speb/financial-data huggingface dataset:
Holder of VKQ: Collaborative Investment Series TRT-RAREVIEW TAX ADVANTAGED INCOME ETF
Shares held as of 2025-12-31: 154022 (value 1509415; 0.00% of shares outstanding; change 0.00)
Holder of VKQ: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2025-12-31: 973130 (value 9536674; 0.02% of shares outstanding; change 0.00)
Holder of VKQ: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 1001155 (value 9811319; 0.02% of shares outstanding; change 0.73)
Holder of VKQ: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2025-12-31: 261216 (value 2559916; 0.00% of shares outstanding; change 0.80)
Holder of VKQ: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 399588 (value 3915962; 0.01% of shares outstanding; change 0.82)
Holder of VKQ: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2025-12-31: 1053149 (value 10320860; 0.02% of shares outstanding; change 0.69)
Holder of VKQ: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2025-12-31: 334310 (value 3276238; 0.01% of shares outstanding; change 0.57)
Holder of VKQ: NEW YORK LIFE INVESTMENTS Fd.S TRT-NYLI MacKay High Yield Muni Bond Fd
Shares held as of 2026-01-31: 173210 (value 1718243; 0.00% of shares outstanding; change 0.00)
Holder of VKQ: Clearwater Investment Trust-Clearwater Tax-Exempt Bond Fund
Shares held as of 2026-03-31: 147637 (value 1429126; 0.00% of shares outstanding; change 0.00)
Holder of VKQ: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 395260 (value 3826116; 0.01% of shares outstanding; change -0.33)
Holder of VKQ: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2026-03-31: 263398 (value 2549692; 0.00% of shares outstanding; change -0.73)
Holder of VKQ: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 1001155 (value 9691180; 0.02% of shares outstanding; change 0.00)
Holder of VKQ: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2026-03-31: 261216 (value 2528570; 0.00% of shares outstanding; change 0.00)
Holder of VKQ: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 399588 (value 3868011; 0.01% of shares outstanding; change 0.00)
Holder of VKQ: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2026-03-31: 1053149 (value 10194482; 0.02% of shares outstanding; change 0.00)
Holder of VKQ: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2026-03-31: 334310 (value 3236120; 0.01% of shares outstanding; change 0.00)
Holder of VKQ: SIT MUTUAL FUNDS II INC-Sit Tax-Free Income Fund
Shares held as of 2026-03-31: 67772 (value 656032; 0.00% of shares outstanding; change 0.00)
Holder of VKQ: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 453067 (value 4408341; 0.01% of shares outstanding; change 0.01)
Holder of VKQ: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 466233 (value 4666992; 0.01% of shares outstanding; change 0.03)
Holder of VKQ: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 368154 (value 3563730; 0.01% of shares outstanding; change -0.21)
Holder of VKTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1221190 (value 39981762; 0.01% of shares outstanding; change 0.01)
Holder of VKTX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1372681 (value 44941578; 0.01% of shares outstanding; change -0.03)
Holder of VKTX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2436132 (value 79758965; 0.02% of shares outstanding; change -0.04)
Holder of VKTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3378934 (value 110626304; 0.03% of shares outstanding; change 0.00)
Holder of VKTX: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 615300 (value 21418593; 0.01% of shares outstanding; change 0.06)
Holder of VKTX: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 548795 (value 19092578; 0.00% of shares outstanding; change 0.01)
Holder of VKTX: American Century Mutual Funds, Inc.-HERITAGE FUND
Shares held as of 2026-03-31: 1569307 (value 54627578; 0.01% of shares outstanding; change 0.72)
Holder of VKTX: Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund
Shares held as of 2026-03-31: 1062178 (value 34775709; 0.01% of shares outstanding; change 0.00)
Holder of VKTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 615884 (value 18008448; 0.01% of shares outstanding; change 0.04)
Holder of VKTX: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 600000 (value 19644001; 0.01% of shares outstanding; change 0.00)
Holder of VKTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1291213 (value 44921301; 0.01% of shares outstanding; change 0.06)
Holder of VKTX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1415090 (value 49230982; 0.01% of shares outstanding; change 0.03)
Holder of VKTX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2531020 (value 88054188; 0.02% of shares outstanding; change 0.04)
Holder of VKTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3506272 (value 121983206; 0.03% of shares outstanding; change 0.04)
Holder of VKTX: American Century Mutual Funds, Inc.-HERITAGE FUND
Shares held as of 2026-04-30: 1569307 (value 54596191; 0.01% of shares outstanding; change 0.00)
Holder of VKTX: Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund
Shares held as of 2026-04-30: 1062178 (value 36974417; 0.01% of shares outstanding; change 0.00)
Holder of VKTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 613643 (value 21360913; 0.01% of shares outstanding; change 0.00)
Holder of VKTX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 2648735 (value 80468567; 0.02% of shares outstanding; change 0.12)
Holder of VKTX: Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund
Shares held as of 2026-05-31: 1062178 (value 36953173; 0.01% of shares outstanding; change 0.00)
