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Get Institutions for : 
Vanguard Total Corporate Bond (VTC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    7
Total shares held : 
 6,442,711  
% of shares held : 
 61.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 -470,236  
% of shares held change : 
   -4.46%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 101,213
 1.57%
 
Increased Positions :
35
 544,781
 8.46%
 
Unchanged Positions :
22
 49,682
 0.77%
 
Decreased Positions :
28
-1,083,610
-16.82%
 
Closed Positions :
6
-32,620
-0.51%
 
Guru Positions :
0
 0%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NEPC LLC 7 - 2024-03-31 1,759,073 $134,780,000 703,638
   Mill Creek Capital Advisors LLC 10 - 2024-03-31 887,025 $67,964,000 219,606
   AXXCESS WEALTH MANAGEMENT LLC 10 - 2024-03-31 688,971 $52,789,000 18,972
   Capital Asset Advisory Services LLC 6 - 2024-03-31 692,307 $52,318,000 20,253
   Wedmont Private Capital 5 - 2024-03-31 647,449 $49,116,000 47,406
   BANK OF AMERICA CORP /DE/ 1673 - 2024-03-31 364,088 $27,896,000 38,781
   MML INVESTORS SERVICES LLC 229 - 2024-03-31 286,253 $21,933,000 14,238
   ENVESTNET ASSET MANAGEMENT INC 1187 - 2024-03-31 226,438 $17,350,000 19,566
   GDS Wealth Management 12 - 2024-03-31 218,223 $16,720,000 -142,795
   Financial Advocates Investment Management 15 - 2024-03-31 200,623 $15,372,000 32,037
   TOWNSQUARE CAPITAL LLC 114 *New 2024-03-31 145,685 $11,162,000 145,685
   Sensible Financial Planning & Management LLC. 11 - 2024-03-31 127,200 $9,746,000 30,050
   UBS Group AG 1632 - 2024-03-31 124,795 $9,562,000 9,708
   ROYAL BANK OF CANADA 1653 - 2024-03-31 101,739 $7,795,000 9,988
   Envestnet Portfolio Solutions Inc. 294 - 2024-03-31 95,975 $7,354,000 -113,330
   Cetera Investment Advisers 828 - 2024-03-31 87,844 $6,731,000 35,729
   Adviser Investments LLC 144 - 2024-03-31 66,195 $5,072,000 -9,164
   JANE STREET GROUP LLC 1297 - 2024-03-31 63,185 $4,841,000 43,774
   CI Private Wealth LLC 719 - 2024-03-31 60,960 $4,671,000 965
   LPL FINANCIAL CORP 1965 - 2024-03-31 50,217 $3,848,000 5,245
   Atria Wealth Solutions Inc. 456 - 2024-03-31 44,021 $3,373,000 2,767
   STIFEL FINANCIAL CORP 1430 - 2024-03-31 40,030 $3,067,000 37
   LOOMIS SAYLES & CO L P 398 - 2024-03-31 39,300 $3,011,000 3,255
   J P MORGAN CHASE & CO 2780 - 2024-03-31 36,742 $2,815,000 16
   FINANCIAL NETWORK 919 - 2024-03-31 32,706 $2,506,000 2,551
   TD Waterhouse Canada Inc. 376 - 2024-03-31 28,711 $2,246,000 2,472
   AMERIPRISE FINANCIAL INC 2758 - 2024-03-31 27,911 $2,141,000 1,697
   BFSG LLC 105 - 2024-03-31 26,207 $2,008,000 2,983
   Advisor Group Holdings Inc. 1762 - 2024-03-31 23,888 $1,831,000 2,650
   Perigon Wealth Management LLC 269 - 2024-03-31 23,282 $1,784,000 803
   KESTRA PRIVATE WEALTH SERVICES LLC 416 - 2024-03-31 22,127 $1,695,000 -2,048
   AE Wealth Management LLC 532 - 2024-03-31 21,822 $1,672,000 -1,467
   LAKE STREET ADVISORS GROUP LLC 174 - 2023-12-31 19,076 $1,478,000 0
   Fort Point Capital Partners LLC 92 - 2024-03-31 16,461 $1,261,000 860
   NATIONAL BANK OF CANADA /FI/ 947 - 2024-03-31 16,378 $1,231,000 6,849
   Semmax Financial Advisors Inc. 71 - 2024-03-31 16,289 $1,225,000 1,078
   Private Advisor Group LLC 1066 - 2024-03-31 15,809 $1,211,000 -1,337
   Independent Advisor Alliance 315 - 2024-03-31 13,549 $1,038,000 -13,139
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1738 - 2024-03-31 12,661 $970,000 1,524
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2123 - 2024-03-31 11,573 $887,000 370
   Chicago Partners Investment Group LLC 341 - 2024-03-31 11,474 $857,000 121
   HARBOUR INVESTMENTS INC. 405 - 2023-12-31 10,667 $827,000 -1,055
