speb/financial-data huggingface dataset:
Holder of VSEC: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 366219 (value 73100974; 0.01% of shares outstanding; change -0.05)
Holder of VSEC: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1594772 (value 311650341; 0.06% of shares outstanding; change -0.13)
Holder of VSEC: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 461472 (value 90180857; 0.02% of shares outstanding; change -0.02)
Holder of VSEC: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 487998 (value 95364568; 0.02% of shares outstanding; change 0.27)
Holder of VSEC: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 859800 (value 168022114; 0.03% of shares outstanding; change -0.01)
Holder of VSEC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 828910 (value 161985590; 0.03% of shares outstanding; change 0.20)
Holder of VSEC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 657989 (value 121826659; 0.02% of shares outstanding; change 0.01)
Holder of VSEC: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-04-30: 842833 (value 144646995; 0.03% of shares outstanding; change 0.00)
Holder of VSEC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1754726 (value 384671035; 0.06% of shares outstanding; change 0.01)
Holder of VSEC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 632338 (value 135117979; 0.02% of shares outstanding; change -0.04)
Holder of VSEC: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-05-31: 832647 (value 175938313; 0.03% of shares outstanding; change -0.01)
Holder of VSEC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1747100 (value 341418278; 0.06% of shares outstanding; change 0.00)
Holder of VSEC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 643991 (value 125848720; 0.02% of shares outstanding; change 0.02)
Holder of VSEC: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 360182 (value 70386765; 0.01% of shares outstanding; change -0.02)
Holder of VSEC: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-06-30: 961491 (value 187894569; 0.03% of shares outstanding; change 0.15)
Holder of VSEE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 9786 (value 1854; 0.00% of shares outstanding; change 0.00)
Holder of VSEE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 366023 (value 60283; 0.01% of shares outstanding; change 9.60)
Holder of VSEE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 13327 (value 2194; 0.00% of shares outstanding; change 0.00)
Holder of VSEE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 8385 (value 1381; 0.00% of shares outstanding; change 0.00)
Holder of VSEE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 10095 (value 1662; 0.00% of shares outstanding; change 0.00)
Holder of VSEE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 213716 (value 16883; 0.00% of shares outstanding; change 20.84)
Holder of VSEE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 364691 (value 44601; 0.01% of shares outstanding; change 0.00)
Holder of VSEE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 13327 (value 1629; 0.00% of shares outstanding; change 0.00)
Holder of VSEE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 8385 (value 1025; 0.00% of shares outstanding; change 0.00)
Holder of VSEE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 10095 (value 1234; 0.00% of shares outstanding; change 0.00)
Holder of VSEE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 364691 (value 28810; 0.01% of shares outstanding; change 0.00)
Holder of VSEE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 13327 (value 1052; 0.00% of shares outstanding; change 0.00)
Holder of VSEE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 8385 (value 662; 0.00% of shares outstanding; change 0.00)
Holder of VSEE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 10095 (value 797; 0.00% of shares outstanding; change 0.00)
Holder of VSH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2806350 (value 146070515; 0.02% of shares outstanding; change -0.04)
Holder of VSH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1806878 (value 94047998; 0.01% of shares outstanding; change -0.04)
Holder of VSH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3908722 (value 203448977; 0.03% of shares outstanding; change -0.01)
Holder of VSH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1741053 (value 102652483; 0.01% of shares outstanding; change 0.00)
Holder of VSH: BRAGG CAPITAL TRUST-FPA Queens Road Small Cap Value Fund
Shares held as of 2026-02-28: 1735006 (value 65600579; 0.01% of shares outstanding; change 0.04)
Holder of VSH: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2789498 (value 106586716; 0.02% of shares outstanding; change 0.03)
Holder of VSH: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 2039482 (value 77928605; 0.02% of shares outstanding; change 0.20)
Holder of VSH: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1422995 (value 54372637; 0.01% of shares outstanding; change 0.52)
Holder of VSH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2856429 (value 109144149; 0.02% of shares outstanding; change 0.02)
Holder of VSH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1816101 (value 69393217; 0.01% of shares outstanding; change 0.01)
Holder of VSH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3956776 (value 151188407; 0.03% of shares outstanding; change 0.01)
