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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Diana Davis Spencer Foundation 2 - 2023-12-31 1,426,000 $108,918,000 0
   COUNTRY TRUST BANK 77 - 2024-03-31 77,000 $5,806,000 0
   Burleson & Company LLC 21 - 2022-12-31 65,306 $4,854,000 0
   BROWN ADVISORY HOLDINGS INC 543 - 2024-03-31 48,283 $3,641,000 0
   Arcataur Capital Management LLC 17 - 2024-03-31 41,728 $3,146,000 0
   Private Wealth Group LLC 14 - 2024-03-31 39,403 $2,971,000 0
   Harel Insurance Investments & Financial Services L 116 - 2023-12-31 35,470 $2,709,000 0
   FIRST HAWAIIAN BANK 224 - 2024-03-31 29,214 $2,203,000 0
   DUBUQUE BANK & TRUST CO 73 - 2023-09-30 26,237 $1,897,000 0
   UNITED BANK /VA/ 49 - 2023-12-31 22,249 $1,699,000 0
   Oakmont Partners LLC 335 - 2024-03-31 16,033 $1,209,000 0
   FIDUCIARY TRUST CO 355 - 2023-12-31 11,663 $891,000 0
   DUNCKER STREETT & CO INC 115 - 2024-03-31 11,501 $867,000 0
   Glass Jacobson Investment Advisors llc 93 - 2024-03-31 11,171 $842,000 0
   Coastal Capital Group Inc. 31 - 2023-06-30 11,188 $842,000 0
   SHELTER MUTUAL INSURANCE CO 54 - 2023-12-31 10,900 $833,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 281 - 2024-03-31 10,673 $815,000 0
   Hill Investment Group Partners LLC 38 - 2023-12-31 10,174 $777,000 0
   SONATA CAPITAL GROUP INC 60 - 2023-12-31 7,451 $569,000 0
   Northstar Group Inc. 80 - 2024-03-31 7,371 $556,000 0
   CLS INVESTMENT FIRM LLC 948 - 2022-12-31 7,338 $545,000 0
   ALLEN INVESTMENT MANAGEMENT LLC 160 - 2023-12-31 6,509 $497,000 0
   WESBANCO BANK INC 414 - 2024-03-31 6,321 $477,000 0
   Peninsula Wealth LLC 59 - 2023-12-31 6,102 $466,000 0
   GAMBLE JONES MORPHY & BENT 150 - 2022-12-31 6,217 $462,000 0
   StrongBox Wealth LLC 56 - 2024-03-31 5,896 $450,000 0
   Radnor Capital Management LLC 238 - 2024-03-31 5,912 $446,000 0
   CHAPIN DAVIS INC. 144 - 2024-03-31 5,527 $417,000 0
   Cedar Brook Financial Partners LLC 235 - 2024-03-31 5,522 $416,000 0
   LifePro Asset Management 81 - 2024-03-31 5,507 $415,000 0
   Lion Street Advisors LLC 152 - 2024-03-31 4,730 $361,000 0
   BATH SAVINGS TRUST CO 131 - 2024-03-31 4,577 $345,000 0
   HBW Advisory Services LLC 224 - 2024-03-31 4,215 $322,000 0
   ZIEGLER CAPITAL MANAGEMENT LLC 378 - 2023-12-31 4,013 $307,000 0
   FINANCIAL LIFE ADVISORS 48 - 2024-03-31 3,959 $299,000 0
   First Personal Financial Services 102 - 2024-03-31 3,951 $298,000 0
   Windsor Group LTD 125 - 2023-09-30 4,011 $290,000 0
   Centered Wealth LLC dba Miller Equity Capital Advi 48 - 2023-12-31 3,680 $281,000 0
   DEARBORN PARTNERS LLC - 2023-12-31 3,654 $279,000 0
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220 - 2023-12-31 3,650 $279,000 0
   Center for Financial Planning Inc. 127 - 2024-03-31 3,650 $275,000 0
   S.A. Mason LLC 138 - 2024-03-31 3,471 $262,000 0
   Investment Advisory Group LLC 122 - 2023-12-31 3,266 $249,000 0
   Loudon Investment Management LLC 91 - 2023-12-31 3,120 $238,000 0
   Integrated Investment Consultants LLC 232 - 2024-03-31 3,013 $227,000 0
