speb/financial-data huggingface dataset:
Holder of VG: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-05-31: 7204050 (value 88177570; 0.01% of shares outstanding; change 0.05)
Holder of VG: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-06-30: 5175380 (value 74059689; 0.01% of shares outstanding; change 0.00)
Holder of VG: Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
Shares held as of 2026-06-30: 6532860 (value 93485229; 0.01% of shares outstanding; change 1.00)
Holder of VG: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 6116448 (value 87526373; 0.01% of shares outstanding; change -0.15)
Holder of VGAS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 35932 (value 56053; 0.00% of shares outstanding; change 0.00)
Holder of VGAS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 86608 (value 135108; 0.00% of shares outstanding; change 0.00)
Holder of VGAS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 40204 (value 63924; 0.00% of shares outstanding; change 0.00)
Holder of VGAS: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 20767 (value 19620; 0.00% of shares outstanding; change 0.01)
Holder of VGAS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 32169 (value 48896; 0.00% of shares outstanding; change 0.45)
Holder of VGAS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 7388 (value 11229; 0.00% of shares outstanding; change 0.00)
Holder of VGAS: Quantitative Master Series LLC-Master Small Cap Index Series
Shares held as of 2026-03-31: 6336 (value 5986; 0.00% of shares outstanding; change 0.00)
Holder of VGAS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 35932 (value 33948; 0.00% of shares outstanding; change 0.00)
Holder of VGAS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 86608 (value 81827; 0.00% of shares outstanding; change 0.00)
Holder of VGAS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 10389 (value 15791; 0.00% of shares outstanding; change -0.01)
Holder of VGAS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 85847 (value 133921; 0.00% of shares outstanding; change 0.02)
Holder of VGAS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 32052 (value 50962; 0.00% of shares outstanding; change 0.00)
Holder of VGAS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 7388 (value 11746; 0.00% of shares outstanding; change 0.00)
Holder of VGAS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 40096 (value 37882; 0.00% of shares outstanding; change 0.00)
Holder of VGAS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 10457 (value 16626; 0.00% of shares outstanding; change 0.01)
Holder of VGAS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 82442 (value 131082; 0.00% of shares outstanding; change -0.04)
Holder of VGAS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 23747 (value 37757; 0.00% of shares outstanding; change 0.00)
Holder of VGAS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 32052 (value 30282; 0.00% of shares outstanding; change 0.00)
Holder of VGAS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 7388 (value 6980; 0.00% of shares outstanding; change 0.00)
Holder of VGAS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 10321 (value 9751; 0.00% of shares outstanding; change -0.01)
Holder of VGAS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 83237 (value 78642; 0.00% of shares outstanding; change 0.01)
Holder of VGAS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 23499 (value 22201; 0.00% of shares outstanding; change -0.01)
Holder of VGI: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 166 (value 1241; 0.00% of shares outstanding; change 1.00)
Holder of VGI: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 374 (value 2797; 0.00% of shares outstanding; change 1.00)
Holder of VGI: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 201864 (value 1449383; 0.02% of shares outstanding; change -0.13)
Holder of VGM: Aspiriant Trust-Aspiriant Risk-Managed Municipal Bond Fund
Shares held as of 2025-12-31: 19607 (value 202148; 0.00% of shares outstanding; change -0.03)
Holder of VGM: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 338388 (value 3488780; 0.01% of shares outstanding; change -0.47)
Holder of VGM: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2025-12-31: 26139 (value 269493; 0.00% of shares outstanding; change -0.77)
Holder of VGM: NEW YORK LIFE INVESTMENTS Fd.S TRT-NYLI MacKay High Yield Muni Bond Fd
Shares held as of 2026-01-31: 137486 (value 1429854; 0.00% of shares outstanding; change -0.32)
Holder of VGM: Aspiriant Trust-Aspiriant Risk-Managed Municipal Bond Fund
Shares held as of 2026-03-31: 18960 (value 192064; 0.00% of shares outstanding; change -0.03)
Holder of VGM: Clearwater Investment Trust-Clearwater Tax-Exempt Bond Fund
Shares held as of 2026-03-31: 115073 (value 1165689; 0.00% of shares outstanding; change 0.00)
Holder of VGM: First TRT Exch-Trd Fd. VIII-First TRT Flexible Municipal High Income E
Shares held as of 2026-03-31: 7822 (value 81974; 0.00% of shares outstanding; change 0.00)
Holder of VGM: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 34133 (value 345767; 0.00% of shares outstanding; change -0.97)