Holder of VSH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2975392 (value 154869151; 0.02% of shares outstanding; change 0.01)
Holder of VSH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 3287324 (value 188100683; 0.03% of shares outstanding; change 0.07)
Holder of VSH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1741053 (value 66525633; 0.01% of shares outstanding; change 0.00)
Holder of VSH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 7526716 (value 488483879; 0.06% of shares outstanding; change 0.02)
Holder of VSH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2868404 (value 169121097; 0.02% of shares outstanding; change -0.04)
Holder of VSH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3333352 (value 196534430; 0.03% of shares outstanding; change 0.01)
Holder of VSH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 7492159 (value 286275388; 0.06% of shares outstanding; change 0.00)
Holder of VSH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2895463 (value 110635638; 0.02% of shares outstanding; change 0.01)
Holder of VSH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3463007 (value 132321494; 0.03% of shares outstanding; change 0.04)
Holder of VSNT: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 999177 (value 37848825; 0.01% of shares outstanding; change 1.00)
Holder of VSNT: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 808199 (value 34865704; 0.01% of shares outstanding; change 1.00)
Holder of VSNT: AQR Funds-AQR Long-Short Equity Fund
Shares held as of 2026-03-31: 636094 (value 27441094; 0.00% of shares outstanding; change 1.00)
Holder of VSNT: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 3016743 (value 106732370; 0.02% of shares outstanding; change 1.00)
Holder of VSNT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 774696 (value 33420384; 0.01% of shares outstanding; change 0.02)
Holder of VSNT: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 815205 (value 35167943; 0.01% of shares outstanding; change 1.00)
Holder of VSNT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1623079 (value 57424536; 0.01% of shares outstanding; change 1.00)
Holder of VSNT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3323786 (value 117595552; 0.02% of shares outstanding; change 1.00)
Holder of VSNT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2116572 (value 74884319; 0.02% of shares outstanding; change 1.00)
Holder of VSNT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4545856 (value 160832390; 0.03% of shares outstanding; change 1.00)
Holder of VSNT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1863594 (value 77264605; 0.01% of shares outstanding; change 2.85)
Holder of VSNT: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-04-30: 1146600 (value 40566709; 0.01% of shares outstanding; change 1.00)
Holder of VSNT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 1328447 (value 50759958; 0.01% of shares outstanding; change 0.01)
Holder of VSNT: SPDR SERIES TRUST-State Street SPDR S&P 600 Small CapValue ETF
Shares held as of 2026-04-30: 788813 (value 34029392; 0.01% of shares outstanding; change 0.04)
Holder of VSNT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 8858711 (value 338491339; 0.06% of shares outstanding; change 0.01)
Holder of VSNT: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 1352679 (value 51685863; 0.01% of shares outstanding; change -0.05)
Holder of VSNT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 2611046 (value 98906425; 0.02% of shares outstanding; change 0.40)
Holder of VSNT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 1336359 (value 47293744; 0.01% of shares outstanding; change 0.01)
Holder of VSNT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 8820066 (value 312053944; 0.06% of shares outstanding; change 0.00)
Holder of VSNT: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 1391822 (value 49242663; 0.01% of shares outstanding; change 0.03)
Holder of VSNT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1906452 (value 67450273; 0.01% of shares outstanding; change -0.27)
Holder of VSNT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 1293079 (value 45749136; 0.01% of shares outstanding; change -0.03)
Holder of VST: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 8029896 (value 1286630201; 0.02% of shares outstanding; change 0.02)
Holder of VST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 10654150 (value 1707114408; 0.03% of shares outstanding; change 0.00)
Holder of VST: VANGUARD WORLD FUND-Vanguard Utilities Index Fund
Shares held as of 2026-02-28: 2305966 (value 376748736; 0.01% of shares outstanding; change 0.02)
Holder of VST: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4067430 (value 651724291; 0.01% of shares outstanding; change 0.00)
Holder of VST: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 8094175 (value 1322426351; 0.02% of shares outstanding; change 0.01)
Holder of VST: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund
Shares held as of 2026-03-31: 2577138 (value 421052819; 0.01% of shares outstanding; change -0.09)
Holder of VST: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 7317533 (value 1195538577; 0.02% of shares outstanding; change -0.01)
Holder of VST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 10762615 (value 1758396091; 0.03% of shares outstanding; change 0.01)
