135,830 $42,227,000 0
   Systematic Alpha Investments LLC 12 - 2023-12-31 130,672 $40,623,000 0
   Salomon & Ludwin LLC 19 - 2023-12-31 60,350 $16,434,000 0
   TACONIC CAPITAL ADVISORS LP 8 - 2023-12-31 41,000 $12,746,000 0
   GUARDIAN CAPITAL ADVISORS LP 37 - 2023-12-31 29,400 $9,048,000 0
   SEGMENT WEALTH MANAGEMENT, LLC 51 - 2024-03-31 25,926 $8,924,000 0
   Latigo Investments LLC 10 - 2023-12-31 25,713 $7,994,000 0
   MATHES COMPANY INC 5 - 2023-12-31 23,220 $7,219,000 0
   ELEMENT POINTE ADVISORS LLC 16 - 2023-12-31 16,190 $5,033,000 0
   Edge Capital Group LLC 85 - 2023-12-31 14,291 $4,443,000 0
   Asset Allocation & Management Company LLC 8 - 2024-03-31 12,189 $4,195,000 0
   Family CFO Inc 11 - 2024-03-31 11,075 $3,812,000 0
   Spotlight Asset Group Inc. 10 - 2023-12-31 13,945 $3,797,000 0
   Altiora Financial Group LLC 21 - 2024-03-31 10,530 $3,624,000 0
   Hillcrest Wealth Advisors - NY LLC 15 - 2024-03-31 10,300 $3,545,000 0
   St. Louis Trust Co 32 - 2023-12-31 10,271 $3,193,000 0
   BCS Wealth Management 27 - 2024-03-31 8,116 $2,794,000 0
   AUREUS ASSET MANAGEMENT LLC 66 - 2023-12-31 8,081 $2,512,000 0
   HHM Wealth Advisors LLC 20 - 2023-12-31 7,988 $2,483,000 0
   Sunburst Financial Group LLC 29 - 2024-03-31 6,112 $2,104,000 0
   Summit Trail Advisors LLC 129 - 2024-03-31 6,067 $2,088,000 0
   FENIMORE ASSET MANAGEMENT INC - 2023-12-31 6,581 $2,046,000 0
   Lion Street Advisors LLC 23 - 2024-03-31 6,510 $2,024,000 0
   RS CRUM INC. 20 - 2023-12-31 6,490 $2,018,000 0
   SALEM INVESTMENT COUNSELORS INC 148 - 2024-03-31 5,567 $1,916,000 0
   GREENLEAF TRUST 186 - 2023-12-31 5,979 $1,859,000 0
   NOVARE CAPITAL MANAGEMENT LLC 90 - 2023-12-31 5,761 $1,791,000 0
   Levin Easterly Partners LLC 116 - 2023-12-31 5,756 $1,789,000 0
   MV Capital Management Inc. 71 - 2024-03-31 5,175 $1,781,000 0
   BALLENTINE FINN & COMPANY INC 173 - 2024-03-31 4,915 $1,692,000 0
   HANSON INVESTMENT MANAGEMENT 58 - 2024-03-31 4,842 $1,667,000 0
   MARQUETTE ASSET MANAGEMENT INC. 27 - 2023-12-31 5,056 $1,572,000 0
   Boyd Wealth Management LLC 19 - 2024-03-31 4,451 $1,532,000 0
   PARK NATIONAL CORP /OH/ 144 - 2024-03-31 4,414 $1,519,000 0
   Nicholas Hoffman & Company LLC. 81 - 2024-03-31 4,407 $1,517,000 0
   ADIRONDACK TRUST CO 39 - 2024-03-31 4,397 $1,513,000 0
   North Ridge Wealth Advisors Inc. 17 - 2024-03-31 4,287 $1,476,000 0
   COUNTRY CLUB BANK /GFN 158 - 2024-03-31 4,177 $1,438,000 0
   INGALLS & SNYDER LLC 174 - 2023-12-31 4,414 $1,372,000 0
   Northwest Capital Management Inc 41 - 2024-03-31 3,909 $1,345,000 0
   ADVOCATE GROUP LLC 77 - 2024-03-31 3,765 $1,296,000 0
   Fusion Family Wealth LLC 23 - 2023-12-31 3,854 $1,198,000 0
   Providence Capital Advisors LLC 83 - 2023-12-31 3,834 $1,192,000 0
   Lantz Financial LLC 76 - 2024-03-31 3,444 $1,185,000 0
   ARQ WEALTH ADVISORS LLC 30 - 2023-12-31 3,812 $1,185,000 0
   EVOKE WEALTH LLC 314 - 2023-12-31 3,790 $1,178,000 0
   BTIM CORP. 272 - 2024-03-31 3,334 $1,148,000 0
   GUYASUTA INVESTMENT ADVISORS INC 103 - 2024-03-31 3,680 $1,144,000 0
   Operose Advisors LLC 24 - 2023-12-31 3,651 $1,135,000 0
   HBW Advisory Services LLC 114 - 2024-03-31 3,591 $1,117,000 0
   Hardy Reed LLC - 2023-12-31 3,580 $1,113,000 0
