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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NATIONAL MUTUAL INSURANCE FEDERATION OF AGRICULTUR 2 - 2024-03-31 6,543,317 $1,568,826,000 0
   CATALYST CAPITAL ADVISORS LLC 10 - 2024-03-31 435,581 $104,435,000 0
   Millburn Ridgefield Corp 10 - 2024-03-31 435,581 $104,435,000 0
   FRANKLIN RESOURCES INC 718 - 2023-12-31 88,960 $19,407,000 0
   Horizons Wealth Management 1 - 2024-03-31 72,059 $15,720,000 0
   Amtrust Financial Services Inc. - 2023-12-31 45,800 $9,991,000 0
   GIBSON CAPITAL MANAGEMENT, LTD. 6 - 2024-03-31 39,372 $9,440,000 0
   NORTHEAST INVESTMENT MANAGEMENT 51 - 2023-12-31 34,868 $7,606,000 0
   Transcendent Capital Group LLC 3 - 2024-03-31 30,773 $6,713,000 0
   Apexium Financial LP 29 - 2024-03-31 25,859 $6,200,000 0
   CALLAN CAPITAL, LLC 39 - 2023-12-31 26,104 $5,695,000 0
   Lion Street Advisors LLC 4 - 2024-03-31 25,241 $5,506,000 0
   Kendall Capital Management - 2023-12-31 22,263 $4,857,000 0
   HALL KATHRYN A. 15 - 2023-12-31 22,100 $4,821,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 114 - 2023-12-31 17,147 $3,741,000 0
   Summit Trail Advisors LLC 83 - 2024-03-31 14,971 $3,589,000 0
   KMG FIDUCIARY PARTNERS LLC 73 - 2024-03-31 13,692 $3,283,000 0
   MATHES COMPANY INC 32 - 2023-12-31 13,461 $2,937,000 0
   Bridgeworth LLC - 2023-12-31 11,736 $2,560,000 0
   Kohmann Bosshard Financial Services LLC 46 - 2024-03-31 10,215 $2,449,000 0
   BOSTON FAMILY OFFICE LLC 98 - 2023-12-31 10,805 $2,357,000 0
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 89 - 2023-12-31 10,611 $2,315,000 0
   LAKE STREET ADVISORS GROUP LLC 67 - 2023-12-31 10,512 $2,293,000 0
   OBERMEYER ASSET MANAGEMENT CO 45 - 2023-12-31 10,504 $2,291,000 0
   Alley Investment Management Company LLC 58 - 2023-12-31 9,909 $2,162,000 0
   General Partner Inc. 17 - 2024-03-31 9,000 $2,158,000 0
   Financial Alternatives Inc 14 - 2023-12-31 9,723 $2,121,000 0
   YHB INVESTMENT ADVISORS, INC. 112 - 2024-03-31 8,740 $2,096,000 0
   Franklin Parlapiano Turner & Welch LLC - 2023-12-31 9,015 $1,967,000 0
   Granite Bay Wealth Management LLC 164 - 2023-12-31 9,324 $1,906,000 0
   SHEETS SMITH & ASSOCIATES INC 86 - 2023-09-30 9,483 $1,856,000 0
   FORTEM FINANCIAL GROUP LLC - 2023-12-31 8,435 $1,840,000 0
   Great Point Wealth Advisors LLC - 2023-12-31 8,319 $1,815,000 0
   M&T BANK CORP 684 - 2023-12-31 8,141 $1,776,000 0
   SEQUENT ASSET MANAGEMENT, LLC 17 - 2024-03-31 7,127 $1,709,000 0
   Cyndeo Wealth Partners LLC 167 - 2024-03-31 6,415 $1,538,000 0
   BROWN BROTHERS HARRIMAN & CO 217 - 2023-12-31 6,400 $1,396,000 0
   WETHERBY ASSET MANAGEMENT INC 273 - 2023-12-31 6,327 $1,380,000 0
   TNB FINANCIAL 95 - 2024-03-31 5,751 $1,379,000 0
   DAVIDSON TRUST CO 30 - 2023-12-31 6,256 $1,365,000 0
   Legacy Advisors LLC 102 - 2023-12-31 6,140 $1,339,000 0
   RESOURCE CONSULTING GROUP INC 26 - 2023-12-31 6,120 $1,335,000 0
   Waldron LP 128 - 2023-12-31 5,989 $1,306,000 0
   REBALANCE LLC 52 - 2024-03-31 5,400 $1,295,000 0
   MOSAIC FAMILY WEALTH PARTNERS LLC 50 - 2023-12-31 5,902 $1,287,000 0
   ALERUS FINANCIAL NA 97 - 2023-12-31 5,705 $1,245,000 0
   Plancorp LLC 99 - 2023-12-31 5,684 $1,240,000 0
   Rodgers & Associates LTD 51 - 2023-12-31 5,430 $1,185,000 0