Holder of VST: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 3134475 (value 512110540; 0.01% of shares outstanding; change 0.01)
Holder of VST: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 4081481 (value 662791697; 0.01% of shares outstanding; change 0.00)
Holder of VST: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 5290766 (value 777213493; 0.02% of shares outstanding; change -0.03)
Holder of VST: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3817767 (value 560829948; 0.01% of shares outstanding; change 0.03)
Holder of VST: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 4119615 (value 668984277; 0.01% of shares outstanding; change 0.01)
Holder of VST: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4075792 (value 665902916; 0.01% of shares outstanding; change 0.00)
Holder of VST: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-05-31: 5182567 (value 823302596; 0.02% of shares outstanding; change -0.02)
Holder of VST: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3854952 (value 612397677; 0.01% of shares outstanding; change 0.01)
Holder of VST: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4196247 (value 685582855; 0.01% of shares outstanding; change 0.02)
Holder of VST: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 5178246 (value 846021856; 0.02% of shares outstanding; change 0.00)
Holder of VST: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3830938 (value 625898669; 0.01% of shares outstanding; change -0.01)
Holder of VSTD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 49140 (value 20270; 0.00% of shares outstanding; change 0.00)
Holder of VSTD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 170429 (value 54196; 0.01% of shares outstanding; change 1.33)
Holder of VSTD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 10498 (value 3338; 0.00% of shares outstanding; change 0.00)
Holder of VSTD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 4848 (value 1541; 0.00% of shares outstanding; change 0.00)
Holder of VSTD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 49140 (value 4845; 0.00% of shares outstanding; change 0.00)
Holder of VSTD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 169809 (value 38037; 0.01% of shares outstanding; change 0.00)
Holder of VSTD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 10498 (value 2351; 0.00% of shares outstanding; change 0.00)
Holder of VSTD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 4848 (value 1085; 0.00% of shares outstanding; change 0.00)
Holder of VSTD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 167659 (value 16531; 0.01% of shares outstanding; change -0.01)
Holder of VSTD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 10498 (value 1035; 0.00% of shares outstanding; change 0.00)
Holder of VSTD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 4848 (value 478; 0.00% of shares outstanding; change 0.00)
Holder of VSTM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 684170 (value 2962456; 0.01% of shares outstanding; change 0.11)
Holder of VSTM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2363588 (value 10234335; 0.03% of shares outstanding; change 0.22)
Holder of VSTM: Franklin Strategic Series-FRANKLIN BIOTECHNOLOGY DISCOVERY FUND
Shares held as of 2026-01-31: 401744 (value 1691342; 0.00% of shares outstanding; change 1.00)
Holder of VSTM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 523196 (value 2202655; 0.01% of shares outstanding; change 0.01)
Holder of VSTM: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 264046 (value 1111633; 0.00% of shares outstanding; change 0.18)
Holder of VSTM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 395961 (value 1453176; 0.00% of shares outstanding; change 0.20)
Holder of VSTM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 820290 (value 4962754; 0.01% of shares outstanding; change 0.20)
Holder of VSTM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2424988 (value 14671177; 0.03% of shares outstanding; change 0.03)
Holder of VSTM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1612428 (value 6981813; 0.02% of shares outstanding; change 0.23)
Holder of VSTM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 394520 (value 1660929; 0.00% of shares outstanding; change 0.00)
Holder of VSTM: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 435641 (value 1598802; 0.01% of shares outstanding; change 0.04)
Holder of VSTM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 661143 (value 3999915; 0.01% of shares outstanding; change 0.26)
Holder of VSTM: Franklin Strategic Series-Franklin Biotechnology Discovery Fund
Shares held as of 2026-04-30: 401744 (value 2430551; 0.00% of shares outstanding; change 0.00)
Holder of VSTM: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 2298031 (value 9467887; 0.03% of shares outstanding; change 0.14)
Holder of VSTM: Vanguard Explorer Fund
Shares held as of 2026-04-30: 305539 (value 1848511; 0.00% of shares outstanding; change 1.00)
Holder of VSTM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1549322 (value 6522645; 0.02% of shares outstanding; change -0.04)
Holder of VSTM: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 305917 (value 1287910; 0.00% of shares outstanding; change 0.00)
