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Get Institutions for : 
Vanguard Extended Market VIPERs (VXF)  
$166.51 1.34 (0.81%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 713    12
Total shares held : 
 45,532,102  
% of shares held : 
 57.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   54  
Amount of shares held : 
 2,447,790  
% of shares held change : 
   3.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $141.55  
Last Quarter's Ending Price : 
 $164.42  
Last Quarter's Average Price : 
 $146.96  
Change from last quarter's     
avg. price to the last closing  : 
19.55 (13.3%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
55
 794,159
 1.74%
 
Increased Positions :
266
 3,896,225
 8.56%
 
Unchanged Positions :
168
 1,292,270
 2.84%
 
Decreased Positions :
224
-2,102,842
-4.62%
 
Closed Positions :
43
-139,752
-0.31%
 
Guru Positions :
1
1,241
 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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VATERA HOLDINGS LLC 3 - 2023-12-31 386,100 $63,483,000 0
   ARMSTRONG ADVISORY GROUP INC 13 - 2024-03-31 170,221 $27,988,000 0
   TORONTO DOMINION BANK 365 - 2023-12-31 100,000 $16,442,000 0
   State of Wisconsin - Board of Commissioners of Pub 10 - 2023-12-31 72,710 $11,955,000 0
   RIVERBRIDGE PARTNERS LLC 88 - 2023-12-31 48,591 $7,989,000 0
   Equita Financial Network Inc. 11 - 2023-12-31 36,500 $6,001,000 0
   Security National Bank 35 - 2024-03-31 26,417 $4,630,000 0
   MOODY NATIONAL BANK TRUST DIVISION 33 - 2024-03-31 20,559 $3,603,000 0
   BAKER ELLIS ASSET MANAGEMENT LLC 61 - 2024-03-31 19,424 $3,404,000 0
   Holt Capital Advisors L.L.C. dba Holt Capital Part 34 - 2023-12-31 18,605 $3,059,000 0
   HBW Advisory Services LLC 56 - 2024-03-31 16,712 $2,748,000 0
   Balentine LLC 86 - 2023-12-31 15,375 $2,528,000 0
   Family CFO Inc 13 - 2024-03-31 14,398 $2,524,000 0
   Curbstone Financial Management Corp 54 - 2024-03-31 12,850 $2,252,000 0
   TRUST POINT INC. 60 - 2024-03-31 12,826 $2,248,000 0
   Apexium Financial LP 56 - 2024-03-31 12,296 $2,155,000 0
   TOCQUEVILLE ASSET MANAGEMENT LP 269 - 2023-12-31 10,910 $1,794,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC - 2023-12-31 10,309 $1,695,000 0
   Avalon Trust Co 57 - 2023-12-31 9,868 $1,622,000 0
   BROWN BROTHERS HARRIMAN & CO 206 - 2023-12-31 9,755 $1,604,000 0
   KWB Wealth 45 - 2024-03-31 9,126 $1,599,000 0
   HARBOR INVESTMENT ADVISORY LLC 102 - 2024-03-31 8,425 $1,477,000 0
   BANK OF THE WEST 122 - 2022-12-31 10,677 $1,419,000 0
   Kohmann Bosshard Financial Services LLC 68 - 2024-03-31 7,482 $1,311,000 0
   FF AdvisorsLLC 31 - 2024-03-31 6,570 $1,152,000 0
   BANK OF HAWAII 120 - 2023-12-31 6,820 $1,121,000 0
   PARK NATIONAL CORP /OH/ 165 - 2024-03-31 6,175 $1,082,000 0
   Stokes Family Office LLC 109 - 2023-12-31 6,000 $987,000 0
   MATHES COMPANY INC 59 - 2023-12-31 5,950 $978,000 0
   Stephens Consulting LLC 34 - 2024-03-31 4,722 $828,000 0
   BCR Wealth Strategies LLC - 2023-12-31 4,832 $794,000 0
   Vista Wealth Management Group LLC 88 - 2023-12-31 4,646 $764,000 0
   LongView Wealth Management 77 - 2024-03-31 4,047 $709,000 0
   Crewe Advisors LLC 45 - 2023-12-31 4,207 $692,000 0
   Syverson Strege & Co 32 - 2023-12-31 4,079 $671,000 0
   DUBUQUE BANK & TRUST CO 114 - 2023-09-30 4,523 $648,000 0
   KOCHIS FITZ/QUINTILE LLC 170 - 2024-03-31 3,690 $647,000 0
   Wealthstream Advisors Inc. 56 - 2023-12-31 3,671 $604,000 0
   LPWM LLC 45 - 2024-03-31 3,493 $592,000 0
   Bouchey Financial Group Ltd 61 - 2023-12-31 3,580 $589,000 0
   YALE CAPITAL CORP 304 - 2023-12-31 3,365 $553,000 0
   Joel Isaacson & Co. LLC - 2023-12-31 3,363 $553,000 0
   NARWHAL CAPITAL MANAGEMENT - 2023-12-31 3,196 $525,000 0
   FIRST MERCHANTS CORP - 2023-12-31 3,060 $503,000 0
