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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 462 - 2023-12-31 1,703,745 $280,130,000 -70,673
   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
   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
   LPL FINANCIAL CORP 252 - 2023-12-31 690,898 $113,597,000 -12,948
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 32 - 2023-12-31 587,730 $96,635,000 -24,820
   AMERIPRISE FINANCIAL INC 575 - 2023-12-31 519,522 $85,389,000 -16,036
   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
   COLDSTREAM CAPITAL MANAGEMENT INC 16 - 2023-12-31 334,129 $54,937,000 -1,010
   MARINER WEALTH ADVISORS, LLC 185 - 2023-12-31 273,958 $45,044,000 -66,158
   BARCLAYS PLC 540 - 2023-12-31 264,100 $43,423,000 -12,282
   ACT WEALTH MANAGEMENT LLC 1 - 2024-03-31 188,431 $33,026,000 -2,133
   RAYMOND JAMES TRUST CO 19 - 2023-12-31 200,802 $33,016,000 -5,825
   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
   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
   NATIXIS ASSET MANAGEMENT ADVISORS LP 333 - 2023-12-31 133,724 $21,987,000 -82,977
   FC Advisory LLC 2 - 2023-12-31 128,974 $21,206,000 -1,133
   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
   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
   BALLENTINE FINN & COMPANY INC 42 - 2024-03-31 78,737 $13,800,000 -3,333
   Atlantic Trust Group LLC 289 - 2023-12-31 82,604 $13,582,000 -33
   EXCHANGE TRADED CONCEPTS LLC 87 - 2024-03-31 76,324 $13,377,000 -206,402
   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
   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
   LINSCOMB & WILLIAMS INC 25 - 2023-12-31 69,959 $11,503,000 -885
   West Financial Advisors LLC 10 - 2024-03-31 63,005 $11,043,000 -1,372
   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
   EP WEALTH ADVISORS, INC. 105 - 2023-12-31 59,663 $9,810,000 -2,446
   BANK OF NEW YORK MELLON CORP 2000 - 2023-12-31 59,487 $9,781,000 -4,019
   CWM LLC 300 - 2024-03-31 53,642 $9,402,000 -3
   Goss Wealth Management LLC 215 - 2023-12-31 56,443 $9,236,000 -866
   ARGI INVESTMENT SERVICES, LLC 50 - 2022-12-31 65,343 $8,681,000 -229
   BOSTON FAMILY OFFICE LLC 57 - 2023-12-31 47,578 $7,823,000 -1,399
   KISTLERTIFFANY COMPANIES, LLC 13 - 2023-06-30 51,419 $7,653,000 -230
   TD CAPITAL MANAGEMENT LLC 27 - 2023-12-31 46,140 $7,586,000 -414
   Compass Financial Group INC/SD 10 - 2024-03-31 41,139 $7,210,000 -634
   Cetera Investment Advisers 348 - 2023-12-31 40,718 $6,695,000 -24,809
   GOULD ASSET MANAGEMENT LLC /CA/ 12 - 2023-12-31 39,984 $6,574,000 -365
   IFG Advisory LLC 40 - 2023-12-31 39,494 $6,494,000 -2,488
   CWS Financial Advisors LLC 9 - 2023-12-31 33,894 $5,573,000 -11,892
   OXFORD FINANCIAL GROUP LTD 33 - 2023-12-31 32,923 $5,413,000 -3,346
   Boston Standard Wealth Management LLC 13 - 2024-03-31 29,333 $5,141,000 -1,434
   N.E.W. Advisory Services LLC 28 - 2023-12-31 30,870 $5,076,000 -24,141
   PNC FINANCIAL SERVICES GROUP INC 639 - 2023-12-31 30,636 $5,037,000 -2,867
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 502 - 2023-09-30 35,008 $5,018,000 -198
   ROTHSCHILD INVESTMENT CORP /IL 61 - 2023-09-30 34,155 $4,895,000 -619
   OAK HILL WEALTH ADVISORS LLC 14 - 2023-12-31 29,742 $4,890,000 -542
