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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
   RENAISSANCE TECHNOLOGIES LLC 211 - 2024-03-31 1,456,000 $72,145,000 -57,107
   Colony Family Offices LLC 2 - 2024-03-31 853,800 $42,306,000 -12,288
   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
   Capital Analysts Inc. 18 - 2024-03-31 420,811 $20,851,000 -8,695
   HORIZON ASSET MANAGEMENT INC/NY 42 - 2024-03-31 275,546 $13,653,000 -16,085
   Schulz Wealth LTD. 3 - 2024-03-31 227,228 $11,259,000 -23,742
   AE Wealth Management LLC 207 - 2024-03-31 209,964 $10,404,000 -11,242
   Ariel Capital Advisors LLC 9 - 2024-03-31 206,600 $10,237,000 -100
   Advisor Group Holdings Inc. 779 - 2024-03-31 163,727 $8,113,000 -43,696
   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
   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
   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
   Kathmere Capital Management LLC 35 - 2024-03-31 121,094 $6,000,000 -5,939
   Annapolis Financial Services LLC 19 - 2024-03-31 106,579 $5,281,000 -4,688
   McClarren Financial Advisors Inc. 8 - 2024-03-31 6,392 $4,911,000 -72,938
   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
   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
   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
   TAGStone Capital Inc. 17 - 2024-03-31 68,684 $3,403,000 -521
   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
   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
   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
   PLANNING DIRECTIONS INC 12 - 2024-03-31 46,585 $2,308,000 -4,516
   MontVue Capital Management Inc. 12 - 2024-03-31 43,308 $2,146,000 -2,215
   CHATHAM CAPITAL GROUP INC 87 - 2024-03-31 37,700 $1,868,000 -1,570
   OHE FINANCIAL INC 78 - 2024-03-31 36,521 $1,810,000 -1
   KOCHIS FITZ/QUINTILE LLC 113 - 2024-03-31 30,370 $1,505,000 -4,775
   NORTHWEST WEALTH MANAGEMENT LLC 56 - 2024-03-31 29,928 $1,483,000 -1,281
   REGATTA CAPITAL GROUP LLC 59 - 2024-03-31 29,897 $1,481,000 -120,945
   ENVESTNET ASSET MANAGEMENT INC 2753 - 2024-03-31 29,756 $1,474,000 -18,614
   CWS Financial Advisors LLC 22 - 2024-03-31 28,820 $1,428,000 -30
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 30 - 2024-03-31 28,468 $1,411,000 -467
   Ballentine Capital Advisors Inc 13 - 2024-03-31 28,425 $1,401,000 -1,616
   PEAPACK GLADSTONE FINANCIAL CORP 368 - 2024-03-31 27,200 $1,348,000 -4,300
   Applied Capital LLC 24 - 2024-03-31 26,752 $1,326,000 -9,785
   TriaGen Wealth Management LLC 55 - 2024-03-31 24,595 $1,219,000 -100
   Grant Street Asset Management Inc. 24 - 2024-03-31 23,582 $1,168,000 -737,039
   BARTLETT & CO. LLC 255 - 2023-12-31 23,256 $1,149,000 -1,669
   Leeward Financial Partners LLC 50 - 2024-03-31 23,026 $1,141,000 -21,140
   MANCHESTER CAPITAL MANAGEMENT LLC 103 - 2024-03-31 22,830 $1,131,000 -1,494
   WAGNER CAPITAL MANAGEMENT CORP 141 - 2024-03-31 22,221 $1,101,000 -500
   Baldrige Asset Management LLC 51 - 2023-03-31 22,160 $1,091,000 -1,975
