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Get Institutions for : 
Vanguard Intermediate-Term Bond ETF (BIV)  
$74.55 0.14 (0.19%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 755    10
Total shares held : 
 139,649,351  
% of shares held : 
 86.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   40  
Amount of shares held : 
 8,303,673  
% of shares held change : 
   5.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $71.59  
Last Quarter's Ending Price : 
 $76.38  
Last Quarter's Average Price : 
 $73.24  
Change from last quarter's     
avg. price to the last closing  : 
1.31 (1.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
54
 1,598,868
 1.14%
 
Increased Positions :
309
 18,551,953
 13.28%
 
Unchanged Positions :
113
 4,064,457
 2.91%
 
Decreased Positions :
279
-10,780,718
-7.72%
 
Closed Positions :
44
-1,066,430
-0.76%
 
Guru Positions :
1
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
   ENVESTNET ASSET MANAGEMENT INC 35 - 2024-03-31 16,493,462 $1,243,607,000 397,945
   GOLDMAN SACHS GROUP INC/ 151 - 2024-03-31 8,192,942 $617,748,000 -3,853,305
   WELLS FARGO & CO/MN 133 - 2024-03-31 8,052,237 $607,139,000 395,813
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 31 - 2024-03-31 6,268,104 $472,644,000 136,394
   BANK OF AMERICA CORP /DE/ 383 - 2024-03-31 5,565,607 $419,647,000 -1,507,011
   MORGAN STANLEY 540 - 2024-03-31 5,025,224 $378,902,000 -131,430
   LPL FINANCIAL CORP 131 - 2024-03-31 3,733,088 $281,475,000 -205,240
   AMERIPRISE FINANCIAL INC 321 - 2024-03-31 2,878,614 $216,723,000 261,203
   Baird Financial Group Inc. 47 - 2024-03-31 2,778,750 $209,518,000 497,262
   True Link Financial Advisors LLC 2 - 2024-03-31 2,699,290 $203,526,000 713,168
   MATHER GROUP, INC. 8 - 2024-03-31 2,610,051 $199,356,000 -16,636
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 9 - 2024-03-31 2,577,927 $194,376,000 5,296
   Envestnet Portfolio Solutions Inc. 37 - 2024-03-31 2,128,419 $160,483,000 -43,272
   FMR LLC 904 - 2024-03-31 1,982,018 $149,444,000 -209,604
   LINCOLN NATIONAL CORP 11 - 2024-03-31 1,873,521 $141,264,000 94,480
   UBS Group AG 381 - 2024-03-31 1,828,393 $137,861,000 225,857
   ROYAL BANK OF CANADA 395 - 2024-03-31 1,755,551 $132,368,000 22,994
   EP WEALTH ADVISORS, INC. 14 - 2024-03-31 1,600,959 $120,712,000 520,787
   TIAA TRUST NATIONAL ASSOCIATION 57 - 2024-03-31 1,463,896 $110,466,000 250,243
   Advisor Group Holdings Inc. 81 - 2024-03-31 1,455,482 $109,746,000 -698,366
   Diana Davis Spencer Foundation 2 - 2024-03-31 1,426,000 $107,520,000 0
   JONES FINANCIAL COMPANIES LLLP 46 - 2024-03-31 1,215,307 $91,634,000 20,998
   MARINER WEALTH ADVISORS, LLC 110 - 2024-03-31 1,200,625 $90,527,000 50,714
   BANK OF NEW YORK MELLON CORP 715 - 2024-03-31 1,200,517 $90,519,000 42,904
   EFFICIENT ADVISORS, LLC 7 - 2024-03-31 1,187,892 $89,567,000 24,329
   Retirement Investment Advisors Inc. 4 - 2023-12-31 1,065,765 $81,403,000 -753,611
   BB&T CORP 173 - 2024-03-31 1,029,047 $77,590,000 74,443
   COMERICA BANK 45 - 2024-03-31 1,018,203 $76,773,000 108,214
   American Trust 4 - 2023-12-31 993,363 $75,873,000 60,265
   US BANCORP 156 - 2024-03-31 988,061 $74,501,000 -11,866
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 112 - 2024-03-31 979,469 $73,852,000 48,695
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 62 - 2024-03-31 954,501 $71,969,000 4,586
   TIAA FSB 61 - 2023-06-30 875,100 $65,834,000 280,249
   COMMONWEALTH EQUITY SERVICES LLC. 207 - 2024-03-31 745,232 $56,191,000 46,746
   BILLEAUD CAPITAL MANAGEMENT INC. 1 - 2024-03-31 756,060 $55,487,000 6,461
   Brio Consultants LLC 3 - 2024-03-31 677,073 $51,051,000 59,091
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 251 - 2024-03-31 674,511 $50,858,000 118,062
   Amplius Wealth Advisors LLC 5 - 2024-03-31 635,777 $47,938,000 -34,057
   Reliant Wealth Planning 3 - 2024-03-31 611,439 $46,103,000 75,343
   PEAPACK GLADSTONE FINANCIAL CORP 35 - 2024-03-31 587,880 $44,326,000 103,305
   WIT LLC 11 *New 2024-03-31 581 $43,780,000 581
   MML INVESTORS SERVICES LLC 140 - 2024-03-31 526,659 $39,710,000 5,919
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 9 - 2024-03-31 514,119 $38,765,000 501,411
   Badgley Phelps Wealth Managers LLC 26 - 2024-03-31 504,688 $38,053,000 11,923