Holder of VGM: SIT MUTUAL FUNDS II INC-Sit Tax-Free Income Fund
Shares held as of 2026-03-31: 56447 (value 571808; 0.00% of shares outstanding; change 0.00)
Holder of VGM: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 315537 (value 3161680; 0.01% of shares outstanding; change 0.01)
Holder of VGM: First TRT Exch-Trd Fd. VIII-First TRT Flexible Municipal High Income E
Shares held as of 2026-05-31: 7822 (value 79236; 0.00% of shares outstanding; change 0.00)
Holder of VGM: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 324706 (value 3435389; 0.01% of shares outstanding; change 0.03)
Holder of VGM: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 355063 (value 3596788; 0.01% of shares outstanding; change 0.09)
Holder of VGNT: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 670219 (value 27914622; 0.01% of shares outstanding; change 1.00)
Holder of VGNT: MFS Series Trust V-MFS Research Fund
Shares held as of 2026-03-31: 168161 (value 7419263; 0.00% of shares outstanding; change 1.00)
Holder of VGNT: MFS Series Trust V-MFS Total Return Fund
Shares held as of 2026-03-31: 288928 (value 14177696; 0.00% of shares outstanding; change 1.00)
Holder of VGNT: AB TRUST-AB Discovery Value Fund
Shares held as of 2026-04-30: 846671 (value 36152852; 0.01% of shares outstanding; change 1.00)
Holder of VGNT: Fidelity Advisor Series I-Fidelity Advisor Value Strategies Fund
Shares held as of 2026-04-30: 310000 (value 13237000; 0.00% of shares outstanding; change 1.00)
Holder of VGNT: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 693802 (value 29625345; 0.01% of shares outstanding; change 1.00)
Holder of VGNT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 375691 (value 16042005; 0.01% of shares outstanding; change 1.00)
Holder of VGNT: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 366963 (value 15284009; 0.01% of shares outstanding; change 1.00)
Holder of VGNT: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 353805 (value 15107473; 0.01% of shares outstanding; change 1.00)
Holder of VGNT: Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund
Shares held as of 2026-04-30: 268177 (value 13159445; 0.00% of shares outstanding; change 1.00)
Holder of VGNT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 646508 (value 29668251; 0.01% of shares outstanding; change 1.00)
Holder of VGNT: SPDR SERIES TRUST-State Street SPDR S&P 600 Small CapValue ETF
Shares held as of 2026-04-30: 383482 (value 18817461; 0.01% of shares outstanding; change 1.00)
Holder of VGNT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4323032 (value 198383935; 0.06% of shares outstanding; change 1.00)
Holder of VGNT: iShares Trust-iShares Russell 1000 Value ETF
Shares held as of 2026-04-30: 161659 (value 7132394; 0.00% of shares outstanding; change 1.00)
Holder of VGNT: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-04-30: 288176 (value 14140796; 0.00% of shares outstanding; change 1.00)
Holder of VGNT: iShares Trust-iShares Russell Mid-Cap Value ETF
Shares held as of 2026-04-30: 103277 (value 4556581; 0.00% of shares outstanding; change 1.00)
Holder of VGNT: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 660452 (value 30308141; 0.01% of shares outstanding; change 1.00)
Holder of VGNT: AB TRUST-AB Discovery Value Fund
Shares held as of 2026-05-31: 830311 (value 34582454; 0.01% of shares outstanding; change -0.02)
Holder of VGNT: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 1327700 (value 55298707; 0.02% of shares outstanding; change 0.91)
Holder of VGNT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 366851 (value 15279344; 0.01% of shares outstanding; change -0.02)
Holder of VGNT: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 352905 (value 14698493; 0.01% of shares outstanding; change 0.00)
Holder of VGNT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 652378 (value 26943210; 0.01% of shares outstanding; change 0.01)
Holder of VGNT: SPDR SERIES TRUST-State Street SPDR S&P 600 Small CapValue ETF
Shares held as of 2026-05-31: 386938 (value 15980539; 0.01% of shares outstanding; change 0.01)
Holder of VGNT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4305942 (value 179342490; 0.06% of shares outstanding; change 0.00)
Holder of VGNT: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 679018 (value 28281100; 0.01% of shares outstanding; change 0.03)
Holder of VGNT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 652693 (value 27184664; 0.01% of shares outstanding; change 0.00)
Holder of VGNT: SPDR SERIES TRUST-State Street SPDR S&P 600 Small CapValue ETF
Shares held as of 2026-06-30: 373406 (value 15552360; 0.01% of shares outstanding; change -0.04)
Holder of VGP.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 127278 (value 9965867; 0.00% of shares outstanding; change 0.03)
Holder of VGP.BR: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 77883 (value 6238428; 0.00% of shares outstanding; change 0.09)
Holder of VGP.BR: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 42205 (value 3380620; 0.00% of shares outstanding; change 0.12)