Holder of VSTM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 378589 (value 2290463; 0.00% of shares outstanding; change -0.04)
Holder of VSTM: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 453484 (value 1909167; 0.01% of shares outstanding; change 0.04)
Holder of VSTM: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 2243609 (value 12407158; 0.03% of shares outstanding; change -0.02)
Holder of VSTM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1564056 (value 9462539; 0.02% of shares outstanding; change 0.01)
Holder of VSTM: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 302765 (value 1831728; 0.00% of shares outstanding; change -0.01)
Holder of VSTM: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 575899 (value 3484189; 0.01% of shares outstanding; change 0.27)
Holder of VSTM: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 3376583 (value 20428327; 0.04% of shares outstanding; change 0.51)
Holder of VSTS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1221479 (value 15781508; 0.01% of shares outstanding; change -0.05)
Holder of VSTS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1273355 (value 16451746; 0.01% of shares outstanding; change -0.05)
Holder of VSTS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3509219 (value 45339109; 0.03% of shares outstanding; change 0.00)
Holder of VSTS: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 1387959 (value 18321058; 0.01% of shares outstanding; change 0.14)
Holder of VSTS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1129081 (value 14903868; 0.01% of shares outstanding; change 0.01)
Holder of VSTS: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 1897881 (value 29568985; 0.01% of shares outstanding; change 0.12)
Holder of VSTS: Fidelity Advisor Series I-Fidelity Advisor Value Strategies Fund
Shares held as of 2026-03-31: 1244400 (value 16077648; 0.01% of shares outstanding; change 0.07)
Holder of VSTS: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 4626400 (value 59773088; 0.04% of shares outstanding; change 0.12)
Holder of VSTS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1253547 (value 19530262; 0.01% of shares outstanding; change 0.03)
Holder of VSTS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1287261 (value 20055526; 0.01% of shares outstanding; change 0.01)
Holder of VSTS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3509219 (value 54673631; 0.03% of shares outstanding; change 0.00)
Holder of VSTS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2263667 (value 29246577; 0.02% of shares outstanding; change -0.20)
Holder of VSTS: Fidelity Advisor Series I-Fidelity Advisor Value Strategies Fund
Shares held as of 2026-04-30: 1106500 (value 14605799; 0.01% of shares outstanding; change -0.11)
Holder of VSTS: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 1409259 (value 21956255; 0.01% of shares outstanding; change 0.02)
Holder of VSTS: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 4788352 (value 63206245; 0.04% of shares outstanding; change 0.04)
Holder of VSTS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 6843084 (value 88138922; 0.05% of shares outstanding; change 0.02)
Holder of VSTS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2175137 (value 28711807; 0.02% of shares outstanding; change -0.04)
Holder of VSTS: Fidelity Advisor Series I-Fidelity Advisor Value Strategies Fund
Shares held as of 2026-05-31: 1163500 (value 18127329; 0.01% of shares outstanding; change 0.05)
Holder of VSTS: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 5011300 (value 78076053; 0.04% of shares outstanding; change 0.05)
Holder of VSTS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 6797446 (value 105904208; 0.05% of shares outstanding; change -0.01)
Holder of VSTS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2195807 (value 34210672; 0.02% of shares outstanding; change 0.01)
Holder of VSTS: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 1078133 (value 16797312; 0.01% of shares outstanding; change 0.02)
Holder of VSXY: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 819138 (value 61107693; 0.01% of shares outstanding; change -0.31)
Holder of VSXY: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-03-31: 1088700 (value 81217018; 0.01% of shares outstanding; change 0.06)
Holder of VSXY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 895103 (value 74785858; 0.01% of shares outstanding; change 0.04)
Holder of VSXY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1850804 (value 154634679; 0.02% of shares outstanding; change 0.02)
Holder of VSXY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1178594 (value 98471532; 0.01% of shares outstanding; change 0.00)
Holder of VSXY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2550152 (value 213065207; 0.03% of shares outstanding; change 0.01)
Holder of VSXY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1061145 (value 79161415; 0.01% of shares outstanding; change 0.00)
Holder of VSXY: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-04-30: 1095900 (value 91562448; 0.01% of shares outstanding; change 0.01)
Holder of VSXY: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 3061379 (value 241114216; 0.04% of shares outstanding; change -0.01)
Holder of VSXY: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 839100 (value 70106807; 0.01% of shares outstanding; change 1.00)