Holder of VKTX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 598010 (value 20804768; 0.01% of shares outstanding; change -0.03)
Holder of VKTX: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 540000 (value 18786600; 0.00% of shares outstanding; change 0.00)
Holder of VKTX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 2622779 (value 101921193; 0.02% of shares outstanding; change -0.01)
Holder of VKTX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 3574768 (value 124366181; 0.03% of shares outstanding; change 0.36)
Holder of VLE.TO: Artisan Partners Funds Inc.-Artisan Global Unconstrained Fund
Shares held as of 2025-12-31: 82450 (value 920141; 0.00% of shares outstanding; change 1.06)
Holder of VLE.TO: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2025-12-31: 122000 (value 1361519; 0.00% of shares outstanding; change -0.28)
Holder of VLE.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 82005 (value 895494; 0.00% of shares outstanding; change 0.00)
Holder of VLE.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 72128 (value 787637; 0.00% of shares outstanding; change 0.00)
Holder of VLE.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 88628 (value 967817; 0.00% of shares outstanding; change 0.00)
Holder of VLE.TO: VANGUARD TRTEES' Eqy. Fd.-Vanguard Emerging Markets Select Stock Fd.
Shares held as of 2026-01-31: 476985 (value 5208676; 0.00% of shares outstanding; change 0.16)
Holder of VLE.TO: American Century ETF Trust-Avantis International Small Cap Value Fund
Shares held as of 2026-03-31: 65200 (value 727631; 0.00% of shares outstanding; change 0.00)
Holder of VLE.TO: Artisan Partners Funds Inc.-Artisan Global Unconstrained Fund
Shares held as of 2026-03-31: 94950 (value 1021662; 0.00% of shares outstanding; change 0.15)
Holder of VLE.TO: Baillie Gifford Funds-Baillie Gifford Emerging Markets Equities Fund
Shares held as of 2026-03-31: 9192888 (value 98915476; 0.09% of shares outstanding; change 0.02)
Holder of VLE.TO: TIFF INVESTMENT PROGRAM-TIFF Multi-Asset Fund
Shares held as of 2026-03-31: 122000 (value 1312720; 0.00% of shares outstanding; change 0.00)
Holder of VLE.TO: AMERICAN BEACON FUNDS-American Beacon IMC International Small Cap Fund
Shares held as of 2026-04-30: 126738 (value 1363700; 0.00% of shares outstanding; change 1.00)
Holder of VLE.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 888488 (value 9915525; 0.01% of shares outstanding; change 0.39)
Holder of VLE.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 270782 (value 2913614; 0.00% of shares outstanding; change 2.30)
Holder of VLE.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 101328 (value 1090289; 0.00% of shares outstanding; change 0.40)
Holder of VLE.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 113100 (value 1216956; 0.00% of shares outstanding; change 0.28)
Holder of VLE.TO: VANGUARD TRTEES' Eqy. Fd.-Vanguard Emerging Markets Select Stock Fd.
Shares held as of 2026-04-30: 428666 (value 4612446; 0.00% of shares outstanding; change -0.10)
Holder of VLE.TO: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 114190 (value 1246954; 0.00% of shares outstanding; change 0.03)
Holder of VLE.TO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 70300 (value 767676; 0.00% of shares outstanding; change 0.76)
Holder of VLE.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 947788 (value 10349845; 0.01% of shares outstanding; change 0.07)
Holder of VLE.TO: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-05-31: 114988 (value 1237270; 0.00% of shares outstanding; change 0.01)
Holder of VLE.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 1069754 (value 11510553; 0.01% of shares outstanding; change 0.13)
Holder of VLGEA: SWISS HELVETIA FUND, INC.-Total Return Securities Fund
Shares held as of 2025-12-31: 170000 (value 7898199; 0.02% of shares outstanding; change 0.13)
Holder of VLGEA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 105084 (value 4882202; 0.01% of shares outstanding; change 0.07)
Holder of VLGEA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 273888 (value 12724836; 0.03% of shares outstanding; change 0.00)
Holder of VLGEA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 173677 (value 7301381; 0.02% of shares outstanding; change -0.03)
Holder of VLGEA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 105957 (value 4454432; 0.01% of shares outstanding; change 0.00)
Holder of VLGEA: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 121260 (value 5168101; 0.01% of shares outstanding; change 0.36)
Holder of VLGEA: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 116906 (value 4982533; 0.01% of shares outstanding; change 0.02)
Holder of VLGEA: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 140500 (value 5988109; 0.01% of shares outstanding; change -0.03)
Holder of VLGEA: SWISS HELVETIA FUND, INC.-Total Return Securities Fund
Shares held as of 2026-03-31: 170000 (value 7245399; 0.02% of shares outstanding; change 0.00)
Holder of VLGEA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 106677 (value 4546573; 0.01% of shares outstanding; change 0.02)
Holder of VLGEA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 279333 (value 11905172; 0.03% of shares outstanding; change 0.02)
Holder of VLGEA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 221368 (value 10284757; 0.02% of shares outstanding; change 0.02)
Holder of VLGEA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 394858 (value 15521868; 0.04% of shares outstanding; change 0.08)
Holder of VLGEA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 173677 (value 7402113; 0.02% of shares outstanding; change 0.00)
