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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WOLVERINE TRADING LLC 1269 *Closed 2023-12-31 0 $0 -1,929
   Qube Research & Technologies Ltd 3503 *Closed 2023-12-31 0 $0 -114
   Aurum Wealth Management Group LLC 364 *Closed 2024-03-31 0 $0 -970
   Moss Adams Wealth Advisors LLC 141 *Closed 2023-12-31 0 $0 -102
   AlphaCore Capital LLC 374 *Closed 2023-12-31 0 $0 -71
   BARNES PETTEY FINANCIAL ADVISORS LLC 98 *Closed 2023-12-31 0 $0 -1,311
   Carlson Capital Management 114 *Closed 2024-03-31 0 $0 -1,180
   Lee Financial CORP 827 *Closed 2023-12-31 0 $0 -20
   BOURGEON CAPITAL MANAGEMENT LLC 145 *Closed 2024-03-31 0 $0 -152
   FULLER & THALER ASSET MANAGEMENT, INC. 523 *Closed 2023-12-31 0 $0 -74
   SYM FINANCIAL CORPORATION 178 *Closed 2023-12-31 0 $0 -6
   BAKER AVENUE ASSET MANAGEMENT, LP 660 *Closed 2023-12-31 0 $0 -20
   ISLAY CAPITAL MANAGEMENT LLC 220 *Closed 2023-12-31 0 $0 -46
   Sigma Planning Corp 987 *Closed 2023-12-31 0 $0 -2,297
   RENAISSANCE TECHNOLOGIES LLC 3986 *Closed 2023-12-31 0 $0 -1,900
   Strategic Wealth Partners Ltd. 259 *Closed 2023-03-31 0 $0 -1,260
   RIVERBRIDGE PARTNERS LLC 177 *Closed 2024-03-31 0 $0 -2,431
   MOODY NATIONAL BANK TRUST DIVISION 481 *Closed 2024-03-31 0 $0 -9,189
   LAIRD NORTON TYEE TRUST CO 115 *Closed 2023-12-31 0 $0 -3,717
   Headlands Technologies LLC 1027 *Closed 2023-12-31 0 $0 -29
   PUTNAM FL INVESTMENT MANAGEMENT CO 481 *Closed 2023-12-31 0 $0 -1,220
   BerganKDV Wealth Management LLC 892 *Closed 2023-06-30 0 $0 -166
   JANE STREET GROUP LLC 5661 *Closed 2023-12-31 0 $0 -9,021
   Lloyd Advisory Services LLC. 142 *Closed 2024-03-31 0 $0 -6,626
   MILLENNIUM MANAGEMENT LLC 4217 *Closed 2023-12-31 0 $0 -5,450
   ATTICUS WEALTH MANAGEMENT LLC 539 *Closed 2024-03-31 0 $0 -7
   Planned Solutions Inc. 414 *Closed 2024-03-31 0 $0 -365
   CIBC WORLD MARKETS INC. 1189 *Closed 2023-12-31 0 $0 -2,410
   Coppell Advisory Solutions Corp. 1074 *Closed 2023-03-31 0 $0 -555
   Front Row Advisors LLC 592 *Closed 2023-12-31 0 $0 -19
   WoodTrust Financial Corp 165 *Closed 2024-03-31 0 $0 -1,192
   VERITABLE LP 515 *Closed 2023-09-30 0 $0 -5,664
   Advisor Resource Council 300 *Closed 2024-03-31 0 $0 -1,618
   HRT FINANCIAL LLC 2755 *Closed 2023-12-31 0 $0 -28,306
   JNB Advisors LLC 440 *Closed 2023-12-31 0 $0 -2,280
   Gibson Wealth Advisors LLC 124 *Closed 2022-12-31 0 $0 -98
   Richardson Capital Management LLC 170 *Closed 2024-03-31 0 $0 -88
   Authentikos Wealth Advisory LLC 440 *Closed 2023-12-31 0 $0 -40
   ING GROEP NV 675 *Closed 2023-12-31 0 $0 -796
   Investments & Financial Planning LLC 35 *Closed 2023-12-31 0 $0 -1,797
   DAVIS R M INC 278 *Closed 2023-12-31 0 $0 -1,287
   Capital Financial Planning LLC 93 *Closed 2023-09-30 0 $0 -976
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -194
   Stonebridge Capital Advisors LLC 899 *Closed 2023-12-31 0 $0 -37
   Cutler Group LP 1384 *Closed 2024-03-31 0 $0 -400
   Meridian Wealth Management LLC 516 *Closed 2024-03-31 0 $0 -5,377
   WIN ADVISORS INC 69 *Closed 2024-03-31 0 $0 -1,738
   Independent Wealth Network Inc. 200 *Closed 2024-03-31 0 $0 -2,717
   PECAUT & CO. 97 *Closed 2023-12-31 0 $0 -84
   Ford Financial Group Inc. 78 *Closed 2023-03-31 0 $0 -3,645
   Gray Wealth Management Inc. 136 *Closed 2023-12-31 0 $0 -1,010
   REGIMEN WEALTH LLC 62 *Closed 2023-12-31 0 $0 -2,734
   M&R CAPITAL MANAGEMENT INC 636 *Closed 2024-03-31 0 $0 -318
   KARLINSKI ANDREW C 182 *Closed 2022-12-31 0 $0 -167
   KWMG LLC 138 *Closed 2024-03-31 0 $0 -1,129
   WEDBUSH MORGAN SECURITIES INC 1124 *Closed 2023-12-31 0 $0 -1,179
   CB&T WEALTH MANAGEMENT 107 *Closed 2024-03-31 0 $0 -4,096
   UNIVERSITY OF TEXAS INVESTMENT MANAGMENT CO 51 *Closed 2023-12-31 0 $0 -48
   TRUST CO OF VERMONT 854 *Closed 2023-12-31 0 $0 -300
   Triumph Capital Management 259 *Closed 2024-03-31 0 $0 -1,464
   KPP Advisory Services LLC 227 *Closed 2023-12-31 0 $0 -10,643
   Financial Synergies Wealth Advisors Inc. 553 *Closed 2024-03-31 0 $0 -58
  62 Records found
  1    
  Page 1 of 1
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