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Get Institutions for : 
Vanguard Small Cap Gr VIPERS (VBK)  
$248.04 2.53 (1.03%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 897    14
Total shares held : 
 35,433,359  
% of shares held : 
 67.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   149  
Amount of shares held : 
 1,323,957  
% of shares held change : 
   2.51%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $212.15  
Last Quarter's Ending Price : 
 $241.77  
Last Quarter's Average Price : 
 $217.07  
Change from last quarter's     
avg. price to the last closing  : 
30.97 (14.27%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
58
 414,654
 1.17%
 
Increased Positions :
385
 2,655,331
 7.49%
 
Unchanged Positions :
204
 633,283
 1.79%
 
Decreased Positions :
250
-1,522,003
-4.3%
 
Closed Positions :
44
-224,025
-0.63%
 
Guru Positions :
2
6,436
 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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   QUEST INVESTMENT MANAGEMENT INC/OR 28 - 2023-12-31 52,660 $12,732,000 0
   Beaumont Capital Management LLC 17 - 2023-12-31 16,676 $4,032,000 0
   Financial Gravity Wealth Inc. 138 - 2023-12-31 494 $2,103,000 0
   Wells Trecaso Financial Group LLC 36 - 2024-03-31 6,437 $1,678,000 0
   OPUS CAPITAL GROUP LLC 41 - 2024-03-31 5,449 $1,421,000 0
   Northeast Financial Consultants Inc 119 - 2023-12-31 5,861 $1,417,000 0
   Compton Wealth Advisory Group LLC 49 - 2024-03-31 5,395 $1,407,000 0
   KENNICOTT CAPITAL MANAGEMENT LLC 21 - 2024-03-31 5,117 $1,334,000 0
   Burleson & Company LLC 77 - 2022-12-31 5,894 $1,182,000 0
   HYMAN CHARLES D 120 - 2023-12-31 4,819 $1,165,000 0
   HARTLINE INVESTMENT CORP/ 59 - 2023-12-31 4,601 $1,112,000 0
   Round Rock Advisors LLC 68 - 2024-03-31 4,147 $1,081,000 0
   CRESTWOOD ADVISORS LLC 212 - 2023-12-31 3,985 $963,000 0
   Nemes Rush Group LLC 95 - 2023-12-31 3,501 $846,000 0
   St. Louis Trust Co 67 - 2023-12-31 3,389 $819,000 0
   BCS Wealth Management 88 - 2024-03-31 3,059 $798,000 0
   PROVISE MANAGEMENT GROUP LLC 190 - 2023-12-31 3,227 $780,000 0
   BUSEY TRUST CO 199 - 2024-03-31 2,891 $754,000 0
   Financial Alternatives Inc 32 - 2023-12-31 2,843 $687,000 0
   Heartwood Wealth Advisors LLC 80 - 2024-03-31 2,560 $667,000 0
   IFG Advisors LLC 60 - 2024-03-31 2,525 $658,000 0
   UNITED BANK /VA/ 85 - 2023-12-31 2,690 $650,000 0
   BALLENTINE FINN & COMPANY INC 340 - 2024-03-31 2,440 $636,000 0
   WEALTHSOURCE PARTNERS LLC 270 - 2023-12-31 2,606 $630,000 0
   Cassaday & Co Wealth Management LLC 146 - 2023-12-31 2,477 $599,000 0
   ZIEGLER CAPITAL MANAGEMENT LLC 342 - 2023-12-31 2,474 $598,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 380 - 2023-12-31 2,451 $593,000 0
   Key Financial Inc 108 - 2023-12-31 2,387 $577,000 0
   CAROLINAS WEALTH CONSULTING LLC 82 - 2023-12-31 2,345 $567,000 0
   SALEM INVESTMENT COUNSELORS INC 258 - 2024-03-31 2,079 $542,000 0
   STATE BANK & TRUST 135 - 2024-03-31 2,072 $540,000 0
   CCG WEALTH MANAGEMENT LLC 42 - 2024-03-31 1,988 $518,000 0
   PACIFIC SUN FINANCIAL CORP 98 - 2023-12-31 2,134 $516,000 0
   Pegasus Partners Ltd. 93 - 2024-03-31 1,970 $514,000 0
   Glenview Trust Co 335 - 2023-12-31 2,087 $505,000 0
   Athena Investment Management 73 - 2023-12-31 2,055 $497,000 0
   1776 WEALTH LLC 77 - 2023-12-31 1,998 $483,000 0
   Petix & Botte Co 73 - 2023-12-31 1,860 $450,000 0
   Ellevest Inc. 216 - 2023-12-31 1,809 $437,000 0
   AMG NATIONAL TRUST BANK 345 - 2023-12-31 1,793 $433,000 0
   SOL CAPITAL MANAGEMENT CO 235 - 2024-03-31 1,653 $431,000 0
   HC Advisors LLC - 2023-12-31 1,731 $419,000 0
   SIGMA INVESTMENT COUNSELORS INC 136 - 2024-03-31 1,567 $409,000 0
