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Get Institutions for : 
Vanguard Extended Market VIPERs (VXF)  
$166.51 1.34 (0.81%) as of 4:30 Fri 4/26


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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  : 
19.55 (13.3%)  




 
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
   Wealthfront Advisers LLC 13 - 2024-03-31 3,255,806 $570,645,000 150,174
   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
   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
   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
   Sontag Advisory LLC 13 - 2023-12-31 727,960 $119,691,000 57,760
   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
   Stratos Wealth Partners LTD. 8 - 2024-03-31 538,679 $94,414,000 25,159
   SageView Advisory Group LLC 4 - 2023-12-31 550,049 $90,169,000 117,493
   VANGUARD GROUP INC 1961 - 2023-12-31 495,740 $81,510,000 199,066
   HPM Partners LLC - 2023-12-31 1,964,917 $73,519,000 1,645,134
   DIVERSIFIED TRUST CO 7 - 2024-03-31 406,675 $71,278,000 11,558
   COLONY GROUP LLC 15 - 2023-09-30 459,216 $65,819,000 28,707
   Gleason Group Inc. 3 - 2024-03-31 329,274 $57,712,000 5,786
   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
   VAN CLEEF ASSET MANAGEMENT,INC 3 - 2023-12-31 331,826 $54,559,000 3,422
   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
   THRIVENT FINANCIAL FOR LUTHERANS 264 - 2023-12-31 277,886 $45,690,000 146,025
   LEGACY PRIVATE TRUST CO. 4 - 2024-03-31 255,127 $44,716,000 113,862
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 190 - 2023-12-31 271,771 $44,685,000 2,563
   NEPC LLC 14 - 2023-12-31 256,202 $42,125,000 35,491
   NORDEN GROUP LLC 51 - 2024-03-31 176,274 $38,493,000 114,658
   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
   MML INVESTORS SERVICES LLC 162 - 2023-12-31 191,963 $31,563,000 19,582
   James J. Burns & Company LLC 2 - 2023-12-31 182,936 $30,078,000 4,684
   Rockefeller Capital Management L.P. 252 - 2023-12-31 147,204 $24,203,000 7,032
   First Ascent Asset Management LLC 11 - 2023-12-31 141,092 $23,198,000 14,469
   RAYMOND JAMES & ASSOCIATES 701 - 2023-12-31 132,338 $21,759,000 10,757
   Beacon Harbor Wealth Advisors Inc. 2 - 2023-12-31 128,413 $21,114,000 3,718
   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
   HARBOUR INVESTMENTS INC. 27 - 2023-12-31 99,851 $16,417,000 98,652
   CYPRESS FINANCIAL PLANNING LLC 5 - 2024-03-31 86,330 $15,131,000 28,562
   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
   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
   Oakmont Partners LLC 60 - 2023-12-31 68,234 $11,219,000 1,998
   Winthrop Advisory Group LLC 13 - 2024-03-31 63,876 $11,196,000 6,886
   J.W. COLE ADVISORS INC. 26 - 2023-12-31 67,763 $11,142,000 1,695
   Affiance Financial LLC 7 - 2024-03-31 62,584 $10,969,000 3,340
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 446 - 2024-03-31 62,325 $10,924,000 18,262
   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
   Asio Capital LLC 10 - 2024-03-31 60,540 $10,611,000 690
   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
   CI Private Wealth LLC 522 - 2023-12-31 59,707 $9,817,000 23,779
   Mutual Advisors LLC 53 - 2023-12-31 55,698 $9,158,000 313
   SMI Advisory Services LLC 13 - 2024-03-31 52,317 $9,046,000 1,700
   EARNEST PARTNERS LLC 201 - 2023-12-31 53,403 $8,781,000 4,986
   Strategic Investment Advisors / MI 22 - 2023-12-31 51,527 $8,472,000 4,583
   Atria Wealth Solutions Inc. 205 - 2023-12-31 49,131 $8,078,000 737
   Procyon Private Wealth Partners LLC 40 - 2024-03-31 43,622 $7,646,000 34,710
   COMERICA BANK 505 - 2023-12-31 45,511 $7,483,000 1,048
   LAM GROUP INC. 1 - 2024-03-31 42,623 $7,471,000 425
   Southern Wealth Management LLP 9 - 2023-03-31 52,132 $7,309,000 1,377
   NORTH STAR INVESTMENT MANAGEMENT CORP. 42 - 2023-12-31 42,091 $6,921,000 505
   BARTLETT & CO. LLC 123 - 2023-12-31 40,089 $6,670,000 109
   BARTLETT & CO. WEALTH MANAGEMENT LLC 123 - 2023-12-31 40,089 $6,670,000 109
   SlateStone Wealth LLC 29 - 2023-12-31 40,515 $6,661,000 4,025
   BLUE CREEK INVESTMENT PARTNERS LLC 23 - 2024-03-31 37,598 $6,590,000 13,348
   PRUDENTIAL FINANCIAL INC 835 - 2023-12-31 38,115 $6,267,000 2,687
   PENN CAPITAL MANAGEMENT CO INC 72 - 2023-12-31 36,584 $6,142,000 13,791
   STIFEL FINANCIAL CORP 1000 - 2023-12-31 36,985 $6,082,000 2,989
   Clifford Group LLC 3 - 2023-12-31 35,985 $5,917,000 20,109
   MERRIMAN WEALTH MANAGEMENT, LLC 43 - 2023-12-31 35,801 $5,886,000 33,939
   Baird Financial Group Inc. 620 - 2023-12-31 35,218 $5,791,000 20,114
   PFG FINANCIAL ADVISORS 34 - 2024-03-31 33,013 $5,786,000 3,041
   FMR LLC 1907 - 2023-12-31 34,899 $5,738,000 6,751
   Vident Advisory LLC 173 - 2023-12-31 34,308 $5,641,000 1,249
   Plancorp LLC 36 - 2023-12-31 33,453 $5,500,000 2,823
   BB&T CORP 834 - 2023-12-31 33,229 $5,463,000 157
   Bridgeworth LLC - 2023-12-31 32,506 $5,345,000 235
   OPPENHEIMER & CO INC 239 - 2023-12-31 32,109 $5,279,000 986
   Miracle Mile Advisors LLC 110 - 2024-03-31 29,493 $5,169,000 880
   WAYNE HUMMER ASSET MANAGEMENT CO 310 - 2023-12-31 30,077 $4,945,000 492
   Snowden Capital Advisors LLC 151 - 2023-12-31 28,659 $4,712,000 63
   Echo45 Advisors LLC 11 - 2024-03-31 26,748 $4,688,000 157
   Fragasso Group Inc. 49 - 2024-03-31 26,164 $4,586,000 685
   Warwick Investment Management Inc. 15 - 2023-12-31 26,923 $4,427,000 759
   JONES FINANCIAL COMPANIES LLLP 142 - 2023-12-31 26,409 $4,342,000 2,998
   Prime Capital Investment Advisors LLC - 2023-12-31 26,387 $4,339,000 14,414
   Safir Wealth Advisors LLC 9 - 2024-03-31 24,338 $4,266,000 1,128
   FIRST HAWAIIAN BANK 100 - 2024-03-31 24,320 $4,263,000 14,142
   Steward Partners Investment Advisory LLC 314 - 2023-12-31 25,897 $4,258,000 433
  100 Records found
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