Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard Esg Us Corporate Bond Etf (VCEB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    2
Total shares held : 
 2,878,838  
% of shares held : 
 31.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   18  
Amount of shares held : 
 237,742  
% of shares held change : 
   2.64%  
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 :
5
 194,932
 6.77%
 
Increased Positions :
33
 268,265
 9.32%
 
Unchanged Positions :
8
 31,092
 1.08%
 
Decreased Positions :
17
-207,468
-7.21%
 
Closed Positions :
3
-17,987
-0.62%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 2247 - 2024-03-31 659,727 $41,398,000 -981,353
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 129 - 2024-03-31 206,090 $12,930,000 17,936
   BB&T CORP 541 - 2024-03-31 201,789 $12,662,000 5,670
   ENVESTNET ASSET MANAGEMENT INC 1414 - 2024-03-31 190,945 $11,982,000 9,836
   DeDora Capital Inc. 9 - 2024-03-31 158,388 $9,939,000 25,948
   HANSON INVESTMENT MANAGEMENT 13 - 2024-03-31 118,316 $7,424,000 25,421
   MODERA WEALTH MANAGEMENT, LLC 147 - 2024-03-31 92,162 $5,783,000 10,223
   Adviser Investments LLC 139 - 2024-03-31 88,610 $5,560,000 2,348
   SageView Advisory Group LLC 54 *New 2024-03-31 78,547 $4,736,000 78,547
   PARSEC FINANCIAL MANAGEMENT, INC. 98 - 2023-03-31 75,446 $4,730,000 2,101
   Goss Wealth Management LLC 463 - 2024-03-31 62,565 $3,926,000 17,967
   MARINER WEALTH ADVISORS, LLC 891 - 2024-03-31 51,664 $3,242,000 13,736
   ANDERSON FISHER LLC 23 - 2024-03-31 49,475 $3,105,000 6,985
   Northland Capital Management LLC 17 - 2024-03-31 38,253 $2,400,000 2,002
   UBS Group AG 2838 - 2024-03-31 36,992 $2,321,000 537
   ST GERMAIN D J CO INC 123 - 2024-03-31 34,081 $2,139,000 3,052
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1287 - 2024-03-31 30,444 $1,910,000 -412
   BetterWealth LLC 20 - 2024-03-31 26,903 $1,688,000 2,343
   Team Hewins LLC 53 - 2024-03-31 23,842 $1,496,000 -341
   BANK OF AMERICA CORP /DE/ 3831 - 2024-03-31 22,174 $1,391,000 3,192
   LPL FINANCIAL CORP 2903 - 2024-03-31 20,530 $1,288,000 1,225
   WealthSpring Partners LLC 20 - 2023-09-30 20,198 $1,200,000 620
   WHITTIER TRUST CO 336 - 2024-03-31 18,534 $1,163,000 0
   DHK Financial Advisors Inc. 38 - 2024-03-31 17,329 $1,087,000 75
   WELLS FARGO & CO/MN 2953 - 2024-03-31 17,281 $1,084,000 577
   Carr Financial Group Corp 61 - 2024-03-31 14,800 $929,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2335 - 2024-03-31 13,741 $862,000 1,142
   Level Financial Advisors Inc. 40 - 2024-03-31 12,813 $804,000 -2,229
   ROYAL BANK OF CANADA 3207 - 2024-03-31 11,651 $731,000 8,066
   SUMMIT INVESTMENT ADVISORS INC 723 - 2024-03-31 10,816 $679,000 81
   VALLEY NATIONAL ADVISERS INC 142 - 2024-03-31 10,482 $657,000 1,528
   HANSON MCCLAIN, INC. 516 - 2024-03-31 9,278 $582,000 33
   MML INVESTORS SERVICES LLC 1792 - 2024-03-31 7,703 $483,000 1,962
   Willow Creek Wealth Management Inc. 85 - 2023-12-31 7,336 $465,000 -229
