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Get Institutions for : 
Vanguard Value VIPERS (VTV)  
$157.76 0.91 (0.58%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1891    23
Total shares held : 
 483,148,769  
% of shares held : 
 88.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   118  
Amount of shares held : 
 651,394  
% of shares held change : 
   0.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $136.60  
Last Quarter's Ending Price : 
 $149.50  
Last Quarter's Average Price : 
 $140.69  
Change from last quarter's     
avg. price to the last closing  : 
17.07 (12.13%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
89
 1,730,630
 0.36%
 
Increased Positions :
787
 22,994,756
 4.76%
 
Unchanged Positions :
323
 9,664,233
 2%
 
Decreased Positions :
692
-18,674,018
-3.87%
 
Closed Positions :
66
-5,399,974
-1.12%
 
Guru Positions :
2
7,736
 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
   GTS SECURITIES LLC 1457 *Closed 2023-12-31 0 $0 -7,488
   RENAISSANCE TECHNOLOGIES LLC 3687 *Closed 2023-12-31 0 $0 -19,899
   Moss Adams Wealth Advisors LLC 130 *Closed 2023-12-31 0 $0 -625
   PUPLAVA FINANCIAL SERVICES INC 107 *Closed 2024-03-31 0 $0 -2,223
   TFO-TDC LLC 436 *Closed 2023-12-31 0 $0 -955
   WoodTrust Financial Corp 145 *Closed 2024-03-31 0 $0 -12,400
   TORONTO DOMINION BANK 1167 *Closed 2023-12-31 0 $0 -145,000
   ZRC WEALTH MANAGEMENT LLC 442 *Closed 2024-03-31 0 $0 -32
   SIMPLEX TRADING LLC 2339 *Closed 2024-03-31 0 $0 -9,147
   Steel Peak Wealth Management LLC 424 *Closed 2024-03-31 0 $0 -25,456
   3D/L Capital Management LLC 28 *Closed 2023-12-31 0 $0 -203,789
   Meridian Wealth Management LLC 237 *Closed 2024-03-31 0 $0 -81,562
   Trexquant Investment LP 1479 *Closed 2023-12-31 0 $0 -12,352
   Arlington Financial Advisors LLC 78 *Closed 2024-03-31 0 $0 -3,627
   V Wealth ManagementLLC 145 *Closed 2023-09-30 0 $0 -54,385
   Flaharty Asset Management LLC 345 *Closed 2023-12-31 0 $0 -873
   LAKE STREET ADVISORS GROUP LLC 397 *Closed 2023-12-31 0 $0 -34,401
   D L CARLSON INVESTMENT GROUP INC 140 *Closed 2023-12-31 0 $0 -1,590
   Column Capital Advisors LLC 770 *Closed 2023-09-30 0 $0 -169
   Wright Fund Managment LLC *Closed 2023-12-31 0 $0 -211,044
   EdgeRock Capital LLC 327 *Closed 2023-12-31 0 $0 -104,847
   Blue Zone Wealth Advisors LLC 90 *Closed 2024-03-31 0 $0 -1,700
   BOURGEON CAPITAL MANAGEMENT LLC 237 *Closed 2024-03-31 0 $0 -80
   INNEALTA CAPITAL LLC 96 *Closed 2023-12-31 0 $0 -2,424
   BancFirst Trust & Investment Management 50 *Closed 2024-03-31 0 $0 -2,426
   Secure Asset Management LLC *Closed 2023-12-31 0 $0 -1,884
   Brainard Capital Management LLC 102 *Closed 2023-03-31 0 $0 -1,812
   Gibson Wealth Advisors LLC 121 *Closed 2022-12-31 0 $0 -377
   James J. Burns & Company LLC 94 *Closed 2024-03-31 0 $0 -5,206
   West Tower Group LLC 521 *Closed 2023-12-31 0 $0 -1,122
   ATWOOD & PALMER INC 418 *Closed 2024-03-31 0 $0 -2,180
   LAIRD NORTON TYEE TRUST CO 111 *Closed 2023-12-31 0 $0 -4,896
   Asset Allocation Strategies LLC 68 *Closed 2023-12-31 0 $0 -1,714
   SYM FINANCIAL CORPORATION 184 *Closed 2023-12-31 0 $0 -104
   Saudi Central Bank 1 *Closed 2023-12-31 0 $0 -756,686
   Navalign LLC 125 *Closed 2024-03-31 0 $0 -1,557
   VERITABLE LP 259 *Closed 2023-09-30 0 $0 -14,340
   Capital Asset Advisory Services LLC 323 *Closed 2024-03-31 0 $0 -1,691
   CYPRESS CAPITAL MANAGEMENT LLC 74 *Closed 2022-12-31 0 $0 -2,804
   Private Wealth Strategies L.L.C. 78 *Closed 2023-12-31 0 $0 -33,593
