Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard Tax Exempt Bond Etf (VTEB)  
$49.93 0.22 (0.44%) as of 4:30 Fri 6/7


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 993    39
Total shares held : 
 473,391,036  
% of shares held : 
 26.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   161  
Amount of shares held : 
 43,963,399  
% of shares held change : 
   2.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.89  
Last Quarter's Ending Price : 
 $50.60  
Last Quarter's Average Price : 
 $50.69  
Change from last quarter's     
avg. price to the last closing  : 
0.76 (1.5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
100
 6,872,169
 1.45%
 
Increased Positions :
437
 67,009,010
 14.16%
 
Unchanged Positions :
141
 4,079,979
 0.86%
 
Decreased Positions :
315
-27,096,070
-5.72%
 
Closed Positions :
61
-2,821,710
-0.6%
 
Guru Positions :
1
44,020
 0.01%
 
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 period: 12-31-2023 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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12 - 2024-03-31 34,598,700 $1,750,699,000 1,806,787
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 13 - 2024-03-31 29,485,963 $1,491,990,000 1,333,540
   Wealthfront Advisers LLC 6 - 2024-03-31 28,367,266 $1,435,384,000 3,543,291
   CREATIVE PLANNING 17 - 2024-03-31 24,804,375 $1,255,101,000 50,023
   RAYMOND JAMES & ASSOCIATES 23 - 2024-03-31 17,637,463 $892,456,000 403,508
   NORTHERN TRUST CORP 173 - 2024-03-31 13,146,923 $665,234,000 1,426,351
   TIAA TRUST NATIONAL ASSOCIATION 12 - 2024-03-31 11,389,248 $576,296,000 455,925
   ENVESTNET ASSET MANAGEMENT INC 114 - 2024-03-31 8,869,930 $448,818,000 514,629
   BANK OF AMERICA CORP /DE/ 371 - 2024-03-31 8,644,408 $437,407,000 669,622
   TIAA FSB 24 - 2023-06-30 6,047,111 $303,686,000 408,323
   MERCER GLOBAL ADVISORS INC /ADV 28 - 2024-03-31 4,998,676 $253,151,000 362,585
   FRANKLIN RESOURCES INC 255 - 2024-03-31 4,514,452 $228,431,000 728,049
   LPL FINANCIAL CORP 166 - 2024-03-31 4,121,881 $208,567,000 1,482,759
   D E SHAW & CO INC 77 - 2024-03-31 3,737,300 $189,107,000 3,373,000
   AMERIPRISE FINANCIAL INC 368 - 2024-03-31 3,481,202 $176,170,000 486,533
   Adviser Investments LLC 8 - 2024-03-31 3,163,683 $160,082,000 109,692
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 6 - 2024-03-31 3,124,553 $158,102,000 453,145
   HPM Partners LLC 50 - 2024-03-31 3,130,598 $157,804,000 248,062
   MEMBERS Trust Co 10 - 2024-03-31 2,680,184 $135,617,000 42,057
   JONES FINANCIAL COMPANIES LLLP 42 - 2024-03-31 2,308,254 $116,798,000 102,648
   Orgel Wealth Management LLC 14 - 2024-03-31 1,956,969 $99,023,000 120,817
   Prime Capital Investment Advisors LLC 17 - 2024-03-31 1,862,160 $94,225,000 80,251
   HIGHTOWER ADVISORS, LLC 156 - 2024-03-31 1,796,904 $90,939,000 169,390
   First Ascent Asset Management LLC 3 - 2023-12-31 1,576,165 $80,463,000 151,911
   GeoWealth Management LLC 6 - 2024-03-31 1,558,450 $78,857,000 1,550,788
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 108 - 2024-03-31 1,510,266 $76,419,000 87,962
   Sequoia Financial Advisors LLC 20 - 2024-03-31 1,499,475 $75,873,000 27,798
   Bleakley Financial Group LLC 8 - 2024-03-31 1,442,694 $73,000,000 53,732
   Sawtooth Asset Management Inc. 9 - 2023-12-31 1,392,376 $71,081,000 35,314
   Resources Investment Advisors Inc. 21 - 2024-03-31 1,326,681 $67,130,000 204,613
   CRESTWOOD ADVISORS LLC 23 - 2024-03-31 1,240,450 $62,767,000 17,045
   STIFEL FINANCIAL CORP 263 - 2024-03-31 1,224,120 $61,941,000 29,564
   Lutz Financial Services LLC 5 - 2024-03-31 1,189,003 $60,164,000 137,794
   Cetera Investment Advisers 150 - 2024-03-31 1,107,122 $56,020,000 609,976
   Meeder Advisory Services Inc. 2 - 2024-03-31 1,100,409 $55,681,000 59,810
   Full Sail Capital LLC 7 - 2024-03-31 1,062,049 $53,740,000 161,413
   REGIONS FINANCIAL CORP 64 - 2024-03-31 1,032,918 $52,266,000 24,770
   Streettalk Advisors LLC 9 - 2024-03-31 992,552 $50,223,000 375,809
   THOMPSON SIEGEL & WALMSLEY LLC 50 - 2024-03-31 915,636 $46,331,000 52,262
   West Financial Advisors LLC 4 - 2024-03-31 903,705 $45,727,000 19,833
   BANK OF NEW YORK MELLON CORP 1092 - 2024-03-31 896,565 $45,366,000 208,558
