Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Vanguard Large Cap VIPERS (VV)  
$231.94 2.52 (1.1%) as of 4:30 Thu 5/2


Download
     
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
   Advisor OS LLC 343 *Closed 2023-12-31 0 $0 -2,425
   Meridian Wealth Management LLC 228 *Closed 2024-03-31 0 $0 -3,224
   BlueSky Wealth Advisors LLC 47 *Closed 2024-03-31 0 $0 -86,852
   Gibson Wealth Advisors LLC 117 *Closed 2022-12-31 0 $0 -157
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 233 *Closed 2023-12-31 0 $0 -46
   Trexquant Investment LP 1474 *Closed 2023-12-31 0 $0 -2,236
   Crewe Advisors LLC 375 *Closed 2023-12-31 0 $0 -38
   Meritas Wealth Management LLC 51 *Closed 2024-03-31 0 $0 -1,945
   Mutual Advisors LLC 1003 *Closed 2023-12-31 0 $0 -1,102
   AIRE ADVISORS LLC 150 *Closed 2023-12-31 0 $0 -1,177
   LAZARD ASSET MANAGEMENT LLC 2121 *Closed 2023-12-31 0 $0 -475
   OAK HILL WEALTH ADVISORS LLC 41 *Closed 2024-03-31 0 $0 -254,116
   Carolina Wealth Advisors LLC 218 *Closed 2024-03-31 0 $0 -6
   Financial Advocates Investment Management 741 *Closed 2023-12-31 0 $0 -1,133
   CYPRESS CAPITAL MANAGEMENT LLC 75 *Closed 2022-12-31 0 $0 -16,851
   Richard W. Paul & Associates LLC *Closed 2023-12-31 0 $0 -1,098
   CANTOR FITZGERALD L. P. 409 *Closed 2023-12-31 0 $0 -12,008
   Concord Wealth Partners 948 *Closed 2023-12-31 0 $0 -3
   BOURGEON CAPITAL MANAGEMENT LLC 313 *Closed 2024-03-31 0 $0 -686
   VERITABLE LP 517 *Closed 2023-09-30 0 $0 -36,171
   Sollinda Capital Management LLC 94 *Closed 2024-03-31 0 $0 -7,364
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 1155 *Closed 2023-12-31 0 $0 -1,286
   LEUCADIA NATIONAL CORP -- Notable Guru -- 1177 *Closed 2023-12-31 0 $0 -1,459
   CKW FINANCIAL GROUP 234 *Closed 2024-03-31 0 $0 -384
   Mezzasalma Advisors LLC 110 *Closed 2024-03-31 0 $0 -1,159
   Capital Financial Planning LLC 103 *Closed 2023-09-30 0 $0 -1,045
   LAIRD NORTON TYEE TRUST CO 144 *Closed 2023-12-31 0 $0 -4,098
   SMI Advisory Services LLC 75 *Closed 2024-03-31 0 $0 -4,549
   Advisor Resource Council 427 *Closed 2024-03-31 0 $0 -27,014
   Financial Perspectives Inc 695 *Closed 2024-03-31 0 $0 -2
   Portside Wealth Group LLC 368 *Closed 2024-03-31 0 $0 -3,156
   Ten Capital Wealth Advisors LLC 516 *Closed 2023-06-30 0 $0 0
   Allspring Global Investments Holdings LLC 2414 *Closed 2024-03-31 0 $0 -154
   Frontier Asset Management LLC 61 *Closed 2023-12-31 0 $0 -1,201
   KCS Wealth Advisory 151 *Closed 2023-09-30 0 $0 -1,675
   SCHARF INVESTMENTS, LLC 66 *Closed 2024-03-31 0 $0 -422
   SRS Capital Advisors Inc. 1447 *Closed 2023-12-31 0 $0 -89
   Heritage Wealth Advisors 736 *Closed 2023-12-31 0 $0 -38
   Gateway Wealth Partners LLC 293 *Closed 2023-12-31 0 $0 -23,225
   KPP Advisory Services LLC 202 *Closed 2023-12-31 0 $0 -1,080
   Investment Research & Advisory Group Inc. 237 *Closed 2024-03-31 0 $0 -7

  41 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results