Holder of VGP.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 49107 (value 3933470; 0.00% of shares outstanding; change 0.03)
Holder of VGP.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-01-31: 46319 (value 3710151; 0.00% of shares outstanding; change -0.05)
Holder of VGP.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 193951 (value 15535474; 0.01% of shares outstanding; change 0.02)
Holder of VGP.BR: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-01-31: 78152 (value 6259975; 0.00% of shares outstanding; change 0.29)
Holder of VGP.BR: COHEN & STEERS GLOBAL REALTY SHARES, INC-Cohen & Steers Global Realty 
Shares held as of 2026-03-31: 60764 (value 4946189; 0.00% of shares outstanding; change 0.98)
Holder of VGP.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 131826 (value 10730636; 0.00% of shares outstanding; change 0.04)
Holder of VGP.BR: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 82008 (value 6675451; 0.00% of shares outstanding; change 0.05)
Holder of VGP.BR: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 43243 (value 3519980; 0.00% of shares outstanding; change 0.02)
Holder of VGP.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 50325 (value 4096455; 0.00% of shares outstanding; change 0.02)
Holder of VGP.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-04-30: 47288 (value 3849243; 0.00% of shares outstanding; change 0.02)
Holder of VGP.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 193951 (value 15787611; 0.01% of shares outstanding; change 0.00)
Holder of VGP.BR: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-04-30: 78152 (value 6361572; 0.00% of shares outstanding; change 0.00)
Holder of VGP.BR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 95936 (value 7684473; 0.00% of shares outstanding; change 0.01)
Holder of VGP.BR: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 53310 (value 4270130; 0.00% of shares outstanding; change 0.00)
Holder of VGP.BR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 107707 (value 8767349; 0.00% of shares outstanding; change 0.12)
Holder of VGP.BR: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 60461 (value 4921525; 0.00% of shares outstanding; change 0.13)
Holder of VGZ: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-01-31: 13466 (value 28009; 0.00% of shares outstanding; change 0.02)
Holder of VGZ: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 3200 (value 5536; 0.00% of shares outstanding; change 0.52)
Holder of VGZ: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 219661 (value 380013; 0.00% of shares outstanding; change 1.00)
Holder of VGZ: ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND
Shares held as of 2026-04-30: 4331740 (value 7493910; 0.03% of shares outstanding; change 1.00)
Holder of VGZ: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-04-30: 15996 (value 27673; 0.00% of shares outstanding; change 0.19)
Holder of VGZ: -ProShares Russell 2000 Dynamic Buffer ETF
Shares held as of 2026-06-30: 46 (value 70; 0.00% of shares outstanding; change 1.00)
Holder of VGZ: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 66062 (value 114287; 0.00% of shares outstanding; change 1.00)
Holder of VGZ: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) U.S. Small Cap Eqy. 
Shares held as of 2026-06-30: 102511 (value 177344; 0.00% of shares outstanding; change 1.00)
Holder of VGZ: ProShares Trust-ProShares Hedge Replication ETF
Shares held as of 2026-06-30: 144 (value 249; 0.00% of shares outstanding; change 1.00)
Holder of VGZ: ProShares Trust-ProShares Russell 2000 High Income ETF
Shares held as of 2026-06-30: 7540 (value 13044; 0.00% of shares outstanding; change 1.00)
Holder of VGZ: ProShares Trust-ProShares Ultra Russell2000
Shares held as of 2026-06-30: 5937 (value 10271; 0.00% of shares outstanding; change 1.00)
Holder of VGZ: ProShares Trust-ProShares UltraPro Russell2000
Shares held as of 2026-06-30: 5016 (value 8677; 0.00% of shares outstanding; change 1.00)
Holder of VGZ.TO: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-01-31: 13466 (value 39724; 0.00% of shares outstanding; change 0.02)
Holder of VGZ.TO: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 3200 (value 7808; 0.00% of shares outstanding; change 0.52)
Holder of VGZ.TO: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 219661 (value 535972; 0.00% of shares outstanding; change 1.00)
Holder of VGZ.TO: ADVISORS' INNER CIRCLE FUND II-KOPERNIK GLOBAL ALL-CAP FUND
Shares held as of 2026-04-30: 4331740 (value 10569445; 0.03% of shares outstanding; change 1.00)
Holder of VGZ.TO: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-04-30: 15996 (value 39030; 0.00% of shares outstanding; change 0.19)
Holder of VGZ.TO: -ProShares Russell 2000 Dynamic Buffer ETF
Shares held as of 2026-06-30: 46 (value 100; 0.00% of shares outstanding; change 1.00)
Holder of VGZ.TO: GLOBAL X FUNDS-Global X Russell 2000 ETF
Shares held as of 2026-06-30: 66062 (value 161191; 0.00% of shares outstanding; change 1.00)
Holder of VGZ.TO: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) U.S. Small Cap Eqy. 