Holder of VSXY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4891728 (value 401023877; 0.06% of shares outstanding; change 0.01)
Holder of VSXY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1634398 (value 128725189; 0.02% of shares outstanding; change -0.04)
Holder of VSXY: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 747063 (value 61244227; 0.01% of shares outstanding; change -0.05)
Holder of VSXY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1059485 (value 83445040; 0.01% of shares outstanding; change 0.00)
Holder of VSXY: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 3466979 (value 289666106; 0.04% of shares outstanding; change 0.13)
Holder of VSXY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4869183 (value 406820254; 0.06% of shares outstanding; change 0.00)
Holder of VSXY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1659914 (value 138685819; 0.02% of shares outstanding; change 0.02)
Holder of VSXY: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 768522 (value 60528794; 0.01% of shares outstanding; change 0.03)
Holder of VSXY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 938600 (value 78420032; 0.01% of shares outstanding; change -0.11)
Holder of VTAK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 45341 (value 46247; 0.02% of shares outstanding; change 5.87)
Holder of VTAK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1598 (value 1629; 0.00% of shares outstanding; change 0.00)
Holder of VTAK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 45176 (value 41561; 0.02% of shares outstanding; change 0.00)
Holder of VTAK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1598 (value 1470; 0.00% of shares outstanding; change 0.00)
Holder of VTAK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 41194 (value 10821; 0.01% of shares outstanding; change -0.09)
Holder of VTAK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1598 (value 419; 0.00% of shares outstanding; change 0.00)
Holder of VTEX: Dunham Funds-Dunham Small Cap Value Fund
Shares held as of 2026-01-31: 154887 (value 542104; 0.00% of shares outstanding; change 1.06)
Holder of VTEX: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-01-31: 310051 (value 1085178; 0.00% of shares outstanding; change 1.48)
Holder of VTEX: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 144205 (value 504717; 0.00% of shares outstanding; change 0.00)
Holder of VTEX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 545984 (value 1910944; 0.01% of shares outstanding; change 0.00)
Holder of VTEX: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 277734 (value 1083162; 0.00% of shares outstanding; change -0.02)
Holder of VTEX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1367521 (value 5155554; 0.02% of shares outstanding; change -0.03)
Holder of VTEX: Dunham Funds-Dunham Small Cap Value Fund
Shares held as of 2026-04-30: 184213 (value 718430; 0.00% of shares outstanding; change 0.19)
Holder of VTEX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 533433 (value 2080388; 0.01% of shares outstanding; change -0.02)
Holder of VTEX: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-04-30: 334778 (value 1181766; 0.00% of shares outstanding; change 0.03)
Holder of VTEX: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-04-30: 425664 (value 1660089; 0.00% of shares outstanding; change 0.37)
Holder of VTEX: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 115418 (value 450130; 0.00% of shares outstanding; change -0.20)
Holder of VTEX: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 215251 (value 777056; 0.00% of shares outstanding; change 0.00)
Holder of VTEX: iShares Trust-iShares MSCI Brazil Small-Cap ETF
Shares held as of 2026-04-30: 308813 (value 1080845; 0.00% of shares outstanding; change -0.03)
Holder of VTEX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1313949 (value 4598821; 0.01% of shares outstanding; change -0.04)
Holder of VTEX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 431596 (value 1510586; 0.00% of shares outstanding; change 0.00)
Holder of VTEX: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-05-31: 343851 (value 1203478; 0.00% of shares outstanding; change 0.03)
Holder of VTEX: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 215251 (value 904054; 0.00% of shares outstanding; change 0.00)
Holder of VTEX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1326457 (value 5173182; 0.01% of shares outstanding; change 0.01)
Holder of VTEX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 427148 (value 1665877; 0.00% of shares outstanding; change -0.01)
Holder of VTEX: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 149465 (value 582913; 0.00% of shares outstanding; change 1.00)
Holder of VTEX: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-06-30: 354401 (value 1382163; 0.00% of shares outstanding; change 0.03)
Holder of VTEX: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 209633 (value 817568; 0.00% of shares outstanding; change -0.03)
Holder of VTGN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 413745 (value 260659; 0.01% of shares outstanding; change 0.47)
Holder of VTGN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1160455 (value 731086; 0.03% of shares outstanding; change 0.00)
Holder of VTGN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 29115 (value 18409; 0.00% of shares outstanding; change 0.00)