   BB&T CORP 1791 - 2024-03-31 8,649 $663,000 4,003
   BNP PARIBAS 191 - 2024-03-31 8,386 $643,000 0
   CREATIVE PLANNING 1688 - 2024-03-31 8,087 $620,000 -6,234
   RFG Advisory Group LLC 475 *New 2024-03-31 7,626 $584,000 7,626
   Pinnacle Bank 89 - 2024-03-31 7,585 $581,000 0
   SAX WEALTH ADVISORS LLC 116 - 2024-03-31 6,519 $499,000 -139
   MULTIFINANCIAL SECURITIES CORP 1657 *New 2024-03-31 5,907 $453,000 5,907
   Mutual Advisors LLC 719 - 2024-03-31 5,876 $450,000 -52
   STEPHENS INC /AR/ 862 - 2024-03-31 5,800 $444,000 0
   FIERA SCEPTRE INC. 419 - 2024-03-31 5,476 $420,000 -80
   MARINER WEALTH ADVISORS, LLC 2172 - 2024-03-31 5,420 $415,000 0
   Pinnacle Financial Group LLC / IL 51 - 2024-03-31 4,835 $370,000 0
   Sharkey Howes & Javer 92 - 2024-03-31 4,736 $363,000 -8,390
   SEAMOUNT FINANCIAL GROUP INC 67 - 2024-03-31 4,737 $363,000 49
   ALTFEST L J & CO INC 234 - 2024-03-31 4,633 $355,000 356
   MATHER GROUP, INC. 403 - 2024-03-31 4,520 $350,000 0
   MAYPORT LLC 65 *New 2024-03-31 4,449 $341,000 4,449
   Bristlecone Advisors LLC 219 - 2024-03-31 4,432 $340,000 -126
   OneAscent Wealth Management LLC 115 - 2024-03-31 4,254 $326,000 -204
   Kovack Advisors Inc. 349 - 2024-03-31 3,918 $300,000 -1,250
   Investment Advisory Group LLC 117 - 2024-03-31 3,839 $294,000 0
   BUSEY TRUST CO 290 *New 2024-03-31 3,825 $293,000 3,825
   FMR LLC 2748 - 2024-03-31 3,683 $282,000 3,679
   Peachtree Investment Partners LLC 63 - 2024-03-31 3,632 $278,000 0
   Caitlin John LLC 102 - 2023-12-31 3,164 $245,000 0
   Farther Finance Advisors LLC 633 *New 2024-03-31 3,084 $234,000 3,084
   Checchi Capital Advisers LLC 524 - 2024-03-31 2,830 $217,000 0
   Dupree Financial Group LLC 59 - 2024-03-31 2,692 $206,000 -31
   Betterment LLC 351 *New 2024-03-31 2,666 $204,000 2,666
   COMMONWEALTH EQUITY SERVICES LLC. 3573 - 2024-03-31 2,638 $202,000 -1,946
   Winthrop Capital Management LLC 71 - 2024-03-31 1,799 $138,000 -1,271
   ANCORA ADVISORS, LLC 728 - 2024-03-31 1,700 $130,000 0
   Archer Investment Corp 273 - 2024-03-31 1,597 $122,000 -194
   PROFFITT & GOODSON INC 121 *New 2024-03-31 1,578 $121,000 1,578
   RICHARDSON FINANCIAL SERVICES INC. 182 *New 2024-03-31 1,491 $114,000 1,491
   CREATIVE FINANCIAL DESIGNS INC /ADV 613 - 2024-03-31 1,030 $79,000 0
   MORGAN STANLEY 5864 - 2024-03-31 1,001 $77,000 1,000
   Larson Financial Group LLC 598 - 2024-03-31 974 $75,000 6
   HARVEST GROUP WEALTH MANAGEMENT LLC 60 - 2023-03-31 884 $68,000 -1,104
   REDMONT WEALTH ADVISORS LLC 87 *New 2024-03-31 745 $57,000 745
   Vermillion & White Wealth Management Group LLC 116 *New 2024-03-31 705 $54,000 705
   COMERICA BANK 2769 - 2024-03-31 598 $46,000 -24
   Qube Research & Technologies Ltd 3029 - 2024-03-31 570 $44,000 0
   Davis Capital Management 138 - 2024-03-31 570 $43,000 -11
   NBC SECURITIES INC. 1221 - 2024-03-31 474 $36,000 0
   Bay Harbor Wealth Management LLC 111 *New 2024-03-31 401 $31,000 401
   TOWER RESEARCH CAPITAL LLC 2981 - 2024-03-31 266 $20,000 210
   OGOREK ANTHONY JOSEPH /NY/ /ADV 174 - 2024-03-31 245 $18,000 0
   ELEVATE WEALTH ADVISORY INC 100 - 2024-03-31 185 $14,000 0
   Covestor Ltd 1358 - 2024-03-31 182 $14,000 0
   CITIGROUP INC 4283 - 2024-03-31 100 $8,000 0
   Geneos Wealth Management Inc. 1597 - 2024-03-31 100 $8,000 -171
   Opal Wealth Advisors LLC 257 *New 2024-03-31 90 $7,000 90
   Sunbelt Securities Inc. 1281 - 2024-03-31 85 $7,000 0
   Global Retirement Partners LLC 2246 - 2024-03-31 90 $7,000 10
   Ronald Blue Trust Inc. 1607 *New 2024-03-31 75 $6,000 75
   PRIVATE TRUST CO NA 1984 - 2024-03-31 55 $4,000 0
   Colony Family Offices LLC 69 *New 2024-03-31 23 $2,000 23
  100 Records found
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