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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
   VANGUARD GROUP INC 808 - 2023-12-31 3,066,698 $669,000,000 -13,927
   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
   Capital Asset Advisory Services LLC 1 - 2024-03-31 1,106,132 $263,259,000 -8,889
   SAMLYN CAPITAL LLC 5 - 2023-12-31 1,017,648 $222,000,000 -546,043
   Wealthfront Advisers LLC 21 - 2024-03-31 855,397 $205,090,000 -22,120
   PATHSTONE FAMILY OFFICE, LLC 11 - 2023-09-30 938,044 $183,565,000 -3,431
   ROYAL BANK OF CANADA 357 - 2023-12-31 718,434 $156,727,000 -47,345
   Cresset Asset Management LLC 18 - 2023-12-31 614,989 $134,160,000 -53,802
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 102 - 2024-03-31 547,281 $131,216,000 -6,450
   JFG Wealth Management LLC 1 - 2023-12-31 600,086 $130,909,000 -1,480
   COLDSTREAM CAPITAL MANAGEMENT INC 6 - 2023-12-31 531,766 $116,005,000 -24,344
   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
   James J. Burns & Company LLC 1 - 2024-03-31 402,504 $95,860,000 -152,186
   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
   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
   FINANCIAL NETWORK 31 - 2023-12-31 389,093 $84,881,000 -15,838
   FIFTH THIRD BANCORP 83 - 2024-03-31 331,373 $79,450,000 -6,326
   McCarthy Grittinger Financial Group LLC 1 - 2024-03-31 306,943 $73,593,000 -12,683
   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
   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
   TRUST POINT INC. 4 - 2024-03-31 238,824 $57,260,000 -8,940
   TRANSAMERICA FINANCIAL ADVISORS, INC. 2 - 2023-12-31 257,421 $56,157,000 -25,988
   Addis & Hill Inc 1 - 2024-03-31 176,735 $42,139,000 -2,224
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 10 - 2024-03-31 162,268 $38,905,000 -7,635
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 6 - 2023-12-31 169,273 $36,927,000 -1,817
   PURE FINANCIAL ADVISORS, INC. 21 - 2024-03-31 138,411 $33,186,000 -4,243
   Hurlow Wealth Management Group Inc. 1 - 2024-03-31 132,949 $31,876,000 -240
   Sunflower Bank N.A. 5 - 2024-03-31 131,585 $31,549,000 -3,762
   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
   RAYMOND JAMES & ASSOCIATES 635 - 2024-03-31 114,563 $27,468,000 -1,589
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - 2023-12-31 119,641 $26,100,000 -4,372
   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
   MOLLER FINANCIAL SERVICES 5 - 2024-03-31 98,945 $23,723,000 -4,244
   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
   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
   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
   KENNICOTT CAPITAL MANAGEMENT LLC 3 - 2024-03-31 78,686 $18,866,000 -5,239
   Beacon Capital Management LLC 5 - 2023-12-31 94,673 $18,527,000 -12,530
   SPC FINANCIAL, INC. 23 - 2023-12-31 81,136 $17,700,000 -4,544
   Beacon Pointe Advisors LLC 115 - 2023-12-31 80,334 $17,525,000 -180,037
   MERCER GLOBAL ADVISORS INC /ADV 207 - 2023-12-31 79,986 $17,449,000 -11,886
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 7 - 2023-12-31 79,592 $17,363,000 -3,185
