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Get Institutions for : 
Vanguard Mid Cap VIPERS (VO)  
$241.12 1.48 (0.62%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1696    25
Total shares held : 
 167,433,048  
% of shares held : 
 84.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   216  
Amount of shares held : 
 9,486,778  
% of shares held change : 
   4.78%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $205.80  
Last Quarter's Ending Price : 
 $232.64  
Last Quarter's Average Price : 
 $213.71  
Change from last quarter's     
avg. price to the last closing  : 
27.41 (12.83%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
89
 661,914
 0.4%
 
Increased Positions :
749
 11,195,752
 6.69%
 
Unchanged Positions :
300
 2,371,245
 1.42%
 
Decreased Positions :
558
-2,186,252
-1.31%
 
Closed Positions :
64
-184,636
-0.11%
 
Guru Positions :
1
3,387
 0%
 
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
   OPPENHEIMER ASSET MANAGEMENT INC 16 *New 2023-12-31 268,028 $62,354,000 268,028
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 55 *New 2024-03-31 82,894 $20,713,000 82,894
   Veracity Capital LLC 3 *New 2024-03-31 61,820 $15,446,000 61,820
   Silverleafe Capital Partners LLC 8 *New 2024-03-31 32,257 $8,060,000 32,257
   COLONY GROUP, LLC 232 *New 2023-12-31 21,763 $5,063,000 21,763
   Bernardo Wealth Planning LLC *New 2023-12-31 17,079 $3,973,000 17,079
   Geneva Partners LLC 26 *New 2023-12-31 15,327 $3,566,000 15,327
   ARVEST TRUST CO N A *New 2023-12-31 15,159 $3,527,000 15,159
   MILLENNIUM MANAGEMENT LLC 2120 *New 2023-12-31 13,188 $3,068,000 13,188
   Jenkins Wealth 14 *New 2022-12-31 14,081 $2,870,000 14,081
   HILLTOP HOLDINGS INC. 144 *New 2023-12-31 7,911 $1,840,000 7,911
   ADVISOR PARTNERS II LLC 389 *New 2023-09-30 6,389 $1,330,000 6,389
   Cutler Group LP 39 *New 2024-03-31 5,218 $1,303,000 5,218
   WT Wealth Management 65 *New 2023-12-31 4,865 $1,132,000 4,865
   3Chopt Investment Partners LLC 68 *New 2023-12-31 4,368 $1,016,000 4,368
   Cornerstone Wealth Group LLC 122 *New 2024-03-31 4,012 $1,002,000 4,012
   ORRSTOWN FINANCIAL SERVICES INC 28 *New 2024-03-31 3,959 $989,000 3,959
   17 CAPITAL PARTNERS LLC 56 *New 2024-03-31 3,404 $851,000 3,404
   Equius Partners Inc. 12 *New 2022-12-31 3,886 $792,000 3,886
   Beirne Wealth Consulting Services LLC 56 *New 2023-12-31 3,218 $749,000 3,218
   Howard Capital Management Group LLC 74 *New 2024-03-31 2,453 $613,000 2,453
   Gryphon Financial Partners LLC 130 *New 2023-12-31 2,569 $598,000 2,569
   First Bank & Trust 116 *New 2024-03-31 2,330 $582,000 2,330
   ANNEX ADVISORY SERVICES, LLC 167 *New 2024-03-31 2,315 $578,000 2,315
   DGS Capital Management LLC 123 *New 2024-03-31 2,141 $535,000 2,141
   TCWP LLC 24 *New 2023-12-31 2,204 $513,000 2,204
   Harrison & Co Wealth Management LLC 71 *New 2022-12-31 2,496 $509,000 2,496
   Mayfair Advisory Group LLC 59 *New 2024-03-31 2,025 $506,000 2,025
   PALISADE ASSET MANAGEMENT, LLC 150 *New 2023-12-31 2,037 $474,000 2,037
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 101 *New 2024-03-31 1,773 $443,000 1,773
   RAM Investment Partners LLC 40 *New 2023-12-31 1,787 $416,000 1,787
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 255 *New 2023-12-31 1,788 $416,000 1,788
   Ratio Wealth Group 60 *New 2023-12-31 1,687 $392,000 1,687
   Stonebridge Financial Planning Group LLC 109 *New 2023-12-31 1,647 $383,000 1,647
   Strategic Equity Management 28 *New 2024-03-31 1,358 $339,000 1,358
   COASTLINE TRUST CO 208 *New 2024-03-31 1,336 $334,000 1,336
   PERSONAL CFO SOLUTIONS LLC 361 *New 2023-12-31 1,381 $321,000 1,381
   HOWLAND CAPITAL MANAGEMENT INC *New 2023-12-31 1,375 $320,000 1,375
   CHILDRESS CAPITAL ADVISORS LLC 142 *New 2024-03-31 1,253 $313,000 1,253
   Delta Financial Group Inc. 154 *New 2023-12-31 1,328 $309,000 1,328