   Atlantic Private Wealth LLC 4 - 2023-12-31 29,319 $4,821,000 -21
   United Community Bank 5 - 2023-12-31 28,055 $4,613,000 -70
   HANSON MCCLAIN, INC. - 2023-12-31 27,724 $4,558,000 -143
   First National Bank of South Miami 5 - 2023-06-30 28,767 $4,281,000 -304
   Curtis Advisory Group LLC 17 - 2023-12-31 25,483 $4,190,000 -17,486
   Compass Advisory Group LLC 9 - 2023-12-31 24,531 $4,033,000 -28,229
   MONETA GROUP INVESTMENT ADVISORS INC 130 - 2023-12-31 23,879 $3,926,000 -10,604
   Hartland & Co. LLC 97 - 2023-12-31 23,319 $3,834,000 -1,514
   Single Point Partners LLC 20 - 2024-03-31 21,352 $3,742,000 -1,429
   Massey Quick & Co. LLC 49 - 2024-03-31 20,750 $3,637,000 -1,740
   PURE FINANCIAL ADVISORS, INC. 87 - 2024-03-31 20,024 $3,510,000 -1,220
   Strategic Financial Planning Inc. 12 - 2023-12-31 21,322 $3,506,000 -289
   River Wealth Advisors LLC 51 - 2023-12-31 21,030 $3,458,000 -748
   BANK OF MONTREAL /CAN/ 1158 - 2023-12-31 20,271 $3,375,000 -132,911
   Strategic Financial Group LLC - 2023-12-31 19,669 $3,234,000 -340
   JANNEY MONTGOMERY SCOTT LLC 901 - 2023-12-31 19,462 $3,200,000 -1,754
   Values Added Financial LLC 14 - 2023-12-31 18,834 $3,097,000 -1,476
   Prosperity Consulting Group LLC 24 - 2023-12-31 18,306 $3,010,000 -4,972
   Wealth Alliance 42 - 2023-12-31 18,132 $2,981,000 -871
   ATRIA INVESTMENTS LLC 459 - 2023-12-31 17,901 $2,943,000 -35
   Landmark Financial Advisors LLC 24 - 2023-12-31 17,761 $2,920,000 -1,073
   Empower Advisory Group LLC 197 - 2023-12-31 17,680 $2,907,000 -337
   Ameritas Advisory Services LLC 131 - 2023-12-31 16,900 $2,833,000 -6,197
   Financial Synergies Wealth Advisors Inc. 29 - 2024-03-31 16,109 $2,824,000 -159,316
   CHILTON CAPITAL MANAGEMENT LLC 90 - 2023-12-31 17,119 $2,815,000 -537
   Orion Portfolio Solutions LLC 474 - 2023-12-31 17,183 $2,778,000 -734
   Harfst & Associates Inc. 23 - 2023-12-31 16,520 $2,716,000 -47,443
   MULTIFINANCIAL SECURITIES CORP 417 - 2023-12-31 16,410 $2,698,000 -263
   ACCREDITED INVESTORS INC. 51 - 2023-12-31 16,104 $2,648,000 -310
   Personal Capital Advisors Corp 206 - 2022-12-31 19,763 $2,626,000 -1,931
   REGAL INVESTMENT ADVISORS, LLC 136 - 2023-12-31 15,565 $2,559,000 -570
   FSB PREMIER WEALTH MANAGEMENT INC. 20 - 2023-12-31 15,026 $2,471,000 -147
   NATIONAL ASSET MANAGEMENT, INC. 311 - 2023-12-31 14,629 $2,405,000 -1,407
   Flagship Private Wealth LLC 19 - 2023-12-31 14,478 $2,380,000 -396
   TELOS CAPITAL MANAGEMENT, INC. 85 - 2023-12-31 14,269 $2,346,000 -35
   SOUNDMARK WEALTH MANAGEMENT LLC 26 - 2024-03-31 13,363 $2,342,000 -944
   ROUNDVIEW CAPITAL LLC 103 - 2023-12-31 14,239 $2,341,000 -109
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1741 - 2023-12-31 14,201 $2,335,000 -10,769
   COASTLINE TRUST CO - 2023-12-31 14,050 $2,310,000 -370
   LEAVELL T & ASSOCIATES INC - 2023-12-31 14,005 $2,303,000 -362
   ARQ WEALTH ADVISORS LLC 23 - 2023-12-31 13,417 $2,206,000 -862
   MERCER GLOBAL ADVISORS INC /ADV 728 - 2023-12-31 12,606 $2,073,000 -1,020
   FTB Advisors Inc. 200 - 2023-12-31 12,536 $2,061,000 -1,054
   CLS INVESTMENT FIRM LLC 477 - 2022-12-31 15,246 $2,026,000 -3,912
  100 Records found
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