   BARTLETT & CO. WEALTH MANAGEMENT LLC 258 - 2024-03-31 22,025 $1,091,000 -1,231
   Belpointe Asset Management LLC 242 - 2024-03-31 21,679 $1,074,000 -7,566
   NAPATREE CAPITAL LLC 26 - 2024-03-31 21,660 $1,071,000 -202
   Landmark Financial Advisors LLC 38 - 2023-12-31 20,464 $1,012,000 -12,052
   Willis Johnson & Associates Inc. 61 - 2024-03-31 20,117 $997,000 -26,547
   Apella Capital LLC 139 - 2024-03-31 19,453 $961,000 -2,426
   MODERA WEALTH MANAGEMENT, LLC 303 - 2024-03-31 19,162 $949,000 -4,098
   CGC Financial Services LLC 14 - 2024-03-31 18,904 $937,000 -584
   COLONY GROUP LLC 440 - 2023-09-30 18,805 $925,000 -5,972
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 56 - 2024-03-31 17,650 $875,000 -11,839
   Cypress Point Wealth Management LLC 42 - 2024-03-31 16,594 $822,000 -476
   Life Planning Partners Inc 27 - 2024-03-31 15,967 $791,000 -200
   WealthPlan Investment Management LLC 104 - 2024-03-31 15,762 $781,000 -114,344
   KESTRA PRIVATE WEALTH SERVICES LLC 636 - 2024-03-31 15,355 $761,000 -11,199
   Gradient Capital Advisors LLC 71 - 2024-03-31 15,151 $751,000 -2,532
   JANNEY MONTGOMERY SCOTT LLC 1716 - 2024-03-31 14,100 $699,000 -856
   COMERICA BANK 1738 - 2024-03-31 13,498 $669,000 -2,466
   Comprehensive Portfolio Management LLC 466 - 2024-03-31 13,052 $647,000 -1,513
   SUMMIT ASSET MANAGEMENT, LLC 80 - 2024-03-31 12,830 $636,000 -2,200
   MORGAN STANLEY 5025 - 2024-03-31 12,683 $628,000 -4,239
   BRASADA CAPITAL MANAGEMENT LP 119 - 2024-03-31 12,151 $602,000 -772
   Private Advisor Group LLC 1414 - 2024-03-31 11,919 $590,000 -13,692
   SJS Investment Consulting Inc. 42 - 2024-03-31 11,632 $576,000 -1,064
   Apexium Financial LP 146 - 2024-03-31 9,276 $460,000 -200
   Relative Value Partners Group LLC 201 - 2024-03-31 9,034 $449,000 -2,947
   Cresset Asset Management LLC 1405 - 2024-03-31 8,536 $423,000 -11,940
   GOFEN & GLOSSBERG LLC /IL/ 358 - 2022-12-31 8,500 $417,000 -2,700
   Beacon Pointe Advisors LLC 997 - 2024-03-31 7,742 $384,000 -2,132
   Brookstone Capital Management 688 - 2024-03-31 7,532 $373,000 -269
   PFG Advisors 472 - 2024-03-31 7,423 $368,000 -1,809
   ROBINSON SMITH WEALTH ADVISORS LLC 58 - 2024-03-31 6,931 $343,000 -268
   We Are One Seven LLC 682 - 2024-03-31 6,815 $338,000 -173
   HANOVER ADVISORS INC 69 - 2024-03-31 6,723 $333,000 -775
   BATH SAVINGS TRUST CO 136 - 2024-03-31 6,230 $309,000 -150
   PETTYJOHN CO 157 - 2024-03-31 6,238 $309,000 -150
   HANSON MCCLAIN, INC. 662 - 2024-03-31 6,070 $301,000 -2,618
   HBK SORCE ADVISORY LLC 456 - 2024-03-31 5,887 $292,000 -11,188
   Cardinal Point Wealth Management Partners LLC 65 - 2023-03-31 5,810 $286,000 -2,040
   AdvisorNet Financial Inc 409 - 2024-03-31 5,704 $283,000 -1,600
   REGAL INVESTMENT ADVISORS, LLC 473 - 2024-03-31 5,682 $282,000 -3,593
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 136 - 2024-03-31 5,650 $280,000 -2,550
   NOTTINGHAM ADVISORS INC 115 - 2024-03-31 5,571 $276,000 -1,200
   BARLOW WEALTH PARTNERS INC. 128 - 2024-03-31 5,080 $251,000 -586

  100 Records found
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