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Get Institutions for : 
Vanguard Emerging Markets Stock VIPERs (VWO)  
$43.25 1.03 (2.44%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1910    14
Total shares held : 
1,210,666,921  
% of shares held : 
8.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -14  
Amount of shares held : 
25,215,085  
% of shares held change : 
  0.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$39.07  
Last Quarter's Ending Price : 
$41.10  
Last Quarter's Average Price
$39.67  
Change from last quarter's     
avg. price to the last closing  : 
3.58 (9.02%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
63
 7,753,364
 0.64%
 
Increased Positions :
799
 61,692,431
 5.1%
 
Unchanged Positions :
249
 35,118,530
 2.9%
 
Decreased Positions :
799
-38,657,995
-3.19%
 
Closed Positions :
77
-5,572,715
-0.46%
 
Guru Positions :
3
191,219
 0.02%
 
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
   SUMMIT ROCK ADVISORS, LLC *New 2023-12-31 3,084,575 $126,776,000 3,084,575
   COLONY GROUP, LLC 24 *New 2023-12-31 1,369,961 $56,305,000 1,369,961
   Monashee Investment Management LLC 5 *New 2023-12-31 942,960 $38,756,000 942,960
   Stewardship Advisors LLC 4 *New 2024-03-31 406,647 $16,986,000 406,647
   Global Assets Advisory LLC 34 *New 2024-03-31 658,416 $15,699,000 658,416
   Laurel Wealth Advisors Inc. 9 *New 2022-12-31 324,478 $12,648,000 324,478
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 104 *New 2024-03-31 226,148 $9,446,000 226,148
   CFO4Life L.P. 13 *New 2022-12-31 222,745 $8,683,000 222,745
   PFG Investments LLC 56 *New 2024-03-31 142,076 $5,934,000 142,076
   OKABENA INVESTMENT SERVICES INC 15 *New 2023-12-31 104,800 $4,307,000 104,800
   METROPOLITAN LIFE INSURANCE CO/NY 108 *New 2023-12-31 92,380 $3,797,000 92,380
   Ferguson Shapiro LLC 15 *New 2024-03-31 80,110 $3,346,000 80,110
   BRANDES INVESTMENT PARTNERS LP 126 *New 2023-12-31 69,293 $2,848,000 69,293
   TRUST POINT INC. 57 *New 2024-03-31 59,369 $2,480,000 59,369
   DAGCO INC. 15 *New 2023-12-31 43,373 $1,783,000 43,373
   NORDEN GROUP LLC 467 *New 2024-03-31 22,456 $992,000 22,456
   Strategic Financial Concepts LLC 109 *New 2024-03-31 21,335 $891,000 21,335
   Eagle Strategies LLC 124 *New 2024-03-31 19,108 $798,000 19,108
   CULLEN CAPITAL MANAGEMENT LLC 138 *New 2023-12-31 19,280 $792,000 19,280
   HOLDERNESS INVESTMENTS CO 104 *New 2023-12-31 19,253 $791,000 19,253
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 93 *New 2024-03-31 18,625 $778,000 18,625
   ORRSTOWN FINANCIAL SERVICES INC 34 *New 2024-03-31 18,281 $764,000 18,281
   Benchmark Investment Advisors LLC 152 *New 2023-12-31 17,730 $729,000 17,730
   Sanford Advisory Services LLC 68 *New 2022-12-31 17,808 $694,000 17,808
   RT CAPITAL MANAGEMENT, LLC 27 *New 2023-12-31 16,049 $660,000 16,049
   Stonebridge Financial Planning Group LLC 73 *New 2023-12-31 15,609 $642,000 15,609
   SIGNALPOINT ASSET MANAGEMENT, LLC 130 *New 2024-03-31 13,581 $567,000 13,581
   HILL ISLAND FINANCIAL LLC 42 *New 2023-12-31 11,759 $483,000 11,759
   MEADOWBROOK INVESTMENT ADVISORS LLC 62 *New 2023-12-31 9,983 $410,000 9,983
