Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard Total International Stock Etf (VXUS)  
$59.34 0.48 (0.82%) as of 4:30 Fri 4/26


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 1036    24
Total shares held : 
 237,296,262  
% of shares held : 
 41.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   193  
Amount of shares held : 
 25,085,316  
% of shares held change : 
   4.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $52.83  
Last Quarter's Ending Price : 
 $57.96  
Last Quarter's Average Price : 
 $54.60  
Change from last quarter's     
avg. price to the last closing  : 
4.74 (8.68%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
79
 5,283,679
 2.23%
 
Increased Positions :
469
 51,482,387
 21.7%
 
Unchanged Positions :
188
 10,067,284
 4.24%
 
Decreased Positions :
300
-30,699,479
-12.94%
 
Closed Positions :
55
-981,271
-0.41%
 
Guru Positions :
1
25,394
 0.01%
 
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
   VANGUARD GROUP INC 395 - 2023-12-31 37,741,600 $2,187,503,000 10,430,618
   US BANCORP 11 - 2023-12-31 14,869,224 $861,820,000 14,778,366
   ENVESTNET ASSET MANAGEMENT INC 65 - 2023-12-31 11,768,887 $682,125,000 167,767
   BANK OF AMERICA CORP /DE/ 262 - 2023-12-31 11,674,575 $676,658,000 496,955
   MORGAN STANLEY 375 - 2023-12-31 9,206,680 $533,619,000 168,979
   Gibson Wealth Advisors LLC 4 - 2022-12-31 10,081,047 $504,641,000 9,896,736
   Granite Bay Wealth Management LLC 9 - 2023-12-31 7,834,876 $428,280,000 905,087
   HB Wealth Management LLC 4 - 2023-12-31 5,007,552 $288,586,000 8,546
   Sontag Advisory LLC 7 - 2023-12-31 4,105,962 $237,982,000 309,894
   SAGEWORTH TRUST CO 2 - 2024-03-31 3,374,286 $203,469,000 35,214
   UBS Group AG 255 - 2023-12-31 3,307,818 $191,721,000 94,403
   Cetera Investment Advisers 7 - 2023-12-31 3,035,015 $175,909,000 23,144
   ROYAL BANK OF CANADA 365 - 2023-12-31 2,627,899 $152,314,000 177,937
   LPL FINANCIAL CORP 195 - 2023-12-31 2,553,653 $148,010,000 19,919
   CI Private Wealth LLC 92 - 2023-12-31 2,351,232 $136,277,000 85,903
   WELLS FARGO & CO/MN 362 - 2023-12-31 2,243,961 $130,060,000 147,885
   Envestnet Portfolio Solutions Inc. 41 - 2023-12-31 2,172,219 $125,902,000 98,752
   VATERA HOLDINGS LLC 1 - 2023-12-31 1,908,204 $110,600,000 992,700
   FINANCIAL NETWORK 28 - 2023-12-31 1,532,968 $88,851,000 79,169
   Capstone Financial Advisors Inc. 6 - 2023-12-31 1,446,426 $83,835,000 55,536
   ALLIANCEBERNSTEIN L.P. 483 - 2023-12-31 1,295,353 $75,079,000 3,922
   RAYMOND JAMES & ASSOCIATES 290 - 2023-12-31 1,287,124 $74,602,000 61,995
   HAVERFORD TRUST CO 41 - 2023-12-31 1,191,491 $69,059,000 443,113
   Bogart Wealth LLC 8 - 2023-12-31 1,130,401 $65,518,000 1,172
   Sunflower Bank N.A. 2 - 2024-03-31 1,084,440 $65,392,000 13,838
   SENTINEL TRUST CO LBA 3 - 2023-12-31 1,062,792 $61,600,000 33,459
   Independent Advisor Alliance 7 - 2023-12-31 1,098,481 $61,313,000 568,100
   ANGELES WEALTH MANAGEMENT LLC 5 - 2023-12-31 1,046,104 $60,632,000 69,222
   First Ascent Asset Management LLC 7 - 2023-12-31 1,035,209 $60,001,000 66,681
   Column Capital Advisors LLC 2 - 2023-09-30 1,346,037 $59,849,000 50,952
   ANGELES INVESTMENT ADVISORS, LLC 8 - 2023-12-31 1,024,500 $59,380,000 22,078
   Kestra Advisory Services LLC 29 - 2023-12-31 965,842 $55,980,000 38,985
   HPM Partners LLC - 2023-12-31 28,405,854 $55,880,000 26,985,803
   GIRARD PARTNERS LTD. 3 - 2023-12-31 953,537 $55,267,000 16,291
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 4 - 2023-12-31 956,762 $54,708,000 25,577
   Zhang Financial LLC 5 - 2023-12-31 909,980 $52,742,000 63,848
   STIFEL FINANCIAL CORP 277 - 2023-12-31 879,109 $50,953,000 90,942
   St. Louis Trust Co 4 - 2023-12-31 837,132 $48,520,000 15,605
   Roble Belko & Company Inc 2 - 2024-03-31 774,103 $46,678,000 108,214
   Charter Oak Capital Management LLC - 2023-12-31 780,427 $45,234,000 73,709
   UNIVEST CORP OF PENNSYLVANIA 1 - 2023-12-31 730,936 $42,365,000 7,470
   AMG NATIONAL TRUST BANK 16 - 2023-12-31 723,989 $41,962,000 52,284
   Vestmark Advisory Solutions Inc. 7 - 2023-12-31 718,607 $41,650,000 213,779
   J P MORGAN CHASE & CO 1183 - 2023-12-31 709,314 $41,112,000 117,300
