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Get Institutions for : 
Vanguard Intermediate-Term Bond ETF (BIV)  
$74.09 0.38 (0.52%) as of 4:30 Fri 5/3


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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  : 
0.85 (1.16%)  




 
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
   Williams Financial LLC 3 *New 2024-03-31 290,431 $21,898,000 290,431
   ESTATE COUNSELORS, LLC *New 2023-12-31 183,560 $14,020,000 183,560
   FFG RETIREMENT ADVISORS LLC 2 *New 2023-12-31 143,610 $10,969,000 143,610
   McMahon Financial Advisors LLC 13 *New 2024-03-31 132,259 $9,972,000 132,259
   Connecticut Wealth Management LLC 41 *New 2023-12-31 100,361 $7,666,000 100,361
   CONCENTRIC WEALTH MANAGEMENT LLC 13 *New 2023-12-31 93,780 $7,163,000 93,780
   Apollon Wealth Management LLC 100 *New 2023-12-31 70,084 $5,353,000 70,084
   PRECEDENT WEALTH PARTNERS LLC 10 *New 2024-03-31 69,635 $5,250,000 69,635
   MA Private Wealth *New 2023-12-31 67,264 $5,138,000 67,264
   Invst LLC 39 *New 2023-12-31 64,750 $4,896,000 64,750
   Sunesis Advisors LLC 7 *New 2023-12-31 55,780 $4,260,000 55,780
   LFA - Lugano Financial Advisors SA *New 2023-12-31 55,287 $4,223,000 55,287
   Jacobsen Capital Management 10 *New 2024-03-31 50,443 $3,803,000 50,443
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 34 *New 2024-03-31 23,450 $1,768,000 23,450
   GOLDEN ROAD ADVISORS LLC 9 *New 2024-03-31 22,055 $1,663,000 22,055
   Mengis Capital Management Inc. 77 *New 2023-12-31 19,294 $1,474,000 19,294
   Simplicity WealthLLC 425 *New 2024-03-31 18,737 $1,413,000 18,737
   ANDERSON HOAGLAND & CO 102 *New 2024-03-31 15,496 $1,142,000 15,496
   NORDEN GROUP LLC 452 *New 2024-03-31 15,000 $1,131,000 15,000
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 36 *New 2023-12-31 12,708 $960,000 12,708
   FIRST AMERICAN TRUST CO 104 *New 2023-12-31 10,999 $840,000 10,999
   Crabel Capital Management LLC 61 *New 2023-12-31 9,327 $712,000 9,327
   Nilsine Partners LLC 199 *New 2024-03-31 9,365 $706,000 9,365
   ML & R WEALTH MANAGEMENT LLC 41 *New 2023-12-31 7,043 $538,000 7,043
   MBL Wealth LLC 135 *New 2024-03-31 5,800 $437,000 5,800
   SEAWARD MANAGEMENT CORP *New 2023-12-31 5,319 $406,000 5,319
   Anson Capital Inc. 42 *New 2023-12-31 5,269 $402,000 5,269
   Eagle Strategies LLC 184 *New 2024-03-31 5,290 $399,000 5,290
   LWMG LLC 63 *New 2023-12-31 5,053 $386,000 5,053
   Vantage Financial Partners LLC 88 *New 2023-12-31 4,844 $370,000 4,844
   Crescent Sterling Ltd. 65 *New 2024-03-31 4,606 $347,000 4,606
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 853 *New 2023-12-31 4,217 $322,000 4,217
   MOSAIC FAMILY WEALTH PARTNERS LLC 142 *New 2023-12-31 4,130 $315,000 4,130
   McAdam LLC 219 *New 2024-03-31 4,173 $315,000 4,173
   TUDOR INVESTMENT CORP ET AL 1255 *New 2023-12-31 4,008 $306,000 4,008
   Capital Advisors Wealth Management LLC 116 *New 2024-03-31 3,922 $296,000 3,922
   RETIREMENT PLANNING GROUP 176 *New 2024-03-31 3,878 $292,000 3,878
   SAVANT CAPITAL MANAGEMENT INC 712 *New 2023-12-31 3,818 $292,000 3,818
   Northstar Advisory Group LLC 75 *New 2023-12-31 3,712 $284,000 3,712
   J. W. Coons Advisors LLC 197 *New 2023-12-31 3,671 $280,000 3,671
   Private Portfolio Partners LLC 218 *New 2023-12-31 3,533 $270,000 3,533
   GUIDANCE CAPITAL INC 157 *New 2024-03-31 3,392 $249,000 3,392
   ADVISORS CAPITAL MANAGEMENT LLC 425 *New 2023-12-31 3,193 $244,000 3,193
   WNY Asset Management LLC 202 *New 2023-12-31 2,999 $229,000 2,999
   Austin Wealth Management LLC 111 *New 2023-12-31 2,690 $201,000 2,690
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 760 *New 2023-12-31 1,503 $114,000 1,503
   PROVENCE WEALTH MANAGEMENT GROUP 185 *New 2023-12-31 1,245 $95,000 1,245
   DELTA ASSET MANAGEMENT LLC/TN 265 *New 2023-12-31 648 $49,000 648
   YHB INVESTMENT ADVISORS, INC. 578 *New 2024-03-31 300 $23,000 300
   ALPHAMARK ADVISORS LLC 432 *New 2024-03-31 295 $22,000 295
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 157 *New 2023-12-31 292 $22,000 292
   Headlands Technologies LLC 696 *New 2023-12-31 213 $16,000 213
   TUCKER ASSET MANAGEMENT LLC 398 *New 2023-12-31 213 $16,000 213
   FSA Wealth Management LLC 446 *New 2023-12-31 57 $4,000 57
   Kozak & Associates Inc. 295 *New 2023-12-31 33 $3,000 33
   JOHNSON FINANCIAL GROUP, INC. 740 *New 2023-12-31 37 $3,000 37
  56 Records found
  1    
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