Holder of VLGEA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 105957 (value 4515887; 0.01% of shares outstanding; change 0.00)
Holder of VLGEA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 212742 (value 8943673; 0.02% of shares outstanding; change -0.04)
Holder of VLGEA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 419974 (value 17655707; 0.04% of shares outstanding; change 0.06)
Holder of VLGEA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 214756 (value 9152900; 0.02% of shares outstanding; change 0.01)
Holder of VLGEA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 442166 (value 18845114; 0.04% of shares outstanding; change 0.05)
Holder of VLN: Northern Funds-SMALL CAP CORE FUND
Shares held as of 2025-12-31: 54714 (value 193140; 0.00% of shares outstanding; change 1.00)
Holder of VLN: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 1074350 (value 2342083; 0.01% of shares outstanding; change 0.03)
Holder of VLN: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 1800 (value 2933; 0.00% of shares outstanding; change -0.33)
Holder of VLN: Columbia Fd.s Varbl Insurance TRT-Columbia Varbl PORT. - Small Cap Val
Shares held as of 2026-03-31: 221980 (value 361827; 0.00% of shares outstanding; change -0.02)
Holder of VLN: Northern Funds-SMALL CAP CORE FUND
Shares held as of 2026-03-31: 54714 (value 89183; 0.00% of shares outstanding; change 0.00)
Holder of VLN: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-04-30: 1412570 (value 4986372; 0.01% of shares outstanding; change 0.35)
Holder of VLN: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 1113450 (value 1814923; 0.01% of shares outstanding; change 0.04)
Holder of VLN: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-05-31: 1412570 (value 3079402; 0.01% of shares outstanding; change 0.00)
Holder of VLN: ARK ETF Trust-ARK Israel Innovative Technology ETF
Shares held as of 2026-06-30: 1412570 (value 2302489; 0.01% of shares outstanding; change 0.00)
Holder of VLN: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 2118955 (value 3453896; 0.02% of shares outstanding; change 1.00)
Holder of VLN: SPDR SERIES TRUST-State Street SPDR S&P Kensho Smart Mobility ETF
Shares held as of 2026-06-30: 94735 (value 154418; 0.00% of shares outstanding; change 1.00)
Holder of VLO: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 7692057 (value 1883169451; 0.03% of shares outstanding; change 0.00)
Holder of VLO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9587455 (value 2347200803; 0.03% of shares outstanding; change -0.02)
Holder of VLO: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 2627247 (value 640207529; 0.01% of shares outstanding; change 0.00)
Holder of VLO: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 9416679 (value 2848545397; 0.03% of shares outstanding; change 0.06)
Holder of VLO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3895211 (value 953625585; 0.01% of shares outstanding; change 0.00)
Holder of VLO: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7750609 (value 2344559222; 0.03% of shares outstanding; change 0.01)
Holder of VLO: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6457918 (value 1953520195; 0.02% of shares outstanding; change -0.03)
Holder of VLO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9494860 (value 2872195150; 0.03% of shares outstanding; change -0.01)
Holder of VLO: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2765507 (value 836565867; 0.01% of shares outstanding; change -0.01)
Holder of VLO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3908656 (value 952461265; 0.01% of shares outstanding; change 0.00)
Holder of VLO: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 2774315 (value 839230287; 0.01% of shares outstanding; change 0.06)
Holder of VLO: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-04-30: 6911700 (value 1785914264; 0.02% of shares outstanding; change -0.02)
Holder of VLO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3639357 (value 940373508; 0.01% of shares outstanding; change 0.02)
Holder of VLO: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3945176 (value 961360458; 0.01% of shares outstanding; change 0.01)
Holder of VLO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3903218 (value 1180723445; 0.01% of shares outstanding; change 0.00)
Holder of VLO: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-05-31: 6761272 (value 1897821454; 0.02% of shares outstanding; change -0.02)
Holder of VLO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3674934 (value 1031517233; 0.01% of shares outstanding; change 0.01)
Holder of VLO: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4018512 (value 1215599880; 0.01% of shares outstanding; change 0.02)
Holder of VLO: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-06-30: 6065810 (value 1834907525; 0.02% of shares outstanding; change -0.10)
Holder of VLO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3588724 (value 1085589010; 0.01% of shares outstanding; change -0.02)
Holder of VLRS: Guidestone Funds-Emerging Markets Equity Fund
Shares held as of 2025-12-31: 252805 (value 1976935; 0.00% of shares outstanding; change 0.11)
Holder of VLRS: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 270308 (value 2486833; 0.00% of shares outstanding; change 0.00)
Holder of VLRS: HARTFORD MUTUAL FUNDS INC/CT-Hartford International Equity Fund
Shares held as of 2026-01-31: 73492 (value 676126; 0.00% of shares outstanding; change -0.27)
Holder of VLRS: Wilmington Funds-Wilmington International Fund
Shares held as of 2026-01-31: 111061 (value 1021761; 0.00% of shares outstanding; change -0.20)
Holder of VLRS: Brinker Capital Destinations TRT-Destinations Small-Mid Cap Eqy. Fd.