Holder of VTGN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 74272 (value 46962; 0.00% of shares outstanding; change 0.47)
Holder of VTGN: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 23302 (value 14733; 0.00% of shares outstanding; change 0.00)
Holder of VTGN: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 5930 (value 1342; 0.00% of shares outstanding; change 0.00)
Holder of VTGN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 267113 (value 143493; 0.01% of shares outstanding; change 0.11)
Holder of VTGN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 48903 (value 26270; 0.00% of shares outstanding; change 0.22)
Holder of VTGN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 46961 (value 25227; 0.00% of shares outstanding; change 0.00)
Holder of VTGN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 413745 (value 93671; 0.01% of shares outstanding; change 0.00)
Holder of VTGN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1160455 (value 262727; 0.03% of shares outstanding; change 0.00)
Holder of VTGN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 97787 (value 52531; 0.00% of shares outstanding; change 0.25)
Holder of VTGN: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-04-30: 383700 (value 241730; 0.01% of shares outstanding; change 0.38)
Holder of VTGN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 266141 (value 168280; 0.01% of shares outstanding; change 0.00)
Holder of VTGN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 48903 (value 30921; 0.00% of shares outstanding; change 0.00)
Holder of VTGN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 46961 (value 29693; 0.00% of shares outstanding; change 0.00)
Holder of VTGN: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-04-30: 3850 (value 871; 0.00% of shares outstanding; change 1.18)
Holder of VTGN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 98430 (value 62237; 0.00% of shares outstanding; change 0.01)
Holder of VTGN: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-05-31: 397728 (value 251483; 0.01% of shares outstanding; change 0.04)
Holder of VTGN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 266141 (value 60254; 0.01% of shares outstanding; change 0.00)
Holder of VTGN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 12189 (value 2759; 0.00% of shares outstanding; change 0.00)
Holder of VTGN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 48903 (value 11071; 0.00% of shares outstanding; change 0.00)
Holder of VTGN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 46961 (value 10631; 0.00% of shares outstanding; change 0.00)
Holder of VTGN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 97144 (value 21993; 0.00% of shares outstanding; change -0.01)
Holder of VTGN: AdvisorShares Trust-AdvisorShares Psychedelics ETF
Shares held as of 2026-06-30: 438643 (value 99308; 0.01% of shares outstanding; change 0.10)
Holder of VTIX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 109192 (value 379988; 0.00% of shares outstanding; change 1.00)
Holder of VTIX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 17217 (value 59915; 0.00% of shares outstanding; change 1.07)
Holder of VTIX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 35555 (value 123731; 0.00% of shares outstanding; change 1.00)
Holder of VTIX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 42052 (value 146340; 0.00% of shares outstanding; change 1.00)
Holder of VTIX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 230025 (value 607266; 0.01% of shares outstanding; change 1.00)
Holder of VTIX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1053686 (value 2781731; 0.04% of shares outstanding; change 1.00)
Holder of VTIX: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 14682 (value 38760; 0.00% of shares outstanding; change 1.00)
Holder of VTIX: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 18518 (value 48887; 0.00% of shares outstanding; change 1.00)
Holder of VTIX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 108795 (value 364463; 0.00% of shares outstanding; change 0.00)
Holder of VTIX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 17217 (value 57676; 0.00% of shares outstanding; change 0.00)
Holder of VTIX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 32830 (value 109980; 0.00% of shares outstanding; change -0.08)
Holder of VTIX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 42052 (value 140874; 0.00% of shares outstanding; change 0.00)
Holder of VTIX: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 15000 (value 39600; 0.00% of shares outstanding; change 1.00)
Holder of VTIX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 108795 (value 287218; 0.00% of shares outstanding; change 0.00)
Holder of VTIX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 17217 (value 45452; 0.00% of shares outstanding; change 0.00)
Holder of VTIX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 31270 (value 82552; 0.00% of shares outstanding; change -0.05)
Holder of VTIX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 42052 (value 111017; 0.00% of shares outstanding; change 0.00)
Holder of VTMX: Guidestone Funds-Emerging Markets Equity Fund
Shares held as of 2025-12-31: 128095 (value 4476920; 0.00% of shares outstanding; change 0.11)
Holder of VTMX: Grandeur Peak Global TRT-Grandeur Peak Intl Opportunities Fd.
