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Get Institutions for : 
Vanguard Extended Market VIPERs (VXF)  
$174.91 2.60 (1.51%) as of 4:30 Wed 3/27


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 713    12
Total shares held : 
45,532,102  
% of shares held : 
57.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  54  
Amount of shares held : 
2,447,790  
% of shares held change : 
  3.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$141.55  
Last Quarter's Ending Price : 
$164.42  
Last Quarter's Average Price
$146.96  
Change from last quarter's     
avg. price to the last closing  : 
27.95 (19.02%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
55
 794,159
 1.74%
 
Increased Positions :
266
 3,896,225
 8.56%
 
Unchanged Positions :
168
 1,292,270
 2.84%
 
Decreased Positions :
224
-2,102,842
-4.62%
 
Closed Positions :
43
-139,752
-0.31%
 
Guru Positions :
1
1,241
 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
   ENVESTNET ASSET MANAGEMENT INC 79 - 2023-12-31 3,411,105 $560,854,000 141,224
   MORGAN STANLEY 374 - 2023-12-31 3,248,967 $534,196,000 89,673
   Wealthfront Advisers LLC 12 - 2023-12-31 3,105,632 $510,628,000 12,335
   BANK OF AMERICA CORP /DE/ 462 - 2023-12-31 1,703,745 $280,130,000 -70,673
   MANUFACTURERES LIFE INSURANCE CO 112 - 2023-12-31 1,373,452 $225,823,000 88,083
   CITIGROUP INC 70 - 2023-12-31 1,250,191 $205,556,000 83,500
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 33 - 2023-12-31 1,236,602 $203,322,000 7,899
   FIFTH THIRD BANCORP 23 - 2023-12-31 1,195,037 $196,488,000 -480,619
   Envestnet Portfolio Solutions Inc. 33 - 2023-12-31 994,662 $163,542,000 -17,529
   US BANCORP 86 - 2023-12-31 970,745 $159,610,000 18,351
   WELLS FARGO & CO/MN 357 - 2023-12-31 809,493 $133,097,000 37,798
   Advisor Group Holdings Inc. 95 - 2023-12-31 792,653 $130,440,000 -284,035
   ROYAL BANK OF CANADA 418 - 2023-12-31 738,514 $121,426,000 -36,335
   Sontag Advisory LLC 13 - 2023-12-31 727,960 $119,691,000 57,760
   LPL FINANCIAL CORP 252 - 2023-12-31 690,898 $113,597,000 -12,948
   UBS Group AG 394 - 2023-12-31 661,194 $108,714,000 12,113
   SigFig Wealth Management LLC 6 - 2023-12-31 631,432 $103,820,000 2,784
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 32 - 2023-12-31 587,730 $96,635,000 -24,820
   SageView Advisory Group LLC 4 - 2023-12-31 550,049 $90,169,000 117,493
   COLONY GROUP, LLC 13 *New 2023-12-31 547,971 $90,097,000 547,971
   AMERIPRISE FINANCIAL INC 575 - 2023-12-31 519,522 $85,389,000 -16,036
   Stratos Wealth Partners LTD. - 2023-12-31 513,520 $84,433,000 29,589
   VANGUARD GROUP INC 1961 - 2023-12-31 495,740 $81,510,000 199,066
   CREATIVE PLANNING 92 - 2023-12-31 481,194 $79,118,000 -10,841
   Ronald Blue Trust Inc. 23 - 2023-12-31 550,060 $78,840,000 -51,667
   HPM Partners LLC - 2023-12-31 1,964,917 $73,519,000 1,645,134
   COLONY GROUP LLC 15 - 2023-09-30 459,216 $65,819,000 28,707
   DIVERSIFIED TRUST CO 6 - 2023-12-31 395,117 $64,965,000 15,872
   VATERA HOLDINGS LLC 3 - 2023-12-31 386,100 $63,483,000 0
   Charter Oak Capital Management LLC - 2023-12-31 342,932 $56,385,000 11,146
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 215 - 2023-12-31 335,189 $55,112,000 8,965
   COLDSTREAM CAPITAL MANAGEMENT INC 16 - 2023-12-31 334,129 $54,937,000 -1,010
   VAN CLEEF ASSET MANAGEMENT,INC 3 - 2023-12-31 331,826 $54,559,000 3,422
   Gleason Group Inc. 3 - 2023-12-31 323,488 $53,188,000 21,412
   ALLIANCEBERNSTEIN L.P. 563 - 2023-12-31 321,550 $52,869,000 14,044
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 5 - 2023-12-31 311,340 $51,191,000 19,502
   BESSEMER GROUP INC 193 - 2023-12-31 301,236 $49,529,000 159,993
   EXCHANGE TRADED CONCEPTS LLC 10 - 2023-12-31 282,726 $46,486,000 282,726
   THRIVENT FINANCIAL FOR LUTHERANS 264 - 2023-12-31 277,886 $45,690,000 146,025
   MARINER WEALTH ADVISORS, LLC 185 - 2023-12-31 273,958 $45,044,000 -66,158
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 190 - 2023-12-31 271,771 $44,685,000 2,563
   BARCLAYS PLC 540 - 2023-12-31 264,100 $43,423,000 -12,282
   NEPC LLC 14 - 2023-12-31 256,202 $42,125,000 35,491
