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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  
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            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
   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
   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
   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
   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
   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
   Coyle Financial Counsel Inc. 7 - 2024-03-31 226,239 $11,210,000 14,275
   CI Private Wealth LLC 517 - 2024-03-31 207,914 $10,302,000 9,822
   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
   FINANCIAL NETWORK 434 - 2024-03-31 163,413 $8,097,000 9,416
   WEBSTERROGERS FINANCIAL ADVISORS LLC 13 - 2024-03-31 152,496 $7,556,000 8,412
   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
   Pine Harbor Wealth Management LLC 7 - 2024-03-31 122,347 $6,062,000 30,190
   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
   Chicago Partners Investment Group LLC 102 - 2024-03-31 104,583 $5,170,000 920
   OLD MISSION CAPITAL LLC 121 - 2024-03-31 92,898 $4,603,000 92,898
   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
   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
   Ameritas Advisory Services LLC 155 - 2024-03-31 67,917 $3,365,000 24,056
   PALISADES HUDSON ASSET MANAGEMENT L.P. 18 - 2024-03-31 61,871 $3,066,000 1,747
   MorganRosel Wealth Management LLC 21 - 2024-03-31 60,484 $2,997,000 19,206
   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
   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
   CHESLEY TAFT & ASSOCIATES LLC/IL 126 - 2024-03-31 46,605 $2,309,000 1,993
   Roble Belko & Company Inc 38 - 2024-03-31 41,365 $2,050,000 687
   New Capital Management LP 19 - 2024-03-31 41,143 $2,039,000 389
   Compass Financial Group Inc. 26 - 2024-03-31 40,186 $1,991,000 26
   U.S. Capital Wealth Advisors LLC 253 - 2024-03-31 36,772 $1,822,000 1,092
   GUARANTY TRUST CO OF MISSOURI /MO/ 262 - 2024-03-31 31,345 $1,553,000 25,038
   Anson Capital Inc. 15 - 2024-03-31 29,634 $1,468,000 11,558
   Ballew Advisors Inc 25 - 2024-03-31 28,563 $1,408,000 580
   Resources Investment Advisors Inc. 430 - 2024-03-31 26,318 $1,304,000 6,281
   Atria Wealth Solutions Inc. 790 - 2024-03-31 26,311 $1,304,000 5,140
   Willow Creek Wealth Management Inc. 59 - 2023-12-31 25,682 $1,270,000 2,066
   Kestra Advisory Services LLC 1141 - 2024-03-31 23,763 $1,177,000 5,676
   Lebenthal Global Advisors LLC 46 - 2024-03-31 23,684 $1,174,000 67
   SOL CAPITAL MANAGEMENT CO 151 - 2024-03-31 22,375 $1,109,000 3,025
   Rappaport Reiches Capital Management LLC 41 - 2024-03-31 21,920 $1,086,000 18
   MULTIFINANCIAL SECURITIES CORP 1132 - 2024-03-31 21,219 $1,051,000 7,698
   WESCAP Management Group Inc. 56 - 2024-03-31 21,166 $1,049,000 565
   Quadcap Wealth Management LLC 108 - 2024-03-31 18,581 $921,000 14,482
   Clarius Group LLC 138 - 2024-03-31 17,861 $885,000 11,637
   MAINSAIL ASSET MANAGEMENT LLC 15 - 2024-03-31 16,994 $842,000 5,367
   Ruedi Wealth Management Inc. 29 - 2024-03-31 16,175 $801,000 136
   Lakewood Asset Management LLC 58 - 2024-03-31 13,907 $689,000 155
   Compass Financial Group INC/SD 41 - 2024-03-31 13,860 $687,000 1,657
   GSG Advisors LLC 51 - 2024-03-31 13,748 $678,000 5,837
   Latitude Advisors LLC 52 - 2024-03-31 13,456 $667,000 211
   St. James Investment Advisors LLC 38 - 2022-12-31 12,880 $631,000 8,371
   Laidlaw Wealth Management LLC 87 - 2024-03-31 12,735 $631,000 1,230
   Greenspring Advisors LLC 37 - 2024-03-31 11,059 $548,000 908
   BLUE CREEK INVESTMENT PARTNERS LLC 186 - 2024-03-31 10,919 $541,000 50
   BUCKINGHAM ASSET MANAGEMENT, LLC 455 - 2024-03-31 10,257 $508,000 32
   Exeter Financial LLC 72 - 2024-03-31 9,493 $469,000 1,221
   CENTRAL VALLEY ADVISORS LLC 87 - 2024-03-31 8,963 $444,000 31
   Patriot Investment Management Inc. 177 - 2024-03-31 8,378 $415,000 1,624
   Pinnacle Wealth Planning Services Inc. 236 - 2024-03-31 7,743 $384,000 1,637
   RHS Financial LLC 79 - 2024-03-31 7,701 $382,000 3,216
   Prime Capital Investment Advisors LLC 706 - 2024-03-31 7,689 $381,000 54
   Cardinal Point Capital Management ULC 55 - 2024-03-31 7,390 $366,000 7,390
   WNY Asset Management LLC 177 - 2024-03-31 7,021 $348,000 9
   Evanson Asset Management LLC 220 - 2024-03-31 7,000 $347,000 1,000
   RAYMOND JAMES & ASSOCIATES 3292 - 2024-03-31 6,486 $321,000 1,236
   BENJAMIN F. EDWARDS & COMPANY INC. 759 - 2024-03-31 6,411 $318,000 3,081
   Madrona Financial Services LLC 63 - 2024-03-31 6,408 $318,000 1,987
   JANE STREET GROUP LLC 4323 - 2024-03-31 6,327 $314,000 6,327
   Ten Capital Wealth Advisors LLC 97 - 2023-06-30 6,222 $305,000 2,541
   PATHSTONE FAMILY OFFICE, LLC 1369 - 2023-09-30 5,304 $261,000 400
   Pathstone Holdings LLC 2013 - 2024-03-31 5,242 $260,000 338
  100 Records found
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