Shares held as of 2026-01-31: 55665 (value 1844738; 0.00% of shares outstanding; change -0.14)
Holder of VTMX: Grandeur Peak Global Trust-Grandeur Peak Global Opportunities Fund
Shares held as of 2026-01-31: 62296 (value 2064489; 0.00% of shares outstanding; change -0.18)
Holder of VTMX: HARTFORD MUTUAL FUNDS INC/CT-Hartford International Equity Fund
Shares held as of 2026-01-31: 45916 (value 1521656; 0.00% of shares outstanding; change -0.10)
Holder of VTMX: Wilmington Funds-Wilmington International Fund
Shares held as of 2026-01-31: 69572 (value 2305616; 0.00% of shares outstanding; change -0.01)
Holder of VTMX: -Lazard Emerging Markets Opportunities ETF
Shares held as of 2026-03-31: 45529 (value 1532506; 0.00% of shares outstanding; change 0.60)
Holder of VTMX: AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 62550 (value 2138584; 0.00% of shares outstanding; change 0.00)
Holder of VTMX: Fidelity Investment Trust-Fidelity Series Emerging Markets Fund
Shares held as of 2026-03-31: 480360 (value 16788582; 0.01% of shares outstanding; change 0.00)
Holder of VTMX: Fidelity Rutland Square TRT II-Strategic Advisers Emerging Markets Fd.
Shares held as of 2026-03-31: 168475 (value 5771953; 0.00% of shares outstanding; change 0.00)
Holder of VTMX: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-03-31: 576596 (value 20152030; 0.01% of shares outstanding; change 0.00)
Holder of VTMX: Guidestone Funds-Emerging Markets Equity Fund
Shares held as of 2026-03-31: 132227 (value 4450760; 0.00% of shares outstanding; change 0.03)
Holder of VTMX: Fidelity Investment Trust-Fidelity Series Emerging Markets Fund
Shares held as of 2026-04-30: 452726 (value 15003339; 0.01% of shares outstanding; change -0.06)
Holder of VTMX: Fidelity Rutland Square TRT II-Strategic Advisers Emerging Markets Fd.
Shares held as of 2026-04-30: 158984 (value 5268729; 0.00% of shares outstanding; change -0.06)
Holder of VTMX: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-04-30: 558939 (value 18523238; 0.01% of shares outstanding; change -0.03)
Holder of VTMX: Grandeur Peak Global TRT-Grandeur Peak Intl Opportunities Fd.
Shares held as of 2026-04-30: 51442 (value 1731537; 0.00% of shares outstanding; change -0.08)
Holder of VTMX: Grandeur Peak Global Trust-Grandeur Peak Global Opportunities Fund
Shares held as of 2026-04-30: 51821 (value 1744294; 0.00% of shares outstanding; change -0.17)
Holder of VTMX: HARTFORD MUTUAL FUNDS INC/CT-Hartford International Equity Fund
Shares held as of 2026-04-30: 44352 (value 1492888; 0.00% of shares outstanding; change -0.03)
Holder of VTMX: Wilmington Funds-Wilmington International Fund
Shares held as of 2026-04-30: 67799 (value 2282114; 0.00% of shares outstanding; change -0.03)
Holder of VTMX: Fidelity Investment Trust-Fidelity Series Emerging Markets Fund
Shares held as of 2026-05-31: 244826 (value 8240843; 0.00% of shares outstanding; change -0.46)
Holder of VTMX: Fidelity Rutland Square TRT II-Strategic Advisers Emerging Markets Fd.
