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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   EXCHANGE TRADED CONCEPTS LLC 1226 *Closed 2024-03-31 0 $0 -85,463
   Tradition Wealth Management LLC 542 *Closed 2024-03-31 0 $0 -629
   TUDOR INVESTMENT CORP ET AL 1495 *Closed 2024-03-31 0 $0 -4,008
   EisnerAmper Wealth Management Corporate Benefits L 66 *Closed 2023-12-31 0 $0 -3,013
   Meridian Wealth Management LLC 227 *Closed 2024-03-31 0 $0 -25,427
   HF Advisory Group LLC 156 *Closed 2024-03-31 0 $0 -3,425
   HB Wealth Management LLC 847 *Closed 2024-03-31 0 $0 -5,863
   JOHNSON FINANCIAL GROUP, INC. 825 *Closed 2024-03-31 0 $0 -37
   BAKER TILLY FINANCIAL LLC 433 *Closed 2024-03-31 0 $0 -2,907
   GPWM LLC 21 *Closed 2024-03-31 0 $0 -120,637
   Steward Financial Group LLC 1432 *Closed 2023-09-30 0 $0 -29,704
   Atlantic Edge Private Wealth Management LLC 497 *Closed 2024-03-31 0 $0 -125
   FIDUCIARY FAMILY OFFICE LLC 212 *Closed 2024-03-31 0 $0 -4,216
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 217 *Closed 2024-03-31 0 $0 -31,218
   ML & R WEALTH MANAGEMENT LLC 76 *Closed 2024-03-31 0 $0 -7,043
   VERITABLE LP 187 *Closed 2023-09-30 0 $0 -17,391
   Dakota Community Bank & Trust NA 108 *Closed 2024-03-31 0 $0 -1,245
   Trinity Wealth Management LLC 48 *Closed 2024-03-31 0 $0 -2,681
   ADVISORS CAPITAL MANAGEMENT LLC 487 *Closed 2024-03-31 0 $0 -3,193
   FAIRFIELD RESEARCH CORP 348 *Closed 2024-03-31 0 $0 -200
   Atwater Malick LLC 78 *Closed 2024-03-31 0 $0 -3,350
   WOODWARD DIVERSIFIED CAPITAL LLC 154 *Closed 2024-03-31 0 $0 -11,390
   Santori & Peters Inc. 62 *Closed 2024-03-31 0 $0 -2,844
   BROOKMONT CAPITAL MANAGEMENT 53 *Closed 2024-03-31 0 $0 -2,635
   Winthrop Capital Management LLC 271 *Closed 2024-03-31 0 $0 -538
   HANSON INVESTMENT MANAGEMENT 482 *Closed 2024-03-31 0 $0 -290
   Rockbridge Investment Management LCC 518 *Closed 2024-03-31 0 $0 -1,293
   Calton & Associates Inc. 215 *Closed 2024-03-31 0 $0 -12,982
   DB Fitzpatrick & Co Inc 90 *Closed 2024-03-31 0 $0 -4,395
   Ten Capital Wealth Advisors LLC 432 *Closed 2023-06-30 0 $0 -2,018
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 940 *Closed 2024-03-31 0 $0 -54
   Harel Insurance Investments & Financial Services L *Closed 2024-03-31 0 $0 -35,470
   BKM Wealth Management LLC 527 *Closed 2024-03-31 0 $0 -283
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 990 *Closed 2024-03-31 0 $0 -1,503
   Marion Wealth Management 125 *Closed 2024-03-31 0 $0 -62,537
   Financial Connections Group Inc. *Closed 2024-03-31 0 $0 -503
   Cutler Group LP 1500 *Closed 2024-03-31 0 $0 -100
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 106 *Closed 2024-03-31 0 $0 -75
   ESSEX FINANCIAL SERVICES INC 554 *Closed 2024-03-31 0 $0 -3,335
   ADVISOR PARTNERS II LLC 1290 *Closed 2023-09-30 0 $0 -3,589
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 1049 *Closed 2024-03-31 0 $0 -4,217
   United Advisor Group LLC 211 *Closed 2024-03-31 0 $0 -526
   EWA LLC 154 *Closed 2024-03-31 0 $0 -5,558
   Synergy Financial Management LLC 170 *Closed 2024-03-31 0 $0 -7,576
   Wiser Wealth Management Inc 35 *Closed 2024-03-31 0 $0 -160,442
   Livelsberger Financial Advisory 175 *Closed 2024-03-31 0 $0 -81
   Beacon Bridge Wealth Partners LLC 113 *Closed 2024-03-31 0 $0 -2,879
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 1104 *Closed 2024-03-31 0 $0 -232
   TRUEPOINT, INC. 230 *Closed 2024-03-31 0 $0 -44,768
   Idaho Trust Bank 156 *Closed 2024-03-31 0 $0 -39,645
   Austin Wealth Management LLC 127 *Closed 2024-03-31 0 $0 -2,690
   Northstar Advisory Group LLC 96 *Closed 2024-03-31 0 $0 -3,712
   Kozak & Associates Inc. 391 *Closed 2024-03-31 0 $0 -33
   Crabel Capital Management LLC 103 *Closed 2024-03-31 0 $0 -9,327
   Headlands Technologies LLC 1603 *Closed 2024-03-31 0 $0 -213
   Valley Financial Group Inc. 59 *Closed 2024-03-31 0 $0 -2,814
  56 Records found
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