Shares held as of 2026-02-28: 16260 (value 149591; 0.00% of shares outstanding; change 1.00)
Holder of VLRS: American Century ETF Trust-Avantis Emerging Markets Equity Fund
Shares held as of 2026-03-31: 29112 (value 221833; 0.00% of shares outstanding; change 0.00)
Holder of VLRS: Guidestone Funds-Emerging Markets Equity Fund
Shares held as of 2026-03-31: 252646 (value 1925162; 0.00% of shares outstanding; change 0.00)
Holder of VLRS: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-03-31: 41000 (value 377199; 0.00% of shares outstanding; change 0.00)
Holder of VLRS: -City Different Investments Global Equity ETF
Shares held as of 2026-04-30: 222722 (value 1697141; 0.00% of shares outstanding; change 1.00)
Holder of VLRS: AdvisorShares Trust-AdvisorShares Dorsey Wright ADR ETF
Shares held as of 2026-04-30: 117383 (value 917935; 0.00% of shares outstanding; change -0.01)
Holder of VLRS: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 566810 (value 4154717; 0.00% of shares outstanding; change 0.10)
Holder of VLRS: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-04-30: 108211 (value 793186; 0.00% of shares outstanding; change 0.02)
Holder of VLRS: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 270308 (value 2059746; 0.00% of shares outstanding; change 0.00)
Holder of VLRS: HARTFORD MUTUAL FUNDS INC/CT-Hartford International Equity Fund
Shares held as of 2026-04-30: 84763 (value 645894; 0.00% of shares outstanding; change 0.15)
Holder of VLRS: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 41000 (value 312419; 0.00% of shares outstanding; change 0.00)
Holder of VLRS: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 59112 (value 433290; 0.00% of shares outstanding; change -0.08)
Holder of VLRS: Wilmington Funds-Wilmington International Fund
Shares held as of 2026-04-30: 129397 (value 986005; 0.00% of shares outstanding; change 0.17)
Holder of VLRS: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 608792 (value 5600886; 0.01% of shares outstanding; change 0.07)
Holder of VLRS: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-05-31: 87254 (value 802736; 0.00% of shares outstanding; change -0.19)
Holder of VLRS: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 59112 (value 450433; 0.00% of shares outstanding; change 0.00)
Holder of VLRS: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 614882 (value 4685400; 0.01% of shares outstanding; change 0.01)
Holder of VLRS: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-06-30: 88354 (value 673257; 0.00% of shares outstanding; change 0.01)
Holder of VLT: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-03-31: 59 (value 608; 0.00% of shares outstanding; change 1.00)
Holder of VLT: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-03-31: 78 (value 804; 0.00% of shares outstanding; change 1.00)
Holder of VLTO: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 2485900 (value 204415565; 0.01% of shares outstanding; change 0.57)
Holder of VLTO: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 6261087 (value 514849205; 0.03% of shares outstanding; change 0.02)
Holder of VLTO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7421451 (value 610265940; 0.03% of shares outstanding; change 0.00)
Holder of VLTO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3170951 (value 260747311; 0.01% of shares outstanding; change 0.00)
Holder of VLTO: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 3557900 (value 327397946; 0.01% of shares outstanding; change 0.43)
Holder of VLTO: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 6308592 (value 580516614; 0.03% of shares outstanding; change 0.01)
Holder of VLTO: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 5084772 (value 467900702; 0.02% of shares outstanding; change -0.01)
Holder of VLTO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7470449 (value 687430691; 0.03% of shares outstanding; change 0.01)
Holder of VLTO: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2178192 (value 200437220; 0.01% of shares outstanding; change 0.00)
Holder of VLTO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3181890 (value 269187889; 0.01% of shares outstanding; change 0.00)
Holder of VLTO: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-04-30: 2990282 (value 253904855; 0.01% of shares outstanding; change 0.01)
Holder of VLTO: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 1846360 (value 156774434; 0.01% of shares outstanding; change -0.03)
Holder of VLTO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2986670 (value 253598160; 0.01% of shares outstanding; change 0.03)
Holder of VLTO: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3211625 (value 271703470; 0.01% of shares outstanding; change 0.01)
Holder of VLTO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3177471 (value 292390870; 0.01% of shares outstanding; change 0.00)