Shares held as of 2026-06-30: 102511 (value 250126; 0.00% of shares outstanding; change 1.00)
Holder of VGZ.TO: ProShares Trust-ProShares Hedge Replication ETF
Shares held as of 2026-06-30: 144 (value 351; 0.00% of shares outstanding; change 1.00)
Holder of VGZ.TO: ProShares Trust-ProShares Russell 2000 High Income ETF
Shares held as of 2026-06-30: 7540 (value 18397; 0.00% of shares outstanding; change 1.00)
Holder of VGZ.TO: ProShares Trust-ProShares Ultra Russell2000
Shares held as of 2026-06-30: 5937 (value 14486; 0.00% of shares outstanding; change 1.00)
Holder of VGZ.TO: ProShares Trust-ProShares UltraPro Russell2000
Shares held as of 2026-06-30: 5016 (value 12239; 0.00% of shares outstanding; change 1.00)
Holder of VHC: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2025-12-31: 3361 (value 46717; 0.00% of shares outstanding; change 0.00)
Holder of VHC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 36521 (value 637291; 0.01% of shares outstanding; change 0.09)
Holder of VHC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 113293 (value 1976962; 0.03% of shares outstanding; change 0.00)
Holder of VHC: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 2607 (value 45492; 0.00% of shares outstanding; change 0.00)
Holder of VHC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 3850 (value 47509; 0.00% of shares outstanding; change 0.00)
Holder of VHC: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 3361 (value 42012; 0.00% of shares outstanding; change 0.00)
Holder of VHC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 24625 (value 342287; 0.01% of shares outstanding; change 0.24)
Holder of VHC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3649 (value 50721; 0.00% of shares outstanding; change 0.00)
Holder of VHC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 5544 (value 77061; 0.00% of shares outstanding; change 0.06)
Holder of VHC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 5781 (value 80355; 0.00% of shares outstanding; change 0.00)
Holder of VHC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 37232 (value 465400; 0.01% of shares outstanding; change 0.02)
Holder of VHC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 113293 (value 1416162; 0.03% of shares outstanding; change 0.00)
Holder of VHC: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 2409 (value 30112; 0.00% of shares outstanding; change 0.00)
Holder of VHC: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 2607 (value 32587; 0.00% of shares outstanding; change 0.00)
Holder of VHC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 9667 (value 134371; 0.00% of shares outstanding; change -0.01)
Holder of VHC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 24535 (value 302761; 0.01% of shares outstanding; change 0.00)
Holder of VHC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3649 (value 45028; 0.00% of shares outstanding; change 0.00)
Holder of VHC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5544 (value 68412; 0.00% of shares outstanding; change 0.00)
Holder of VHC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 5781 (value 71337; 0.00% of shares outstanding; change 0.00)
Holder of VHC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 9731 (value 120080; 0.00% of shares outstanding; change 0.01)
Holder of VHC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 20769 (value 259612; 0.00% of shares outstanding; change -0.15)
Holder of VHC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3649 (value 45612; 0.00% of shares outstanding; change 0.00)
Holder of VHC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5544 (value 69300; 0.00% of shares outstanding; change 0.00)
Holder of VHC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 5781 (value 72262; 0.00% of shares outstanding; change 0.00)
Holder of VHC: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 9603 (value 120037; 0.00% of shares outstanding; change -0.01)
Holder of VHCP: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 303308 (value 3033080; 0.01% of shares outstanding; change 1.00)
Holder of VHCP: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 46692 (value 466920; 0.00% of shares outstanding; change 1.00)
Holder of VHCP: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 99999 (value 999990; 0.00% of shares outstanding; change 1.00)
Holder of VHCP: TRT for Professional Managers-CrossingBridge Low Duration High Income 
Shares held as of 2026-03-31: 200000 (value 2000000; 0.01% of shares outstanding; change 1.00)
Holder of VHI: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 143076 (value 2023094; 0.01% of shares outstanding; change 0.00)
Holder of VHI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 26413 (value 353934; 0.00% of shares outstanding; change 0.02)
Holder of VHI: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 10863 (value 147954; 0.00% of shares outstanding; change 0.00)
Holder of VHI: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 12242 (value 166736; 0.00% of shares outstanding; change 0.04)
Holder of VHI: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 86391 (value 1176645; 0.00% of shares outstanding; change 0.00)
Holder of VHI: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 143076 (value 1948695; 0.01% of shares outstanding; change 0.00)
Holder of VHI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 20725 (value 293051; 0.00% of shares outstanding; change 0.44)
Holder of VHI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 67944 (value 977714; 0.00% of shares outstanding; change 0.02)
