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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
   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
   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
   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
   DAVIDSON D A & CO 2 - 2023-12-31 1,926,719 $598,979,000 -23,196
   SEI INVESTMENTS CO 13 - 2023-12-31 1,611,207 $500,890,000 -59,736
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 25 - 2024-03-31 1,335,391 $459,642,000 -2,704
   Advisor Group Holdings Inc. 21 - 2023-12-31 1,164,878 $362,384,000 -442,093
   RAYMOND JAMES & ASSOCIATES 79 - 2024-03-31 935,700 $322,068,000 -18,199
   RSM US WEALTH MANAGEMENT LLC 1 - 2023-12-31 954,045 $296,593,000 -7,371
   AMERIVEST INVESTMENT MANAGEMENT LLC 9 - 2023-06-30 844,277 $238,897,000 -24,251
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 297 - 2023-12-31 711,687 $221,249,000 -67,799
   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
   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
   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
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 52 - 2023-09-30 588,796 $160,335,000 -9,519
   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
   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
   Envestnet Portfolio Solutions Inc. 44 - 2023-12-31 397,686 $123,633,000 -8,908
   Venturi Wealth Management LLC 1 - 2024-03-31 343,044 $118,076,000 -5,528
   STEPHENS GROUP ASSET MANAGEMENT LLC 2 - 2024-03-31 342,399 $117,854,000 -1,362
   MERCER GLOBAL ADVISORS INC /ADV 56 - 2023-12-31 371,591 $115,520,000 -4,495
   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
   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
   Beacon Pointe Advisors LLC 12 - 2023-12-31 315,920 $98,214,000 -47,448
   GUARANTY TRUST CO OF MISSOURI /MO/ 6 - 2024-03-31 283,011 $97,413,000 -325
   Sontag Advisory LLC 15 - 2023-12-31 313,165 $97,357,000 -5,668
   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
   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
   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
   Orion Portfolio Solutions LLC 10 - 2023-12-31 255,027 $78,485,000 -10,676
   VISTA CAPITAL PARTNERS, INC. 4 - 2023-12-31 248,693 $77,314,000 -9,232
   Brandywine Oak Private Wealth LLC 3 - 2023-12-31 244,561 $76,028,000 -12,870
   Peninsula Wealth LLC 2 - 2023-12-31 229,573 $71,370,000 -18,693
   Corrigan Financial Inc. 1 - 2024-03-31 199,355 $68,618,000 -8,141
   NATIXIS ASSET MANAGEMENT ADVISORS LP 149 - 2024-03-31 191,285 $65,841,000 -41,557
   CSM Advisors LLC 4 - 2023-12-31 211,587 $65,778,000 -75,100
   Cornerstone Management Inc. 2 - 2023-12-31 208,236 $64,736,000 -14,888
   Campbell Wealth Management 4 - 2023-12-31 208,009 $64,666,000 -702
   Trust Co 2 - 2024-03-31 187,508 $64,539,000 -17,563
   NSI Retail Advisors LLC 4 - 2023-12-31 206,787 $64,286,000 -75,100
   HTLF Bank 2 - 2024-03-31 180,839 $62,245,000 -5,667
   Summit Financial LLC 4 - 2024-03-31 178,085 $61,297,000 -6,548
   BESSEMER GROUP INC 184 - 2023-12-31 190,717 $59,289,000 -3,488
   Change Path LLC 2 - 2023-12-31 184,431 $57,336,000 -3,686
   HIRTLE CALLAGHAN & CO INC 8 - 2023-12-31 180,802 $56,208,000 -1,429
   Permanens Capital L.P. 3 - 2023-12-31 180,420 $56,089,000 -42,260
   NADLER FINANCIAL GROUP, INC. 4 - 2024-03-31 159,429 $54,876,000 -2,101
   HANSON MCCLAIN, INC. 31 - 2024-03-31 158,360 $54,508,000 -1,216
   SIGNATUREFD, LLC 15 - 2023-12-31 174,548 $54,264,000 -808
   SAGE FINANCIAL GROUP INC 3 - 2023-12-31 168,086 $52,255,000 -2,657
   YCMNET ADVISORS INC 19 - 2023-12-31 165,636 $51,493,000 -3,519
   Total Wealth Planning LLC 3 - 2024-03-31 143,810 $49,499,000 -6,305
   Checchi Capital Advisers LLC 1 - 2024-03-31 140,012 $48,192,000 -1,282
   Strata Wealth Advisors LLC 2 - 2024-03-31 138,390 $47,634,000 -4,706
   NORTHERN TRUST CORP 1046 - 2023-12-31 152,157 $47,303,000 -7,596
   McIlrath & Eck LLC 1 - 2023-12-31 151,076 $46,966,000 -6,091
   GRIMES & COMPANY INC 14 - 2024-03-31 133,481 $45,944,000 -5,184
   One Capital Management LLC 12 - 2023-12-31 136,431 $42,414,000 -10,797
   Pathway Financial Advisors LLC 3 - 2024-03-31 123,170 $42,395,000 -918
   TL Private Wealth 1 - 2024-03-31 121,828 $41,766,000 -4,572
   Fee-Only Financial Planning L.C. 1 - 2024-03-31 120,235 $41,385,000 -1,968
   Brickley Wealth Management 4 - 2024-03-31 116,673 $40,159,000 -314
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2 - 2023-12-31 128,103 $39,753,000 -7,381
   MBM Wealth Consultants LLC 1 - 2024-03-31 113,559 $39,087,000 -144
   BANK OF MONTREAL /CAN/ 497 - 2023-12-31 123,706 $38,690,000 -4,011
   BCJ Capital Management LLC 6 - 2023-12-31 121,132 $37,657,000 -7,301
   Summit Financial Wealth Advisors LLC 2 - 2023-12-31 119,878 $37,268,000 -4,982
   Gleason Group Inc. 5 - 2024-03-31 104,858 $36,092,000 -451
   Axiom Advisory LLC 1 - 2024-03-31 102,405 $35,248,000 -232
   Benchmark Wealth Management LLC 1 - 2024-03-31 101,364 $34,889,000 -607
   Jacobsen Capital Management 2 - 2024-03-31 101,332 $34,879,000 -210
   Archford Capital Strategies LLC 1 - 2024-03-31 98,348 $33,851,000 -4,336
   AMERICAN INVESTMENT SERVICES INC. 4 - 2023-12-31 106,270 $33,037,000 -366
   Cornerstone Wealth Advisors Inc. 4 - 2024-03-31 94,278 $32,450,000 -2,172
   TRUSTCORE FINANCIAL SERVICES LLC 10 - 2022-12-31 149,935 $31,953,000 -4,455
   SRS Capital Advisors Inc. 3 - 2023-12-31 102,225 $31,780,000 -560
   Bromfield Sneider Wealth Advisors 1 - 2024-03-31 91,046 $31,338,000 -2,162
   Dougherty Wealth Advisers LLC 1 - 2024-03-31 90,559 $31,170,000 -2,128
   GenWealth Group Inc. 3 - 2024-03-31 89,229 $30,713,000 -4,939
   Certified Advisory Corp 1 - 2023-12-31 97,263 $30,237,000 -125
   PFG Advisors 3 - 2023-12-31 93,326 $29,013,000 -108
   LVW Advisors LLC 4 - 2024-03-31 81,392 $28,015,000 -8,172
   Schechter Investment Advisors LLC 7 - 2023-12-31 88,523 $27,520,000 -5,864
   Parker Financial LLC 2 - 2024-03-31 77,946 $26,829,000 -4,215
  100 Records found
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