Holder of VLTO: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-05-31: 3024385 (value 283717549; 0.01% of shares outstanding; change 0.01)
Holder of VLTO: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1838148 (value 172436659; 0.01% of shares outstanding; change 0.00)
Holder of VLTO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3015614 (value 279547408; 0.01% of shares outstanding; change 0.01)
Holder of VLTO: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3271365 (value 301030996; 0.01% of shares outstanding; change 0.02)
Holder of VLTO: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 4548079 (value 418514214; 0.02% of shares outstanding; change 0.50)
Holder of VLTO: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 2203130 (value 202732015; 0.01% of shares outstanding; change 0.20)
Holder of VLTO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2968156 (value 273129705; 0.01% of shares outstanding; change -0.02)
Holder of VLX.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 306964 (value 179880904; 0.00% of shares outstanding; change 0.33)
Holder of VLX.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-01-31: 732940 (value 429502840; 0.00% of shares outstanding; change -0.02)
Holder of VLX.L: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 258717 (value 151608162; 0.00% of shares outstanding; change 0.10)
Holder of VLX.L: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1799361 (value 1054425546; 0.01% of shares outstanding; change 0.00)
Holder of VLX.L: Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund
Shares held as of 2026-02-28: 303907 (value 178089502; 0.00% of shares outstanding; change 0.00)
Holder of VLX.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 98130 (value 67611570; 0.00% of shares outstanding; change 0.51)
Holder of VLX.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 344026 (value 237033914; 0.00% of shares outstanding; change 0.02)
Holder of VLX.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 321436 (value 172289696; 0.00% of shares outstanding; change 0.05)
Holder of VLX.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-04-30: 732940 (value 392855840; 0.00% of shares outstanding; change 0.00)
Holder of VLX.L: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 271773 (value 145670328; 0.00% of shares outstanding; change 0.05)
Holder of VLX.L: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1791509 (value 960248824; 0.01% of shares outstanding; change 0.00)
Holder of VLX.L: Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund
Shares held as of 2026-04-30: 303907 (value 162894152; 0.00% of shares outstanding; change 0.00)
Holder of VLX.L: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 505268 (value 270823648; 0.00% of shares outstanding; change 1.00)
Holder of VLX.L: WisdomTree Trust-WisdomTree International SmallCap Dividend Fund
Shares held as of 2026-04-30: 98324 (value 57617864; 0.00% of shares outstanding; change 0.01)
Holder of VLX.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 860574 (value 504296364; 0.00% of shares outstanding; change 0.00)
Holder of VLX.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 540316 (value 316625176; 0.00% of shares outstanding; change 0.05)
Holder of VLX.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 226932 (value 115962252; 0.00% of shares outstanding; change 1.31)
Holder of VLX.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 349826 (value 204998036; 0.00% of shares outstanding; change 0.02)
Holder of VLX.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 983411 (value 527108296; 0.01% of shares outstanding; change 0.14)
Holder of VLX.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 559568 (value 299928448; 0.00% of shares outstanding; change 0.04)
Holder of VLX.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 233215 (value 125003240; 0.00% of shares outstanding; change 0.03)
Holder of VLX.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 353364 (value 189403104; 0.00% of shares outstanding; change 0.01)
Holder of VLY: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 5722210 (value 78794834; 0.02% of shares outstanding; change -0.21)
Holder of VLY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 5162699 (value 71090367; 0.02% of shares outstanding; change 0.00)
Holder of VLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 10760479 (value 148171800; 0.03% of shares outstanding; change -0.05)
Holder of VLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 6935093 (value 95496233; 0.02% of shares outstanding; change -0.04)
Holder of VLY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 14977054 (value 206234040; 0.05% of shares outstanding; change 0.01)
Holder of VLY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 6756546 (value 97159132; 0.02% of shares outstanding; change -0.01)
Holder of VLY: Delaware Group Equity Funds V-Nomura Small Cap Value Fund
Shares held as of 2026-02-28: 5123715 (value 73474073; 0.02% of shares outstanding; change -0.14)
