Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard Long-Term Governm (VGLT)  
$57.51 0.26 (0.45%) as of 4:30 Tue 5/21


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 330    25
Total shares held : 
 124,792,158  
% of shares held : 
 50.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   117  
Amount of shares held : 
 42,091,404  
% of shares held change : 
   16.92%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $54.46  
Last Quarter's Ending Price : 
 $61.53  
Last Quarter's Average Price : 
 $56.50  
Change from last quarter's     
avg. price to the last closing  : 
1.01 (1.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
60
 11,874,083
 9.52%
 
Increased Positions :
165
 34,304,388
 27.49%
 
Unchanged Positions :
32
 4,882,049
 3.91%
 
Decreased Positions :
73
-3,287,313
-2.63%
 
Closed Positions :
35
-799,754
-0.64%
 
Guru Positions :
1
20,356
 0.02%
 
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
   J P MORGAN CHASE & CO 97 - 2024-03-31 42,085,362 $2,493,137,000 28,998,773
   Empower Advisory Group LLC 12 - 2024-03-31 8,688,383 $514,700,000 494,469
   ING INVESTMENT MANAGEMENT LLC 55 - 2024-03-31 6,107,168 $361,789,000 453,027
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 17 - 2024-03-31 5,563,726 $329,595,000 2,212,982
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 400 - 2024-03-31 2,874,866 $170,307,000 46,668
   Jordan Park Group LLC 3 - 2024-03-31 2,418,230 $143,256,000 697,330
   ENVESTNET ASSET MANAGEMENT INC 365 - 2024-03-31 2,242,613 $132,852,000 282,047
   Cassaday & Co Wealth Management LLC 5 - 2024-03-31 1,958,042 $115,994,000 44,266
   NEPC LLC 7 - 2023-12-31 1,413,587 $86,978,000 201,687
   SCS CAPITAL MANAGEMENT LLC 15 - 2024-03-31 1,324,864 $78,485,000 69,697
   Rainwater Charitable Foundation 2 - 2024-03-31 1,148,811 $68,056,000 827,638
   BB&T CORP 201 - 2024-03-31 1,040,400 $61,633,000 35,891
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 9 - 2024-03-31 1,027,521 $60,870,000 162,219
   Beacon Pointe Advisors LLC 31 - 2024-03-31 956,276 $56,650,000 121,817
   LPL FINANCIAL CORP 510 - 2024-03-31 944,698 $55,964,000 30,089
   Ironwood Wealth Management LLC. 2 - 2024-03-31 732,527 $43,395,000 20,248
   ROYAL BANK OF CANADA 792 - 2024-03-31 681,759 $40,388,000 86,846
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 224 - 2024-03-31 859,294 $39,966,000 514,247
   STRATEGIC INVESTMENT ADVISORS, INC 10 - 2024-03-31 639,561 $37,888,000 42,101
   Harvest Portfolios Group Inc. 29 - 2024-03-31 572,949 $33,941,000 251,859
   CALAMOS WEALTH MANAGEMENT LLC 12 - 2024-03-31 546,513 $32,375,000 38,417
   GOLDMAN SACHS GROUP INC/ 1395 - 2024-03-31 416,563 $24,677,000 268,524
   Act Two Investors LLC 9 - 2024-03-31 405,016 $23,993,000 17,636
   Comprehensive Wealth Management LLC 3 - 2024-03-31 343,106 $20,326,000 167,165
   Wealthfront Advisers LLC 88 - 2024-03-31 306,589 $18,162,000 22,553
   First Financial Bankshares Inc 59 - 2024-03-31 270,855 $16,045,000 7,205
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 593 - 2024-03-31 270,827 $16,044,000 43,908
   Tortoise Investment Management LLC 9 - 2024-03-31 264,612 $15,676,000 38,333
   NOTTINGHAM ADVISORS INC 16 - 2024-03-31 264,473 $15,667,000 249,554
   STEPHENS GROUP ASSET MANAGEMENT LLC 16 - 2024-03-31 262,295 $15,538,000 2,288
   Full Sail Capital LLC 37 - 2024-03-31 254,319 $15,066,000 30,626
   CI Private Wealth LLC 451 - 2024-03-31 240,641 $14,256,000 217,414
   PRINCIPAL SECURITIES INC. 42 - 2024-03-31 236,764 $14,026,000 17,389
   Checchi Capital Advisers LLC 24 - 2024-03-31 226,234 $13,402,000 29,926
   ANDERSON HOAGLAND & CO 19 - 2024-03-31 213,824 $12,107,000 2,266
   HANSON MCCLAIN, INC. 104 - 2024-03-31 201,429 $11,933,000 11,024
   DAVIDSON D A & CO 156 - 2024-03-31 198,482 $11,758,000 151,873
   COMMERCE BANK N A/MO 203 - 2024-03-31 176,363 $10,448,000 2,215
   Peak Asset Management LLC 20 - 2024-03-31 176,245 $10,441,000 7,165
   Manhattan West Asset Management LLC 9 - 2024-03-31 167,946 $9,949,000 64,181
   Red Tortoise LLC 4 - 2024-03-31 161,496 $9,567,000 16,076
   Alpha Financial Advisors LLC 9 - 2024-03-31 160,030 $9,480,000 14,106
   BURNS WEALTH MANAGEMENT, INC. 89 - 2024-03-31 158,575 $9,394,000 6,237