   Carmichael Hill & Associates Inc. 105 - 2024-03-31 1,570 $409,000 0
   Salomon & Ludwin LLC 123 - 2023-12-31 1,905 $408,000 0
   Unconventional Investor LLC 22 - 2023-12-31 1,689 $408,000 0
   NORTHSTAR ASSET MANAGEMENT LLC 101 - 2024-03-31 1,510 $394,000 0
   BSC PRIVATE WEALTH MANAGEMENT LLC 106 - 2023-12-31 1,577 $381,000 0
   Agate Pass Investment Management LLC 79 - 2024-03-31 1,378 $359,000 0
   SUTTON PLACE INVESTORS LLC 121 - 2024-03-31 1,322 $345,000 0
   Klingman & Associates LLC 165 - 2023-12-31 1,407 $340,000 0
   SEGMENT WEALTH MANAGEMENT, LLC 206 - 2024-03-31 1,295 $338,000 0
   Davis Investment Partners LLC 90 - 2024-03-31 1,325 $334,000 0
   PBWM Holdings LLC 91 - 2023-03-31 1,515 $328,000 0
   LINSCOMB & WILLIAMS INC 240 - 2023-12-31 1,345 $325,000 0
   Bogart Wealth LLC 170 - 2024-03-31 1,228 $320,000 0
   INVICTUS PRIVATE WEALTH LLC 74 - 2023-12-31 1,323 $320,000 0
   ZBN.A. 285 - 2023-12-31 1,257 $304,000 0
   Oldfather Financial Services LLC 57 - 2024-03-31 1,153 $301,000 0
   STRATEGIC INVESTMENT ADVISORS, INC 104 - 2023-12-31 1,227 $297,000 0
   MARINO STRAM & ASSOCIATES LLC 138 - 2024-03-31 1,112 $290,000 0
   CHAPIN DAVIS INC. 173 - 2024-03-31 1,109 $289,000 0
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 79 - 2023-12-31 1,217 $288,000 0
   Sightline Wealth Advisors LLC 60 - 2024-03-31 1,097 $286,000 0
   NOVARE CAPITAL MANAGEMENT LLC 150 - 2023-12-31 1,120 $271,000 0
   JMG FINANCIAL GROUP, LTD. 108 - 2023-12-31 1,087 $263,000 0
   PDS Planning Inc 263 - 2023-12-31 1,085 $262,000 0
   Moisand Fitzgerald Tamayo LLC 93 - 2024-03-31 1,000 $261,000 0
   Plancorp LLC 234 - 2023-12-31 1,064 $257,000 0
   Von Berge Wealth Management Group LLC 55 - 2024-03-31 972 $253,000 0
   TI-TRUST INC 124 - 2024-03-31 954 $249,000 0
   PARSONS CAPITAL MANAGEMENT INC/RI 401 - 2024-03-31 955 $249,000 0
   SAXON INTERESTS INC. 154 - 2024-03-31 923 $241,000 0
   KMG FIDUCIARY PARTNERS LLC 224 - 2024-03-31 890 $232,000 0
   CIC Wealth LLC 147 - 2024-03-31 877 $229,000 0
   Steigerwald Gordon & Koch Inc. 116 - 2024-03-31 866 $226,000 0
   Galvin Gaustad & Stein LLC 173 - 2024-03-31 864 $225,000 0
   Gyroscope Capital Management Group LLC 196 - 2023-09-30 1,047 $224,000 0
   HM PAYSON & CO 381 - 2023-12-31 853 $206,000 0
   Independence Bank of Kentucky 220 - 2024-03-31 741 $193,000 0
   ANGELES WEALTH MANAGEMENT LLC 195 - 2023-12-31 792 $191,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 421 - 2023-12-31 772 $187,000 0
   Capital Advisors Ltd. LLC 283 - 2024-03-31 697 $182,000 0
   Milestone Investment Advisors LLC 72 - 2023-12-31 741 $179,000 0
   WEST OAK CAPITAL LLC 130 - 2024-03-31 620 $162,000 0
   Norwood Financial Corp 89 - 2024-03-31 613 $160,000 0
   Rocky Mountain Advisers LLC 73 - 2024-03-31 550 $143,000 0
   Investors Research Corp 388 - 2023-12-31 545 $132,000 0
   LAZARD ASSET MANAGEMENT LLC 1334 - 2023-12-31 550 $132,000 0
   LOGAN CAPITAL MANAGEMENT INC 313 - 2023-12-31 532 $129,000 0
   BARCLAYS PLC 3514 - 2023-12-31 530 $128,000 0
   DT INVESTMENT PARTNERS, LLC 157 - 2023-12-31 513 $123,000 0
   Legacy Bridge LLC 163 - 2024-03-31 470 $123,000 0
   Financial Perspectives Inc 190 - 2024-03-31 432 $113,000 0
   PSI Advisors LLC 175 - 2024-03-31 400 $104,000 0
   Piscataqua Savings Bank 110 - 2024-03-31 400 $104,000 0
   Register Financial Advisors LLC 253 - 2024-03-31 390 $102,000 0
   Concord Wealth Partners 275 - 2023-12-31 420 $102,000 0
   ARMSTRONG ADVISORY GROUP INC 254 - 2024-03-31 401 $97,000 0
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 212 - 2023-12-31 403 $97,000 0
  100 Records found
  1    
  Page 1 of 1
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