   ARLINGTON PARTNERS LLC 198 *Closed 2024-03-31 0 $0 -1,000
   Lehman & Derafelo Financial Resources LLC 196 *Closed 2022-12-31 0 $0 -519
   Taddei Ludwig & Associates Inc. 78 *Closed 2024-03-31 0 $0 -1,360
   Headlands Technologies LLC 1136 *Closed 2023-12-31 0 $0 -109
   iA Global Asset Management Inc. 552 *Closed 2023-12-31 0 $0 -185,599
   FirstPurpose Wealth LLC 224 *Closed 2024-03-31 0 $0 -1,636
   RATHBONE BROTHERS PLC 649 *Closed 2023-12-31 0 $0 -2,520
   OLD MISSION CAPITAL LLC 1067 *Closed 2023-12-31 0 $0 -21,000
   BBK Capital Partners LLC 300 *Closed 2023-12-31 0 $0 -1,642
   Koss-Olinger Consulting LLC 248 *Closed 2024-03-31 0 $0 -36,830
   ROUNDVIEW CAPITAL LLC 310 *Closed 2023-12-31 0 $0 -2,012
   YorkBridge Wealth Partners LLC 279 *Closed 2022-12-31 0 $0 -2,813
   Kensington Asset Management LLC *Closed 2023-12-31 0 $0 -352,000
   ERTS Wealth Advisors LLC 90 *Closed 2024-03-31 0 $0 -1,814
   RETIREMENT CAPITAL STRATEGIES 76 *Closed 2023-12-31 0 $0 -12,714
   Allspring Global Investments Holdings LLC 2359 *Closed 2024-03-31 0 $0 -3,372
   VESTOR CAPITAL CORP 257 *Closed 2023-12-31 0 $0 -896
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -857
   Calton & Associates Inc. 225 *Closed 2024-03-31 0 $0 -1,559
   Front Row Advisors LLC 658 *Closed 2023-12-31 0 $0 -476
   Legacy Financial Advisors Inc. 304 *Closed 2023-12-31 0 $0 -4,521
   BlueSky Wealth Advisors LLC 63 *Closed 2024-03-31 0 $0 -4,199
   DAVIS R M INC 274 *Closed 2023-12-31 0 $0 -3,059
   Pacific Center for Financial Services 396 *Closed 2023-12-31 0 $0 -65,876
   SMI Advisory Services LLC 72 *Closed 2024-03-31 0 $0 -1,436
   Advisor Resource Council 404 *Closed 2024-03-31 0 $0 -4,171
   Cutler Group LP 1498 *Closed 2024-03-31 0 $0 -100
   Sterling Group Wealth Management LLC 47 *Closed 2024-03-31 0 $0 -67,173
   Worth Asset Management LLC 147 *Closed 2024-03-31 0 $0 -2,084
   OAK HILL WEALTH ADVISORS LLC 101 *Closed 2024-03-31 0 $0 -7,236
   BAILARD BIEHL & KAISER INC 814 *Closed 2023-12-31 0 $0 -2,723
   NTV ASSET MANAGEMENT LLC 255 *Closed 2023-12-31 0 $0 -1,573
   INTERACTIVE FINANCIAL ADVISORS 86 *Closed 2023-12-31 0 $0 -1,696
   DONALDSON CAPITAL MANAGEMENT LLC 219 *Closed 2024-03-31 0 $0 -2,597
   Planning Capital Management Corp 701 *Closed 2024-03-31 0 $0 -12
   Stonehage Fleming Financial Services Holdings Ltd 265 *Closed 2023-12-31 0 $0 -138,590
   Hennion & Walsh Asset Management Inc. 880 *Closed 2024-03-31 0 $0 -134,863
   Bellecapital International Ltd. *Closed 2023-12-31 0 $0 -6,843
   OLYMPUS WEALTH MANAGEMENT LLC 21 *Closed 2024-03-31 0 $0 -15,641
   DOVER ADVISORS LLC 92 *Closed 2023-12-31 0 $0 -2,627
   UNITED ASSET STRATEGIES, INC. 244 *Closed 2024-03-31 0 $0 -2,102
   Independent Wealth Network Inc. 213 *Closed 2024-03-31 0 $0 -2,100
   Ergoteles LLC 982 *Closed 2023-09-30 0 $0 -84,643
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 109 *Closed 2023-12-31 0 $0 -3,826
   FIRST INTERSTATE BANK 163 *Closed 2023-12-31 0 $0 -2,341
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 861 *Closed 2023-12-31 0 $0 0
   BW Gestao de Investimentos Ltda. 72 *Closed 2023-12-31 0 $0 -66,400
   MCDONALD PARTNERS LLC 242 *Closed 2024-03-31 0 $0 -1,444
   Portside Wealth Group LLC 381 *Closed 2024-03-31 0 $0 -4,779
   Rosenbaum Jay D. 67 *Closed 2023-12-31 0 $0 -2,393
   Provida Pension Fund Administrator 14 *Closed 2023-12-31 0 $0 -2,834,886
  91 Records found
  1    
  Page 1 of 1
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