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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Synergy Financial Management LLC 128 *Closed 2024-03-31 0 $0 -2,840
   Eudaimonia Partners LLC 257 *Closed 2024-03-31 0 $0 -4,953
   BALYASNY ASSET MANAGEMENT LLC 1828 *Closed 2023-12-31 0 $0 -155,306
   SCHARF INVESTMENTS, LLC 62 *Closed 2024-03-31 0 $0 -10,386
   Moss Adams Wealth Advisors LLC 144 *Closed 2023-12-31 0 $0 -996
   HORIZON INVESTMENTS, LLC/SC 751 *Closed 2023-12-31 0 $0 -7,116
   Solitude Financial Services 38 *Closed 2024-03-31 0 $0 -56,120
   Stonebridge Capital Advisors LLC 256 *Closed 2023-12-31 0 $0 -125
   Resurgent Financial Advisors LLC 500 *Closed 2023-12-31 0 $0 -270
   THOROUGHBRED FINANCIAL SERVICES LLC 590 *Closed 2023-12-31 0 $0 -3,188
   BlueSky Wealth Advisors LLC 38 *Closed 2024-03-31 0 $0 -54,607
   Rice Partnership LLC 129 *Closed 2023-12-31 0 $0 -3
   HALLMARK CAPITAL MANAGEMENT INC 322 *Closed 2023-12-31 0 $0 -133
   VisionPoint Advisory Group LLC 707 *Closed 2023-12-31 0 $0 -278
   Steward Financial Group LLC 1391 *Closed 2023-09-30 0 $0 -16,753
   Gateway Wealth Partners LLC 235 *Closed 2023-12-31 0 $0 -5,642
   BANQUE PICTET & CIE SA 340 *Closed 2023-12-31 0 $0 -10,584
   Trexquant Investment LP 1480 *Closed 2023-12-31 0 $0 -40,404
   Kepos Capital LP 242 *Closed 2023-12-31 0 $0 -1,424,300
   MBB PUBLIC MARKETS I LLC 106 *Closed 2023-12-31 0 $0 -45,000
   PERRITT CAPITAL MANAGEMENT INC 336 *Closed 2023-12-31 0 $0 -940
   WOLVERINE TRADING LLC 1402 *Closed 2023-12-31 0 $0 -4,422
   Cercano Management LLC 97 *Closed 2023-12-31 0 $0 -34,642
   LAIRD NORTON TYEE TRUST CO 92 *Closed 2023-12-31 0 $0 -45,567
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 100 *Closed 2023-12-31 0 $0 -4,614
   Dunhill Financial LLC 689 *Closed 2023-12-31 0 $0 -19,722
   HRT FINANCIAL LLC 2351 *Closed 2023-12-31 0 $0 -93,477
   RVW Wealth LLC 149 *Closed 2024-03-31 0 $0 -2,630
   Taylor Hoffman Wealth Management 113 *Closed 2023-12-31 0 $0 -3,205
   WHITE BAY PT LLC 476 *Closed 2023-12-31 0 $0 -300
   KAVAR CAPITAL PARTNERS GROUP LLC 157 *Closed 2023-12-31 0 $0 -6,104
   New Potomac Partneres LLC 87 *Closed 2023-12-31 0 $0 -10,259
   Facet Wealth Inc. 113 *Closed 2023-12-31 0 $0 -4,546
   V Wealth ManagementLLC 237 *Closed 2023-09-30 0 $0 -3,213
   Barry Investment Advisors LLC 123 *Closed 2024-03-31 0 $0 -2,721
   Praetorian Wealth Management Inc. 49 *Closed 2024-03-31 0 $0 -3,691
   Meridian Wealth Management LLC 306 *Closed 2024-03-31 0 $0 -10,948
   Round Rock Advisors LLC 190 *Closed 2024-03-31 0 $0 -2,307
   Jentner Corp 51 *Closed 2023-12-31 0 $0 -2,925
   Outlook Wealth Advisors LLC 260 *Closed 2024-03-31 0 $0 -2,300
   TWO SIGMA INVESTMENTS LLC 3129 *Closed 2023-12-31 0 $0 -403,214
   Strengthening Families & Communities LLC 318 *Closed 2023-12-31 0 $0 -2,808
   CAPE COD FIVE CENTS SAVINGS BANK 203 *Closed 2023-12-31 0 $0 -3,466
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 794 *Closed 2023-12-31 0 $0 -5,334
   CHEVY CHASE TRUST HOLDINGS, INC. *Closed 2023-12-31 0 $0 -4,009
   VERITABLE LP 256 *Closed 2023-09-30 0 $0 -175,854
   Syverson Strege & Co 70 *Closed 2023-12-31 0 $0 -9,251
   CONNABLE OFFICE INC 221 *Closed 2023-12-31 0 $0 -354,123
   Venturi Wealth Management LLC 1394 *Closed 2024-03-31 0 $0 -84
   Integrated Investment Consultants LLC 265 *Closed 2024-03-31 0 $0 -5,724
