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Get Institutions for : 
Vanguard Large Cap VIPERS (VV)  
$227.27 2.08 (0.91%) as of 4:30 Fri 4/19


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 969    31
Total shares held : 
 94,289,982  
% of shares held : 
 74.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   47  
Amount of shares held : 
 1,016,067  
% of shares held change : 
   0.8%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $195.79  
Last Quarter's Ending Price : 
 $218.15  
Last Quarter's Average Price : 
 $204.41  
Change from last quarter's     
avg. price to the last closing  : 
22.86 (11.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
60
 618,775
 0.66%
 
Increased Positions :
320
 2,467,715
 2.62%
 
Unchanged Positions :
285
 8,763,918
 9.29%
 
Decreased Positions :
304
-1,993,003
-2.11%
 
Closed Positions :
29
-77,420
-0.08%
 
Guru Positions :
3
658
 0%
 
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
   JONES FINANCIAL COMPANIES LLLP 6 - 2023-12-31 16,664,820 $3,635,431,000 145,274
   NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTUR 2 - 2023-12-31 6,543,317 $1,427,425,000 0
   BANK OF AMERICA CORP /DE/ 260 - 2023-12-31 3,164,077 $690,243,000 264,994
   VANGUARD GROUP INC 808 - 2023-12-31 3,066,698 $669,000,000 -13,927
   MORGAN STANLEY 342 - 2023-12-31 2,649,811 $578,057,000 235,344
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25 - 2023-12-31 2,528,374 $551,566,000 55,392
   UBS Group AG 115 - 2023-12-31 2,138,358 $466,483,000 57,009
   PNC FINANCIAL SERVICES GROUP INC 52 - 2023-12-31 2,098,769 $457,847,000 -11,277
   FMR LLC 523 - 2023-12-31 1,672,998 $364,965,000 -37,620
   ENVESTNET ASSET MANAGEMENT INC 144 - 2023-12-31 1,440,072 $314,152,000 -22,675
   Johnson Financial Group LLC 1 - 2023-12-31 1,343,152 $293,009,000 -8,133
   WELLS FARGO & CO/MN 233 - 2023-12-31 1,230,624 $268,461,000 124,159
   AXXCESS WEALTH MANAGEMENT LLC 1 - 2023-12-31 1,115,798 $243,411,000 35,052
   Capital Asset Advisory Services LLC 1 - 2023-12-31 1,115,021 $243,242,000 31,211
   SAMLYN CAPITAL LLC 5 - 2023-12-31 1,017,648 $222,000,000 -546,043
   MONETA GROUP INVESTMENT ADVISORS INC 4 - 2023-12-31 990,805 $216,144,000 16,160
   Pathstone Holdings LLC 12 - 2023-12-31 907,888 $197,057,000 0
   Wealthfront Advisers LLC 21 - 2023-12-31 877,517 $191,430,000 -25,298
   PATHSTONE FAMILY OFFICE, LLC 11 - 2023-09-30 938,044 $183,565,000 -3,431
   AMERIPRISE FINANCIAL INC 347 - 2023-12-31 812,753 $177,439,000 33,038
   Wealthquest Corp 1 - 2023-12-31 751,068 $163,846,000 600
   ROYAL BANK OF CANADA 357 - 2023-12-31 718,434 $156,727,000 -47,345
   LPL FINANCIAL CORP 198 - 2023-12-31 671,054 $146,390,000 47,363
   Cresset Asset Management LLC 18 - 2023-12-31 614,989 $134,160,000 -53,802
   JFG Wealth Management LLC 1 - 2023-12-31 600,086 $130,909,000 -1,480
   Voya Financial Advisors Inc. 1 - 2023-12-31 577,189 $126,462,000 26,132
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 467 - 2023-12-31 569,115 $124,152,000 218,042
   Bleakley Financial Group LLC - 2023-12-31 563,702 $122,972,000 22,267
   Sawtooth Asset Management Inc. 3 - 2023-12-31 563,696 $122,970,000 22,267
   James J. Burns & Company LLC 1 - 2023-12-31 554,690 $121,005,000 130,279
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 109 - 2023-12-31 553,731 $120,796,000 46,874
   COLDSTREAM CAPITAL MANAGEMENT INC 6 - 2023-12-31 531,766 $116,005,000 -24,344
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 479,951 $104,701,000 549
   SIGNATUREFD, LLC 10 - 2023-12-31 476,184 $103,879,000 -10,157
   Sontag Advisory LLC 14 - 2023-12-31 460,737 $100,510,000 -21,057
   CATALYST CAPITAL ADVISORS LLC 10 - 2023-12-31 435,581 $95,022,000 -32,276
   Millburn Ridgefield Corp 10 - 2023-12-31 435,581 $95,022,000 -32,276
   Garde Capital Inc. 3 - 2023-12-31 434,212 $94,723,000 -340
   TIAA FSB 51 - 2023-06-30 462,073 $93,671,000 -9,493
   BALLENTINE FINN & COMPANY INC 10 - 2024-03-31 390,446 $93,613,000 -4,139
   KISTLERTIFFANY COMPANIES, LLC 1 - 2023-06-30 451,324 $91,492,000 2,859
   Advisor Group Holdings Inc. 129 - 2023-12-31 417,018 $90,963,000 -23,566
   Heartwood Wealth Advisors LLC 1 - 2024-03-31 379,080 $90,888,000 -32,136
   COMMONWEALTH EQUITY SERVICES LLC. 126 - 2023-12-31 404,847 $88,317,000 11,205
