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Get Institutions for : 
Vanguard Large Cap VIPERS (VV)  
$231.94 2.52 (1.1%) as of 4:30 Thu 5/2


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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  : 
27.53 (13.47%)  




 
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
   Simplicity WealthLLC 1 *New 2024-03-31 581,891 $139,514,000 581,891
   COLONY GROUP, LLC 14 *New 2023-12-31 374,740 $81,750,000 374,740
   MONEYWISE INC. 15 *New 2024-03-31 13,129 $3,148,000 13,129
   WIN ADVISORS INC 22 *New 2024-03-31 12,434 $2,981,000 12,434
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 34 *New 2024-03-31 11,695 $2,804,000 11,695
   FLOW TRADERS U.S. LLC 187 *New 2023-12-31 10,593 $2,311,000 10,593
   APPLETON PARTNERS INC/MA 123 *New 2024-03-31 5,552 $1,331,000 5,552
   Lodestone Wealth Management LLC *New 2023-12-31 4,715 $1,029,000 4,715
   OLD MISSION CAPITAL LLC 430 *New 2023-12-31 4,576 $998,000 4,576
   Crescent Sterling Ltd. 39 *New 2024-03-31 3,550 $851,000 3,550
   PRIMORIS WEALTH ADVISORS LLC 42 *New 2023-12-31 3,153 $688,000 3,153
   SAWGRASS ASSET MANAGEMENT LLC 120 *New 2023-12-31 3,100 $676,000 3,100
   Western Wealth Management LLC 364 *New 2023-12-31 2,794 $609,000 2,794
   BAKER TILLY FINANCIAL LLC 230 *New 2023-12-31 2,735 $597,000 2,735
   CLEAR INVESTMENT RESEARCH LLC 31 *New 2023-12-31 2,290 $500,000 2,290
   Ground Swell Capital LLC 12 *New 2023-12-31 2,286 $499,000 2,286
   Ratio Wealth Group 56 *New 2023-12-31 2,121 $463,000 2,121
   CRESTWOOD ADVISORS LLC 267 *New 2023-12-31 2,100 $458,000 2,100
   FIRST CITIZENS BANK & TRUST CO 325 *New 2024-03-31 1,885 $452,000 1,885
   Wallace Advisory Group LLC 93 *New 2024-03-31 1,849 $403,000 1,849
   ZACKS INVESTMENT MANAGEMENT 492 *New 2023-12-31 1,829 $399,000 1,829
   Bordeaux Wealth Advisors LLC 72 *New 2023-12-31 1,667 $364,000 1,667
   Vista Private Wealth Partners. LLC 57 *New 2023-12-31 1,674 $360,000 1,674
   IronBridge Private Wealth LLC 37 *New 2023-12-31 1,635 $357,000 1,635
   JGP Wealth Management LLC 135 *New 2024-03-31 1,481 $355,000 1,481
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 403 *New 2024-03-31 1,478 $354,000 1,478
   Capasso Planning Partners LLC 85 *New 2024-03-31 1,317 $316,000 1,317
   Resources Investment Advisors Inc. 913 *New 2023-12-31 1,341 $293,000 1,341
   WARREN AVERETT ASSET MANAGEMENT, LLC 376 *New 2023-12-31 1,224 $267,000 1,224
   Disciplined Investments LLC 106 *New 2024-03-31 1,107 $265,000 1,107
   PETERSEN FLYNN & DINSMORE INC 86 *New 2023-12-31 1,213 $265,000 1,213
   B.O.S.S. Retirement Advisors LLC 218 *New 2023-12-31 1,202 $262,000 1,202
   Signal Advisors Wealth LLC 249 *New 2024-03-31 1,075 $258,000 1,075
   Kovack Advisors Inc. 390 *New 2024-03-31 1,053 $252,000 1,053
   NORRIS PERNE & FRENCH LLP/MI 125 *New 2024-03-31 1,048 $251,000 1,048
   CCG WEALTH MANAGEMENT LLC 60 *New 2024-03-31 1,038 $249,000 1,038
   Port Capital LLC 81 *New 2023-12-31 1,098 $240,000 1,098
   Koshinski Asset Management Inc. 445 *New 2023-12-31 1,070 $233,000 1,070
   BetterWealth LLC 57 *New 2024-03-31 959 $230,000 959
   Synergy Financial Group LTD 76 *New 2023-12-31 1,031 $225,000 1,031
   WNY Asset Management LLC 206 *New 2023-12-31 1,020 $223,000 1,020
   Better Money Decisions LLC *New 2023-12-31 976 $213,000 976
   WALLER FINANCIAL PLANNING GROUP INC 61 *New 2024-03-31 888 $213,000 888
   VALMARK ADVISERS INC 471 *New 2023-12-31 948 $207,000 948
   Aspen Grove Capital LLC 173 *New 2023-12-31 937 $204,000 937
   MARCO INVESTMENT MANAGEMENT LLC 201 *New 2023-12-31 936 $204,000 936
   Apella Capital LLC 286 *New 2024-03-31 847 $202,000 847
   Strategies Wealth Advisors LLC 95 *New 2024-03-31 835 $200,000 835
   Prime Capital Investment Advisors LLC *New 2023-12-31 917 $200,000 917
   Windsor Advisory Group LLC *New 2023-12-31 310 $68,000 310
   PFG Private Wealth Management LLC 79 *New 2024-03-31 263 $63,000 263
   CLARKSTON CAPITAL PARTNERS LLC 152 *New 2023-12-31 206 $45,000 206
   BANGOR SAVINGS BANK 310 *New 2024-03-31 167 $40,000 167
   Red Tortoise LLC 121 *New 2024-03-31 140 $34,000 140
   MCMILLION CAPITAL MANAGEMENT INC 118 *New 2023-06-30 130 $26,000 130
   CAPITAL INVESTMENT COUNSEL INC 210 *New 2023-12-31 89 $19,000 89
   GANNETT WELSH & KOTLER 531 *New 2023-12-31 82 $18,000 82
   LifeSteps Financial Inc. 250 *New 2024-03-31 67 $16,000 67
   ORG Partners LLC 622 *New 2023-12-31 70 $15,000 70
   Dunhill Financial LLC 186 *New 2023-12-31 54 $12,000 54
   Mascoma Wealth Management LLC *New 2023-12-31 48 $10,000 48
   MARYLAND CAPITAL ADVISORS INC. 168 *New 2024-03-31 30 $7,000 30
   Team Financial Group LLC 168 *New 2023-12-31 15 $3,000 15
   Semmax Financial Advisors Inc. 339 *New 2023-12-31 5 $1,000 5
  64 Records found
  1    
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