Holder of VHI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 22060 (value 317443; 0.00% of shares outstanding; change 0.00)
Holder of VHI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 8329 (value 117772; 0.00% of shares outstanding; change -0.13)
Holder of VHI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 20650 (value 276709; 0.00% of shares outstanding; change 0.00)
Holder of VHI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 28983 (value 394748; 0.00% of shares outstanding; change 0.10)
Holder of VHI: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-04-30: 42312 (value 587713; 0.00% of shares outstanding; change 0.00)
Holder of VHI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 65220 (value 873947; 0.00% of shares outstanding; change -0.04)
Holder of VHI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 21805 (value 292186; 0.00% of shares outstanding; change -0.01)
Holder of VHI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 7411 (value 99307; 0.00% of shares outstanding; change -0.11)
Holder of VHI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 20650 (value 281252; 0.00% of shares outstanding; change 0.00)
Holder of VHI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 65856 (value 896958; 0.00% of shares outstanding; change 0.01)
Holder of VHI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 21992 (value 299531; 0.00% of shares outstanding; change 0.01)
Holder of VHI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 7411 (value 100937; 0.00% of shares outstanding; change 0.00)
Holder of VHI: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-06-30: 42117 (value 573633; 0.00% of shares outstanding; change 0.00)
Holder of VHUB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 120121 (value 157358; 0.00% of shares outstanding; change 1.00)
Holder of VHUB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 39134 (value 51265; 0.00% of shares outstanding; change 0.00)
Holder of VHUB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 31484 (value 41244; 0.00% of shares outstanding; change 1.00)
Holder of VHUB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 30520 (value 39981; 0.00% of shares outstanding; change 1.00)
Holder of VHUB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 254311 (value 177763; 0.00% of shares outstanding; change 1.00)
Holder of VHUB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 119684 (value 149605; 0.00% of shares outstanding; change 0.00)
Holder of VHUB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 39134 (value 48917; 0.00% of shares outstanding; change 0.00)
Holder of VHUB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 31484 (value 39355; 0.00% of shares outstanding; change 0.00)
Holder of VHUB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 30520 (value 38150; 0.00% of shares outstanding; change 0.00)
Holder of VHUB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 119684 (value 83659; 0.00% of shares outstanding; change 0.00)
Holder of VHUB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 39134 (value 27354; 0.00% of shares outstanding; change 0.00)
Holder of VHUB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 31484 (value 22007; 0.00% of shares outstanding; change 0.00)
Holder of VHUB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 30520 (value 21333; 0.00% of shares outstanding; change 0.00)
Holder of VHY.DE: BRAGG CAPITAL TRUST-FPA Queens Road Small Cap Value Fund
Shares held as of 2026-02-28: 1735006 (value 54375088; 0.01% of shares outstanding; change 0.04)
Holder of VHY.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2789498 (value 94815041; 0.02% of shares outstanding; change 0.03)
Holder of VHY.DE: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 2039482 (value 69321996; 0.02% of shares outstanding; change 0.20)
Holder of VHY.DE: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1422995 (value 48367602; 0.01% of shares outstanding; change 0.52)
Holder of VHY.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2856429 (value 97090026; 0.02% of shares outstanding; change 0.02)
Holder of VHY.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1816101 (value 61729276; 0.01% of shares outstanding; change 0.01)
Holder of VHY.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3956776 (value 134490822; 0.03% of shares outstanding; change 0.01)
Holder of VHY.DE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1741053 (value 59178394; 0.01% of shares outstanding; change 0.00)
Holder of VHY.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 7492159 (value 254658496; 0.06% of shares outstanding; change 0.00)
Holder of VHY.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2895463 (value 98416792; 0.02% of shares outstanding; change 0.01)
Holder of VHY.DE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3463007 (value 117707613; 0.03% of shares outstanding; change 0.04)
Holder of VIA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 257957 (value 3928684; 0.00% of shares outstanding; change -0.04)
Holder of VIA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 356831 (value 5434535; 0.00% of shares outstanding; change 0.00)
Holder of VIA: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-01-31: 352000 (value 5294079; 0.00% of shares outstanding; change 1.51)
Holder of VIA: Vanguard Explorer Fund
Shares held as of 2026-01-31: 245732 (value 3695809; 0.00% of shares outstanding; change 0.50)
Holder of VIA: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 1720700 (value 30439183; 0.02% of shares outstanding; change 0.00)
Holder of VIA: BARON INVESTMENT Fd.S TRT -Baron Opportunity Fd.
