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Get Institutions for : 
Vanguard Extended Dur Tre Idx ETF (EDV)  
$72.85 0.38 (0.52%) as of 4:30 Fri 5/24


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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  : 
1.31 (1.83%)  




 
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
   BANK OF AMERICA CORP /DE/ 888 - 2024-03-31 1,332,235 $102,049,000 -43,884
   ENVESTNET ASSET MANAGEMENT INC 551 - 2024-03-31 896,029 $68,636,000 -181,286
   Beacon Capital Management Inc. 18 - 2024-03-31 458,514 $33,788,000 -392,599
   ROYAL BANK OF CANADA 918 - 2024-03-31 401,719 $30,772,000 -28,441
   AMERIPRISE FINANCIAL INC 1261 - 2024-03-31 272,708 $20,874,000 -1,081,287
   Gladstone Institutional Advisory LLC 24 - 2024-03-31 171,562 $13,142,000 -15,265
   AE Wealth Management LLC 193 - 2024-03-31 155,948 $11,946,000 -215,520
   AMJ Financial Wealth Management 2 - 2024-03-31 153,705 $11,774,000 -19,044
   H&H Retirement Design & Management INC 2 - 2024-03-31 160,802 $11,229,000 -29,080
   Cyndeo Wealth Partners LLC 45 - 2024-03-31 91,189 $6,985,000 -1,265
   Atria Wealth Solutions Inc. 265 - 2024-03-31 87,394 $6,694,000 -38,174
   Forefront Analytics LLC 12 - 2024-03-31 82,948 $6,354,000 -201
   Fermata Advisors LLC 20 - 2024-03-31 75,975 $5,820,000 -920
   EVOKE WEALTH LLC 69 - 2024-03-31 67,210 $5,148,000 -48,200
   Advisor Group Holdings Inc. 1021 - 2024-03-31 66,429 $5,089,000 -116,573
   Bouvel Investment Partners LLC 26 - 2024-03-31 44,072 $3,376,000 -1,142
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 975 - 2024-03-31 43,032 $3,296,000 -292
   TECTONIC ADVISORS LLC 78 - 2024-03-31 42,458 $3,252,000 -1,577
   BB&T CORP 1136 - 2024-03-31 35,276 $2,702,000 -113,360
   Andina Capital Management LLC 14 - 2024-03-31 34,769 $2,663,000 -33,009
   Paragon Advisors LLC 28 - 2024-03-31 34,689 $2,657,000 -88,444
   Ameritas Advisory Services LLC 196 - 2024-03-31 33,821 $2,575,000 -137,739
   COMMONWEALTH EQUITY SERVICES LLC. 1642 - 2024-03-31 31,378 $2,404,000 -23,090
   STIFEL FINANCIAL CORP 1627 - 2024-03-31 29,456 $2,257,000 -2,266
   Lloyd Advisory Services LLC. 35 - 2024-03-31 16,430 $1,749,000 -54,605
   Tranquilli Financial Advisor LLC 28 - 2024-03-31 19,514 $1,495,000 -10,204
   Almanack Investment Partners LLC. 59 - 2024-03-31 18,999 $1,455,000 -94,115
   Envestnet Portfolio Solutions Inc. 775 - 2024-03-31 16,442 $1,259,000 -24,441
   AlphaQ Advisors LLC 33 - 2024-03-31 16,151 $1,237,000 -1,726
   Great Lakes Retirement Inc. 118 - 2024-03-31 15,609 $1,196,000 -931
   BOYER & CORPORON WEALTH MANAGEMENT, LLC 51 - 2024-03-31 13,953 $1,069,000 -542
   Cutler Group LP 49 - 2024-03-31 13,900 $1,064,000 -10,110
   DFPG INVESTMENTS INC. 223 - 2023-12-31 13,075 $1,055,000 -1,517
   Ballew Advisors Inc 48 - 2024-03-31 10,984 $784,000 -391
   NATIONAL BANK OF CANADA /FI/ 1021 - 2024-03-31 10,774 $767,000 -1,756
   Bleakley Financial Group LLC 507 - 2024-03-31 9,633 $738,000 -7,044
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 218 - 2024-03-31 9,352 $716,000 -231
   OPPENHEIMER & CO INC 878 - 2024-03-31 9,211 $706,000 -986
   DRIVE WEALTH MANAGEMENT LLC 103 - 2024-03-31 8,484 $650,000 -600
   GeoWealth Management LLC 381 - 2024-03-31 8,477 $649,000 -4,820
   Source Financial Advisors LLC 64 - 2024-03-31 7,668 $587,000 -5,177
   SIMPLEX TRADING LLC 616 - 2024-03-31 7,530 $576,000 -10,608
   SINECERA CAPITAL LLC 20 - 2024-03-31 6,675 $511,000 -116,592
   RHS Financial LLC 71 - 2024-03-31 6,204 $475,000 -503
   Cresset Asset Management LLC 1396 - 2024-03-31 5,599 $429,000 -1
   H D Vest Advisory Services 1233 - 2024-03-31 4,370 $335,000 -7,638
   Aspect Partners LLC 70 - 2024-03-31 2,253 $173,000 -1,366
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1986 - 2024-03-31 780 $60,000 -413
   FMR LLC 3703 - 2024-03-31 362 $28,000 -978
   EXCHANGE TRADED CONCEPTS LLC 1042 - 2024-03-31 344 $26,000 -20,468
   China Universal Asset Management Co. Ltd. 434 - 2024-03-31 88 $7,000 -47,534
   BANK OF MONTREAL /CAN/ 3252 - 2024-03-31 75 $6,000 -222
   SUMMIT INVESTMENT ADVISORS INC 2973 - 2024-03-31 47 $4,000 -211
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 734 - 2024-03-31 1 $0 -71
  54 Records found
  1    
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