   AYRSHIRE ASSOCIATES INC 104 - 2023-12-31 3,045 $501,000 0
   Alpha Omega Wealth Management LLC 150 - 2024-03-31 2,813 $493,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 427 - 2023-12-31 2,986 $491,000 0
   SCHMEIDLER A R & CO INC 106 - 2023-12-31 2,975 $489,000 0
   SCHMIDT P J INVESTMENT MANAGEMENT INC 107 - 2023-12-31 3,000 $487,000 0
   Sweet Financial Partners LLC 128 - 2023-12-31 2,750 $452,000 0
   CHILDRESS CAPITAL ADVISORS LLC 101 - 2023-12-31 2,628 $432,000 0
   ALPINE WOODS CAPITAL INVESTORS LLC - 2023-12-31 2,500 $411,000 0
   FIRST NATIONAL BANK OF MOUNT DORA, TRUST INVESTMEN 106 - 2024-03-31 2,228 $391,000 0
   Rodgers & Associates LTD 70 - 2023-12-31 2,374 $390,000 0
   Sage Mountain Advisors LLC 163 - 2023-12-31 2,341 $385,000 0
   Retirement Planning Co of New England Inc. 141 - 2023-12-31 2,297 $378,000 0
   BAKER BOYER NATIONAL BANK 65 - 2024-03-31 2,143 $376,000 0
   Grubman Wealth Management 64 - 2024-03-31 2,148 $376,000 0
   Crescent Grove Advisors LLC 202 - 2023-12-31 2,288 $376,000 0
   NORTHWEST INVESTMENT COUNSELORS LLC 122 - 2024-03-31 2,127 $373,000 0
   BASSO CAPITAL MANAGEMENT LP 32 - 2023-12-31 2,252 $370,000 0
   AMG NATIONAL TRUST BANK 358 - 2023-12-31 2,196 $361,000 0
   BUSEY TRUST CO - 2023-12-31 2,169 $357,000 0
   CHESLEY TAFT & ASSOCIATES LLC/IL 272 - 2024-03-31 2,015 $353,000 0
   CUTLER INVESTMENT COUNSEL LLC 113 - 2023-12-31 2,122 $349,000 0
   GLENMEDE TRUST CO NA 999 - 2023-12-31 2,101 $345,000 0
   SPEARS ABACUS ADVISORS LLC 164 - 2023-12-31 2,100 $345,000 0
   Northstar Group Inc. 107 - 2024-03-31 1,965 $344,000 0
   Retirement Income Solutions Inc 97 - 2023-12-31 2,009 $330,000 0
   Garde Capital Inc. 148 - 2023-12-31 2,000 $329,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 334 - 2023-12-31 1,956 $322,000 0
   Badgley Phelps Wealth Managers LLC 211 - 2023-12-31 1,949 $320,000 0
   SAXON INTERESTS INC. 133 - 2024-03-31 1,822 $319,000 0
   COZAD ASSET MANAGEMENT INC 312 - 2023-12-31 1,900 $312,000 0
   CAPROCK Group Inc. 529 - 2023-12-31 1,870 $307,000 0
   FINANCIAL COUNSELORS INC - 2023-12-31 1,848 $304,000 0
   SHAKESPEARE WEALTH MANAGEMENT INC. 68 - 2023-12-31 1,848 $304,000 0
   MPS Loria Financial Planners LLC 63 - 2024-03-31 1,688 $296,000 0
   Mill Creek Capital Advisors LLC 197 - 2023-12-31 1,718 $282,000 0
   Berger Financial Group Inc 287 - 2024-03-31 1,589 $279,000 0
   JFS WEALTH ADVISORS, LLC 200 - 2023-12-31 1,688 $278,000 0
   Fortress Wealth Management Inc. 59 - 2024-03-31 1,558 $273,000 0
   PRIVATE TRUST CO NA - 2023-12-31 1,607 $264,000 0
   JJJ Advisors Inc. 153 - 2024-03-31 1,474 $258,000 0
   Cassaday & Co Wealth Management LLC 229 - 2023-12-31 1,568 $258,000 0
   Crestone Asset Management LLC 85 - 2023-12-31 1,548 $255,000 0
   GYL Financial Synergies LLC 315 - 2023-12-31 1,499 $246,000 0
   MorganRosel Wealth Management LLC 93 - 2024-03-31 1,395 $245,000 0
   Biltmore Family Office LLC 172 - 2023-12-31 1,492 $245,000 0
   NCM Capital Management LLC 141 - 2023-12-31 1,487 $244,000 0
   BFT FINANCIAL GROUP LLC 265 - 2023-06-30 1,578 $235,000 0
   Aspire Wealth Management Corp - 2023-12-31 1,410 $232,000 0
   Davis Investment Partners LLC 108 - 2024-03-31 1,332 $226,000 0
   Coastal Capital Group Inc. 91 - 2023-06-30 1,431 $213,000 0
   UNION SAVINGS BANK 141 - 2023-12-31 963 $158,000 0
   S.A. Mason LLC 171 - 2024-03-31 900 $158,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 693 - 2023-12-31 957 $157,000 0
   Tortoise Investment Management LLC 243 - 2023-12-31 885 $146,000 0
   CVA Family Office LLC 309 - 2024-03-31 768 $135,000 0
   FRANKLIN RESOURCES INC 2367 - 2023-12-31 790 $130,000 0
  100 Records found
  1    
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