   REX CAPITAL ADVISORS LLC 17 *New 2022-12-31 10,359 $404,000 10,359
   Goldstein Advisors LLC 94 *New 2023-12-31 9,380 $386,000 9,380
   AQR CAPITAL MANAGEMENT LLC 2058 *New 2023-12-31 7,387 $304,000 7,387
   Cutler Group LP 139 *New 2024-03-31 6,890 $287,000 6,890
   Gryphon Financial Partners LLC 191 *New 2023-12-31 6,906 $284,000 6,906
   Polaris Wealth Advisers LLC 147 *New 2023-09-30 7,255 $284,000 7,255
   MAIN STREET RESEARCH LLC 88 *New 2023-12-31 6,787 $279,000 6,787
   Wright Fund Managment LLC *New 2023-12-31 6,475 $266,000 6,475
   Advisor OS LLC 278 *New 2023-12-31 6,405 $263,000 6,405
   VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 58 *New 2023-12-31 6,282 $258,000 6,282
   FIDELITY D & D BANCORP INC 83 *New 2024-03-31 6,015 $251,000 6,015
   Advance Capital Management Inc. 129 *New 2024-03-31 5,825 $243,000 5,825
   Kuntz Lesher Capital LLC *New 2023-12-31 5,842 $240,000 5,842
   EASTERN BANK *New 2023-12-31 5,703 $234,000 5,703
   Cadence Wealth Management LLC 35 *New 2023-12-31 5,595 $230,000 5,595
   PRIMORIS WEALTH ADVISORS LLC 79 *New 2023-12-31 5,502 $226,000 5,502
   Diversified LLC 136 *New 2023-12-31 5,426 $223,000 5,426
   Franklin Parlapiano Turner & Welch LLC *New 2023-12-31 5,432 $223,000 5,432
   FirstPurpose Wealth LLC 196 *New 2024-03-31 5,045 $213,000 5,045
   Apeiron RIA LLC 201 *New 2024-03-31 5,111 $213,000 5,111
   Clarity Financial LLC 109 *New 2024-03-31 5,067 $212,000 5,067
   Ameliora Wealth Management Ltd. 84 *New 2024-03-31 5,000 $209,000 5,000
   DiMeo Schneider & Associates L.L.C. 112 *New 2023-12-31 5,051 $208,000 5,051
   THOROUGHBRED FINANCIAL SERVICES LLC 563 *New 2023-12-31 4,885 $200,000 4,885
   HARRIS ASSOCIATES L P 142 *New 2023-12-31 4,788 $197,000 4,788
   MITCHELL SINKLER & STARR/PA 177 *New 2023-12-31 3,690 $152,000 3,690
   ISLAY CAPITAL MANAGEMENT LLC 103 *New 2023-12-31 2,986 $123,000 2,986
   GAMMA Investing LLC 581 *New 2024-03-31 2,777 $116,000 2,777
   LifeSteps Financial Inc. 105 *New 2024-03-31 2,679 $112,000 2,679
   First Capital Advisors Group LLC. 240 *New 2023-06-30 1,972 $80,000 1,972
   GoalVest Advisory LLC 166 *New 2024-03-31 1,844 $77,000 1,844
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 236 *New 2024-03-31 1,769 $74,000 1,769
   HIGHLANDER CAPITAL MANAGEMENT, LLC *New 2023-12-31 1,140 $47,000 1,140
   MONDRIAN INVESTMENT PARTNERS LTD 93 *New 2023-12-31 1,102 $45,000 1,102
   PACIFIC CAPITAL WEALTH ADVISORS INC 146 *New 2023-12-31 965 $40,000 965
   SHEETS SMITH & ASSOCIATES INC 392 *New 2023-09-30 967 $38,000 967
   Element Wealth LLC 184 *New 2023-12-31 643 $26,000 643
   Opal Wealth Advisors LLC 232 *New 2024-03-31 513 $21,000 513
   Scarborough Advisors LLC 283 *New 2023-12-31 484 $20,000 484
   Riverview Trust Co 595 *New 2024-03-31 350 $15,000 350
   New England Capital Financial Advisors LLC 261 *New 2023-12-31 145 $6,000 145
   THOMAS WHITE INTERNATIONAL LTD 246 *New 2023-06-30 101 $4,000 101
   Lowe fs LLC 280 *New 2024-03-31 13 $1,000 13
   Team Financial Group LLC 221 *New 2023-12-31 12 $0 12

  73 Records found
  1    
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