   M. Kulyk & Associates LLC 111 *Closed 2023-12-31 0 $0 -2,748
   Lehman & Derafelo Financial Resources LLC 183 *Closed 2022-12-31 0 $0 -59
   Front Row Advisors LLC 555 *Closed 2023-12-31 0 $0 -107
   OXBOW ADVISORS, LLC 216 *Closed 2023-12-31 0 $0 -2,905
   PAYDENFUNDS 192 *Closed 2023-09-30 0 $0 -1,455
   PROFFITT & GOODSON INC 237 *Closed 2024-03-31 0 $0 -23,561
   Benchmark Investment Advisors LLC 342 *Closed 2023-12-31 0 $0 -5,871
   Headlands Technologies LLC 1117 *Closed 2023-12-31 0 $0 -1,169
   JANE STREET GROUP LLC 5746 *Closed 2023-12-31 0 $0 -67,973
   Intelligence Driven Advisers LLC 96 *Closed 2023-12-31 0 $0 -5,714
   BOS Asset Management LLC 160 *Closed 2023-12-31 0 $0 -4,503
   Bickling Financial Services Inc. 120 *Closed 2022-12-31 0 $0 -11,511
   HBK SORCE ADVISORY LLC *Closed 2023-12-31 0 $0 -3,588
   Ground Swell Capital LLC 110 *Closed 2023-12-31 0 $0 -8,472
   CenterStar Asset Management LLC 50 *Closed 2024-03-31 0 $0 -3,618
   EWG Elevate Inc. 130 *Closed 2024-03-31 0 $0 -32,346
   ALESCO ADVISORS LLC 180 *Closed 2023-12-31 0 $0 -3,546
   CHELSEA COUNSEL CO 167 *Closed 2023-12-31 0 $0 -9,270
   TBH Global Asset Management LLC 238 *Closed 2023-12-31 0 $0 -4,069
   INTREPID CAPITAL MANAGEMENT INC 155 *Closed 2023-12-31 0 $0 -12
   HOEY INVESTMENTS INC 348 *Closed 2023-12-31 0 $0 -171
   Advisor Resource Council 355 *Closed 2024-03-31 0 $0 -24,504
   Calton & Associates Inc. 226 *Closed 2024-03-31 0 $0 -11,279
   EUDAIMONIA ADVISORS LLC 166 *Closed 2024-03-31 0 $0 -5,199
   OConnor Financial Group LLC 59 *Closed 2024-03-31 0 $0 -10,154
   CIBC WORLD MARKETS INC. 1229 *Closed 2023-12-31 0 $0 -2,803
   Community Bank & Trust Waco Texas 143 *Closed 2024-03-31 0 $0 -2,598
   Authentikos Wealth Advisory LLC 562 *Closed 2023-12-31 0 $0 -65
   Octavia Wealth Advisors LLC 233 *Closed 2024-03-31 0 $0 -3,494
   CHOATE INVESTMENT ADVISORS 438 *Closed 2023-12-31 0 $0 -1,050
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -360
   Strategic Wealth Partners Ltd. 281 *Closed 2023-03-31 0 $0 -2,520
   Whitaker-Myers Wealth Managers LTD. 101 *Closed 2024-03-31 0 $0 -7,958
   SMI Advisory Services LLC 79 *Closed 2024-03-31 0 $0 -201,350
   Coppell Advisory Solutions Corp. 1195 *Closed 2023-03-31 0 $0 -663
   CarsonAllaria Wealth Management Ltd. 379 *Closed 2023-12-31 0 $0 -478
   Cox Capital Co LLC 84 *Closed 2024-03-31 0 $0 -10,909
   Toroso Investments LLC 1551 *Closed 2023-12-31 0 $0 -11,743
   Stonehage Fleming Financial Services Holdings Ltd 255 *Closed 2023-12-31 0 $0 -1,550
   BOSTON FINANCIAL MANGEMENT INC /MA 317 *Closed 2023-12-31 0 $0 -2,823
   ADVISOR PARTNERS II LLC 1304 *Closed 2023-09-30 0 $0 -2,703
   Richardson Capital Management LLC 183 *Closed 2024-03-31 0 $0 -460
   James J. Burns & Company LLC 106 *Closed 2024-03-31 0 $0 -8,043
   Wellspring Financial Advisors LLC 145 *Closed 2023-12-31 0 $0 -2,650
   JOURNEY STRATEGIC WEALTH LLC 242 *Closed 2023-12-31 0 $0 -3,253
   Schaeffer Financial LLC 19 *Closed 2023-12-31 0 $0 -50,574
   VIRTU FINANCIAL LLC 2141 *Closed 2023-12-31 0 $0 -21,040
   OGOREK ANTHONY JOSEPH /NY/ /ADV 316 *Closed 2023-12-31 0 $0 0
   Bridgewealth Advisory Group LLC 85 *Closed 2024-03-31 0 $0 -2,338
   Symmetry Partner LLC 551 *Closed 2024-03-31 0 $0 -104,710
  100 Records found
  1    
  Page 1 of 1
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