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Get Institutions for : 
Vanguard Short-term Tax-exempt Bond Etf (VTES)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 73    37
Total shares held : 
 2,121,741  
% of shares held : 
 23.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   53  
Amount of shares held : 
 1,115,132  
% of shares held change : 
   12.39%  
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 :
40
 293,959
 13.85%
 
Increased Positions :
22
 911,952
 42.98%
 
Unchanged Positions :
5
 4,362
 0.21%
 
Decreased Positions :
6
-12,388
-0.58%
 
Closed Positions :
3
-78,391
-3.69%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Wescott Financial Advisory Group LLC 3 - 2024-03-31 539,357 $54,313,000 58,313
   Beaird Harris Wealth Management LLC 19 - 2024-03-31 182,318 $18,359,000 -872
   CAPITAL INVESTMENT SERVICES OF AMERICA INC 38 - 2024-03-31 80,350 $8,091,000 14,500
   BANK OF AMERICA CORP /DE/ 2706 - 2024-03-31 71,193 $7,169,000 24,349
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 564 *New 2024-03-31 70,531 $7,102,000 70,531
   Landmark Financial Advisors LLC 16 - 2023-12-31 53,118 $5,387,000 5,332
   RAYMOND JAMES & ASSOCIATES 1590 - 2024-03-31 48,793 $4,913,000 1,174
   Stonebridge Capital Advisors LLC 65 *New 2024-03-31 37,740 $3,800,000 37,740
   Diversified Portfolios Inc. 37 - 2024-03-31 37,495 $3,776,000 17,096
   Kades & Cheifetz LLC 12 - 2024-03-31 37,424 $3,769,000 17,906
   Taylor Cottrill Erickson & Associates Inc. 27 - 2024-03-31 26,580 $2,677,000 2,835
   Evanson Asset Management LLC 59 - 2024-03-31 25,091 $2,527,000 20,191
   Sterling Financial Planning Inc. 35 - 2024-03-31 21,691 $2,184,000 4,227
   Firestone Capital Management 40 - 2024-03-31 17,739 $1,786,000 1,047
   Silver Oak Advisory Group Inc. 17 - 2024-03-31 17,119 $1,724,000 1,201
   MAYPORT LLC 24 - 2024-03-31 16,530 $1,665,000 8,610
   JNB Advisors LLC 134 *New 2024-03-31 16,400 $1,651,000 16,400
   JANE STREET GROUP LLC 2530 - 2024-03-31 15,680 $1,579,000 -930,347
   FINANCIAL ENGINES ADVISORS L.L.C. 178 - 2024-03-31 13,890 $1,399,000 330
   Cetera Investment Advisers 1878 - 2024-03-31 12,707 $1,280,000 4,198
   Sunesis Advisors LLC 24 - 2024-03-31 11,984 $1,207,000 0
   Planning Center Inc. 26 - 2024-03-31 11,127 $1,120,000 -20,875
   COMMONWEALTH EQUITY SERVICES LLC. 2172 - 2024-03-31 10,646 $1,072,000 2,921
   HAVERFORD TRUST CO 210 *New 2024-03-31 10,500 $1,057,000 10,500
   Eldridge Investment Advisors Inc. 80 - 2024-03-31 10,462 $1,054,000 50
   Single Point Partners LLC 38 - 2024-03-31 9,864 $993,000 207
   Laurel Wealth Advisors LLC 104 - 2024-03-31 9,854 $992,000 6,403
   Private Advisor Group LLC 1162 - 2024-03-31 9,816 $988,000 1,442
   Bowman & Co S.C. 54 *New 2024-03-31 9,715 $978,000 9,715
   Watchman Group Inc. 53 - 2024-03-31 8,025 $808,000 669
   SINECERA CAPITAL LLC 17 - 2024-03-31 7,784 $784,000 1,343
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1905 - 2024-03-31 7,620 $767,000 2,946
   Stone Point Wealth LLC 83 - 2024-03-31 6,852 $690,000 -20
   ENVESTNET ASSET MANAGEMENT INC 3232 - 2024-03-31 6,782 $683,000 4,502
   RCS Financial Planning LLC 45 - 2024-03-31 5,942 $598,000 0
   Integrated Advisors Network LLC 449 *New 2024-03-31 5,112 $515,000 5,112
   RFP Financial Group LLC 60 - 2024-03-31 4,924 $496,000 -1,987
   LPL FINANCIAL CORP 3765 *New 2024-03-31 4,659 $469,000 4,659
   Francis Financial Inc. 42 - 2024-03-31 4,599 $463,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2563 - 2024-03-31 4,563 $460,000 1,391