Shares held as of 2026-03-31: 350577 (value 6201707; 0.00% of shares outstanding; change 1.33)
Holder of VIA: Fidelity Contrafund
Shares held as of 2026-03-31: 160563 (value 2445374; 0.00% of shares outstanding; change -0.09)
Holder of VIA: JANUS INVESTMENT Fd.-Janus Henderson Global Technology and Innovation 
Shares held as of 2026-03-31: 754439 (value 13346026; 0.01% of shares outstanding; change 0.56)
Holder of VIA: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1998823 (value 35359179; 0.03% of shares outstanding; change -0.22)
Holder of VIA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 259759 (value 4595136; 0.00% of shares outstanding; change 0.01)
Holder of VIA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 356831 (value 6312340; 0.00% of shares outstanding; change 0.00)
Holder of VIA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 253939 (value 3867490; 0.00% of shares outstanding; change 0.02)
Holder of VIA: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 805106 (value 12108794; 0.01% of shares outstanding; change 1.00)
Holder of VIA: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-04-30: 475452 (value 8410746; 0.01% of shares outstanding; change 0.35)
Holder of VIA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 243951 (value 3669023; 0.00% of shares outstanding; change -0.04)
Holder of VIA: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 942486 (value 16672577; 0.01% of shares outstanding; change 0.17)
Holder of VIA: Fidelity Securities Fund-Fidelity Blue Chip Growth K6 Fund
Shares held as of 2026-05-31: 191962 (value 3441878; 0.00% of shares outstanding; change 0.16)
Holder of VIA: JANUS INVESTMENT Fd.-Janus Henderson Global Technology and Innovation 
Shares held as of 2026-05-31: 752548 (value 11318321; 0.01% of shares outstanding; change 0.00)
Holder of VIA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 246283 (value 4356746; 0.00% of shares outstanding; change 0.01)
Holder of VIA: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 194445 (value 3439732; 0.00% of shares outstanding; change 1.00)
Holder of VIA.DE: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-01-31: 20344401 (value 277660380; 0.02% of shares outstanding; change 0.00)
Holder of VIA.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 14709010 (value 200748565; 0.01% of shares outstanding; change 0.00)
Holder of VIA.DE: T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd.
Shares held as of 2026-03-31: 11324000 (value 154549949; 0.01% of shares outstanding; change -0.09)
Holder of VIA.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 29268757 (value 443187524; 0.03% of shares outstanding; change 0.01)
Holder of VIA.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 26548768 (value 402001450; 0.02% of shares outstanding; change 0.02)
Holder of VIA.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 16905994 (value 255990564; 0.01% of shares outstanding; change 0.00)
Holder of VIA.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 36463346 (value 552127992; 0.03% of shares outstanding; change 0.00)
Holder of VIA.DE: DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund
Shares held as of 2026-04-30: 20344401 (value 308054923; 0.02% of shares outstanding; change 0.00)
Holder of VIA.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 12077314 (value 164831178; 0.01% of shares outstanding; change -0.03)
Holder of VIA.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 13851600 (value 189046633; 0.01% of shares outstanding; change 0.03)
Holder of VIA.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 14899065 (value 203342435; 0.01% of shares outstanding; change 0.01)
Holder of VIA.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 14739251 (value 223181741; 0.01% of shares outstanding; change 0.00)
Holder of VIA.DE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 14838090 (value 224678361; 0.01% of shares outstanding; change 0.44)
Holder of VIA.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 12031591 (value 183698327; 0.01% of shares outstanding; change 0.00)
Holder of VIA.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 15175929 (value 229793919; 0.01% of shares outstanding; change 0.02)
Holder of VIA.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 11542522 (value 174776870; 0.01% of shares outstanding; change -0.04)
Holder of VIA.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 14059753 (value 212892782; 0.01% of shares outstanding; change 0.01)
Holder of VIAV: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 2984160 (value 145477800; 0.01% of shares outstanding; change -0.24)
Holder of VIAV: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 4582195 (value 223382006; 0.02% of shares outstanding; change -0.26)
Holder of VIAV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5064041 (value 245909837; 0.02% of shares outstanding; change -0.04)