   First National Advisers LLC 144 *New 2023-12-31 1,318 $307,000 1,318
   UNIQUE WEALTH LLC 75 *New 2024-03-31 1,220 $305,000 1,220
   Strategic Wealth Designers 102 *New 2023-12-31 1,232 $287,000 1,232
   WEALTHSOURCE PARTNERS LLC 419 *New 2023-12-31 1,222 $284,000 1,222
   Legacy Trust 136 *New 2024-03-31 1,052 $263,000 1,052
   HARRIS ASSOCIATES L P 140 *New 2023-12-31 1,079 $251,000 1,079
   Colorado Capital Management Inc. 82 *New 2024-03-31 992 $248,000 992
   Resource Planning Group 65 *New 2023-12-31 1,056 $246,000 1,056
   SIGNALPOINT ASSET MANAGEMENT, LLC 212 *New 2024-03-31 977 $244,000 977
   NORRIS PERNE & FRENCH LLP/MI 128 *New 2024-03-31 962 $240,000 962
   Strategic Wealth Partners Ltd. 235 *New 2023-03-31 1,126 $237,000 1,126
   MYECFO LLC 50 *New 2024-03-31 950 $237,000 950
   PRESILIUM PRIVATE WEALTH LLC 66 *New 2023-12-31 1,014 $236,000 1,014
   PRW Wealth Management LLC 90 *New 2023-09-30 1,197 $235,000 1,197
   Wellspring Financial Advisors LLC 113 *New 2023-12-31 991 $231,000 991
   GREENUP STREET WEALTH MANAGEMENT LLC 74 *New 2023-12-31 983 $229,000 983
   Hummer Financial Advisory Services Inc 99 *New 2024-03-31 915 $229,000 915
   Equita Financial Network Inc. 59 *New 2023-12-31 984 $229,000 984
   Team Hewins LLC 312 *New 2023-12-31 969 $225,000 969
   Thrive Wealth Management LLC 195 *New 2024-03-31 900 $225,000 900
   MONEY CONCEPTS CAPITAL CORP 360 *New 2023-12-31 945 $220,000 945
   CASCADE INVESTMENT GROUP INC. 126 *New 2023-12-31 943 $219,000 943
   MEMBERS Trust Co 109 *New 2024-03-31 876 $219,000 876
   COURAGE MILLER PARTNERS, LLC 85 *New 2024-03-31 866 $216,000 866
   Opal Wealth Advisors LLC 165 *New 2024-03-31 859 $215,000 859
   Valley Brook Capital Group 103 *New 2023-12-31 924 $215,000 924
   Madison Wealth Partners Inc 110 *New 2023-12-31 922 $214,000 922
   RMR Wealth Builders 250 *New 2024-03-31 851 $213,000 851
   Sentry LLC 118 *New 2024-03-31 850 $212,000 850
   STRATEGY ASSET MANAGERS LLC 226 *New 2024-03-31 845 $211,000 845
   REGIMEN WEALTH LLC 58 *New 2023-12-31 900 $209,000 900
   FIRST LONG ISLAND INVESTORS, LLC 58 *New 2023-12-31 890 $207,000 890
   PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 89 *New 2023-12-31 883 $205,000 883
   Wealthstar Advisors LLC 123 *New 2024-03-31 819 $205,000 819
   True North Advisors LLC 187 *New 2024-03-31 822 $205,000 822
   Midwest Financial Group LLC 102 *New 2024-03-31 812 $203,000 812
   F/M Investments LLC 70 *New 2024-03-31 852 $203,000 852
   Sound Stewardship LLC 65 *New 2023-12-31 870 $202,000 870
   Scarborough Advisors LLC 106 *New 2023-12-31 504 $117,000 504
   HILLSTRUST 265 *New 2023-12-31 458 $107,000 458
   LifeSteps Financial Inc. 141 *New 2024-03-31 248 $62,000 248
   Avalon Trust Co 199 *New 2023-12-31 250 $58,000 250
   Global Assets Advisory LLC 537 *New 2024-03-31 11,171 $45,000 11,171
   MA GREENWOOD & ASSOCIATES INC 174 *New 2023-12-31 177 $41,000 177
   Headlands Technologies LLC 581 *New 2023-12-31 156 $36,000 156
   Koesten Hirschmann & Crabtree INC. 82 *New 2023-12-31 155 $36,000 155
   PACIFIC CAPITAL WEALTH ADVISORS INC 178 *New 2023-12-31 106 $25,000 106
   Global Wealth Management Investment Advisory Inc. 235 *New 2023-12-31 100 $23,000 100
   Versant Capital Management Inc 468 *New 2024-03-31 94 $23,000 94
   Davidson Capital Management Inc. 65 *New 2023-12-31 64 $15,000 64
   Christopher J. Hasenberg Inc 49 *New 2024-03-31 53 $13,000 53
   Dunhill Financial LLC 214 *New 2023-12-31 42 $10,000 42
   LONDON CO OF VIRGINIA 164 *New 2023-12-31 39 $9,000 39
   UNIVERSITY OF TEXAS INVESTMENT MANAGMENT CO 38 *New 2023-12-31 22 $5,000 22
   Trifecta Capital Advisors LLC 380 *New 2024-03-31 3 $1,000 3
   Semmax Financial Advisors Inc. 373 *New 2023-12-31 2 $0 2
  96 Records found
  1    
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