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Get Institutions for : 
Vanguard REIT Index VIPERs (VNQ)  
$80.76 1.12 (1.41%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1554    2
Total shares held : 
 227,386,986  
% of shares held : 
 63.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -42  
Amount of shares held : 
 -2,513,027  
% of shares held change : 
   -0.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $74.27  
Last Quarter's Ending Price : 
 $88.36  
Last Quarter's Average Price : 
 $79.25  
Change from last quarter's     
avg. price to the last closing  : 
1.51 (1.91%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
100
 3,603,551
 1.58%
 
Increased Positions :
594
 17,865,344
 7.86%
 
Unchanged Positions :
222
 5,358,046
 2.36%
 
Decreased Positions :
638
-20,679,801
-9.09%
 
Closed Positions :
98
-3,302,121
-1.45%
 
Guru Positions :
3
38,259
 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
   BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UN 2 *New 2023-12-31 1,699,905 $150,204,000 1,699,905
   Clal Insurance Enterprises Holdings Ltd 45 *New 2023-12-31 540,000 $47,714,000 540,000
   ExodusPoint Capital Management LP 131 *New 2023-12-31 155,318 $13,724,000 155,318
   Man Group plc 705 *New 2023-12-31 85,345 $7,541,000 85,345
   MARSHALL WACE LLP 655 *New 2023-12-31 76,597 $6,768,000 76,597
   Money Matters Financial Group Inc 6 *New 2023-12-31 61,407 $5,426,000 61,407
   Vantage Financial Partners Ltd. Inc. 23 *New 2023-12-31 47,807 $4,224,000 47,807
   Humankind Investments LLC 16 *New 2023-12-31 39,000 $3,446,000 39,000
   Mainsail Financial Group LLC 17 *New 2024-03-31 35,963 $3,110,000 35,963
   Simplicity WealthLLC 284 *New 2024-03-31 32,076 $2,774,000 32,076
   CABANA LLC 1 *New 2023-12-31 31,316 $2,767,000 31,316
   Manhattan West Asset Management LLC 46 *New 2023-12-31 29,205 $2,581,000 29,205
   Empowered Funds LLC 485 *New 2023-12-31 25,147 $2,222,000 25,147
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 203 *New 2024-03-31 18,580 $1,607,000 18,580
   OmniStar Financial Group Inc. 13 *New 2024-03-31 17,620 $1,524,000 17,620
   Black Swift Group LLC *New 2023-12-31 15,655 $1,383,000 15,655
   Cassaday & Co Wealth Management LLC 80 *New 2023-12-31 15,382 $1,359,000 15,382
   MT LUCAS MANAGEMENT CORP 71 *New 2023-12-31 14,696 $1,299,000 14,696
   Kinloch Capital LLC 50 *New 2023-12-31 12,752 $1,127,000 12,752
   WOODWARD DIVERSIFIED CAPITAL LLC 37 *New 2023-12-31 12,697 $1,122,000 12,697
   Jump Financial LLC 639 *New 2023-12-31 12,577 $1,111,000 12,577
   UNIVEST CORP OF PENNSYLVANIA 51 *New 2023-12-31 12,145 $1,073,000 12,145
   Symmetry Investments LP 96 *New 2023-12-31 11,500 $1,016,000 11,500
   TWO SIGMA SECURITIES LLC 223 *New 2023-12-31 10,946 $967,000 10,946
   WALLEYE TRADING LLC 605 *New 2023-12-31 10,512 $929,000 10,512
   FUND EVALUATION GROUP LLC 32 *New 2023-12-31 10,074 $890,000 10,074
   Ackerman Capital Advisors LLC 57 *New 2024-03-31 9,571 $828,000 9,571
   ZEKE CAPITAL ADVISORS, LLC 179 *New 2022-12-31 9,214 $760,000 9,214
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 96 *New 2024-03-31 8,390 $726,000 8,390
   TELEMUS CAPITAL LLC 196 *New 2023-12-31 7,911 $699,000 7,911
   Engineers Gate Manager LP 1004 *New 2023-12-31 7,873 $696,000 7,873
   Waterloo Capital L.P. 179 *New 2023-12-31 7,136 $630,000 7,136
   Heritage Financial Services LLC 52 *New 2023-12-31 7,069 $625,000 7,069