   GOULD ASSET MANAGEMENT LLC /CA/ 98 - 2024-03-31 7,275 $457,000 4,000
   Rehmann Capital Advisory Group 345 - 2024-03-31 7,065 $443,000 44
   West Financial Advisors LLC 44 - 2024-03-31 7,001 $439,000 11
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3637 - 2024-03-31 6,768 $425,000 0
   Lion Street Advisors LLC 138 - 2024-03-31 6,245 $396,000 0
   RAYMOND JAMES & ASSOCIATES 3246 - 2024-03-31 5,585 $350,000 0
   Keudell/Morrison Wealth Management 148 - 2024-03-31 5,368 $337,000 720
   Essential Planning LLC. 50 - 2024-03-31 4,706 $298,000 0
   Advisor Group Holdings Inc. 3336 - 2024-03-31 4,632 $291,000 -322
   SWEENEY & MICHEL LLC 95 - 2024-03-31 4,418 $273,000 134
   J P MORGAN CHASE & CO 4133 - 2024-03-31 3,724 $234,000 -87
   Round Rock Advisors LLC 179 - 2024-03-31 3,408 $214,000 0
   AMERICAN INVESTMENT SERVICES INC. 152 - 2024-03-31 3,272 $205,000 86
   FINANCIAL NETWORK 2571 - 2024-03-31 3,242 $203,000 3,242
   CREATIVE PLANNING 2546 *New 2024-03-31 3,233 $203,000 3,233
   Betterment LLC 352 *New 2024-03-31 3,241 $203,000 3,241
   Financial Gravity Wealth Inc. 125 *New 2024-03-31 2,454 $154,000 2,454
   PNC FINANCIAL SERVICES GROUP INC 2404 - 2024-03-31 2,270 $142,000 0
   Baldrige Asset Management LLC 131 - 2023-03-31 2,162 $136,000 0
   New Covenant Trust Company N.A. 111 - 2024-03-31 1,877 $118,000 0
   Spire Wealth Management 949 - 2024-03-31 1,815 $114,000 0
   FTB Advisors Inc. 680 - 2024-03-31 1,675 $105,000 12
   US BANCORP 2618 - 2024-03-31 871 $55,000 -394
   Milestone Investment Advisors LLC 98 - 2024-03-31 863 $54,000 804
   WFA of San Diego LLC 171 - 2023-09-30 835 $50,000 0
   AdvisorNet Financial Inc 873 - 2024-03-31 614 $39,000 0
   MORGAN STANLEY 6090 *New 2024-03-31 610 $38,000 610
   AllSquare Wealth Management LLC 246 - 2024-03-31 564 $35,000 0
   Column Capital Advisors LLC 427 - 2023-09-30 336 $20,000 3
   FMR LLC 3851 *New 2024-03-31 318 $20,000 318
   VisionPoint Advisory Group LLC 419 - 2024-03-31 234 $15,000 6
   Burleson & Company LLC 242 - 2022-12-31 200 $12,000 0
   Financial Synergies Wealth Advisors Inc. 254 - 2024-03-31 138 $9,000 52
   Rain Capital Management LLC 88 - 2024-03-31 116 $7,000 0
   Larson Financial Group LLC 1156 - 2024-03-31 100 $6,000 1
   BANK OF MONTREAL /CAN/ 3264 - 2024-03-31 72 $5,000 0
   Coston McIsaac & Partners 506 - 2024-03-31 58 $3,000 1
   BIP Wealth LLC 217 *Closed 2024-03-31 0 $0 -4,435
   JANE STREET GROUP LLC 5518 *Closed 2024-03-31 0 $0 -98,587
   Stephens Consulting LLC 482 *Closed 2024-03-31 0 $0 -588
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1522 *Closed 2024-03-31 0 $0 -13,463
   PROEQUITIES INC. 7459 - 2024-03-31 0 $0 0
   EASTERN BANK 213 *Closed 2024-03-31 0 $0 -89,819
   Financial Connections Group Inc. *Closed 2024-03-31 0 $0 -112
   Annapolis Financial Services LLC 453 *Closed 2024-03-31 0 $0 -12,194
   Shotwell Rutter Baer Inc 29 *Closed 2024-03-31 0 $0 -6,526
  80 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us