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Get Institutions for : 
Vanguard Financial VIPERS (VFH)  
$97.76 0.10 (0.1%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 555    5
Total shares held : 
57,232,874  
% of shares held : 
57.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -53  
Amount of shares held : 
-1,529,073  
% of shares held change : 
  -1.54%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$79.58  
Last Quarter's Ending Price : 
$92.26  
Last Quarter's Average Price
$84.04  
Change from last quarter's     
avg. price to the last closing  : 
13.72 (16.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
42
 876,615
 1.53%
 
Increased Positions :
154
 2,629,343
 4.59%
 
Unchanged Positions :
147
 1,440,463
 2.52%
 
Decreased Positions :
212
-4,780,030
-8.35%
 
Closed Positions :
37
-255,001
-0.45%
 
Guru Positions :
2
177,223
 0.31%
 
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
   Merit Financial Group LLC 782 *Closed 2023-12-31 0 $0 -42,825
   GSA CAPITAL PARTNERS LLP 1458 *Closed 2023-12-31 0 $0 -2,786
   HORIZON INVESTMENTS, LLC/SC 750 *Closed 2023-12-31 0 $0 -7,275
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 626 *Closed 2024-03-31 0 $0 -2,716
   Advisor Resource Council 256 *Closed 2024-03-31 0 $0 -14,621
   OAK HILL WEALTH ADVISORS LLC 14 *Closed 2024-03-31 0 $0 -4,852
   Orion Portfolio Solutions LLC 1644 *Closed 2023-12-31 0 $0 -8,782
   UMB BANK N A/MO 2014 *Closed 2024-03-31 0 $0 -450
   TSFG LLC 784 *Closed 2024-03-31 0 $0 -200
   Sigma Planning Corp 977 *Closed 2023-12-31 0 $0 -3,778
   Rise Advisors LLC 1240 *Closed 2024-03-31 0 $0 -160
   Headlands Technologies LLC 951 *Closed 2023-12-31 0 $0 -93
   NBT BANK N A /NY 583 *Closed 2024-03-31 0 $0 -46
   HRT FINANCIAL LLC 2233 *Closed 2023-12-31 0 $0 -23,155
   BAKER AVENUE ASSET MANAGEMENT, LP 779 *Closed 2023-12-31 0 $0 -1,401
   FDX ADVISORS, INC. 706 *Closed 2023-12-31 0 $0 -3,399
   GRADIENT INVESTMENTS LLC 1289 *Closed 2024-03-31 0 $0 -99
   ABSOLUTE INVESTMENT MANAGEMENT LLC 628 *Closed 2023-12-31 0 $0 -12
   C2C Wealth Management LLC 119 *Closed 2023-12-31 0 $0 -3,383
   Engineers Gate Manager LP 2112 *Closed 2023-12-31 0 $0 -3,278
   McGlone Suttner Wealth Management Inc. 543 *Closed 2024-03-31 0 $0 -347
   DAGCO INC. 262 *Closed 2023-12-31 0 $0 -36,920
   ETFIDEA LLC *Closed 2023-12-31 0 $0 -5,988
   VERITABLE LP 389 *Closed 2023-09-30 0 $0 -31,514
   H&H Retirement Design & Management INC 86 *Closed 2024-03-31 0 $0 -2,366
   Lehman & Derafelo Financial Resources LLC 209 *Closed 2022-12-31 0 $0 -123
   Financial Advisory Service Inc. *Closed 2023-12-31 0 $0 -248
   Bernardo Wealth Planning LLC *Closed 2023-12-31 0 $0 -2,747
   BKM Wealth Management LLC 536 *Closed 2024-03-31 0 $0 -1,000
   FULTON BANK, N.A. 559 *Closed 2024-03-31 0 $0 -3,186
   Polianta Ltd 106 *Closed 2024-03-31 0 $0 -62,600
   V Wealth ManagementLLC 382 *Closed 2023-09-30 0 $0 -2,537
   FIRST HEARTLAND CONSULTANTS INC 386 *Closed 2023-12-31 0 $0 -2,989
   FSA Wealth Management LLC 576 *Closed 2023-12-31 0 $0 -3,111
   Valence8 US LP 15 *Closed 2023-12-31 0 $0 -36,942
   ALPHAMARK ADVISORS LLC 833 *Closed 2024-03-31 0 $0 -12
   CORBYN INVESTMENT MANAGEMENT INC/MD 61 *Closed 2023-12-31 0 $0 -2,589
   Private Advisory Group LLC 238 *Closed 2023-12-31 0 $0 -11,234
   Front Row Advisors LLC 820 *Closed 2023-12-31 0 $0 -1,129
   INSIGNEO ADVISORY SERVICES LLC 446 *Closed 2023-12-31 0 $0 -4,275

  40 Records found
  1    
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