Holder of VIAV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 3265701 (value 158582445; 0.01% of shares outstanding; change -0.04)
Holder of VIAV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7036427 (value 341688904; 0.03% of shares outstanding; change 0.01)
Holder of VIAV: Vanguard Explorer Fund
Shares held as of 2026-01-31: 3321310 (value 165965864; 0.01% of shares outstanding; change -0.23)
Holder of VIAV: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 5588776 (value 220868430; 0.02% of shares outstanding; change 0.03)
Holder of VIAV: SmallCap World Fund Inc
Shares held as of 2026-03-31: 11570319 (value 457259012; 0.05% of shares outstanding; change -0.26)
Holder of VIAV: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 2790942 (value 110298029; 0.01% of shares outstanding; change 2.25)
Holder of VIAV: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 3684673 (value 145618278; 0.02% of shares outstanding; change -0.20)
Holder of VIAV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2582241 (value 102050165; 0.01% of shares outstanding; change 0.08)
Holder of VIAV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5335441 (value 210856630; 0.02% of shares outstanding; change 0.05)
Holder of VIAV: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3397528 (value 134270308; 0.01% of shares outstanding; change 0.04)
Holder of VIAV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7350993 (value 290511246; 0.03% of shares outstanding; change 0.04)
Holder of VIAV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 5634571 (value 273614775; 0.02% of shares outstanding; change 0.05)
Holder of VIAV: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 14097998 (value 665002539; 0.06% of shares outstanding; change 0.01)
Holder of VIAV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 5435242 (value 271599049; 0.02% of shares outstanding; change -0.04)
Holder of VIAV: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 14038591 (value 554805122; 0.06% of shares outstanding; change 0.00)
Holder of VIAV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 5519468 (value 218129377; 0.02% of shares outstanding; change 0.02)
Holder of VICI: PIMCO Funds-PIMCO Income Fund
Shares held as of 2025-12-31: 11625222 (value 328063756; 0.01% of shares outstanding; change 0.00)
Holder of VICI: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 24620063 (value 694778160; 0.02% of shares outstanding; change 0.03)
Holder of VICI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 31110051 (value 877925617; 0.03% of shares outstanding; change 0.00)
Holder of VICI: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 37170791 (value 989486487; 0.03% of shares outstanding; change 0.04)
Holder of VICI: Capital Income Builder
Shares held as of 2026-03-31: 12985554 (value 345675458; 0.01% of shares outstanding; change 0.00)
Holder of VICI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 13649565 (value 385190714; 0.01% of shares outstanding; change 0.00)
Holder of VICI: PIMCO Funds-PIMCO Income Fund
Shares held as of 2026-03-31: 11625222 (value 310742178; 0.01% of shares outstanding; change 0.00)
Holder of VICI: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 25033101 (value 669134778; 0.02% of shares outstanding; change 0.02)
Holder of VICI: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 21429979 (value 572823328; 0.02% of shares outstanding; change 0.01)
Holder of VICI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 31735633 (value 848293455; 0.03% of shares outstanding; change 0.02)
Holder of VICI: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 9179588 (value 245370383; 0.01% of shares outstanding; change -0.07)
Holder of VICI: Capital Income Builder
Shares held as of 2026-04-30: 12985554 (value 348921846; 0.01% of shares outstanding; change 0.00)
Holder of VICI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 13696690 (value 364605899; 0.01% of shares outstanding; change 0.00)
Holder of VICI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 12735511 (value 348952996; 0.01% of shares outstanding; change 0.03)
Holder of VICI: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 37740098 (value 1008792802; 0.04% of shares outstanding; change 0.02)
Holder of VICI: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 14128986 (value 376113619; 0.01% of shares outstanding; change 0.03)
Holder of VICI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 13979804 (value 373680154; 0.01% of shares outstanding; change 0.02)
Holder of VICI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 13128646 (value 341476085; 0.01% of shares outstanding; change 0.03)
Holder of VICI: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 14391842 (value 384693930; 0.01% of shares outstanding; change 0.02)
Holder of VICI: SELECT SECTOR SPDR TRT-State Street Real Estate Select Sector SPDR ETF
