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Get Institutions for : 
Vanguard Intermediate-Term Bond ETF (BIV)  
$74.40 0.35 (0.47%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 755    10
Total shares held : 
 139,649,351  
% of shares held : 
 86.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   40  
Amount of shares held : 
 8,303,673  
% of shares held change : 
   5.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $71.59  
Last Quarter's Ending Price : 
 $76.38  
Last Quarter's Average Price : 
 $73.24  
Change from last quarter's     
avg. price to the last closing  : 
1.16 (1.58%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
54
 1,598,868
 1.14%
 
Increased Positions :
309
 18,551,953
 13.28%
 
Unchanged Positions :
113
 4,064,457
 2.91%
 
Decreased Positions :
279
-10,780,718
-7.72%
 
Closed Positions :
44
-1,066,430
-0.76%
 
Guru Positions :
1
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
   Diana Davis Spencer Foundation 2 - 2024-03-31 1,426,000 $107,520,000 0
   PRINCIPAL FINANCIAL GROUP INC 1409 - 2024-03-31 105,570 $7,960,000 0
   COUNTRY TRUST BANK 77 - 2024-03-31 77,000 $5,806,000 0
   EverSource Wealth Advisors LLC 49 - 2024-03-31 71,595 $5,468,000 0
   Burleson & Company LLC 21 - 2022-12-31 65,306 $4,854,000 0
   Evergreen Wealth Management LLC 13 - 2024-03-31 53,253 $4,015,000 0
   BROWN ADVISORY HOLDINGS INC 543 - 2024-03-31 48,283 $3,641,000 0
   Arcataur Capital Management LLC 17 - 2024-03-31 41,728 $3,146,000 0
   Private Wealth Group LLC 14 - 2024-03-31 39,403 $2,971,000 0
   Deschutes Portfolio Strategy LLC 16 - 2024-03-31 33,990 $2,563,000 0
   Houlihan Financial Resource Group Ltd. 29 - 2024-03-31 33,697 $2,541,000 0
   CAPITAL INVESTMENT SERVICES OF AMERICA INC 49 - 2024-03-31 30,155 $2,274,000 0
   FIRST HAWAIIAN BANK 224 - 2024-03-31 29,214 $2,203,000 0
   QUADRANT CAPITAL GROUP LLC 84 - 2024-03-31 28,074 $2,117,000 0
   DEUTSCHE BANK AG 1610 - 2024-03-31 26,245 $1,979,000 0
   DUBUQUE BANK & TRUST CO 73 - 2023-09-30 26,237 $1,897,000 0
   UNITED BANK /VA/ 52 - 2024-03-31 22,249 $1,678,000 0
   FourThought Financial Partners LLC 112 - 2024-03-31 16,545 $1,247,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 266 - 2024-03-31 15,922 $1,216,000 0
   Oakmont Partners LLC 335 - 2024-03-31 16,033 $1,209,000 0
   FIDUCIARY TRUST CO 369 - 2024-03-31 11,663 $879,000 0
   DUNCKER STREETT & CO INC 115 - 2024-03-31 11,501 $867,000 0
   Glass Jacobson Investment Advisors llc 93 - 2024-03-31 11,171 $842,000 0
   Coastal Capital Group Inc. 31 - 2023-06-30 11,188 $842,000 0
   SHELTER MUTUAL INSURANCE CO 54 - 2024-03-31 10,900 $822,000 0
   BECKER CAPITAL MANAGEMENT INC 171 - 2024-03-31 10,805 $815,000 0
   Hill Investment Group Partners LLC 38 - 2024-03-31 10,174 $767,000 0
   Frank Rimerman Advisors LLC 57 - 2024-03-31 8,783 $662,000 0
   Northstar Group Inc. 80 - 2024-03-31 7,371 $556,000 0
   CLS INVESTMENT FIRM LLC 948 - 2022-12-31 7,338 $545,000 0
   GFG Capital LLC 73 - 2024-03-31 7,020 $529,000 0
   KRAFT ASSET MANAGEMENT LLC 24 - 2024-03-31 6,861 $517,000 0
   Biltmore Family Office LLC 109 - 2024-03-31 6,674 $503,000 0
   WESBANCO BANK INC 414 - 2024-03-31 6,321 $477,000 0
   GAMBLE JONES MORPHY & BENT 150 - 2022-12-31 6,217 $462,000 0
   Radnor Capital Management LLC 238 - 2024-03-31 5,912 $446,000 0
   MOGY JOEL R INVESTMENT COUNSEL INC 80 - 2024-03-31 5,900 $445,000 0
   CHAPIN DAVIS INC. 144 - 2024-03-31 5,527 $417,000 0
   Cedar Brook Financial Partners LLC 235 - 2024-03-31 5,522 $416,000 0
   LifePro Asset Management 81 - 2024-03-31 5,507 $415,000 0
   9258 Wealth Management LLC 227 - 2024-03-31 5,325 $402,000 0
   SEAWARD MANAGEMENT CORP 208 - 2024-03-31 5,319 $401,000 0
   Anson Capital Inc. 41 - 2024-03-31 5,269 $397,000 0