   OBrien Wealth Partners LLC 14 - 2024-03-31 148,730 $8,811,000 6,710
   PFG FINANCIAL ADVISORS 26 - 2024-03-31 148,679 $8,808,000 6,057
   MML INVESTORS SERVICES LLC 453 - 2024-03-31 148,436 $8,793,000 16,610
   Executive Wealth Management LLC 40 - 2024-03-31 149,734 $8,688,000 142,456
   TIFF ADVISORY SERVICES INC 8 - 2024-03-31 140,227 $8,307,000 6,265
   COMMONWEALTH EQUITY SERVICES LLC. 881 - 2024-03-31 138,850 $8,226,000 13,149
   Empowered Funds LLC 167 - 2024-03-31 139,028 $8,208,000 9,518
   NewEdge Wealth LLC 124 - 2024-03-31 141,878 $7,939,000 86,937
   LINCOLN CAPITAL CORP 10 - 2024-03-31 128,167 $7,593,000 91,818
   Foundations Investment Advisors LLC 94 - 2024-03-31 125,264 $7,421,000 3,389
   Global Retirement Partners LLC 85 - 2024-03-31 118,898 $7,044,000 11,659
   GenWealth Group Inc. 18 - 2024-03-31 118,000 $6,990,000 1,445
   Aurum Wealth Management Group LLC 19 - 2024-03-31 117,337 $6,951,000 19,472
   Westshore Wealth LLC 7 - 2023-12-31 108,851 $6,698,000 108,851
   Betterment LLC 100 - 2024-03-31 101,860 $6,034,000 27,063
   Starfox Financial Services LLC 7 - 2024-03-31 107,521 $6,006,000 24,619
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 48 - 2024-03-31 97,638 $5,784,000 1,246
   POWER WEALTH MANAGEMENT LLC 5 - 2024-03-31 96,785 $5,734,000 8,210
   Lebenthal Global Advisors LLC 13 - 2024-03-31 94,654 $5,607,000 22,996
   True Wealth Design LLC 12 - 2024-03-31 90,923 $5,386,000 1,640
   BENJAMIN F. EDWARDS & COMPANY INC. 214 - 2024-03-31 84,602 $5,012,000 1,365
   Wealthcare Advisory Partners LLC 110 - 2024-03-31 80,221 $4,752,000 8,013
   Farther Finance Advisors LLC 69 - 2024-03-31 80,100 $4,647,000 78,622
   Baird Financial Group Inc. 714 - 2024-03-31 70,493 $4,176,000 5,801
   Forum Financial Management LP 62 - 2024-03-31 68,114 $4,035,000 16,410
   FIRST NATIONAL TRUST CO 117 - 2024-03-31 67,184 $3,980,000 8,942
   Forthright Family Wealth Advisory LLC 10 - 2024-03-31 64,850 $3,842,000 4,479
   Clear Creek Financial Management LLC 45 - 2024-03-31 61,574 $3,648,000 866
   ASHFORD CAPITAL MANAGEMENT INC 45 - 2024-03-31 59,653 $3,534,000 12,118
   LIBERTY WEALTH MANAGEMENT LLC 37 - 2024-03-31 56,642 $3,299,000 56,360
   KITCHING PARTNERS LLC 5 - 2024-03-31 54,604 $3,235,000 279
   Towneley Capital Management Inc / DE 19 - 2024-03-31 53,982 $3,198,000 845
   FAMILY CAPITAL TRUST CO 25 - 2024-03-31 49,939 $2,958,000 3,797
   RAYMOND JAMES & ASSOCIATES 1963 - 2024-03-31 45,822 $2,714,000 12,146
   Transcendent Capital Group LLC 24 - 2024-03-31 44,952 $2,663,000 5,316
   Integrity Wealth Solutions LLC 18 - 2024-03-31 44,873 $2,658,000 274
   Hennion & Walsh Asset Management Inc. 200 - 2024-03-31 44,860 $2,658,000 16,191
   Kingdom Financial Group LLC. 15 - 2024-03-31 44,799 $2,654,000 17,557
   OLD MISSION CAPITAL LLC 191 - 2024-03-31 44,100 $2,612,000 24,751
   Total Clarity Wealth Management Inc. 28 - 2024-03-31 43,898 $2,601,000 3,525
   Ronald Blue Trust Inc. 92 - 2024-03-31 43,311 $2,566,000 11,289
   Snowden Capital Advisors LLC 265 - 2024-03-31 43,257 $2,563,000 24,514
   TSFG LLC 34 - 2024-03-31 42,944 $2,544,000 40,865
   Perigon Wealth Management LLC 225 - 2024-03-31 41,825 $2,478,000 7,494
   Integrated Wealth Concepts LLC 459 - 2024-03-31 40,214 $2,383,000 13,188
   SINECERA CAPITAL LLC 8 - 2024-03-31 37,190 $2,203,000 37,190
   Simplicity WealthLLC 334 - 2024-03-31 37,147 $2,201,000 1,293
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1211 - 2024-03-31 36,124 $2,140,000 724
   WFA of San Diego LLC 7 - 2023-09-30 37,541 $2,084,000 2,315
   Versant Capital Management Inc 33 - 2024-03-31 32,022 $1,897,000 2,016
   IHT Wealth Management LLC 278 - 2024-03-31 30,376 $1,799,000 8,572
   CALAMOS ADVISORS LLC 387 - 2024-03-31 29,411 $1,742,000 5,877
   W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO 59 - 2024-03-31 28,410 $1,683,000 3,746
   H D Vest Advisory Services 605 - 2024-03-31 26,593 $1,575,000 5,424
   Balanced Rock Investment Advisor 22 - 2024-03-31 26,212 $1,553,000 12,906
   Sharkey Howes & Javer 57 - 2024-03-31 24,512 $1,452,000 1,953
   Running Point Capital Advisors LLC 40 - 2024-03-31 24,100 $1,428,000 2,111
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us