Holder of VLY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 5340921 (value 76588807; 0.02% of shares outstanding; change 0.03)
Holder of VLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 10908887 (value 156433441; 0.03% of shares outstanding; change 0.01)
Holder of VLY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 6946988 (value 99619808; 0.02% of shares outstanding; change 0.00)
Holder of VLY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15076645 (value 216199091; 0.05% of shares outstanding; change 0.01)
Holder of VLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 11945981 (value 164496163; 0.04% of shares outstanding; change 0.00)
Holder of VLY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 5367955 (value 73916742; 0.02% of shares outstanding; change 0.00)
Holder of VLY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 6837746 (value 98053278; 0.02% of shares outstanding; change 0.01)
Holder of VLY: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 16169301 (value 227825453; 0.05% of shares outstanding; change 0.02)
Holder of VLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 11478588 (value 165062096; 0.03% of shares outstanding; change -0.04)
Holder of VLY: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 10261452 (value 147559680; 0.03% of shares outstanding; change 0.00)
Holder of VLY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 5357275 (value 77037615; 0.02% of shares outstanding; change 0.00)
Holder of VLY: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 16239360 (value 232872424; 0.05% of shares outstanding; change 0.00)
Holder of VLY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 11625003 (value 166702544; 0.04% of shares outstanding; change 0.01)
Holder of VLY: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 10149836 (value 145548649; 0.03% of shares outstanding; change -0.01)
Holder of VLY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 5338639 (value 76556084; 0.02% of shares outstanding; change 0.00)
Holder of VLYPN: ETF Series Solutions-AAM Low Duration Preferred and Income Securities 
Shares held as of 2026-01-31: 13910 (value 357069; 0.00% of shares outstanding; change -0.09)
Holder of VLYPN: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 461369 (value 11843342; 0.08% of shares outstanding; change -0.34)
Holder of VLYPN: Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
Shares held as of 2026-02-28: 36872 (value 949454; 0.01% of shares outstanding; change 0.00)
Holder of VLYPN: Flaherty & Crumrine Preferred & Income Securities Fund Inc
Shares held as of 2026-02-28: 35600 (value 916700; 0.01% of shares outstanding; change 0.00)
Holder of VLYPN: Angel Oak Financial Strategies Income Term Trust
Shares held as of 2026-03-31: 50000 (value 1283500; 0.01% of shares outstanding; change 0.00)
Holder of VLYPN: Angel Oak Financial Strategies Income Term Trust
Shares held as of 2026-04-30: 50000 (value 1280500; 0.01% of shares outstanding; change 0.00)
Holder of VLYPN: ETF Series Solutions-AAM Low Duration Preferred and Income Securities 
Shares held as of 2026-04-30: 13721 (value 353315; 0.00% of shares outstanding; change -0.01)
Holder of VLYPN: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-04-30: 124464 (value 3204948; 0.02% of shares outstanding; change -0.73)
Holder of VLYPN: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 114765 (value 2982742; 0.02% of shares outstanding; change -0.01)
Holder of VLYPN: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-04-30: 89008 (value 2313317; 0.01% of shares outstanding; change -0.06)
Holder of VLYPN: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-04-30: 57181 (value 1473554; 0.01% of shares outstanding; change 0.05)
Holder of VLYPN: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-04-30: 221441 (value 5755251; 0.04% of shares outstanding; change 0.01)
Holder of VLYPN: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 412477 (value 10588284; 0.07% of shares outstanding; change -0.03)
Holder of VLYPN: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-05-31: 116214 (value 2970429; 0.02% of shares outstanding; change 0.01)
Holder of VLYPN: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-05-31: 90616 (value 2316144; 0.02% of shares outstanding; change 0.02)
Holder of VLYPN: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-05-31: 62381 (value 1594458; 0.01% of shares outstanding; change 0.09)
Holder of VLYPN: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-05-31: 218837 (value 5593473; 0.04% of shares outstanding; change -0.01)
Holder of VLYPN: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 403434 (value 10388425; 0.07% of shares outstanding; change -0.02)
Holder of VLYPN: Angel Oak Financial Strategies Income Term Trust
Shares held as of 2026-06-30: 50000 (value 1287500; 0.01% of shares outstanding; change 0.00)
