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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
   Legacy Financial Advisors Inc. 298 *Closed 2023-12-31 0 $0 -871
   SEGALL BRYANT & HAMILL 307 *Closed 2023-12-31 0 $0 -10,124
   Wiser Wealth Management Inc 33 *Closed 2024-03-31 0 $0 -736
   V Wealth ManagementLLC 121 *Closed 2023-09-30 0 $0 -3,075
   BOURGEON CAPITAL MANAGEMENT LLC 128 *Closed 2024-03-31 0 $0 -93
   WoodTrust Financial Corp 144 *Closed 2024-03-31 0 $0 -8,367
   Paragon Wealth Strategies LLC 41 *Closed 2023-12-31 0 $0 -970
   McGlone Suttner Wealth Management Inc. 337 *Closed 2024-03-31 0 $0 -401
   3D/L Capital Management LLC 29 *Closed 2023-12-31 0 $0 -2,111
   Keeler Thomas Management LLC 61 *Closed 2023-12-31 0 $0 -1,352
   Gibson Wealth Advisors LLC 112 *Closed 2022-12-31 0 $0 -338
   CALAMOS WEALTH MANAGEMENT LLC 260 *Closed 2023-12-31 0 $0 -942
   CAPITAL INVESTMENT SERVICES OF AMERICA INC 73 *Closed 2023-12-31 0 $0 -737
   Praetorian Wealth Management Inc. 42 *Closed 2024-03-31 0 $0 -934
   Lehman & Derafelo Financial Resources LLC 165 *Closed 2022-12-31 0 $0 -379
   BNC WEALTH MANAGEMENT LLC 103 *Closed 2024-03-31 0 $0 -2,197
   Wealth CMT 13 *Closed 2023-06-30 0 $0 -94
   VERITABLE LP 96 *Closed 2023-09-30 0 $0 -11,255
   GUNN & Co INVESTMENT MANAGEMENT INC. 63 *Closed 2024-03-31 0 $0 -706
   Teamwork Financial Advisors LLC 188 *Closed 2024-03-31 0 $0 -677
   OAK HILL WEALTH ADVISORS LLC 29 *Closed 2024-03-31 0 $0 -2,861
   Avory & Company LLC 30 *Closed 2023-12-31 0 $0 -11,636
   Foresight Wealth Management LLC 47 *Closed 2022-12-31 0 $0 -1,668
   Planned Solutions Inc. 283 *Closed 2024-03-31 0 $0 -204
   SMI Advisory Services LLC 62 *Closed 2024-03-31 0 $0 -808
   NUVEEN ASSET MANAGEMENT, LLC 3311 *Closed 2023-12-31 0 $0 -764
   Column Capital Advisors LLC 802 *Closed 2023-09-30 0 $0 -149
   CYPRESS CAPITAL MANAGEMENT LLC 59 *Closed 2022-12-31 0 $0 -1,828
   RE Dickinson Investment Advisors LLC 242 *Closed 2023-12-31 0 $0 -208
   Triumph Capital Management 233 *Closed 2024-03-31 0 $0 -1,591
   Trellis Advisors LLC 32 *Closed 2023-12-31 0 $0 -771
   Schoolcraft Capital LLC 67 *Closed 2024-03-31 0 $0 -852
   Avalon Advisory Group 9 *Closed 2023-12-31 0 $0 -1,246
   FIDUCIARY TRUST CO 633 *Closed 2023-12-31 0 $0 -754
   Trexquant Investment LP 1685 *Closed 2023-12-31 0 $0 -1,410
   Arlington Financial Advisors LLC 82 *Closed 2024-03-31 0 $0 -1,382
   Oversea-Chinese Banking CORP Ltd 369 *Closed 2023-12-31 0 $0 -7,391
   Hibernia Wealth Partners LLC 171 *Closed 2023-12-31 0 $0 -109
   CONTRAVISORY RESEARCH & MANAGEMENT CORP. 385 *Closed 2024-03-31 0 $0 -36
   Exchange Bank 115 *Closed 2024-03-31 0 $0 -728
   Stonebridge Capital Advisors LLC 800 *Closed 2023-12-31 0 $0 -477
   Sterling Group Wealth Management LLC 42 *Closed 2024-03-31 0 $0 -985
   Fullerton Fund Management Co Ltd 66 *Closed 2023-12-31 0 $0 -44,404
   Axiom Investment Management LLC 417 *Closed 2022-12-31 0 $0 -100
   FIDELITY D & D BANCORP INC 108 *Closed 2024-03-31 0 $0 -1,125
   HOEY INVESTMENTS INC 347 *Closed 2023-12-31 0 $0 -29
   Authentikos Wealth Advisory LLC 439 *Closed 2023-12-31 0 $0 -142
   Linden Thomas Advisory Services LLC 419 *Closed 2023-12-31 0 $0 -809
   Independent Wealth Network Inc. 178 *Closed 2024-03-31 0 $0 -4,613
   Curated Wealth Partners LLC 107 *Closed 2024-03-31 0 $0 -809
   Koss-Olinger Consulting LLC 270 *Closed 2024-03-31 0 $0 -705
   Rosenbaum Jay D. 56 *Closed 2023-12-31 0 $0 -1,600
   Headlands Technologies LLC 1308 *Closed 2023-12-31 0 $0 -193
   Wambolt & Associates LLC 248 *Closed 2023-12-31 0 $0 -822
   Carolina Wealth Advisors LLC 251 *Closed 2024-03-31 0 $0 -4
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -324
   TFO-TDC LLC 1065 *Closed 2023-12-31 0 $0 -226
   Charles Schwab Trust Co 170 *Closed 2024-03-31 0 $0 -664
   Revisor Wealth Management LLC 202 *Closed 2024-03-31 0 $0 -782
   Kapitalo Investimentos Ltda 740 *Closed 2023-12-31 0 $0 -113,870
   James J. Burns & Company LLC 105 *Closed 2024-03-31 0 $0 -666
   Capital Market Strategies LLC 150 *Closed 2024-03-31 0 $0 -697
   Roble Belko & Company Inc 376 *Closed 2024-03-31 0 $0 -30
   WIN ADVISORS INC 85 *Closed 2024-03-31 0 $0 -1,311
   HBC Financial Services PLLC 204 *Closed 2023-12-31 0 $0 -62
   Twin Tree Management LP 587 *Closed 2023-12-31 0 $0 -12,002
   MITCHELL CAPITAL MANAGEMENT CO 124 *Closed 2023-12-31 0 $0 -780
   M&R CAPITAL MANAGEMENT INC 635 *Closed 2024-03-31 0 $0 -16
   VisionPoint Advisory Group LLC 896 *Closed 2023-12-31 0 $0 -42
   Upper Left Wealth Management LLC 65 *Closed 2024-03-31 0 $0 -1,593
   DOVER ADVISORS LLC 103 *Closed 2023-12-31 0 $0 -1,445
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 866 *Closed 2023-12-31 0 $0 0
   PROVENCE WEALTH MANAGEMENT GROUP 484 *Closed 2023-12-31 0 $0 -140
   Meridian Wealth Management LLC 589 *Closed 2024-03-31 0 $0 -45,528
   Provida Pension Fund Administrator 22 *Closed 2023-12-31 0 $0 -121,727
   Weitzel Financial Services Inc. 42 *Closed 2024-03-31 0 $0 -911
   CFS Investment Advisory Services LLC 167 *Closed 2023-12-31 0 $0 -89,824
  77 Records found
  1    
  Page 1 of 1
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