   Wealth Architects LLC 14 - 2023-12-31 77,113 $16,822,000 -2,136
   FIRST HAWAIIAN BANK 26 - 2024-03-31 67,463 $16,175,000 -2,898
   SageView Advisory Group LLC 14 - 2023-12-31 70,933 $15,998,000 -10,127
   NAPLES GLOBAL ADVISORS LLC 6 - 2023-12-31 66,852 $14,584,000 -2,307
   Private Advisor Group LLC 174 - 2023-12-31 65,948 $14,387,000 -1,320
   CX Institutional 39 - 2024-03-31 59,156 $14,183,000 -2,334
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 156 - 2023-12-31 63,411 $13,833,000 -26,190
   GPWM LLC 4 - 2024-03-31 55,342 $13,269,000 -9,387
   EMPIRICAL FINANCIAL SERVICES, LLC 42 - 2023-12-31 60,575 $13,215,000 -913
   Integris Wealth Management LLC 9 - 2023-12-31 60,133 $13,118,000 -134
   Adams Wealth Management 5 - 2023-12-31 59,274 $12,931,000 -20,255
   CHATHAM CAPITAL GROUP INC 6 - 2024-03-31 51,679 $12,391,000 -50
   Tarbox Group Inc. 10 - 2024-03-31 50,993 $12,226,000 -1,310
   ADVOCATE GROUP LLC 5 - 2024-03-31 50,726 $12,162,000 -486
   YCMNET ADVISORS INC 64 - 2023-12-31 54,253 $11,835,000 -1,320
   ALESCO ADVISORS LLC 26 - 2023-12-31 52,109 $11,367,000 -1,155
   Blackston Financial Advisory Group LLC 5 - 2023-12-31 51,475 $11,229,000 -214
   MADISON ASSET MANAGEMENT LLC 126 - 2023-12-31 48,777 $10,641,000 -2,359
   SC&H Financial Advisors Inc. 9 - 2023-12-31 47,782 $10,424,000 -248
   FINANCIAL ADVISORY GROUP 14 - 2023-12-31 47,603 $10,385,000 -637
   Biltmore Family Office LLC 6 - 2023-12-31 46,467 $10,137,000 -339
   CULLEN FROST BANKERS INC 147 - 2023-12-31 46,253 $10,090,000 -2,287
   LEDYARD NATIONAL BANK 31 - 2023-12-31 45,138 $9,847,000 -1,004
   Patriot Investment Management Inc. 21 - 2024-03-31 40,863 $9,797,000 -390
   PROFFITT & GOODSON INC 14 - 2024-03-31 40,052 $9,603,000 -1,003
   Baird Financial Group Inc. 467 - 2023-12-31 42,722 $9,320,000 -979
   Ruggaard & Associates LLC 7 - 2023-12-31 41,819 $9,123,000 -1,749
   AJ WEALTH STRATEGIES LLC 44 - 2023-06-30 43,645 $8,848,000 -2,144
   Venture Visionary Partners LLC 52 - 2023-12-31 39,959 $8,717,000 -2,953
   Orin Green Financial LLC 7 - 2023-12-31 38,123 $8,317,000 -138
   ATRIA INVESTMENTS LLC 191 - 2023-12-31 37,741 $8,233,000 -2,208
   Stratos Wealth Partners LTD. 150 - 2024-03-31 33,954 $8,141,000 -350
   BUCKINGHAM ASSET MANAGEMENT, LLC 107 - 2023-12-31 36,882 $8,046,000 -1,716
   NORTHERN TRUST CORP 2209 - 2023-12-31 36,780 $8,024,000 -296
   Resource Planning Group 3 - 2023-12-31 36,436 $7,948,000 -11,580
   Simmons Bank 43 - 2023-12-31 35,844 $7,819,000 -4,274
   Carlson Capital Management 18 - 2024-03-31 31,246 $7,492,000 -321,465
   HBK SORCE ADVISORY LLC - 2023-12-31 33,488 $7,305,000 -456
   MONTICELLO WEALTH MANAGEMENT LLC 33 - 2024-03-31 30,452 $7,301,000 -1,140
   HANSON MCCLAIN, INC. 147 - 2024-03-31 30,370 $7,282,000 -176
   Idaho Trust Bank 6 - 2023-12-31 32,938 $7,185,000 -18,192
   CITIZENS FINANCIAL GROUP INC/RI 93 - 2023-12-31 30,744 $6,707,000 -38
   SOUNDMARK WEALTH MANAGEMENT LLC 11 - 2024-03-31 27,959 $6,704,000 -1,125
   HB Wealth Management LLC 112 - 2023-12-31 30,458 $6,645,000 -110
  100 Records found
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