Holder of VLYPN: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-06-30: 95812 (value 2467159; 0.02% of shares outstanding; change -0.18)
Holder of VLYPN: GLOBAL X FUNDS-Global X Variable Rate Preferred ETF
Shares held as of 2026-06-30: 86137 (value 2218027; 0.01% of shares outstanding; change -0.05)
Holder of VLYPN: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-06-30: 63331 (value 1630773; 0.01% of shares outstanding; change 0.02)
Holder of VLYPN: Invesco Exchange-Traded Fund Trust II-Invesco Preferred ETF
Shares held as of 2026-06-30: 223890 (value 5765167; 0.04% of shares outstanding; change 0.02)
Holder of VLYPO: Destra Investment TRT-Destra Flaherty & Crumrine Preferred and Income 
Shares held as of 2025-12-31: 2022 (value 50287; 0.00% of shares outstanding; change 0.00)
Holder of VLYPO: ETF Series Solutions-AAM Low Duration Preferred and Income Securities 
Shares held as of 2026-01-31: 9282 (value 229636; 0.00% of shares outstanding; change -0.09)
Holder of VLYPO: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 144391 (value 3572233; 0.04% of shares outstanding; change 0.13)
Holder of VLYPO: Flaherty & Crumrine Preferred & Income Fund Inc
Shares held as of 2026-02-28: 29400 (value 733236; 0.01% of shares outstanding; change 0.00)
Holder of VLYPO: Flaherty & Crumrine Preferred & Income Opportunity Fund Inc
Shares held as of 2026-02-28: 18528 (value 462088; 0.00% of shares outstanding; change 0.00)
Holder of VLYPO: Flaherty & Crumrine Preferred & Income Securities Fund Inc
Shares held as of 2026-02-28: 161650 (value 4031551; 0.04% of shares outstanding; change 0.00)
Holder of VLYPO: Flaherty & Crumrine Total Return Fund Inc
Shares held as of 2026-02-28: 38203 (value 952782; 0.01% of shares outstanding; change 0.00)
Holder of VLYPO: Destra Investment TRT-Destra Flaherty & Crumrine Preferred and Income 
Shares held as of 2026-03-31: 2022 (value 50428; 0.00% of shares outstanding; change 0.00)
Holder of VLYPO: ETF Series Solutions-AAM Low Duration Preferred and Income Securities 
Shares held as of 2026-04-30: 9052 (value 225756; 0.00% of shares outstanding; change -0.02)
Holder of VLYPO: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-04-30: 143898 (value 3588816; 0.04% of shares outstanding; change 0.00)
Holder of VLYPO: Goldman Sachs ETF TRT-Goldman Sachs Access U.S. Preferred Stock and Hy
Shares held as of 2026-04-30: 1400 (value 35126; 0.00% of shares outstanding; change -0.10)
Holder of VLYPO: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-04-30: 37321 (value 927800; 0.01% of shares outstanding; change 0.04)
Holder of VLYPO: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 286060 (value 7077124; 0.07% of shares outstanding; change 0.01)
Holder of VLYPO: Goldman Sachs ETF TRT-Goldman Sachs Access U.S. Preferred Stock and Hy
Shares held as of 2026-05-31: 1400 (value 34845; 0.00% of shares outstanding; change 0.00)
Holder of VLYPO: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-05-31: 39921 (value 998424; 0.01% of shares outstanding; change 0.07)
Holder of VLYPO: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-05-31: 267034 (value 6659828; 0.07% of shares outstanding; change -0.07)
Holder of VLYPO: Goldman Sachs ETF TRT-Goldman Sachs Access U.S. Preferred Stock and Hy
Shares held as of 2026-06-30: 1400 (value 34916; 0.00% of shares outstanding; change 0.00)
Holder of VLYPO: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-06-30: 40396 (value 1007476; 0.01% of shares outstanding; change 0.01)
Holder of VLYPP: Destra Investment TRT-Destra Flaherty & Crumrine Preferred and Income 
Shares held as of 2025-12-31: 30345 (value 758625; 0.01% of shares outstanding; change 0.00)
Holder of VLYPP: ETF Series Solutions-AAM Low Duration Preferred and Income Securities 
Shares held as of 2026-01-31: 10665 (value 266625; 0.00% of shares outstanding; change -0.09)
Holder of VLYPP: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 1260415 (value 31510375; 0.27% of shares outstanding; change 0.08)
Holder of VLYPP: Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
Shares held as of 2026-02-28: 45126 (value 1128150; 0.01% of shares outstanding; change 0.00)
Holder of VLYPP: Goldman Sachs ETF TRT-Goldman Sachs Access U.S. Preferred Stock and Hy
Shares held as of 2026-04-30: 1616 (value 40400; 0.00% of shares outstanding; change -0.10)
Holder of VLYPP: Invesco Exch-Trd Fd. TRT II-Invesco Varbl Rate Preferred ETF
Shares held as of 2026-04-30: 44959 (value 1123975; 0.01% of shares outstanding; change 0.07)
Holder of VLYPP: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 328960 (value 8224000; 0.07% of shares outstanding; change 0.01)
Holder of VMAR: Tidal Trust II-Carbon Collective Climate Solutions U.S. Equity ETF
Shares held as of 2024-10-31: 4 (value 2; 0.00% of shares outstanding; change 1.00)
Holder of VMC: JPMorgan Trust I-JPMorgan U.S. Equity Fund
Shares held as of 2025-12-31: 1823482 (value 515899551; 0.01% of shares outstanding; change -0.16)