   DAVIDSON D A & CO 49 - 2023-12-31 679,184 $39,366,000 49,085
   SAM Advisors LLC 2 - 2023-12-31 676,098 $39,187,000 19,781
   COMERICA BANK 106 - 2023-12-31 666,059 $38,605,000 57,902
   MILESTONE GROUP INC 11 - 2023-12-31 646,312 $37,460,000 200,620
   Connecticut Wealth Management LLC 9 - 2023-12-31 645,112 $37,391,000 12,400
   MULTIFINANCIAL SECURITIES CORP 34 - 2023-12-31 642,217 $37,223,000 16,283
   BANK OF MONTREAL /CAN/ 509 - 2023-12-31 618,594 $35,872,000 99,613
   NEW ENGLAND GUILD WEALTH ADVISORS INC. 1 - 2022-12-31 663,232 $34,302,000 104,491
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 11 - 2023-12-31 589,203 $34,150,000 31,356
   CREATIVE PLANNING 169 - 2023-12-31 587,649 $34,060,000 60,705
   Gleason Group Inc. 6 - 2024-03-31 556,299 $33,545,000 19,348
   Peak Financial Management Inc. 1 - 2023-12-31 561,254 $32,530,000 60,418
   Rockefeller Capital Management L.P. 201 - 2023-12-31 544,696 $31,571,000 6,974
   Standpoint Asset Management LLC 7 - 2023-12-31 524,300 $30,388,000 11,900
   CAPROCK Group Inc. 7 - 2023-12-31 524,170 $30,381,000 3,923
   BARCLAYS PLC 644 - 2023-12-31 509,592 $29,536,000 23,873
   ESTATE COUNSELORS, LLC - 2023-12-31 504,640 $29,249,000 504,640
   25 LLC 2 - 2023-12-31 502,020 $29,097,000 28,368
   OKABENA INVESTMENT SERVICES INC 1 - 2023-12-31 494,272 $28,648,000 96,883
   WAGNER CAPITAL MANAGEMENT CORP 4 - 2024-03-31 469,975 $28,340,000 9,141
   MML INVESTORS SERVICES LLC 177 - 2023-12-31 488,471 $28,312,000 42,733
   White Lighthouse Investment Management Inc. - 2023-12-31 479,303 $27,780,000 17,399
   CAHABA WEALTH MANAGEMENT INC. - 2023-12-31 469,439 $27,209,000 17,388
   James J. Burns & Company LLC 3 - 2023-12-31 464,417 $26,918,000 21,960
   Private Advisor Group LLC 103 - 2023-12-31 451,351 $26,160,000 45,531
   Corrigan Financial Inc. - 2023-12-31 425,314 $24,651,000 31,112
   Equitable Holdings Inc. 76 - 2023-12-31 400,027 $23,186,000 54,458
   BRAGG FINANCIAL ADVISORS INC 18 - 2023-12-31 382,246 $22,155,000 17,817
   DiMeo Schneider & Associates L.L.C. 9 - 2023-12-31 372,398 $21,584,000 29,264
   MA GREENWOOD & ASSOCIATES INC 15 - 2023-12-31 336,014 $19,475,000 65,887
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 286 - 2023-12-31 334,667 $19,397,000 40,316
   COLONY GROUP LLC 91 - 2023-09-30 353,938 $18,943,000 1,031
   MARINER WEALTH ADVISORS, LLC 322 - 2023-12-31 319,691 $18,529,000 17,323
   Cornerstone Wealth Management LLC 9 - 2024-03-31 306,928 $18,508,000 473
   Greenline Partners LLC 7 - 2023-12-31 315,691 $18,297,000 30,201
   Cairn Investment Group Inc. 1 - 2024-03-31 285,836 $17,236,000 1,090
   Arbor Wealth Advisors LLC 2 - 2024-03-31 276,111 $16,650,000 1,600
   Souders Financial Advisors - 2023-12-31 284,634 $16,497,000 12,140
   FIDELIS iM LLC 7 - 2024-03-31 272,272 $16,439,000 6,841
   Baron Silver Stevens Financial Advisors LLC 11 - 2023-12-31 261,347 $15,148,000 7,603
   KEATING WEALTH MANAGEMENT LLC 2 - 2024-03-31 239,262 $14,427,000 19,287
   Leonard Rickey Investment Advisors P.L.L.C. 11 - 2024-03-31 238,697 $14,393,000 9,542
   Stratos Wealth Partners LTD. 82 - 2024-03-31 238,374 $14,374,000 32,193
   CARL STUART INVESTMENT ADVISOR INC 4 - 2023-12-31 228,501 $13,244,000 27,348
   9258 Wealth Management LLC 12 - 2023-12-31 224,308 $13,001,000 24,682
   PATHSTONE FAMILY OFFICE, LLC 141 - 2023-09-30 231,666 $12,399,000 74,621
   Sage Mountain Advisors LLC 14 - 2023-12-31 211,219 $12,242,000 13,758
   UNITED SERVICES AUTOMOBILE ASSOCIATION 79 - 2023-12-31 203,886 $11,817,000 10,756
   Joseph Group Capital Management 6 - 2023-12-31 200,517 $11,622,000 12,578
   Apella Capital LLC 40 - 2024-03-31 190,976 $11,548,000 16,050
   CAPTRUST FINANCIAL ADVISORS 345 - 2023-12-31 196,140 $11,368,000 13,821
   LEGACY PRIVATE TRUST CO. 28 - 2024-03-31 187,058 $11,280,000 3,779
   Clarity Wealth Advisors LLC 7 - 2024-03-31 185,502 $11,186,000 5,251
   Sowell Financial Services LLC - 2023-12-31 191,822 $11,118,000 11,749
   AE Wealth Management LLC 376 - 2023-12-31 190,856 $10,913,000 10,845
   Badgley Phelps Wealth Managers LLC 91 - 2023-12-31 186,661 $10,819,000 2,045
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us