   HHM Wealth Advisors LLC 90 - 2024-03-31 5,106 $385,000 0
   Lion Street Advisors LLC 152 - 2024-03-31 4,730 $361,000 0
   BATH SAVINGS TRUST CO 131 - 2024-03-31 4,577 $345,000 0
   FRANKLIN RESOURCES INC 2285 - 2024-03-31 4,540 $342,000 0
   HBW Advisory Services LLC 224 - 2024-03-31 4,215 $322,000 0
   CUSTOM INDEX SYSTEMS LLC 186 - 2024-03-31 4,000 $302,000 0
   FINANCIAL LIFE ADVISORS 48 - 2024-03-31 3,959 $299,000 0
   First Personal Financial Services 102 - 2024-03-31 3,951 $298,000 0
   Windsor Group LTD 125 - 2023-09-30 4,011 $290,000 0
   Centered Wealth LLC dba Miller Equity Capital Advi 52 - 2024-03-31 3,680 $277,000 0
   J. W. Coons Advisors LLC 201 - 2024-03-31 3,671 $277,000 0
   DEARBORN PARTNERS LLC 218 - 2024-03-31 3,654 $276,000 0
   Center for Financial Planning Inc. 127 - 2024-03-31 3,650 $275,000 0
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 244 - 2024-03-31 3,650 $275,000 0
   S.A. Mason LLC 138 - 2024-03-31 3,471 $262,000 0
   Investment Advisory Group LLC 137 - 2024-03-31 3,266 $246,000 0
   FULTON BREAKEFIELD BROENNIMAN LLC 165 - 2024-03-31 3,142 $237,000 0
   Integrated Investment Consultants LLC 232 - 2024-03-31 3,013 $227,000 0
   WNY Asset Management LLC 215 - 2024-03-31 2,999 $226,000 0
   MOSELEY INVESTMENT MANAGEMENT INC 131 - 2024-03-31 2,942 $222,000 0
   Symphony Financial Ltd. Co. 180 - 2024-03-31 2,831 $213,000 0
   Essex Savings Bank 247 - 2024-03-31 2,764 $211,000 0
   MERIDIAN INVESTMENT COUNSEL INC. 196 - 2024-03-31 2,758 $208,000 0
   HALL LAURIE J TRUSTEE 111 - 2024-03-31 2,675 $202,000 0
   Octavia Wealth Advisors LLC 213 - 2024-03-31 2,679 $202,000 0
   DIMENSION CAPITAL MANAGEMENT PARTNERS 107 - 2024-03-31 2,668 $201,000 0
   Blume Capital Management Inc. 101 - 2024-03-31 2,400 $181,000 0
   HARBOR INVESTMENT ADVISORY LLC 376 - 2024-03-31 2,068 $156,000 0
   Red Cedar Capital LLC 65 - 2022-12-31 2,085 $155,000 0
   Tyler-Stone Wealth Management 293 - 2024-03-31 1,144 $86,000 0
   JFS WEALTH ADVISORS, LLC 401 - 2024-03-31 778 $59,000 0
   DELTA ASSET MANAGEMENT LLC/TN 267 - 2024-03-31 648 $49,000 0
   SCBT FINANCIAL CORP 375 - 2024-03-31 630 $48,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 340 - 2023-06-30 620 $47,000 0
   FIRST MANHATTAN CO 929 - 2024-03-31 525 $40,000 0
   FinTrust Capital Advisors LLC 591 - 2024-03-31 490 $37,000 0
   Jackson Hole Capital Partners LLC 232 - 2024-03-31 465 $35,000 0
   Washington Trust Advisors Inc. 367 - 2024-03-31 400 $30,000 0
   PITTENGER & ANDERSON INC 320 - 2024-03-31 375 $28,000 0
   Running Point Capital Advisors LLC 116 - 2024-03-31 346 $26,000 0
   BANGOR SAVINGS BANK 344 - 2024-03-31 332 $25,000 0
   FIRST FINANCIAL CORP /IN/ 272 - 2024-03-31 305 $23,000 0
   HALLMARK CAPITAL MANAGEMENT INC 242 - 2024-03-31 262 $20,000 0
   Addison Advisors LLC 462 - 2024-03-31 240 $18,000 0
   HAZLETT BURT & WATSON INC. 463 - 2024-03-31 217 $16,000 0
   GPS Wealth Strategies Group LLC 779 - 2024-03-31 204 $15,000 0
   VIMA LLC 199 - 2024-03-31 179 $14,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 598 - 2024-03-31 176 $13,000 0
   VALLEY NATIONAL ADVISERS INC 623 - 2024-03-31 155 $11,000 0
   ARMSTRONG ADVISORY GROUP INC 573 - 2024-03-31 112 $9,000 0
   Tidemark LLC 473 - 2024-03-31 101 $8,000 0
   Capital Investment Advisory Services LLC 839 - 2024-03-31 89 $7,000 0
   Venturi Wealth Management LLC 1026 - 2024-03-31 78 $6,000 0
   DHJJ Financial Advisors Ltd. 489 - 2024-03-31 82 $6,000 0
   Main Street Group LTD 513 - 2024-03-31 85 $6,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 733 - 2024-03-31 60 $5,000 0
   Concord Wealth Partners 662 - 2024-03-31 72 $5,000 0
  100 Records found
  1    
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