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Get Institutions for : 
Vanguard Ultrashort Bond Etf (VUSB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 271    15
Total shares held : 
 41,239,660  
% of shares held : 
 45.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -23  
Amount of shares held : 
 170,688  
% of shares held change : 
   0.19%  
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 :
18
 310,680
 0.75%
 
Increased Positions :
99
 4,213,784
 10.22%
 
Unchanged Positions :
47
 1,103,613
 2.68%
 
Decreased Positions :
107
-2,345,940
-5.69%
 
Closed Positions :
33
-2,007,836
-4.87%
 
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
   J P MORGAN CHASE & CO 259 - 2024-03-31 15,900,091 $787,850,000 103,701
   WHARTON BUSINESS GROUP, LLC 1 - 2024-03-31 4,492,109 $222,584,000 134,435
   Ronald Blue Trust Inc. 25 - 2024-03-31 1,498,364 $74,244,000 59,922
   RENAISSANCE TECHNOLOGIES LLC 211 - 2024-03-31 1,456,000 $72,145,000 -57,107
   WELLS FARGO & CO/MN 649 - 2024-03-31 1,223,626 $60,631,000 138,440
   Efficient Wealth Management LLC 2 - 2024-03-31 1,054,151 $52,234,000 19,423
   Colony Family Offices LLC 2 - 2024-03-31 853,800 $42,306,000 -12,288
   Pacific Center for Financial Services 2 - 2024-03-31 766,207 $37,966,000 18,774
   LPL FINANCIAL CORP 689 - 2024-03-31 696,480 $34,511,000 72,733
   WARREN AVERETT ASSET MANAGEMENT, LLC 34 - 2024-03-31 491,199 $24,339,000 456,308
   Strategic Financial Group LLC - 2023-12-31 434,192 $21,466,000 -2,869
   Fortis Advisors LLC 1 - 2024-03-31 429,998 $21,306,000 -12,476
   David Kennon Inc 3 - 2024-03-31 428,768 $21,245,000 5,935
   InterOcean Capital Group LLC 53 - 2024-03-31 424,908 $21,054,000 7,809
   Capital Analysts Inc. 18 - 2024-03-31 420,811 $20,851,000 -8,695
   Red Wave Investments LLC 2 - 2024-03-31 417,283 $20,676,000 29,033
   NewEdge Wealth LLC 76 - 2024-03-31 328,002 $16,177,000 73,847
   HIGHTOWER ADVISORS, LLC 560 - 2024-03-31 297,683 $14,742,000 259,580
   HORIZON ASSET MANAGEMENT INC/NY 42 - 2024-03-31 275,546 $13,653,000 -16,085
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 354 - 2024-03-31 266,720 $13,216,000 18,815
   Betterment LLC 74 - 2024-03-31 264,182 $13,090,000 29,017
   STIFEL FINANCIAL CORP 710 - 2024-03-31 263,107 $13,037,000 7,315
   BANK OF AMERICA CORP /DE/ 2263 - 2024-03-31 259,422 $12,854,000 74,707
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 17 - 2024-03-31 229,580 $11,376,000 3,514
   Schulz Wealth LTD. 3 - 2024-03-31 227,228 $11,259,000 -23,742
   Coyle Financial Counsel Inc. 7 - 2024-03-31 226,239 $11,210,000 14,275
   AE Wealth Management LLC 207 - 2024-03-31 209,964 $10,404,000 -11,242
   CI Private Wealth LLC 517 - 2024-03-31 207,914 $10,302,000 9,822
   Ariel Capital Advisors LLC 9 - 2024-03-31 206,600 $10,237,000 -100
   Fonville Wealth Management LLC 3 - 2024-03-31 201,609 $9,990,000 30,694
   Cetera Investment Advisers 699 - 2024-03-31 185,378 $9,185,000 174,333
   HB Wealth Management LLC 100 - 2024-03-31 171,604 $8,503,000 21,476
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 529 - 2024-03-31 163,756 $8,114,000 34,977
   Advisor Group Holdings Inc. 779 - 2024-03-31 163,727 $8,113,000 -43,696
   FINANCIAL NETWORK 434 - 2024-03-31 163,413 $8,097,000 9,416
   COMMONWEALTH EQUITY SERVICES LLC. 905 - 2024-03-31 158,147 $7,836,000 -2,687
   NVWM LLC 6 - 2024-03-31 154,366 $7,649,000 -7,827
   WEBSTERROGERS FINANCIAL ADVISORS LLC 13 - 2024-03-31 152,496 $7,556,000 8,412
   Scott Capital Advisors LLC 14 - 2024-03-31 149,550 $7,386,000 -687
   BLAIR WILLIAM & CO/IL 394 - 2024-03-31 140,702 $6,972,000 -12,575
   MONUMENTAL FINANCIAL GROUP INC. 9 - 2024-03-31 139,539 $6,914,000 11,011
   LOWE BROCKENBROUGH & CO INC 64 - 2024-03-31 137,544 $6,815,000 9,444
   ROYAL BANK OF CANADA 1729 - 2024-03-31 136,036 $6,741,000 -12,068
   ECLECTIC ASSOCIATES INC /ADV 5 - 2024-03-31 134,217 $6,650,000 -12,303
   MADISON WEALTH MANAGEMENT 20 - 2023-09-30 126,555 $6,225,000 -4,895
   FOCUS FINANCIAL NETWORK INC /ADV 97 - 2023-12-31 125,634 $6,211,000 0
