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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
   GOLDMAN SACHS GROUP INC/ 83 - 2023-12-31 12,046,247 $920,092,000 6,843,422
   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
   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
   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
   LINCOLN NATIONAL CORP 12 - 2023-12-31 1,779,041 $135,883,000 49,348
   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
   BANK OF NEW YORK MELLON CORP 715 - 2024-03-31 1,200,517 $90,519,000 42,904
   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
   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 62 - 2024-03-31 954,501 $71,969,000 4,586
   TIAA FSB 61 - 2023-06-30 875,100 $65,834,000 280,249
   FINANCIAL COUNSELORS INC - 2023-12-31 734,566 $56,106,000 427,201
   BILLEAUD CAPITAL MANAGEMENT INC. 1 - 2024-03-31 756,060 $55,487,000 6,461
   COMMONWEALTH EQUITY SERVICES LLC. 199 - 2023-12-31 698,486 $53,350,000 10,458
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 251 - 2024-03-31 674,511 $50,858,000 118,062
   Brio Consultants LLC 3 - 2023-12-31 617,982 $47,201,000 5,715
   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
   PEAPACK GLADSTONE FINANCIAL CORP 40 - 2023-12-31 484,575 $37,012,000 66,687
   RAYMOND JAMES & ASSOCIATES 515 - 2024-03-31 477,282 $35,987,000 77,917
   Franklin Parlapiano Turner & Welch LLC - 2023-12-31 462,601 $35,333,000 3,680
   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
   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
   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
   Atria Wealth Solutions Inc. 54 - 2023-12-31 342,524 $26,162,000 57,188
   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
   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
   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
   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
   Rosenberg Matthew Hamilton 4 - 2024-03-31 284,452 $21,231,000 13,256
   Farther Finance Advisors LLC 9 - 2023-12-31 264,103 $20,172,000 250,790
   Greystone Financial Group LLC 4 - 2024-03-31 267,254 $20,151,000 267,254
   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
   Sage Financial Management Group Inc. 3 - 2023-12-31 247,388 $18,895,000 9,731
   Revisor Wealth Management LLC 1 - 2024-03-31 248,625 $18,875,000 140,698
   Consolidated Portfolio Review Corp 2 - 2023-12-31 236,946 $18,098,000 13,622
   PFG Investments LLC 7 - 2024-03-31 238,426 $17,977,000 235,134
   Schiavi & Co LLC 4 - 2023-12-31 225,650 $17,235,000 4,537
   BURNEY CO/ 28 - 2023-12-31 217,412 $16,606,000 217,412
   Farmers & Merchants Trust Co of Chambersburg PA 1 - 2024-03-31 215,374 $16,239,000 215,374
   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
   JACOBSON & SCHMITT ADVISORS LLC 5 - 2023-12-31 203,102 $15,513,000 10,358
   PRUDENTIAL FINANCIAL INC 513 - 2023-12-31 201,516 $15,392,000 5,157
   ForthRight Wealth Management LLC 7 - 2024-03-31 199,468 $15,040,000 14,350
   Brewster Financial Planning LLC 3 - 2024-03-31 198,180 $14,943,000 9,609
   Change Path LLC 20 - 2023-12-31 185,992 $14,206,000 7,687
   FIFTH THIRD BANCORP 212 - 2024-03-31 188,160 $14,187,000 5,764
   PHILLIPS FINANCIAL MANAGEMENT LLC 27 - 2024-03-31 188,096 $14,182,000 18,866
   ANDERSON FISHER LLC 9 - 2024-03-31 184,470 $13,909,000 8,599
   CFG ASSET MANAGEMENT LLC 22 - 2023-12-31 179,493 $13,710,000 6,661
   VANGUARD GROUP INC 2790 - 2023-12-31 176,365 $13,471,000 93,519
   SMITHFIELD TRUST CO 31 - 2023-12-31 174,632 $13,338,000 3,892
   Verde Capital Management 8 - 2024-03-31 176,462 $13,305,000 13,379
   American Money Management LLC 6 - 2023-12-31 174,080 $13,296,000 157,579
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 14 - 2024-03-31 175,883 $13,262,000 15,738
   FIRST MERCHANTS CORP 27 - 2024-03-31 175,072 $13,200,000 10,883
   Traveka Wealth LLC 3 - 2024-03-31 174,272 $13,140,000 35,312
   SOUNDMARK WEALTH MANAGEMENT LLC 4 - 2024-03-31 173,339 $13,070,000 55,163
   ACORN CREEK CAPITAL LLC 4 - 2024-03-31 172,577 $13,012,000 7,851
   FISCHER INVESTMENT STRATEGIES LLC 5 - 2023-12-31 167,492 $12,793,000 6,885
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 31 - 2023-12-31 165,030 $12,605,000 162,050
   AE Wealth Management LLC 341 - 2023-12-31 164,806 $12,454,000 14,176
   FINANCIAL ENGINES ADVISORS L.L.C. 73 - 2023-12-31 162,857 $12,439,000 138,970
   Meeder Advisory Services Inc. - 2023-12-31 162,235 $12,392,000 4,152
   Cornerstone Planning Group LLC 6 - 2023-12-31 160,734 $12,277,000 13,425
   CREATIVE FINANCIAL DESIGNS INC /ADV 18 - 2023-12-31 150,681 $11,509,000 2,828
   CITIGROUP INC 811 - 2023-12-31 142,573 $10,890,000 21,094
   FC Advisory LLC 7 - 2024-03-31 139,479 $10,517,000 3,481
   Wescott Financial Advisory Group LLC 15 - 2023-12-31 135,135 $10,322,000 51,596
   PARKSIDE FINANCIAL BANK & TRUST 9 - 2023-12-31 125,575 $9,591,000 21,989
   Austin Asset Management Co Inc 12 - 2024-03-31 125,231 $9,442,000 5,618
  100 Records found
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