   Pathway Financial Advisors LLC 41 - 2024-03-31 4,891 $1,173,000 0
   Private Ocean LLC 58 - 2024-03-31 4,837 $1,160,000 0
   RWM Asset Management LLC 68 - 2024-03-31 4,666 $1,119,000 0
   Investmark Advisory Group LLC 40 - 2023-12-31 5,052 $1,102,000 0
   CAPITAL ADVISORS INC/OK 149 - 2023-12-31 5,014 $1,094,000 0
   Brandywine Oak Private Wealth LLC 89 - 2023-12-31 4,789 $1,045,000 0
   Waypoint Capital Advisors LLC - 2023-12-31 4,695 $1,024,000 0
   Nicholas Hoffman & Company LLC. 120 - 2024-03-31 4,207 $1,009,000 0
   PUTNAM FL INVESTMENT MANAGEMENT CO 257 - 2023-12-31 4,453 $971,000 0
   Next Capital Management LLC 47 - 2023-12-31 4,429 $966,000 0
   GFS ADVISORS, LLC 90 - 2024-03-31 3,900 $935,000 0
   Abacus Planning Group Inc. 74 - 2024-03-31 3,884 $931,000 0
   CAHABA WEALTH MANAGEMENT INC. 56 - 2024-03-31 3,842 $921,000 0
   PACIFIC FINANCIAL GROUP INC 33 - 2023-12-31 4,126 $900,000 0
   Gyroscope Capital Management Group LLC 98 - 2023-09-30 4,597 $900,000 0
   REDW Stanley Financial Advisors LLC - 2023-12-31 4,097 $894,000 0
   GRIES FINANCIAL LLC 97 - 2023-12-31 4,059 $885,000 0
   OLD NATIONAL BANCORP /IN/ 308 - 2024-03-31 3,591 $861,000 0
   FF AdvisorsLLC 40 - 2024-03-31 3,547 $850,000 0
   KWMG LLC 100 - 2024-03-31 3,477 $834,000 0
   Morton Capital Management LLC/CA 44 - 2024-03-31 3,445 $826,000 0
   CHOATE INVESTMENT ADVISORS 204 - 2023-12-31 3,783 $825,000 0
   Core Wealth Advisors Inc. 26 - 2023-12-31 3,780 $825,000 0
   Oakworth Capital Inc. 86 - 2024-03-31 3,435 $824,000 0
   SAND HILL ADVISORS INC/CA 105 - 2023-12-31 3,690 $805,000 0
   Salomon & Ludwin LLC 92 - 2023-12-31 3,986 $780,000 0
   BSW WEALTH PARTNERS 95 - 2024-03-31 3,250 $779,000 0
   BANK OF THE OZARKS 83 - 2023-12-31 3,476 $758,000 0
   Atwater Malick LLC 43 - 2024-03-31 3,155 $756,000 0
   Zhang Financial LLC 163 - 2024-03-31 3,135 $752,000 0
   COZAD ASSET MANAGEMENT INC 208 - 2023-12-31 3,325 $725,000 0
   RCS Financial Planning LLC 39 - 2024-03-31 3,010 $722,000 0
   Retirement Income Solutions Inc 58 - 2023-12-31 3,296 $719,000 0
   Athena Investment Management 53 - 2023-12-31 3,240 $707,000 0
   ETFIDEA LLC - 2023-12-31 3,122 $681,000 0
   Madison Wealth Partners Inc 50 - 2023-12-31 3,108 $678,000 0
   Essex Private Wealth Management LLC 14 - 2024-03-31 2,824 $677,000 0
   Values Added Financial LLC 36 - 2024-03-31 2,801 $672,000 0
   AWM CAPITAL LLC 48 - 2024-03-31 2,764 $663,000 0
   COASTLINE TRUST CO 156 - 2024-03-31 2,750 $659,000 0
   Evolution Wealth Advisors LLC 71 - 2024-03-31 2,686 $644,000 0
   ANDERSON HOAGLAND & CO 110 - 2024-03-31 2,708 $639,000 0
   LPWM LLC 43 - 2024-03-31 2,578 $608,000 0
   UNITED BANK /VA/ 88 - 2023-12-31 2,757 $601,000 0
   Meridian Wealth Advisors LLC 100 - 2023-12-31 2,750 $600,000 0
   Steigerwald Gordon & Koch Inc. 77 - 2024-03-31 2,487 $596,000 0
   City State Bank 90 - 2024-03-31 2,485 $596,000 0
   Cassaday & Co Wealth Management LLC 151 - 2023-12-31 2,654 $579,000 0
   Lindbrook Capital LLC 195 - 2024-03-31 2,396 $574,000 0
   HTLF Bank 133 - 2024-03-31 2,370 $568,000 0
   Safeguard Financial LLC 45 - 2024-03-31 2,342 $562,000 0
   Rockwood Wealth Management LLC 47 - 2024-03-31 2,335 $560,000 0
  100 Records found
  1    
  Page 1 of 1
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