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Get Institutions for : 
Vanguard Intermediate-Term Bond ETF (BIV)  
$73.39 0.19 (0.26%) as of 4:30 Wed 4/24


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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  : 
0.15 (0.2%)  




 
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
4,217
 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 33 - 2023-12-31 16,095,517 $1,229,376,000 -1,468,874
   GOLDMAN SACHS GROUP INC/ 83 - 2023-12-31 12,046,247 $920,092,000 6,843,422
   WELLS FARGO & CO/MN 129 - 2023-12-31 7,656,424 $584,798,000 -375,348
   BANK OF AMERICA CORP /DE/ 295 - 2023-12-31 7,072,618 $540,207,000 1,625,735
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 29 - 2023-12-31 6,131,710 $468,356,000 188,865
   MORGAN STANLEY 493 - 2023-12-31 5,156,654 $393,865,000 159,126
   LPL FINANCIAL CORP 110 - 2023-12-31 3,938,328 $300,809,000 -124,532
   True Link Financial Advisors LLC 2 - 2024-03-31 2,699,290 $203,526,000 713,168
   AMERIPRISE FINANCIAL INC 325 - 2023-12-31 2,617,411 $199,999,000 223,958
   MATHER GROUP, INC. 8 - 2024-03-31 2,610,051 $199,356,000 -16,636
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 9 - 2023-12-31 2,572,631 $196,498,000 -2,187,683
   Baird Financial Group Inc. 51 - 2023-12-31 2,281,488 $174,260,000 -371,065
   FMR LLC 817 - 2023-12-31 2,191,622 $167,396,000 212,682
   Envestnet Portfolio Solutions Inc. 31 - 2023-12-31 2,171,691 $165,874,000 4,623
   Advisor Group Holdings Inc. 70 - 2023-12-31 2,153,848 $164,570,000 -440,659
   LINCOLN NATIONAL CORP 12 - 2023-12-31 1,779,041 $135,883,000 49,348
   ROYAL BANK OF CANADA 392 - 2023-12-31 1,732,557 $132,331,000 -33,203
   UBS Group AG 360 - 2023-12-31 1,602,536 $122,402,000 -162,371
   Diana Davis Spencer Foundation 2 - 2023-12-31 1,426,000 $108,918,000 0
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 1,213,653 $92,820,000 360,926
   JONES FINANCIAL COMPANIES LLLP 44 - 2023-12-31 1,194,309 $91,221,000 34,980
   EFFICIENT ADVISORS, LLC 5 - 2023-12-31 1,163,563 $88,873,000 -240,984
   BANK OF NEW YORK MELLON CORP 711 - 2023-12-31 1,157,613 $88,418,000 -10,389
   MARINER WEALTH ADVISORS, LLC 101 - 2023-12-31 1,149,911 $87,830,000 128,703
   EP WEALTH ADVISORS, INC. 20 - 2023-12-31 1,080,172 $82,504,000 540,234
   Retirement Investment Advisors Inc. 4 - 2023-12-31 1,065,765 $81,403,000 -753,611
   US BANCORP 147 - 2023-12-31 999,927 $76,376,000 -12,269
   American Trust 4 - 2023-12-31 993,363 $75,873,000 60,265
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 112 - 2024-03-31 979,469 $73,852,000 48,695
   BB&T CORP 173 - 2023-12-31 954,604 $72,913,000 155,245
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 55 - 2023-12-31 949,915 $72,554,000 -13,407
   COMERICA BANK 52 - 2023-12-31 909,989 $69,505,000 -153,498
   TIAA FSB 61 - 2023-06-30 875,100 $65,834,000 280,249
   BILLEAUD CAPITAL MANAGEMENT INC. 1 - 2023-12-31 749,599 $56,940,000 52,784
   FINANCIAL COUNSELORS INC - 2023-12-31 734,566 $56,106,000 427,201
   COMMONWEALTH EQUITY SERVICES LLC. 199 - 2023-12-31 698,486 $53,350,000 10,458
   Amplius Wealth Advisors LLC 5 - 2024-03-31 635,777 $47,938,000 -34,057
   Brio Consultants LLC 3 - 2023-12-31 617,982 $47,201,000 5,715
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 271 - 2023-12-31 556,449 $42,502,000 87,229
   Reliant Wealth Planning 3 - 2023-12-31 536,096 $40,947,000 231,990
   MML INVESTORS SERVICES LLC 122 - 2023-12-31 520,740 $39,774,000 59,885
   Cranbrook Wealth Management LLC 2 - 2024-03-31 502,528 $37,891,000 45,925
   Badgley Phelps Wealth Managers LLC 28 - 2023-12-31 492,765 $37,637,000 1,438
   Beacon Capital Management Inc. 15 - 2024-03-31 495,879 $37,012,000 -443,082
   PEAPACK GLADSTONE FINANCIAL CORP 40 - 2023-12-31 484,575 $37,012,000 66,687
   Franklin Parlapiano Turner & Welch LLC - 2023-12-31 462,601 $35,333,000 3,680