   FINANCIAL NETWORK 31 - 2023-12-31 389,093 $84,881,000 -15,838
   COLONY GROUP, LLC 14 *New 2023-12-31 374,740 $81,750,000 374,740
   MARINER WEALTH ADVISORS, LLC 105 - 2023-12-31 371,783 $81,105,000 5,229
   Baltimore-Washington Financial Advisors Inc. 1 - 2023-12-31 358,837 $78,281,000 13,986
   FIFTH THIRD BANCORP 86 - 2023-12-31 337,699 $73,669,000 -543
   COLONY GROUP LLC 14 - 2023-09-30 365,452 $71,515,000 -81
   GOLDMAN SACHS GROUP INC/ 808 - 2023-12-31 325,595 $71,029,000 -305,353
   McCarthy Grittinger Financial Group LLC - 2023-12-31 319,626 $69,726,000 -1,379
   Equitable Holdings Inc. 22 - 2023-12-31 299,853 $65,413,000 -6,707
   AGF MANAGEMENT LTD 85 - 2023-12-31 293,227 $63,967,000 -15,335
   CREATIVE PLANNING 102 - 2023-12-31 12,995,768 $63,882,000 13,603
   PITTENGER & ANDERSON INC 3 - 2023-12-31 287,988 $62,825,000 7,344
   TRUEPOINT, INC. 15 - 2023-12-31 279,635 $61,002,000 11,127
   MML INVESTORS SERVICES LLC 68 - 2023-12-31 279,279 $60,925,000 32,737
   JUNCTURE WEALTH STRATEGIES LLC 1 - 2024-03-31 248,719 $59,633,000 57,853
   TRANSAMERICA FINANCIAL ADVISORS, INC. 2 - 2023-12-31 257,421 $56,157,000 -25,988
   OAK HILL WEALTH ADVISORS LLC 1 - 2023-12-31 254,116 $55,435,000 -436
   TRUST POINT INC. - 2023-12-31 247,764 $54,050,000 0
   Parallel Advisors LLC 10 - 2023-12-31 231,210 $50,438,000 1,338
   JAFFETILCHIN INVESTMENT PARTNERS LLC 5 - 2023-12-31 196,697 $42,910,000 732
   Addis & Hill Inc 1 - 2023-12-31 178,959 $42,273,000 0
   WILEY BROS.-AINTREE CAPITAL LLC 1 - 2024-03-31 172,194 $41,231,000 94,844
   J P MORGAN CHASE & CO 1200 - 2023-12-31 183,474 $40,025,000 124,403
   HIGHTOWER ADVISORS, LLC 293 - 2023-12-31 180,716 $39,431,000 7,280
   JMG FINANCIAL GROUP, LTD. 14 - 2023-12-31 179,652 $39,191,000 1,060
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 10 - 2023-12-31 169,903 $37,064,000 -2,446
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 6 - 2023-12-31 169,273 $36,927,000 -1,817
   COMERICA BANK 112 - 2023-12-31 166,898 $36,409,000 14,432
   Badgley Phelps Wealth Managers LLC 34 - 2023-12-31 153,880 $33,569,000 2,765
   BAKER AVENUE ASSET MANAGEMENT, LP 18 - 2023-12-31 153,339 $33,451,000 22,922
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 142 - 2023-12-31 151,492 $33,048,000 -6,434
   Sunflower Bank N.A. 5 - 2024-03-31 131,585 $31,549,000 -3,762
   PURE FINANCIAL ADVISORS, INC. 21 - 2023-12-31 142,654 $31,120,000 -8,599
   Hurlow Wealth Management Group Inc. 1 - 2023-12-31 133,189 $29,055,000 -852
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 228 - 2023-09-30 146,209 $28,612,000 -5,024
   CAPTRUST FINANCIAL ADVISORS 178 - 2023-12-31 128,399 $28,010,000 -586
   Kathmere Capital Management LLC 7 - 2023-09-30 138,789 $27,160,000 6,620
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - 2023-12-31 119,641 $26,100,000 -4,372
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 253 - 2023-12-31 117,047 $25,534,000 105
   RAYMOND JAMES & ASSOCIATES 635 - 2023-12-31 116,152 $25,339,000 3,436
   AE Wealth Management LLC 182 - 2023-12-31 109,640 $24,550,000 -6,136
   IEQ CAPITAL LLC 41 - 2023-12-31 111,750 $24,378,000 -2,615
   SAGE FINANCIAL GROUP INC 8 - 2023-12-31 110,377 $24,079,000 5,607
   HPM Partners LLC - 2023-12-31 110,372 $24,077,000 42,393
   Rockefeller Capital Management L.P. 254 - 2023-12-31 110,020 $24,001,000 11,514
   MOLLER FINANCIAL SERVICES 5 - 2024-03-31 98,945 $23,723,000 -4,244
   Latigo Investments LLC 1 - 2023-12-31 108,609 $23,693,000 450
   LEAVELL T & ASSOCIATES INC - 2023-12-31 107,941 $23,547,000 918
   CI Private Wealth LLC 362 - 2023-12-31 103,648 $22,611,000 -3,339
   Wade Financial Advisory Inc 2 - 2023-12-31 101,602 $22,164,000 -3,757
   QRG CAPITAL MANAGEMENT INC. 70 - 2023-12-31 100,724 $21,973,000 12,203
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 13 - 2023-12-31 93,708 $20,982,000 -17,067
   Column Capital Advisors LLC 10 - 2023-09-30 106,798 $20,899,000 -1,714
   HAVERFORD TRUST CO 71 - 2023-12-31 92,599 $20,200,000 21,703
   RSM US WEALTH MANAGEMENT LLC 47 - 2023-12-31 92,123 $20,097,000 -3,059
   TD CAPITAL MANAGEMENT LLC 13 - 2023-12-31 91,591 $19,981,000 -999
  100 Records found
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