   ALLEN INVESTMENT MANAGEMENT LLC 154 *New 2023-12-31 6,781 $599,000 6,781
   USA Financial Portformulas Corp 78 *New 2023-12-31 6,389 $565,000 6,389
   ELEVATUS WELATH MANAGEMENT 48 *New 2023-12-31 6,333 $560,000 6,333
   Point72 Asset Management L.P. 945 *New 2023-12-31 5,988 $529,000 5,988
   Patton Fund Management Inc. 63 *New 2023-12-31 5,890 $520,000 5,890
   Inspire Advisors LLC 196 *New 2023-12-31 5,287 $467,000 5,287
   Lee Financial CORP 98 *New 2023-12-31 5,288 $467,000 5,288
   Summit Financial LLC 282 *New 2024-03-31 4,885 $422,000 4,885
   Strategic Financial Concepts LLC 186 *New 2024-03-31 4,683 $405,000 4,683
   Summit Financial Wealth Advisors LLC 89 *New 2023-12-31 4,482 $396,000 4,482
   Activest Wealth Management 42 *New 2024-03-31 4,553 $394,000 4,553
   Roger Wittlin Investment Advisory LLC *New 2023-12-31 3,917 $346,000 3,917
   SEASCAPE CAPITAL MANAGEMENT 86 *New 2023-12-31 3,862 $341,000 3,862
   ORRSTOWN FINANCIAL SERVICES INC 65 *New 2024-03-31 3,911 $338,000 3,911
   Ballast Inc. 95 *New 2023-12-31 3,650 $323,000 3,650
   Castle Rock Wealth Management LLC 186 *New 2023-12-31 3,329 $287,000 3,329
   ELEQUIN CAPITAL LP 81 *New 2023-12-31 3,203 $283,000 3,203
   Straight Path Wealth Management *New 2023-12-31 3,155 $279,000 3,155
   TITLEIST ASSET MANAGEMENT LTD. 187 *New 2022-12-31 3,372 $278,000 3,372
   Verity Asset Management Inc. 139 *New 2023-12-31 3,063 $271,000 3,063
   CBIZ Investment Advisory Services LLC 40 *New 2023-12-31 2,869 $253,000 2,869
   BEACON FINANCIAL GROUP 288 *New 2023-12-31 2,754 $243,000 2,754
   U.S. Capital Wealth Advisors LLC 594 *New 2023-12-31 2,704 $239,000 2,704
   MELFA WEALTH MANAGEMENT LLC 135 *New 2024-03-31 2,749 $238,000 2,749
   KRAFT ASSET MANAGEMENT LLC 36 *New 2023-12-31 2,678 $237,000 2,678
   Aprio Wealth Management LLC 195 *New 2024-03-31 2,674 $231,000 2,674
   DORCHESTER WEALTH MANAGEMENT Co *New 2023-12-31 2,500 $221,000 2,500
   PBWM Holdings LLC 116 *New 2023-03-31 2,446 $203,000 2,446
   WealthBridge Capital Management LLC 172 *New 2023-12-31 2,300 $203,000 2,300
   QRG CAPITAL MANAGEMENT INC. 981 *New 2023-12-31 2,291 $202,000 2,291
   Fountainhead AM LLC 111 *New 2023-12-31 2,274 $201,000 2,274
   DAGCO INC. 62 *New 2023-12-31 2,129 $188,000 2,129
   Global Assets Advisory LLC 466 *New 2024-03-31 14,795 $174,000 14,795
   Flow State Investments L.P. 88 *New 2023-12-31 1,500 $133,000 1,500
   GeoWealth Management LLC 584 *New 2023-12-31 1,161 $103,000 1,161
   Ahrens Investment Partners LLC 253 *New 2023-03-31 955 $79,000 955
   FSA Wealth Management LLC 117 *New 2023-12-31 698 $62,000 698
   Koesten Hirschmann & Crabtree INC. 61 *New 2023-12-31 651 $57,000 651
   WOODMONT INVESTMENT COUNSEL LLC 299 *New 2024-03-31 600 $52,000 600
   LifeSteps Financial Inc. 158 *New 2024-03-31 542 $47,000 542
   MITCHELL SINKLER & STARR/PA 200 *New 2023-12-31 260 $23,000 260
   LOGAN CAPITAL MANAGEMENT INC 387 *New 2023-12-31 202 $18,000 202
   GABLES CAPITAL MANAGEMENT INC. 270 *New 2023-12-31 193 $17,000 193
   Global Wealth Strategies & Associates 164 *New 2024-03-31 150 $13,000 150
   MONETARY MANAGEMENT GROUP INC 318 *New 2023-12-31 101 $9,000 101
   Joseph Group Capital Management 80 *New 2023-12-31 87 $8,000 87
   Christopher J. Hasenberg Inc 96 *New 2024-03-31 37 $3,000 37
   MEADOWBROOK INVESTMENT ADVISORS LLC 305 *New 2023-12-31 33 $3,000 33
  81 Records found
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