   COMERICA SECURITIESINC. 2 - 2023-09-30 488,345 $35,312,000 -24,651
   Keudell/Morrison Wealth Management 1 - 2023-12-31 449,388 $34,324,000 -18,890
   STIFEL FINANCIAL CORP 365 - 2023-12-31 442,748 $33,817,000 -7,272
   BANK OF MONTREAL /CAN/ 529 - 2023-12-31 438,820 $33,578,000 137,660
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 4 - 2023-12-31 468,544 $32,792,000 48,661
   H D Vest Advisory Services 36 - 2023-12-31 417,169 $31,863,000 64,380
   JANNEY MONTGOMERY SCOTT LLC 200 - 2023-12-31 408,850 $31,228,000 12,597
   Francis Financial Inc. 2 - 2024-03-31 413,116 $31,149,000 48,689
   HPM Partners LLC - 2023-12-31 403,493 $30,819,000 216,302
   RAYMOND JAMES & ASSOCIATES 563 - 2023-12-31 399,365 $30,504,000 49,892
   CAROLINAS WEALTH CONSULTING LLC 2 - 2023-12-31 395,289 $30,192,000 65,359
   PNC FINANCIAL SERVICES GROUP INC 320 - 2023-12-31 388,945 $29,708,000 57,508
   Prime Capital Investment Advisors LLC - 2023-12-31 388,919 $29,706,000 283,408
   MODERA WEALTH MANAGEMENT, LLC 56 - 2023-12-31 369,077 $28,190,000 369,077
   Austin Private Wealth LLC 10 - 2024-03-31 371,932 $27,757,000 -27,298
   Burt Wealth Advisors 4 - 2024-03-31 365,676 $27,572,000 39,953
   Willow Creek Wealth Management Inc. 8 - 2023-12-31 356,490 $27,229,000 19,840
   Cetera Investment Advisers 82 - 2023-12-31 353,574 $27,006,000 -24,836
   OLIO Financial Planning 3 - 2024-03-31 351,857 $26,917,000 -238
   BANK OF STOCKTON - 2023-12-31 355,014 $26,814,000 -7,226
   Atria Wealth Solutions Inc. 54 - 2023-12-31 342,524 $26,162,000 57,188
   FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4 - 2023-12-31 337,650 $25,790,000 -19,611
   SMI Advisory Services LLC 2 - 2024-03-31 333,213 $24,851,000 24,553
   THRIVENT FINANCIAL FOR LUTHERANS 388 - 2023-12-31 316,614 $24,183,000 -5,142
   Geneos Wealth Management Inc. - 2023-12-31 313,406 $23,938,000 -12,665
   Moisand Fitzgerald Tamayo LLC 12 - 2024-03-31 313,154 $23,612,000 155,823
   Gordian Advisors LLC 2 - 2023-12-31 308,929 $23,596,000 0
   Scott Capital Advisors LLC 6 - 2024-03-31 315,475 $23,528,000 34,457
   Cooper Financial Group 5 - 2024-03-31 303,615 $22,893,000 45,733
   HIGHTOWER ADVISORS, LLC 432 - 2023-12-31 296,526 $22,661,000 21,887
   Pinkerton Retirement Specialists LLC - 2023-12-31 295,420 $22,564,000 15,450
   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
   ROUNDVIEW CAPITAL LLC 8 - 2023-12-31 281,987 $21,538,000 101,321
   Strategic Advocates LLC 1 - 2024-03-31 285,136 $21,499,000 154,895
   Fullen Financial Group 1 - 2023-03-31 275,356 $21,241,000 12,360
   Discipline Wealth Solutions LLC 1 - 2023-12-31 278,521 $21,129,000 0
   Rosenberg Matthew Hamilton 4 - 2023-12-31 271,196 $20,714,000 9,052
   FINANCIAL NETWORK 183 - 2023-12-31 267,762 $20,452,000 -1,156
   Farther Finance Advisors LLC 9 - 2023-12-31 264,103 $20,172,000 250,790
   Windward Private Wealth Management Inc. 5 - 2023-12-31 260,342 $19,885,000 11,623
   J P MORGAN CHASE & CO 1599 - 2023-12-31 259,198 $19,798,000 5,467
   Diversified Portfolios Inc. 6 - 2023-12-31 249,240 $19,037,000 -2,207
   Sage Financial Management Group Inc. 3 - 2023-12-31 247,388 $18,895,000 9,731
   WEALTHSOURCE PARTNERS LLC 18 - 2023-12-31 237,644 $18,151,000 -185,737
   Consolidated Portfolio Review Corp 2 - 2023-12-31 236,946 $18,098,000 13,622
   SAND HILL ADVISORS INC/CA 17 - 2023-12-31 233,659 $17,847,000 -7,692
   Schiavi & Co LLC 4 - 2023-12-31 225,650 $17,235,000 4,537
   Ballentine Capital Advisors Inc 3 - 2023-12-31 226,278 $17,165,000 0
   BURNEY CO/ 28 - 2023-12-31 217,412 $16,606,000 217,412
   Quotient Wealth Partners LLC 27 - 2023-12-31 211,058 $16,121,000 0
   Private Advisor Group LLC 159 - 2023-12-31 205,729 $15,714,000 26,033
   Ameritas Advisory Services LLC 23 - 2023-12-31 205,466 $15,680,000 180,218
  100 Records found
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