   Foster Group Inc. 11 - 2024-03-31 895,779 $45,326,000 767,979
   Beaird Harris Wealth Management LLC 6 - 2024-03-31 886,412 $44,852,000 63,062
   CALLAN CAPITAL, LLC 5 - 2024-03-31 857,329 $43,381,000 77,028
   Wedmont Private Capital 8 - 2024-03-31 767,452 $38,480,000 101,667
   Sunflower Bank N.A. 4 - 2024-03-31 759,746 $38,443,000 70,634
   Heritage Investment Group Inc. 5 - 2024-03-31 754,260 $38,166,000 5,149
   CWM LLC 111 - 2024-03-31 741,774 $37,534,000 1,850
   BSW WEALTH PARTNERS 2 - 2024-03-31 710,667 $35,960,000 7,529
   EP WEALTH ADVISORS, INC. 62 - 2024-03-31 695,292 $35,182,000 1,832
   JFS WEALTH ADVISORS, LLC 11 - 2024-03-31 583,336 $29,517,000 55,009
   Rockwood Wealth Management LLC 6 - 2024-03-31 580,068 $29,351,000 85,971
   BB&T CORP 358 - 2024-03-31 516,017 $26,110,000 31,364
   Passive Capital Management LLC. 2 - 2023-03-31 500,786 $25,370,000 2,850
   BRAGG FINANCIAL ADVISORS INC 19 - 2024-03-31 482,873 $24,433,000 22,732
   BANK OF HAWAII 17 - 2024-03-31 454,835 $23,015,000 35,820
   FINANCIAL NETWORK 192 - 2024-03-31 438,406 $22,183,000 11,560
   HANSON MCCLAIN, INC. 64 - 2024-03-31 430,551 $21,786,000 35,167
   Fort Point Capital Partners LLC 7 - 2024-03-31 427,006 $21,607,000 42,930
   Salomon & Ludwin LLC 17 - 2024-03-31 410,140 $20,763,000 53,651
   HILLTOP WEALTH ADVISORS LLC 2 - 2024-03-31 395,747 $20,025,000 33,309
   Facet Wealth Inc. 27 - 2024-03-31 394,810 $19,784,000 22,803
   CX Institutional 25 - 2024-03-31 373,354 $18,887,000 54,184
   Goodman Advisory Group LLC 3 - 2024-03-31 368,860 $18,664,000 144,937
   GenTrust LLC 20 - 2024-03-31 355,639 $17,995,000 59,550
   Orion Portfolio Solutions LLC 105 - 2024-03-31 351,022 $17,762,000 14,728
   Heartwood Wealth Advisors LLC 16 - 2024-03-31 345,200 $17,467,000 21,590
   Unison Advisors LLC 11 - 2024-03-31 330,966 $16,747,000 5,696
   Resonant Capital Advisors LLC 16 - 2024-03-31 330,117 $16,704,000 35,296
   Quotient Wealth Partners LLC 25 - 2024-03-31 314,732 $15,925,000 40,987
   MCKINLEY CARTER WEALTH SERVICES, INC. 19 - 2024-03-31 313,938 $15,885,000 55,809
   Kestra Advisory Services LLC 193 - 2024-03-31 313,055 $15,841,000 80,606
   STATE OF WISCONSIN INVESTMENT BOARD 421 - 2024-03-31 309,000 $15,635,000 106,200
   Aspire Private Capital LLC 6 - 2024-03-31 300,193 $15,190,000 60,716
   Brookstone Capital Management 87 - 2024-03-31 299,083 $15,134,000 25,724
   GPWM LLC 2 - 2024-03-31 293,113 $14,832,000 144,179
   CAHABA WEALTH MANAGEMENT INC. 14 - 2024-03-31 290,233 $14,686,000 11,568
   EAGLE RIDGE INVESTMENT MANAGEMENT 29 - 2024-03-31 289,764 $14,662,000 14,253
   Blue Chip Partners Inc. 31 - 2024-03-31 287,658 $14,555,000 27,877
   Atria Wealth Solutions Inc. 137 - 2024-03-31 285,640 $14,453,000 18,629
   Foster Victor Wealth Advisors LLC 27 - 2024-03-31 288,811 $14,412,000 29,103
   MOLLER FINANCIAL SERVICES 10 - 2024-03-31 281,497 $14,244,000 6,179
   COMERICA BANK 319 - 2024-03-31 280,749 $14,206,000 75,108
   FTB Advisors Inc. 76 - 2024-03-31 278,444 $14,089,000 5,666
   Baron Silver Stevens Financial Advisors LLC 14 - 2024-03-31 274,503 $13,890,000 1,668
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 144 - 2024-03-31 268,004 $13,561,000 262,744
   Source Financial Advisors LLC 6 - 2024-03-31 264,155 $13,366,000 4,332
   Newton One Investments LLC 7 - 2024-03-31 262,235 $13,269,000 3,427
   DEUTSCHE BANK AG 947 - 2024-03-31 253,706 $12,838,000 25,814
   SMITHFIELD TRUST CO 33 - 2024-03-31 250,670 $12,683,000 66,264
   Personal Capital Advisors Corp 160 - 2022-12-31 254,548 $12,598,000 21,932
   Private Portfolio Partners LLC 8 - 2024-03-31 247,308 $12,514,000 11,223
   Evanson Asset Management LLC 24 - 2024-03-31 247,039 $12,500,000 44,806
   RAYMOND JAMES TRUST CO 75 - 2024-03-31 244,777 $12,386,000 17,220
   Roth Financial Partners LLC 6 - 2024-03-31 243,259 $12,309,000 26,415
   COCONUT GROVE BANK 9 - 2024-03-31 241,544 $12,222,000 40,882
   BROWN ADVISORY HOLDINGS INC 391 - 2024-03-31 241,397 $12,215,000 43,647
   Single Point Partners LLC 9 - 2024-03-31 236,915 $11,988,000 2,545
   ROBERTS GLORE & CO INC /IL/ 4 - 2024-03-31 236,326 $11,958,000 14,035
   Silver Oak Advisory Group Inc. 4 - 2024-03-31 226,881 $11,481,000 7,969
  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