Holder of VMC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3331810 (value 942635729; 0.03% of shares outstanding; change 0.02)
Holder of VMC: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 1611185 (value 455836481; 0.01% of shares outstanding; change -0.08)
Holder of VMC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4144962 (value 1172692704; 0.03% of shares outstanding; change 0.00)
Holder of VMC: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 4994201 (value 1493715558; 0.04% of shares outstanding; change -0.02)
Holder of VMC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1687412 (value 477402625; 0.01% of shares outstanding; change 0.00)
Holder of VMC: Fidelity Magellan Fund
Shares held as of 2026-03-31: 1489800 (value 421494236; 0.01% of shares outstanding; change -0.03)
Holder of VMC: JPMorgan Trust I-JPMorgan U.S. Equity Fund
Shares held as of 2026-03-31: 1218121 (value 359650225; 0.01% of shares outstanding; change -0.33)
Holder of VMC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3358204 (value 939289699; 0.03% of shares outstanding; change 0.01)
Holder of VMC: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 1572480 (value 439822675; 0.01% of shares outstanding; change -0.02)
Holder of VMC: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2820059 (value 788770536; 0.02% of shares outstanding; change -0.02)
Holder of VMC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4145659 (value 1159540872; 0.03% of shares outstanding; change 0.00)
Holder of VMC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1693247 (value 506433239; 0.01% of shares outstanding; change 0.00)
Holder of VMC: Fidelity Magellan Fund
Shares held as of 2026-04-30: 1483400 (value 443670100; 0.01% of shares outstanding; change 0.00)
Holder of VMC: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 4277996 (value 1196555533; 0.03% of shares outstanding; change -0.14)
Holder of VMC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1579975 (value 426561667; 0.01% of shares outstanding; change 0.03)
Holder of VMC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1709051 (value 511160057; 0.01% of shares outstanding; change 0.01)
Holder of VMC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1690886 (value 472940834; 0.01% of shares outstanding; change 0.00)
Holder of VMC: Fidelity Magellan Fund
Shares held as of 2026-05-31: 1483400 (value 414906998; 0.01% of shares outstanding; change 0.00)
Holder of VMC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1595452 (value 471057203; 0.01% of shares outstanding; change 0.01)
Holder of VMC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1740775 (value 486894788; 0.01% of shares outstanding; change 0.02)
Holder of VMC: Parnassus Income Funds-Parnassus Core Equity Fund
Shares held as of 2026-06-30: 1320159 (value 369248488; 0.01% of shares outstanding; change 0.42)
Holder of VMC: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-06-30: 1306929 (value 376826821; 0.01% of shares outstanding; change 0.12)
Holder of VMC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1568139 (value 438608497; 0.01% of shares outstanding; change -0.02)
Holder of VMD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 365256 (value 3594119; 0.01% of shares outstanding; change -0.03)
Holder of VMD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 909918 (value 8953593; 0.02% of shares outstanding; change 0.00)
Holder of VMD: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 513130 (value 5613641; 0.01% of shares outstanding; change 0.03)
Holder of VMD: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 462272 (value 5057255; 0.01% of shares outstanding; change 0.13)
Holder of VMD: Goldman Sachs Trust-Goldman Sachs Small Cap Equity Insights Fund
Shares held as of 2026-01-31: 205333 (value 2184743; 0.01% of shares outstanding; change 0.00)
Holder of VMD: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 491479 (value 5784708; 0.01% of shares outstanding; change -0.02)
Holder of VMD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 331447 (value 3626030; 0.01% of shares outstanding; change 0.01)
Holder of VMD: BlackRock Funds-BLACKROCK ADVANTAGE SMALL CAP GROWTH FUND
Shares held as of 2026-03-31: 170909 (value 2011599; 0.00% of shares outstanding; change -0.14)
Holder of VMD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 171360 (value 1699891; 0.00% of shares outstanding; change -0.01)
Holder of VMD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 365256 (value 4299063; 0.01% of shares outstanding; change 0.00)
Holder of VMD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 909918 (value 10709735; 0.02% of shares outstanding; change 0.00)
Holder of VMD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 810818 (value 7978449; 0.02% of shares outstanding; change 0.02)
Holder of VMD: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 532030 (value 6261993; 0.01% of shares outstanding; change 0.04)