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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 91    1
Total shares held : 
 2,229,310  
% of shares held : 
 39.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 -127,210  
% of shares held change : 
   -2.28%  
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 :
10
 153,816
 6.9%
 
Increased Positions :
31
 137,105
 6.15%
 
Unchanged Positions :
15
 22,928
 1.03%
 
Decreased Positions :
35
-393,502
-17.65%
 
Closed Positions :
9
-24,629
-1.1%
 
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
   Beacon Pointe Advisors LLC 124 - 2024-03-31 237,912 $16,323,000 -29,737
   BANK OF AMERICA CORP /DE/ 2256 - 2024-03-31 188,239 $12,915,000 -40,407
   MONEYWISE INC. 10 - 2024-03-31 77,232 $5,299,000 -49,632
   Octavia Wealth Advisors LLC 27 - 2024-03-31 67,509 $4,632,000 -49,107
   BAYSTATE WEALTH MANAGEMENT LLC 43 - 2023-12-31 44,766 $3,098,000 -16,982
   Visionary Wealth Advisors 161 - 2024-03-31 30,777 $2,112,000 -29,202
   Bleakley Financial Group LLC 315 - 2024-03-31 25,394 $1,742,000 -1,887
   Sensible Financial Planning & Management LLC. 25 - 2024-03-31 23,608 $1,620,000 -32,887
   Apella Capital LLC 109 - 2024-03-31 22,000 $1,499,000 -3,658
   FFT WEALTH MANAGEMENT LLC 59 - 2024-03-31 11,752 $806,000 -1
   RWM Asset Management LLC 82 - 2024-03-31 10,835 $743,000 -10,915
   JANE STREET GROUP LLC 3553 - 2024-03-31 9,538 $654,000 -1,125
   Geneos Wealth Management Inc. 438 - 2024-03-31 9,202 $631,000 -965
   Charter Oak Capital Management LLC 104 - 2024-03-31 8,341 $572,000 -3,772
   Lido Advisors LLC 766 - 2024-03-31 8,165 $560,000 -1,438
   Jentner Corp 33 - 2024-03-31 7,862 $539,000 -535
   Belpointe Asset Management LLC 461 - 2024-03-31 6,502 $446,000 -5,456
   Fortis Capital Advisors LLC 97 - 2024-03-31 6,502 $446,000 -5,456
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3835 - 2024-03-31 5,155 $354,000 -5,442
   Alpha Financial Advisors LLC 31 - 2024-03-31 4,898 $336,000 -1,097
   Acorn Wealth Advisors LLC 125 - 2024-03-31 4,797 $329,000 -174
   US BANCORP 2022 - 2024-03-31 2,808 $193,000 -188
   J P MORGAN CHASE & CO 4235 - 2024-03-31 2,695 $185,000 -16,609
   CREATIVE FINANCIAL DESIGNS INC /ADV 437 - 2024-03-31 2,631 $181,000 -1,481
   IFP Advisors Inc 2285 - 2023-12-31 107 $7,000 -28
   BANK OF MONTREAL /CAN/ 3245 - 2024-03-31 82 $6,000 -1,490
  26 Records found
  1    
  Page 1 of 1
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