   Voya Financial Advisors Inc. 6 - 2023-12-31 213,565 $35,533,000 10,572
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 11 - 2023-12-31 213,696 $35,136,000 1,204
   COMMONWEALTH EQUITY SERVICES LLC. 305 - 2023-12-31 202,459 $33,288,000 9,480
   RAYMOND JAMES TRUST CO 19 - 2023-12-31 200,802 $33,016,000 -5,825
   MML INVESTORS SERVICES LLC 162 - 2023-12-31 191,963 $31,563,000 19,582
   ACT WEALTH MANAGEMENT LLC 1 - 2023-12-31 190,564 $31,332,000 8,934
   James J. Burns & Company LLC 2 - 2023-12-31 182,936 $30,078,000 4,684
   GOLDMAN SACHS GROUP INC/ 1292 - 2023-12-31 179,025 $29,435,000 -2,984
   UNITED SERVICES AUTOMOBILE ASSOCIATION 33 - 2023-12-31 172,416 $28,349,000 -5,456
   ARMSTRONG ADVISORY GROUP INC 13 - 2023-12-31 170,221 $27,988,000 -88,649
   Lido Advisors LLC 51 - 2023-12-31 168,989 $27,785,000 -7,190
   FINANCIAL NETWORK 145 - 2023-12-31 152,173 $25,020,000 -641
   Rockefeller Capital Management L.P. 252 - 2023-12-31 147,204 $24,203,000 7,032
   LEGACY PRIVATE TRUST CO. 10 - 2023-12-31 141,265 $23,227,000 -90,017
   First Ascent Asset Management LLC 11 - 2023-12-31 141,092 $23,198,000 14,469
   NATIXIS ASSET MANAGEMENT ADVISORS LP 333 - 2023-12-31 133,724 $21,987,000 -82,977
   RAYMOND JAMES & ASSOCIATES 701 - 2023-12-31 132,338 $21,759,000 10,757
   FC Advisory LLC 2 - 2023-12-31 128,974 $21,206,000 -1,133
   Beacon Harbor Wealth Advisors Inc. 2 - 2023-12-31 128,413 $21,114,000 3,718
   Firestone Capital Management 2 - 2023-12-31 122,374 $20,121,000 -2,586
   Sargent Bickham Lagudis LLC 14 - 2022-12-31 149,294 $19,835,000 -41,902
   VALMARK ADVISERS INC 44 - 2023-12-31 116,839 $19,211,000 2,968
   Merit Financial Group LLC 29 - 2023-12-31 114,227 $18,781,000 43,242
   J P MORGAN CHASE & CO 1636 - 2023-12-31 113,725 $18,699,000 87,178
   New England Private Wealth Advisors LLC 9 - 2023-12-31 108,015 $17,760,000 1,597
   MAYPORT LLC 3 - 2023-12-31 102,661 $16,880,000 1,436
   TORONTO DOMINION BANK 365 - 2023-12-31 100,000 $16,442,000 0
   HARBOUR INVESTMENTS INC. 27 - 2023-12-31 99,851 $16,417,000 98,652
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 175 - 2023-12-31 95,196 $15,652,000 -102
   Beacon Pointe Advisors LLC 129 - 2023-12-31 91,917 $15,112,000 -2,538
   BROWN ADVISORY HOLDINGS INC 350 - 2023-12-31 91,742 $15,084,000 2,132
   Private Advisor Group LLC 167 - 2023-12-31 91,047 $14,970,000 3,995
   Continuum Advisory LLC 7 - 2023-12-31 88,484 $14,551,000 3,844
   Wealth Group Ltd 8 - 2023-12-31 86,582 $14,020,000 0
   Atlantic Trust Group LLC 289 - 2023-12-31 82,604 $13,582,000 -33
   BALLENTINE FINN & COMPANY INC - 2023-12-31 82,070 $13,494,000 -1,031
   Applied Capital LLC - 2023-12-31 80,494 $13,235,000 -1,875
   Schechter Investment Advisors LLC 18 - 2023-12-31 78,295 $12,873,000 -2,852
   SEGMENT WEALTH MANAGEMENT, LLC - 2023-12-31 77,570 $12,754,000 1,473
   SOL CAPITAL MANAGEMENT CO - 2023-12-31 73,619 $12,104,000 2,563
   DAVIDSON D A & CO 135 - 2023-12-31 73,599 $12,101,000 483
   CAPTRUST FINANCIAL ADVISORS 332 - 2023-12-31 73,289 $12,050,000 -1,254
   ANCORA ADVISORS, LLC 65 - 2023-12-31 73,031 $12,008,000 -575
   State of Wisconsin - Board of Commissioners of Pub 10 - 2023-12-31 72,710 $11,955,000 0
   NORDEN GROUP LLC 4 - 2023-12-31 61,616 $11,902,000 60,315
   PRINCIPAL SECURITIES INC. 44 - 2023-12-31 71,515 $11,758,000 0
   LINSCOMB & WILLIAMS INC 25 - 2023-12-31 69,959 $11,503,000 -885
   Oakmont Partners LLC 60 - 2023-12-31 68,234 $11,219,000 1,998
   J.W. COLE ADVISORS INC. 26 - 2023-12-31 67,763 $11,142,000 1,695
   Independent Advisor Alliance 44 - 2023-12-31 70,663 $10,866,000 34,991
   HIGHTOWER ADVISORS, LLC 672 - 2023-12-31 64,818 $10,663,000 4,792
   Fiduciary Group LLC 21 - 2023-12-31 64,807 $10,656,000 -332
   BLAIR WILLIAM & CO/IL 311 - 2023-12-31 64,706 $10,639,000 -2,909
   West Financial Advisors LLC 10 - 2023-12-31 64,377 $10,585,000 -2,100
   BRISTOL JOHN W & CO INC /NY/ 46 *New 2023-12-31 62,862 $10,336,000 62,862
   Great Diamond Partners LLC 6 - 2023-12-31 60,903 $10,014,000 232
   Kestra Advisory Services LLC 277 - 2023-12-31 60,700 $9,980,000 5,594

  100 Records found
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