Shares held as of 2026-06-30: 9254570 (value 247374651; 0.01% of shares outstanding; change 0.01)
Holder of VICI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 13194243 (value 352682109; 0.01% of shares outstanding; change 0.01)
Holder of VICR: J.P. Morgan Exchange-Traded Fund Trust-JPMorgan U.S. Tech Leaders ETF
Shares held as of 2025-12-31: 385802 (value 129181940; 0.01% of shares outstanding; change 0.06)
Holder of VICR: JPMorgan Trust II-JPMorgan Small Cap Growth Fund
Shares held as of 2025-12-31: 332523 (value 111342000; 0.01% of shares outstanding; change -0.19)
Holder of VICR: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 213202 (value 58624154; 0.01% of shares outstanding; change 1.00)
Holder of VICR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 245392 (value 82167056; 0.01% of shares outstanding; change 0.01)
Holder of VICR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 294620 (value 98650559; 0.01% of shares outstanding; change -0.05)
Holder of VICR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 522359 (value 174906685; 0.02% of shares outstanding; change -0.05)
Holder of VICR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 731911 (value 245073076; 0.02% of shares outstanding; change 0.00)
Holder of VICR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 225154 (value 75678761; 0.01% of shares outstanding; change 0.01)
Holder of VICR: J.P. Morgan Exchange-Traded Fund Trust-JPMorgan U.S. Tech Leaders ETF
Shares held as of 2026-03-31: 219687 (value 73841193; 0.01% of shares outstanding; change -0.43)
Holder of VICR: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 475000 (value 100229747; 0.01% of shares outstanding; change -0.03)
Holder of VICR: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 378013 (value 79764521; 0.01% of shares outstanding; change 0.77)
Holder of VICR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 253324 (value 53453895; 0.01% of shares outstanding; change 0.03)
Holder of VICR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 297048 (value 62680096; 0.01% of shares outstanding; change 0.01)
Holder of VICR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 531414 (value 112133665; 0.02% of shares outstanding; change 0.02)
Holder of VICR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 739208 (value 155980276; 0.02% of shares outstanding; change 0.01)
Holder of VICR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 562201 (value 188247380; 0.02% of shares outstanding; change 0.00)
Holder of VICR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 227503 (value 48005406; 0.01% of shares outstanding; change 0.01)
Holder of VICR: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Global Stock Fd.
Shares held as of 2026-04-30: 231952 (value 48944190; 0.01% of shares outstanding; change 0.27)
Holder of VICR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 767437 (value 254305594; 0.02% of shares outstanding; change 0.02)
Holder of VICR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 541784 (value 182104435; 0.02% of shares outstanding; change -0.04)
Holder of VICR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 770669 (value 162618861; 0.02% of shares outstanding; change 0.00)
Holder of VICR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 550191 (value 116095799; 0.02% of shares outstanding; change 0.02)
Holder of VIE.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5689561 (value 197257069; 0.01% of shares outstanding; change 0.02)
Holder of VIE.PA: TRANSAMERICA FUNDS-Transamerica International Equity
Shares held as of 2026-01-31: 2368923 (value 82130556; 0.00% of shares outstanding; change -0.04)
Holder of VIE.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 8836666 (value 318208327; 0.01% of shares outstanding; change 0.01)
Holder of VIE.PA: Capital Income Builder
Shares held as of 2026-03-31: 4745235 (value 170875904; 0.01% of shares outstanding; change 1.00)
Holder of VIE.PA: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 3657285 (value 132686295; 0.00% of shares outstanding; change 1.00)
Holder of VIE.PA: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 5284838 (value 191733916; 0.01% of shares outstanding; change 1.00)
Holder of VIE.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5830110 (value 211516383; 0.01% of shares outstanding; change 0.02)
Holder of VIE.PA: American Funds Global Insight Fund
Shares held as of 2026-04-30: 2174216 (value 78880553; 0.00% of shares outstanding; change 7.50)
Holder of VIE.PA: Capital Income Builder
Shares held as of 2026-04-30: 4745235 (value 172157120; 0.01% of shares outstanding; change 0.00)
Holder of VIE.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 2345126 (value 84447983; 0.00% of shares outstanding; change 0.01)
Holder of VIE.PA: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-04-30: 2504600 (value 90190641; 0.00% of shares outstanding; change 1.00)