   Pine Harbor Wealth Management LLC 7 - 2024-03-31 122,347 $6,062,000 30,190
   Kathmere Capital Management LLC 35 - 2024-03-31 121,094 $6,000,000 -5,939
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1065 - 2024-03-31 112,853 $5,592,000 37,412
   Steward Partners Investment Advisory LLC 312 - 2024-03-31 112,476 $5,573,000 477
   Roberts Wealth Advisors LLC 11 - 2024-03-31 111,967 $5,525,000 55,305
   CITADEL ADVISORS LLC 1658 - 2024-03-31 106,800 $5,292,000 106,800
   Annapolis Financial Services LLC 19 - 2024-03-31 106,579 $5,281,000 -4,688
   Chicago Partners Investment Group LLC 102 - 2024-03-31 104,583 $5,170,000 920
   Northwest Capital Management Inc 13 - 2024-03-31 104,022 $5,154,000 0
   CWM LLC 412 - 2024-03-31 104,023 $5,154,000 1
   ZAZOVE ASSOCIATES LLC 4 - 2024-03-31 100,000 $4,955,000 0
   McClarren Financial Advisors Inc. 8 - 2024-03-31 6,392 $4,911,000 -72,938
   OLD MISSION CAPITAL LLC 121 - 2024-03-31 92,898 $4,603,000 92,898
   BANK OF MONTREAL /CAN/ 1096 - 2024-03-31 87,290 $4,327,000 -1,110
   Rockefeller Capital Management L.P. 742 - 2024-03-31 84,909 $4,207,000 -87,270
   Focus Financial Network Inc. 89 - 2024-03-31 84,265 $4,160,000 0
   MML INVESTORS SERVICES LLC 732 - 2024-03-31 82,342 $4,080,000 -7,667
   MARINER WEALTH ADVISORS, LLC 810 - 2024-03-31 82,035 $4,065,000 -17,083
   ADVISORY RESEARCH INC 35 - 2024-03-31 81,475 $4,037,000 -6,060
   Aberdeen Wealth Management LLC 6 - 2024-03-31 79,977 $3,963,000 799
   SALEM INVESTMENT COUNSELORS INC 103 - 2024-03-31 79,637 $3,946,000 2,260
   SAGE RHINO CAPITAL LLC 35 - 2024-03-31 78,821 $3,906,000 2,106
   American Trust 59 - 2023-12-31 78,607 $3,886,000 -9,411
   CREATIVE PLANNING 703 - 2024-03-31 76,524 $3,792,000 -17,492
   SP Asset Management LLC 50 - 2024-03-31 76,164 $3,774,000 -33,899
   MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 53 - 2024-03-31 76,083 $3,770,000 -3,556
   FLOW TRADERS U.S. LLC 85 - 2024-03-31 75,230 $3,728,000 63,296
   PARTNERS CAPITAL INVESTMENT GROUP LLP 81 - 2024-03-31 74,786 $3,706,000 54,490
   Signature Wealth Management Group 23 - 2024-03-31 71,828 $3,547,000 7,181
   TruWealth Advisors LLC 58 - 2024-03-31 69,604 $3,449,000 19,841
   Integrated Wealth Concepts LLC 350 - 2024-03-31 69,324 $3,435,000 46,777
   TAGStone Capital Inc. 17 - 2024-03-31 68,684 $3,403,000 -521
   Ameritas Advisory Services LLC 155 - 2024-03-31 67,917 $3,365,000 24,056
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 148 *New 2024-03-31 66,415 $3,291,000 66,415
   TD CAPITAL MANAGEMENT LLC 41 - 2024-03-31 65,297 $3,235,000 -2,509
   CAPITAL INVESTMENT SERVICES OF AMERICA INC 47 - 2024-03-31 62,690 $3,106,000 -350
   PALISADES HUDSON ASSET MANAGEMENT L.P. 18 - 2024-03-31 61,871 $3,066,000 1,747
   Prairie Wealth Advisors Inc. 15 - 2024-03-31 61,385 $3,042,000 0
   MorganRosel Wealth Management LLC 21 - 2024-03-31 60,484 $2,997,000 19,206
   Kraft Davis & Associates LLC 29 - 2024-03-31 58,908 $2,910,000 -5,065
   NAPLES GLOBAL ADVISORS LLC 97 - 2024-03-31 58,125 $2,880,000 -15,325
   VALMARK ADVISERS INC 134 - 2024-03-31 57,602 $2,854,000 -610
   YALE CAPITAL CORP 133 - 2024-03-31 57,110 $2,830,000 0
   Bouchey Financial Group Ltd 32 - 2024-03-31 56,674 $2,808,000 -15,487
   FRONT BARNETT ASSOCIATES LLC 43 - 2023-09-30 55,749 $2,742,000 -32,050
   ADAR1 Capital Management LLC 27 - 2024-03-31 55,206 $2,735,000 5,000
   KITCHING PARTNERS LLC 7 - 2024-03-31 54,532 $2,702,000 342
   Equity Investment Corp Acquisition Inc 45 - 2024-03-31 53,907 $2,671,000 8,661
   Axiom Advisory LLC 14 - 2024-03-31 51,949 $2,574,000 1,750
   HTG Investment Advisors Inc. 16 - 2024-03-31 50,880 $2,521,000 1,459
   BUSEY TRUST CO 129 *New 2024-03-31 50,353 $2,495,000 50,353
   Joseph Group Capital Management 23 - 2024-03-31 50,256 $2,490,000 5,291
   Streettalk Advisors LLC 96 - 2024-03-31 49,887 $2,472,000 2,079
   Strategic Investment Solutions Inc. /IL 27 - 2023-12-31 48,592 $2,402,000 32,090
  100 Records found
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