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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
   EPIQ Capital Group LLC 56 *Closed 2023-12-31 0 $0 -1,677
   KPP Advisory Services LLC 137 *Closed 2023-12-31 0 $0 -6,201
   Moss Adams Wealth Advisors LLC 143 *Closed 2023-12-31 0 $0 -61
   RENAISSANCE TECHNOLOGIES LLC 3700 *Closed 2023-12-31 0 $0 -15,600
   HBC Financial Services PLLC 160 *Closed 2023-12-31 0 $0 -117
   ESTATE COUNSELORS, LLC *Closed 2023-12-31 0 $0 -18,025
   Carlson Capital Management 113 *Closed 2024-03-31 0 $0 -2,305
   BECK CAPITAL MANAGEMENT LLC 108 *Closed 2023-12-31 0 $0 -7,541
   INTREPID CAPITAL MANAGEMENT INC 115 *Closed 2023-12-31 0 $0 -19
   Industrial Alliance Investment Management Inc. 217 *Closed 2023-12-31 0 $0 -244
   CAPITAL INVESTMENT COUNSEL INC 221 *Closed 2023-12-31 0 $0 -63
   Rosenbaum Jay D. 55 *Closed 2023-12-31 0 $0 -1,761
   Applied Capital LLC 40 *Closed 2024-03-31 0 $0 -992
   Flaharty Asset Management LLC 218 *Closed 2023-12-31 0 $0 -723
   Ritter Daniher Financial Advisory LLC / DE 343 *Closed 2023-12-31 0 $0 -85
   Atlantic Private Wealth LLC 97 *Closed 2023-12-31 0 $0 -20
   HIRTLE CALLAGHAN & CO INC 96 *Closed 2023-12-31 0 $0 -4,460
   HANSEATIC MANAGEMENT SERVICES INC 116 *Closed 2023-12-31 0 $0 -43
   HNP Capital LLC 130 *Closed 2023-03-31 0 $0 -3,611
   RAUB BROCK CAPITAL MANAGEMENT LP 42 *Closed 2024-03-31 0 $0 -863
   ROMAN BUTLER FULLERTON & CO 208 *Closed 2023-12-31 0 $0 -1,275
   Carolina Wealth Advisors LLC 215 *Closed 2024-03-31 0 $0 -2
   V Wealth ManagementLLC 229 *Closed 2023-09-30 0 $0 -3,007
   TRANSAMERICA FINANCIAL ADVISORS, INC. 638 *Closed 2023-12-31 0 $0 -31
   Concorde Asset Management LLC 170 *Closed 2023-12-31 0 $0 -1,286
   PRIVATE CAPITAL MANAGEMENT LLC 190 *Closed 2024-03-31 0 $0 -1,142
   Enterprise Bank & Trust Co 126 *Closed 2024-03-31 0 $0 -867
   Horan Securities Inc. 108 *Closed 2023-12-31 0 $0 -1,165
   Meridian Wealth Management LLC 342 *Closed 2024-03-31 0 $0 -9,299
   OAK HILL WEALTH ADVISORS LLC 42 *Closed 2024-03-31 0 $0 -172,031
   Community Bank N.A. 419 *Closed 2023-12-31 0 $0 -552
   Prostatis Group LLC 120 *Closed 2023-03-31 0 $0 -31,673
   Pinkerton Retirement Specialists LLC *Closed 2023-12-31 0 $0 -1,166
   Atlas Financial Advisors Inc. 36 *Closed 2023-12-31 0 $0 -1,124
   EARNEST PARTNERS LLC 566 *Closed 2023-12-31 0 $0 -3
   DAVIDSON INVESTMENT ADVISORS 116 *Closed 2023-12-31 0 $0 -2,200
   DAGCO INC. 258 *Closed 2023-12-31 0 $0 -3,479
   Private Wealth Strategies L.L.C. 79 *Closed 2023-12-31 0 $0 -16,179
   Lehman & Derafelo Financial Resources LLC 184 *Closed 2022-12-31 0 $0 -148
   EVERPAR ADVISORS LLC 272 *Closed 2024-03-31 0 $0 -888
   BUFFINGTON MOHR MCNEAL 130 *Closed 2024-03-31 0 $0 -1,034
   Strengthening Families & Communities LLC 387 *Closed 2023-12-31 0 $0 -5,727
   Hudson Value Partners LLC 104 *Closed 2023-12-31 0 $0 -1,307
   Stonebridge Capital Advisors LLC 803 *Closed 2023-12-31 0 $0 -104
   CYPRESS CAPITAL MANAGEMENT LLC 137 *Closed 2022-12-31 0 $0 -8,499
   CLARKSTON CAPITAL PARTNERS LLC 169 *Closed 2023-12-31 0 $0 -153
   LAIRD NORTON TYEE TRUST CO 135 *Closed 2023-12-31 0 $0 -1,481
   Fairhaven Wealth Management LLC 120 *Closed 2023-12-31 0 $0 -1,226
   VERITABLE LP 667 *Closed 2023-09-30 0 $0 -319,853
   OSHER VAN DE VOORDE INVESTMENT MANAGEMENT 42 *Closed 2024-03-31 0 $0 -3,175
   Balboa Wealth Partners 257 *Closed 2023-12-31 0 $0 -1,145
   STERLING INVESTMENT MANAGEMENT, INC. 65 *Closed 2024-03-31 0 $0 -937
   Koss-Olinger Consulting LLC 289 *Closed 2024-03-31 0 $0 -4,584
   CANTOR FITZGERALD L. P. 507 *Closed 2023-12-31 0 $0 -2,930
   Y-Intercept (Hong Kong) Ltd 1514 *Closed 2023-12-31 0 $0 -5,688
   BFT FINANCIAL GROUP LLC 306 *Closed 2023-06-30 0 $0 -2,233
   ABLE Financial Group LLC *Closed 2023-12-31 0 $0 -1,055
   Gateway Wealth Partners LLC 271 *Closed 2023-12-31 0 $0 -12,339
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 120 *Closed 2023-12-31 0 $0 -11,000
   BAKER AVENUE ASSET MANAGEMENT, LP 1557 *Closed 2023-12-31 0 $0 -630
   CMH Wealth Management LLC 46 *Closed 2024-03-31 0 $0 -1,074
   Advisor Resource Council 517 *Closed 2024-03-31 0 $0 -4,512
   GUIDANCE CAPITAL INC 208 *Closed 2024-03-31 0 $0 -4,923
   ROBINSON SMITH WEALTH ADVISORS LLC 83 *Closed 2024-03-31 0 $0 -1,389
   Trellis Advisors LLC 82 *Closed 2023-12-31 0 $0 -3,708
   KARLINSKI ANDREW C 189 *Closed 2022-12-31 0 $0 -2
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 147 *Closed 2024-03-31 0 $0 -4,590
   Triumph Capital Management 260 *Closed 2024-03-31 0 $0 -1,991
   Planned Solutions Inc. 530 *Closed 2024-03-31 0 $0 -34
   Azimuth Capital Investment Management LLC 306 *Closed 2023-12-31 0 $0 -7,405
   INSIGNEO ADVISORY SERVICES LLC 447 *Closed 2023-12-31 0 $0 -2,086
   CFS Investment Advisory Services LLC 164 *Closed 2023-12-31 0 $0 -1,337
  72 Records found
  1    
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