   HBK SORCE ADVISORY LLC 355 - 2024-03-31 4,539 $457,000 255
   EnRich Financial Partners LLC 32 *New 2024-03-31 4,024 $405,000 4,024
   PrairieView Partners LLC 88 - 2024-03-31 3,883 $392,000 0
   DAYMARK WEALTH PARTNERS LLC 303 *New 2024-03-31 3,771 $380,000 3,771
   FLOW TRADERS U.S. LLC 503 - 2024-03-31 3,737 $376,000 -1,384
   AVAII WEALTH MANAGEMENT LLC 84 - 2024-03-31 3,676 $370,000 664
   Resources Investment Advisors Inc. 852 - 2024-03-31 3,519 $354,000 67
   Integrity Wealth Solutions LLC 69 - 2024-03-31 3,430 $345,000 -234
   CREATIVE FINANCIAL DESIGNS INC /ADV 326 - 2024-03-31 3,127 $315,000 1,047
   RAYMOND JAMES TRUST CO 952 - 2024-03-31 3,096 $312,000 -1,416
   FinTrust Capital Advisors LLC 219 - 2024-03-31 3,050 $307,000 0
   CI Private Wealth LLC 1880 - 2024-03-31 2,989 $301,000 -621
   Advisor Group Holdings Inc. 3321 - 2024-03-31 2,972 $299,000 143
   BROWN WEALTH MANAGEMENT LLC 74 - 2024-03-31 2,516 $253,000 9
   Ritter Daniher Financial Advisory LLC / DE 71 - 2024-03-31 2,450 $247,000 0
   Lakewood Asset Management LLC 100 *New 2024-03-31 2,409 $243,000 2,409
   Level Financial Advisors Inc. 70 - 2024-03-31 2,292 $231,000 0
   EMPIRICAL FINANCIAL SERVICES, LLC 483 - 2024-03-31 2,258 $227,000 -1,911
   TOWNSQUARE CAPITAL LLC 1101 - 2024-03-31 2,211 $223,000 8
   Main Street Financial Solutions LLC 474 *New 2024-03-31 2,168 $218,000 2,168
   MERCER GLOBAL ADVISORS INC /ADV 1746 *New 2024-03-31 2,092 $211,000 2,092
   CAROLINAS WEALTH CONSULTING LLC 170 - 2024-03-31 2,035 $205,000 10
   ROYAL BANK OF CANADA 4210 *New 2024-03-31 1,811 $182,000 1,811
   Global Financial Private Client LLC 216 - 2024-03-31 1,230 $123,000 0
   CAMBRIDGE TRUST CO 359 - 2024-03-31 908 $91,000 26
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 232 - 2024-03-31 700 $70,000 400
   UBS Group AG 5269 - 2024-03-31 550 $55,000 -1,959
   Nelson Van Denburg & Campbell Wealth Management Gr 1233 - 2024-03-31 500 $50,000 0
   Farther Finance Advisors LLC 1187 - 2024-03-31 500 $50,000 0
   ANCORA ADVISORS, LLC 998 - 2024-03-31 348 $35,000 0
   Annapolis Financial Services LLC 198 *New 2024-03-31 268 $27,000 268
   HARBOUR INVESTMENTS INC. 1765 - 2023-12-31 250 $25,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1503 *New 2024-03-31 208 $21,000 208
   Atlantic Trust Group LLC 2046 *New 2024-03-31 200 $20,000 200
   Hartland & Co. LLC 999 *New 2024-03-31 138 $14,000 138
   MORGAN STANLEY 6525 - 2024-03-31 76 $8,000 0
   FMR LLC 4848 *Closed 2024-03-31 0 $0 -1
   Grant Street Asset Management Inc. 67 *Closed 2024-03-31 0 $0 -2,291
   Life Planning Partners Inc 68 *Closed 2024-03-31 0 $0 -3,818
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5629 *Closed 2024-03-31 0 $0 -6,984
   MISSION WEALTH MANAGEMENT LLC 640 *Closed 2024-03-31 0 $0 -2,890
   PROEQUITIES INC. 5092 - 2024-03-31 0 $0 0
   Penserra Capital Management LLC 1275 *Closed 2024-03-31 0 $0 -73
   Walleye Trading Advisors LLC 2580 *Closed 2024-03-31 0 $0 -5,559
   BANK OF MONTREAL /CAN/ 3530 *Closed 2024-03-31 0 $0 -61,500
   FC Advisory LLC 97 *Closed 2024-03-31 0 $0 -2,746
   RETIREMENT PLANNING GROUP 216 *Closed 2024-03-31 0 $0 -1,977
   Richardson Capital Management LLC 169 *Closed 2024-03-31 0 $0 -100
   Waldron LP 441 *Closed 2024-03-31 0 $0 -7,128
   FIDUCIARY TRUST CO 658 *Closed 2024-03-31 0 $0 -3,977
   FINANCIAL NETWORK 2897 *Closed 2024-03-31 0 $0 -2,185
   FINANCIAL COUNSELORS INC 596 *Closed 2024-03-31 0 $0 -39,025
  92 Records found
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