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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
   GDS Wealth Management 12 - 2024-03-31 218,223 $16,720,000 -142,795
   Envestnet Portfolio Solutions Inc. 294 - 2024-03-31 95,975 $7,354,000 -113,330
   Adviser Investments LLC 144 - 2024-03-31 66,195 $5,072,000 -9,164
   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
   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
   HARBOUR INVESTMENTS INC. 405 - 2023-12-31 10,667 $827,000 -1,055
   CREATIVE PLANNING 1688 - 2024-03-31 8,087 $620,000 -6,234
   SAX WEALTH ADVISORS LLC 116 - 2024-03-31 6,519 $499,000 -139
   Mutual Advisors LLC 719 - 2024-03-31 5,876 $450,000 -52
   FIERA SCEPTRE INC. 419 - 2024-03-31 5,476 $420,000 -80
   Sharkey Howes & Javer 92 - 2024-03-31 4,736 $363,000 -8,390
   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
   Dupree Financial Group LLC 59 - 2024-03-31 2,692 $206,000 -31
   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
   Archer Investment Corp 273 - 2024-03-31 1,597 $122,000 -194
   HARVEST GROUP WEALTH MANAGEMENT LLC 60 - 2023-03-31 884 $68,000 -1,104
   COMERICA BANK 2769 - 2024-03-31 598 $46,000 -24
   Davis Capital Management 138 - 2024-03-31 570 $43,000 -11
   Geneos Wealth Management Inc. 1597 - 2024-03-31 100 $8,000 -171
   WELLS FARGO & CO/MN 5886 - 2024-03-31 0 $0 -1
  25 Records found
  1    
  Page 1 of 1
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