   BAKER TILLY FINANCIAL LLC 433 - 2023-12-31 2,907 $222,000 0
   MOSELEY INVESTMENT MANAGEMENT INC 131 - 2024-03-31 2,942 $222,000 0
   Symphony Financial Ltd. Co. 180 - 2024-03-31 2,831 $213,000 0
   Essex Savings Bank 247 - 2024-03-31 2,764 $211,000 0
   HALL LAURIE J TRUSTEE 111 - 2024-03-31 2,675 $202,000 0
   Octavia Wealth Advisors LLC 213 - 2024-03-31 2,679 $202,000 0
   BENJAMIN EDWARDS INC 327 - 2023-12-31 2,407 $184,000 0
   HARBOR INVESTMENT ADVISORY LLC 376 - 2024-03-31 2,068 $156,000 0
   Red Cedar Capital LLC 65 - 2022-12-31 2,085 $155,000 0
   JFS WEALTH ADVISORS, LLC 378 - 2023-12-31 778 $59,000 0
   Financial Gravity Wealth Inc. 314 - 2023-12-31 787 $56,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 303 - 2023-12-31 704 $52,000 0
   Tradition Wealth Management LLC 632 - 2023-12-31 629 $48,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 340 - 2023-06-30 620 $47,000 0
   FIRST MANHATTAN CO 905 - 2023-12-31 525 $40,000 0
   Founders Financial Alliance LLC 358 - 2023-12-31 525 $40,000 0
   FinTrust Capital Advisors LLC 549 - 2023-12-31 490 $37,000 0
   Jackson Hole Capital Partners LLC 226 - 2023-12-31 465 $36,000 0
   Washington Trust Advisors Inc. 361 - 2023-12-31 400 $31,000 0
   PITTENGER & ANDERSON INC 316 - 2023-12-31 375 $29,000 0
   BANGOR SAVINGS BANK 344 - 2024-03-31 332 $25,000 0
   FIRST FINANCIAL CORP /IN/ 272 - 2024-03-31 305 $23,000 0
   HALLMARK CAPITAL MANAGEMENT INC 248 - 2023-12-31 262 $20,000 0
   Addison Advisors LLC 447 - 2023-12-31 240 $18,000 0
   GPS Wealth Strategies Group LLC 747 - 2023-12-31 204 $16,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 598 - 2024-03-31 176 $13,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 218 - 2023-12-31 153 $12,000 0
   Eukles Asset Management 146 - 2023-12-31 147 $11,000 0
   VALLEY NATIONAL ADVISERS INC 623 - 2024-03-31 155 $11,000 0
   ARMSTRONG ADVISORY GROUP INC 573 - 2024-03-31 112 $9,000 0
   Capital Investment Advisory Services LLC 839 - 2024-03-31 89 $7,000 0
   Venturi Wealth Management LLC 1026 - 2024-03-31 78 $6,000 0
   DHJJ Financial Advisors Ltd. 489 - 2024-03-31 82 $6,000 0
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 96 - 2023-12-31 75 $6,000 0
   Concord Wealth Partners 627 - 2023-12-31 72 $5,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 700 - 2023-12-31 60 $5,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 655 - 2023-12-31 54 $4,000 0
   Legacy Bridge LLC 298 - 2024-03-31 50 $4,000 0
   Efficient Wealth Management LLC - 2023-12-31 41 $3,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 556 - 2023-12-31 27 $2,000 0
   Cedar Mountain Advisors LLC 286 - 2024-03-31 24 $2,000 0
   Annis Gardner Whiting Capital Advisors LLC 662 - 2023-12-31 17 $1,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 440 - 2023-12-31 1 $1,000 0
   WETZEL INVESTMENT ADVISORS INC. 908 - 2024-03-31 15 $1,000 0
   VitalStone Financial LLC 561 - 2023-12-31 6 $0 0

  90 Records found
  1    
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