   Cranbrook Wealth Management LLC 2 - 2024-03-31 502,528 $37,891,000 45,925
   Beacon Capital Management Inc. 15 - 2024-03-31 495,879 $37,012,000 -443,082
   HPM Partners LLC 197 - 2024-03-31 486,605 $36,272,000 83,112
   BANK OF MONTREAL /CAN/ 500 - 2024-03-31 478,175 $36,145,000 39,355
   RAYMOND JAMES & ASSOCIATES 515 - 2024-03-31 477,282 $35,987,000 77,917
   COMERICA SECURITIESINC. 2 - 2023-09-30 488,345 $35,312,000 -24,651
   Franklin Parlapiano Turner & Welch LLC 2 - 2024-03-31 464,063 $34,990,000 1,462
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 5 - 2024-03-31 502,774 $34,952,000 34,230
   STIFEL FINANCIAL CORP 392 - 2024-03-31 424,576 $32,013,000 -18,172
   PNC FINANCIAL SERVICES GROUP INC 320 - 2024-03-31 424,402 $32,000,000 35,457
   H D Vest Advisory Services 50 - 2024-03-31 422,609 $31,865,000 5,440
   JANNEY MONTGOMERY SCOTT LLC 222 - 2024-03-31 416,782 $31,425,000 7,932
   FINANCIAL COUNSELORS INC 53 - 2024-03-31 415,466 $31,326,000 -319,100
   Francis Financial Inc. 2 - 2024-03-31 413,116 $31,149,000 48,689
   CAROLINAS WEALTH CONSULTING LLC 2 - 2024-03-31 409,929 $30,909,000 14,640
   Farther Finance Advisors LLC 7 - 2024-03-31 404,881 $30,220,000 140,778
   MODERA WEALTH MANAGEMENT, LLC 57 - 2024-03-31 384,922 $29,023,000 15,845
   Discipline Wealth Solutions LLC 1 - 2024-03-31 378,032 $28,216,000 99,511
   Austin Private Wealth LLC 10 - 2024-03-31 371,932 $27,757,000 -27,298
   Prime Capital Investment Advisors LLC 59 - 2024-03-31 365,864 $27,586,000 -23,055
   Burt Wealth Advisors 4 - 2024-03-31 365,676 $27,572,000 39,953
   Keudell/Morrison Wealth Management 1 - 2024-03-31 365,325 $27,545,000 -84,063
   Willow Creek Wealth Management Inc. 8 - 2023-12-31 356,490 $27,229,000 19,840
   OLIO Financial Planning 3 - 2024-03-31 351,857 $26,917,000 -238
   BANK OF STOCKTON 3 - 2024-03-31 352,803 $26,601,000 -2,211
   FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4 - 2024-03-31 340,563 $25,678,000 2,913
   SMI Advisory Services LLC 2 - 2024-03-31 333,213 $24,851,000 24,553
   Gordian Advisors LLC 2 - 2024-03-31 328,065 $24,736,000 19,136
   THRIVENT FINANCIAL FOR LUTHERANS 401 - 2024-03-31 327,438 $24,689,000 10,824
   Pinkerton Retirement Specialists LLC 8 - 2024-03-31 323,830 $24,417,000 28,410
   Geneos Wealth Management Inc. 10 - 2024-03-31 323,028 $24,356,000 9,622
   Moisand Fitzgerald Tamayo LLC 12 - 2024-03-31 313,154 $23,612,000 155,823
   Scott Capital Advisors LLC 6 - 2024-03-31 315,475 $23,528,000 34,457
   ROUNDVIEW CAPITAL LLC 10 - 2024-03-31 307,410 $23,179,000 25,423
   Atria Wealth Solutions Inc. 79 - 2024-03-31 304,147 $22,933,000 -38,377
   Cooper Financial Group 5 - 2024-03-31 303,615 $22,893,000 45,733
   Cetera Investment Advisers 74 - 2024-03-31 302,427 $22,803,000 -51,147
   Ballentine Capital Advisors Inc 3 - 2024-03-31 299,493 $22,354,000 73,215
   Williams Financial LLC 3 *New 2024-03-31 290,431 $21,898,000 290,431
   CAPITAL INSIGHT PARTNERS LLC 4 - 2024-03-31 290,085 $21,872,000 10,482
   ATRIA INVESTMENTS LLC 59 - 2023-12-31 285,442 $21,802,000 142,856
   HIGHTOWER ADVISORS, LLC 446 - 2024-03-31 287,574 $21,702,000 -8,952
   Strategic Advocates LLC 1 - 2024-03-31 285,136 $21,499,000 154,895
   Sage Financial Management Group Inc. 2 - 2024-03-31 283,682 $21,390,000 36,294
   Fullen Financial Group 1 - 2023-03-31 275,356 $21,241,000 12,360
   Rosenberg Matthew Hamilton 4 - 2024-03-31 284,452 $21,231,000 13,256
   VANGUARD GROUP INC 2573 - 2024-03-31 278,059 $20,966,000 101,694
   Windward Private Wealth Management Inc. 5 - 2024-03-31 275,939 $20,806,000 15,597
   FINANCIAL NETWORK 218 - 2024-03-31 270,836 $20,421,000 3,074
   Greystone Financial Group LLC 4 - 2024-03-31 267,254 $20,151,000 267,254
   MULTIFINANCIAL SECURITIES CORP 130 - 2024-03-31 266,539 $20,097,000 69,468
   TOWNSQUARE CAPITAL LLC 76 - 2024-03-31 265,949 $20,053,000 249,120
   Diversified Portfolios Inc. 9 - 2024-03-31 257,233 $19,395,000 7,993
   Revisor Wealth Management LLC 1 - 2024-03-31 248,625 $18,875,000 140,698
   J P MORGAN CHASE & CO 1683 - 2024-03-31 248,576 $18,743,000 -10,622
   Schiavi & Co LLC 4 - 2024-03-31 244,834 $18,460,000 19,184
  100 Records found
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