Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Vanguard Extended Dur Tre Idx ETF (EDV)  
$71.17 1.68 (2.31%) as of 4:30 Tue 5/28


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 169    16
Total shares held : 
13,370,783  
% of shares held : 
97.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  33  
Amount of shares held : 
3,753,454  
% of shares held change : 
  27.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$67.70  
Last Quarter's Ending Price : 
$81.03  
Last Quarter's Average Price
$71.54  
Change from last quarter's     
avg. price to the last closing  : 
0.37 (0.52%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 2,020,150
 15.11%
 
Increased Positions :
67
 3,447,669
 25.79%
 
Unchanged Positions :
12
 96,914
 0.72%
 
Decreased Positions :
50
-702,641
-5.26%
 
Closed Positions :
24
-1,011,724
-7.57%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   RIVERFRONT INVESTMENT GROUP, LLC 18 - 2024-03-31 853,411 $65,371,000 32,279
   MORGAN STANLEY 1556 - 2024-03-31 813,511 $62,315,000 43,761
   JANE STREET GROUP LLC 288 - 2024-03-31 506,637 $38,808,000 498,633
   LPL FINANCIAL CORP 830 - 2024-03-31 332,503 $25,470,000 119,713
   RAYMOND JAMES & ASSOCIATES 738 - 2024-03-31 283,765 $21,736,000 18,109
   HARBOUR INVESTMENTS INC. 23 - 2023-12-31 212,178 $17,193,000 52,067
   UBS Group AG 1284 - 2024-03-31 222,728 $17,061,000 19,389
   WELLS FARGO & CO/MN 1218 - 2024-03-31 218,204 $16,714,000 18,695
   Hamilton Wealth LLC 5 - 2023-12-31 200,028 $16,208,000 80,188
   LEGACY PRIVATE TRUST CO. 20 - 2024-03-31 187,437 $14,358,000 58,931
   MML INVESTORS SERVICES LLC 316 - 2024-03-31 184,379 $14,123,000 67,814
   Owen LaRue LLC 1 - 2024-03-31 159,747 $12,237,000 115,051
   Fluent Financial LLC 2 - 2024-03-31 158,218 $12,119,000 3,080
   Heartwood Wealth Advisors LLC 23 - 2024-03-31 156,703 $12,003,000 156,703
   TD Waterhouse Canada Inc. 171 - 2024-03-31 120,518 $11,963,000 3,886
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 426 - 2024-03-31 154,042 $11,800,000 44,692
   PNC FINANCIAL SERVICES GROUP INC 508 - 2024-03-31 134,636 $10,313,000 11,322
   JANNEY MONTGOMERY SCOTT LLC 571 - 2024-03-31 115,254 $8,828,000 11,244
   Cetera Investment Advisers 745 - 2024-03-31 106,535 $8,161,000 67,308
   North Ridge Wealth Advisors Inc. 4 - 2024-03-31 103,845 $7,955,000 5,323
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 934 - 2024-03-31 96,245 $7,372,000 26,253
   PFG Advisors 42 - 2024-03-31 94,623 $7,248,000 9,491
   CAPTRUST FINANCIAL ADVISORS 412 - 2024-03-31 93,294 $7,146,000 74,080
   Marshall Financial Group LLC 11 - 2024-03-31 88,097 $6,748,000 11,775
   CITADEL ADVISORS LLC 1532 - 2024-03-31 82,626 $6,329,000 68,803
   ADVISORY SERVICES NETWORK, LLC 208 - 2024-03-31 65,735 $5,035,000 8,779
   BNP PARIBAS ARBITRAGE SA 1030 - 2024-03-31 58,222 $4,460,000 45,551
   FINANCIAL NETWORK 699 - 2024-03-31 54,576 $4,181,000 2,175
   Clear Creek Financial Management LLC 39 - 2024-03-31 51,457 $3,942,000 845
   Main Street Financial Solutions LLC 43 - 2024-03-31 49,473 $3,790,000 23,405
   Fort Point Capital Partners LLC 41 - 2024-03-31 43,916 $3,364,000 41,022
   Johnson & White Wealth Management LLC 16 - 2024-03-31 36,556 $2,800,000 6,883
   MULTIFINANCIAL SECURITIES CORP 683 - 2024-03-31 35,374 $2,710,000 9,444
   IFP Advisors Inc 191 - 2023-12-31 30,719 $2,489,000 27,332
   ALTFEST L J & CO INC 57 - 2024-03-31 27,903 $2,137,000 368
   J P MORGAN CHASE & CO 2963 - 2024-03-31 27,067 $2,074,000 4,072
   NORTHERN TRUST CORP 2937 - 2024-03-31 27,034 $2,071,000 461
   MARINER WEALTH ADVISORS, LLC 1187 - 2024-03-31 22,902 $1,754,000 347
   Samalin Investment Counsel LLC 29 - 2024-03-31 18,955 $1,452,000 528
   Trinity Legacy Partners LLC 57 - 2024-03-31 18,792 $1,439,000 6,663
   COMERICA BANK 1410 - 2024-03-31 16,587 $1,271,000 8,308
   HIGHTOWER ADVISORS, LLC 1662 - 2024-03-31 16,156 $1,234,000 2,960
   Accel Wealth Management 54 - 2024-03-31 15,086 $1,156,000 2,586
   WOLVERINE TRADING LLC 388 - 2024-03-31 14,401 $1,103,000 5,744
   Merit Financial Group LLC 385 - 2024-03-31 15,105 $1,069,000 1,221
   Steward Partners Investment Advisory LLC 820 - 2024-03-31 11,974 $917,000 7,611
   Orion Portfolio Solutions LLC 1077 - 2024-03-31 10,501 $804,000 4,058
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2853 - 2024-03-31 10,249 $785,000 10,249
   Comprehensive Wealth Management LLC 13 - 2024-03-31 9,426 $722,000 1,158
   Koshinski Asset Management Inc. 277 - 2024-03-31 8,679 $665,000 8,679
   VanderPol Investments L.L.C. 18 - 2024-03-31 8,172 $626,000 4,058
   Leading Edge Financial Planning LLC 31 - 2024-03-31 6,351 $487,000 963
   Range Financial Group LLC 112 - 2024-03-31 6,281 $481,000 3,747
   Cassaday & Co Wealth Management LLC 178 - 2024-03-31 5,766 $442,000 1,400
   Beaumont Financial Advisors LLC 246 - 2024-03-31 4,818 $369,000 1,743
   Clarity Financial LLC 90 - 2024-03-31 4,398 $337,000 177
   Streettalk Advisors LLC 354 - 2024-03-31 3,983 $305,000 1,420
   WEDBUSH MORGAN SECURITIES INC 880 - 2024-03-31 3,900 $299,000 737
   GUIDANCE CAPITAL INC 155 - 2024-03-31 3,823 $267,000 140
   Sepio Capital LLC 257 - 2024-03-31 3,252 $249,000 147
   Authentikos Wealth Advisory LLC 58 - 2024-03-31 2,834 $217,000 229
   Global Retirement Partners LLC 1019 - 2024-03-31 1,458 $112,000 400
   Briaud Financial Planning Inc 42 - 2024-03-31 1,176 $91,000 1,176
   Pineridge Advisors LLC 124 - 2024-03-31 714 $55,000 6
   PRINCIPAL SECURITIES INC. 2266 - 2024-03-31 142 $11,000 47
   FIFTH THIRD BANCORP 2091 - 2024-03-31 55 $4,000 40
   CWM LLC 3749 - 2024-03-31 57 $4,000 44

  67 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results