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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
   JONES FINANCIAL COMPANIES LLLP 6 - 2023-12-31 16,664,820 $3,635,431,000 145,274
   BANK OF AMERICA CORP /DE/ 260 - 2023-12-31 3,164,077 $690,243,000 264,994
   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
   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
   MONETA GROUP INVESTMENT ADVISORS INC 4 - 2023-12-31 990,805 $216,144,000 16,160
   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
   LPL FINANCIAL CORP 198 - 2023-12-31 671,054 $146,390,000 47,363
   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
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 479,951 $104,701,000 549
   KISTLERTIFFANY COMPANIES, LLC 1 - 2023-06-30 451,324 $91,492,000 2,859
   COMMONWEALTH EQUITY SERVICES LLC. 126 - 2023-12-31 404,847 $88,317,000 11,205
   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
   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
   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
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 208 - 2024-03-31 154,466 $37,035,000 37,419
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 134 - 2024-03-31 153,635 $36,836,000 2,143
   COMERICA BANK 112 - 2023-12-31 166,898 $36,409,000 14,432
   Kathmere Capital Management LLC 4 - 2024-03-31 140,711 $33,737,000 1,819
   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
   LEAVELL T & ASSOCIATES INC 7 - 2024-03-31 108,817 $26,090,000 876
   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
   Latigo Investments LLC 1 - 2023-12-31 108,609 $23,693,000 450
   BANK OF NEW YORK MELLON CORP 1501 - 2024-03-31 94,980 $22,772,000 18,686
   QRG CAPITAL MANAGEMENT INC. 70 - 2023-12-31 100,724 $21,973,000 12,203
   HAVERFORD TRUST CO 71 - 2023-12-31 92,599 $20,200,000 21,703
   McIlrath & Eck LLC 8 - 2023-12-31 90,366 $19,713,000 9,395
   Bristlecone Advisors LLC 12 - 2024-03-31 80,611 $19,327,000 66,865
   Koesten Hirschmann & Crabtree INC. 2 - 2023-12-31 88,433 $19,292,000 2,301
   PINNACLE ASSOCIATES LTD 97 - 2024-03-31 73,734 $17,678,000 83
   JANNEY MONTGOMERY SCOTT LLC 332 - 2023-12-31 80,959 $17,661,000 1,205
   BB&T CORP 445 - 2023-12-31 79,824 $17,414,000 4,480
   WHITTIER TRUST CO OF NEVADA INC 50 - 2023-12-31 66,683 $14,547,000 5,327
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 15 - 2024-03-31 60,205 $14,435,000 937
   Royal Fund Management LLC 8 - 2024-03-31 59,953 $14,381,000 96
   Fountainhead AM LLC 11 - 2023-12-31 57,393 $12,520,000 788
   NewEdge Wealth LLC 84 - 2023-12-31 57,244 $12,488,000 48,293
   Wheelhouse Advisory Group LLC 4 - 2024-03-31 50,215 $12,040,000 2,053
   TOTAL INVESTMENT MANAGEMENT INC 13 - 2024-03-31 49,078 $11,767,000 1,215
   Congress Wealth Management LLC / DE / 149 - 2024-03-31 48,318 $11,585,000 162
   Capital Advisors Ltd. LLC 17 - 2024-03-31 47,243 $11,327,000 1,077
   DAVIDSON D A & CO 151 - 2023-12-31 51,007 $11,127,000 7,276
   STIFEL FINANCIAL CORP 743 - 2023-12-31 49,773 $10,861,000 739
   HEAD & ASSOCIATES LLC 9 - 2023-12-31 48,052 $10,483,000 60
   Leeward Financial Partners LLC 5 - 2024-03-31 43,396 $10,405,000 2,507
   Centered Wealth LLC dba Miller Equity Capital Advi 4 - 2023-12-31 47,269 $10,312,000 8,390
   Riverpoint Wealth Management Holdings LLC 11 - 2023-12-31 46,422 $10,127,000 93
   Fusion Family Wealth LLC 17 - 2023-12-31 45,965 $10,027,000 25
   KEYBANK NATIONAL ASSOCIATION/OH 224 - 2023-12-31 44,466 $9,700,000 125
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 23 - 2023-12-31 44,040 $9,607,000 131
   St. Louis Trust Co 11 - 2023-12-31 43,713 $9,536,000 36
   Cranbrook Wealth Management LLC 9 - 2024-03-31 39,685 $9,515,000 472
   BROWN ADVISORY HOLDINGS INC 429 - 2024-03-31 39,011 $9,353,000 743
   Intergy Private Wealth LLC 5 - 2024-03-31 37,787 $9,060,000 552
   Sculati Wealth Management LLC 4 - 2023-12-31 41,000 $8,944,000 867
   Investors Research Corp 6 - 2023-12-31 40,152 $8,759,000 1,309
   Goss Wealth Management LLC 225 - 2023-12-31 39,013 $8,585,000 8,577
   BIP Wealth LLC 26 - 2023-12-31 37,518 $8,185,000 95
   BRIGHTON JONES LLC 43 - 2023-12-31 37,481 $8,177,000 96
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 806 - 2023-12-31 37,250 $8,126,000 12,976
   Continuum Advisory LLC 14 - 2023-12-31 36,463 $7,954,000 950
   ALLIANCEBERNSTEIN L.P. 1275 - 2023-12-31 36,099 $7,875,000 12,496
   NWAM LLC 28 - 2023-12-31 35,251 $7,690,000 33,069
   JNBA FINANCIAL ADVISORS 30 - 2024-03-31 30,649 $7,348,000 189
   TRANSCEND WEALTH COLLECTIVE LLC 32 - 2023-12-31 33,335 $7,272,000 1,085
   WHITTIER TRUST CO 160 - 2023-12-31 32,979 $7,194,000 9,182
   PRW Wealth Management LLC 12 - 2023-09-30 37,191 $7,076,000 37,191
   MAYPORT LLC 7 - 2024-03-31 28,823 $6,911,000 345
   ADVISOR PARTNERS II LLC 58 - 2023-09-30 34,430 $6,742,000 26,701
   MERRIMAN WEALTH MANAGEMENT, LLC 36 - 2023-12-31 29,732 $6,486,000 23,749
   GLENMEDE TRUST CO NA 399 - 2023-12-31 29,559 $6,448,000 1,167
   Kestra Advisory Services LLC 378 - 2023-12-31 29,251 $6,381,000 1,315
   Gainplan LLC 4 - 2024-03-31 26,567 $6,370,000 1,117
   Capital Planning LLC 16 - 2024-03-31 25,570 $6,131,000 2,011
   Stonegate Investment Group LLC 63 - 2024-03-31 25,495 $6,113,000 1,531
   NATIXIS ASSET MANAGEMENT ADVISORS LP 754 - 2024-03-31 25,123 $6,023,000 2,219
   COMMERCE BANK N A/MO 279 - 2023-12-31 27,420 $5,982,000 4,456
   Clarius Group LLC 35 - 2024-03-31 24,717 $5,926,000 5
   Glenview Trust Co 116 - 2023-12-31 26,629 $5,809,000 121
   N.E.W. Advisory Services LLC 29 - 2024-03-31 23,846 $5,717,000 197
   Armbruster Capital Management Inc. 22 - 2023-12-31 26,015 $5,675,000 114
  100 Records found
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