   Patriot Investment Management Inc. 103 - 2024-03-31 3,177 $1,094,000 0
   Detalus Advisors LLC 42 - 2024-03-31 3,071 $1,057,000 0
   MATRIX ASSET ADVISORS INC/NY 57 - 2024-03-31 3,049 $1,049,000 0
   Archetype Wealth Partners LLC 35 - 2023-12-31 3,359 $1,044,000 0
   Granite Bay Wealth Management LLC 199 - 2023-12-31 3,591 $1,040,000 0
   WAGNER CAPITAL MANAGEMENT CORP 148 - 2024-03-31 2,936 $1,011,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 189 - 2024-03-31 2,921 $1,005,000 0
   Eldridge Investment Advisors Inc. 77 - 2023-12-31 3,233 $1,005,000 0
   QUADRANT CAPITAL GROUP LLC 172 - 2023-12-31 3,193 $993,000 0
   Marion Wealth Management 72 - 2024-03-31 2,825 $972,000 0
   VALLEY NATIONAL ADVISERS INC 124 - 2024-03-31 2,713 $933,000 0
   WEALTH ADVISORS INC. 30 - 2023-09-30 3,347 $911,000 0
   Carmichael Hill & Associates Inc. 61 - 2024-03-31 2,602 $896,000 0
   Bremer Bank National Association 92 - 2024-03-31 2,597 $894,000 0
   Steel Peak Wealth Management LLC 225 - 2024-03-31 2,524 $869,000 0
   NOESIS CAPITAL MANGEMENT CORP 50 - 2023-12-31 2,762 $859,000 0
   Bouchey Financial Group Ltd 51 - 2024-03-31 2,491 $857,000 0
   Frank Rimerman Advisors LLC 54 - 2023-12-31 2,668 $829,000 0
   Tanglewood Legacy Advisors LLC 39 - 2024-03-31 2,335 $804,000 0
   TRUST CO OF VERMONT 178 - 2023-12-31 2,586 $804,000 0
   CCM PARTNERS 281 - 2023-12-31 2,500 $777,000 0
   MYECFO LLC 31 - 2024-03-31 2,236 $770,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 72 - 2024-03-31 2,197 $756,000 0
   Private Advisory Group LLC 120 - 2023-12-31 2,424 $754,000 0
   RDL FINANCIAL INC 73 - 2024-03-31 2,663 $754,000 0
   First Command Advisory Services Inc. 75 - 2023-12-31 2,423 $753,000 0
   TOCQUEVILLE ASSET MANAGEMENT LP 361 - 2023-12-31 2,409 $749,000 0
   Athena Investment Management 48 - 2023-12-31 2,394 $744,000 0
   FIRST NATIONAL TRUST CO 241 - 2024-03-31 2,139 $736,000 0
   Cypress Point Wealth Management LLC 37 - 2023-12-31 2,333 $725,000 0
   FRG Family Wealth Advisors LLC 93 - 2023-12-31 2,298 $714,000 0
   PETRA FINANCIAL ADVISORS INC 60 - 2024-03-31 2,217 $708,000 0
   One Wealth Advisors LLC 95 - 2024-03-31 2,058 $708,000 0
   STOCK YARDS BANK & TRUST CO 247 - 2023-12-31 2,271 $706,000 0
   GFG Capital LLC 69 - 2023-12-31 2,260 $703,000 0
   Wealth Architects LLC 91 - 2023-12-31 2,250 $699,000 0
   MADISON WEALTH MANAGEMENT 104 - 2023-09-30 2,551 $695,000 0
   WALLER FINANCIAL PLANNING GROUP INC 41 - 2024-03-31 2,002 $689,000 0
   Sage Financial Management Group Inc. 30 - 2023-12-31 2,210 $687,000 0
   GenTrust LLC 90 - 2024-03-31 1,977 $680,000 0
   SFG Wealth Management LLC. 40 - 2024-03-31 1,920 $661,000 0
   S.A. Mason LLC 67 - 2024-03-31 1,901 $654,000 0
   SHAYNE & CO., LLC 51 - 2023-12-31 2,100 $653,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 71 - 2023-12-31 2,089 $649,000 0
   Clarity Financial LLC 59 - 2024-03-31 1,881 $648,000 0
   BERKSHIRE ASSET MANAGEMENT INC/PA 136 - 2023-12-31 2,044 $635,000 0
   Elwood & Goetz Wealth Advisory Group LLC 44 - 2024-03-31 1,827 $629,000 0
   NARWHAL CAPITAL MANAGEMENT 118 - 2024-03-31 1,800 $620,000 0
  100 Records found
  1    
  Page 1 of 1
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