Shares held as of 2026-05-31: 87184 (value 2934613; 0.00% of shares outstanding; change -0.45)
Holder of VTMX: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Emerging Ma
Shares held as of 2026-05-31: 308739 (value 10392154; 0.00% of shares outstanding; change -0.45)
Holder of VTMX: AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND
Shares held as of 2026-06-30: 62550 (value 2105432; 0.00% of shares outstanding; change 0.00)
Holder of VTN: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2025-06-30: 273763 (value 3038769; 0.02% of shares outstanding; change -0.03)
Holder of VTOL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 271825 (value 11318792; 0.01% of shares outstanding; change -0.01)
Holder of VTOL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 768981 (value 32020368; 0.03% of shares outstanding; change 0.01)
Holder of VTOL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 381500 (value 16263345; 0.01% of shares outstanding; change 0.00)
Holder of VTOL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 277590 (value 11833661; 0.01% of shares outstanding; change 0.01)
Holder of VTOL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 280880 (value 12839024; 0.01% of shares outstanding; change 0.03)
Holder of VTOL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 768981 (value 35150120; 0.03% of shares outstanding; change 0.00)
Holder of VTOL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 697234 (value 29032823; 0.02% of shares outstanding; change 0.02)
Holder of VTOL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 244532 (value 10182312; 0.01% of shares outstanding; change -0.01)
Holder of VTOL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 777579 (value 33435897; 0.03% of shares outstanding; change 0.04)
Holder of VTOL: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-04-30: 567659 (value 24409337; 0.02% of shares outstanding; change 0.00)
Holder of VTOL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 381500 (value 17438364; 0.01% of shares outstanding; change 0.00)
Holder of VTOL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 280728 (value 12832076; 0.01% of shares outstanding; change 0.01)
Holder of VTOL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1534899 (value 65002970; 0.05% of shares outstanding; change 0.02)
Holder of VTOL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 669994 (value 28561844; 0.02% of shares outstanding; change -0.04)
Holder of VTOL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 241742 (value 10305461; 0.01% of shares outstanding; change -0.01)
Holder of VTOL: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 234232 (value 9919724; 0.01% of shares outstanding; change -0.05)
Holder of VTOL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 804904 (value 34313058; 0.03% of shares outstanding; change 0.04)
Holder of VTOL: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-05-31: 564044 (value 24609240; 0.02% of shares outstanding; change -0.01)
Holder of VTOL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1526211 (value 69763103; 0.05% of shares outstanding; change -0.01)
Holder of VTOL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 681409 (value 31147204; 0.02% of shares outstanding; change 0.02)
Holder of VTOL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 247008 (value 11290735; 0.01% of shares outstanding; change 0.02)
Holder of VTOL: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 241005 (value 10645190; 0.01% of shares outstanding; change 0.03)
Holder of VTOL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 836649 (value 38243225; 0.03% of shares outstanding; change 0.04)
Holder of VTOL: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-06-30: 559930 (value 25594399; 0.02% of shares outstanding; change -0.01)
Holder of VTOL: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 573208 (value 26201337; 0.02% of shares outstanding; change 1.00)
Holder of VTR: JPMorgan Trust II-JPMorgan Equity Income Fund
Shares held as of 2025-12-31: 5306437 (value 447969401; 0.01% of shares outstanding; change -0.06)
Holder of VTR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 11845809 (value 1000023174; 0.02% of shares outstanding; change 0.06)
Holder of VTR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 14744315 (value 1244715045; 0.03% of shares outstanding; change 0.03)
Holder of VTR: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-01-31: 5353550 (value 457032578; 0.01% of shares outstanding; change 0.00)
Holder of VTR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 16965930 (value 1448381490; 0.03% of shares outstanding; change 0.01)
Holder of VTR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6065665 (value 512063428; 0.01% of shares outstanding; change 0.01)
Holder of VTR: Income Fund of America
Shares held as of 2026-03-31: 5901726 (value 503830364; 0.01% of shares outstanding; change 0.18)
Holder of VTR: JPMorgan Trust II-JPMorgan Equity Income Fund
Shares held as of 2026-03-31: 5022301 (value 504891913; 0.01% of shares outstanding; change -0.05)