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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
   ENVESTNET ASSET MANAGEMENT INC 33 - 2023-12-31 16,095,517 $1,229,376,000 -1,468,874
   WELLS FARGO & CO/MN 129 - 2023-12-31 7,656,424 $584,798,000 -375,348
   LPL FINANCIAL CORP 110 - 2023-12-31 3,938,328 $300,809,000 -124,532
   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
   Advisor Group Holdings Inc. 70 - 2023-12-31 2,153,848 $164,570,000 -440,659
   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
   EFFICIENT ADVISORS, LLC 5 - 2023-12-31 1,163,563 $88,873,000 -240,984
   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
   COMERICA BANK 52 - 2023-12-31 909,989 $69,505,000 -153,498
   Amplius Wealth Advisors LLC 5 - 2024-03-31 635,777 $47,938,000 -34,057
   Beacon Capital Management Inc. 15 - 2024-03-31 495,879 $37,012,000 -443,082
   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
   Austin Private Wealth LLC 10 - 2024-03-31 371,932 $27,757,000 -27,298
   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 3 - 2024-03-31 352,803 $26,601,000 -2,211
   FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4 - 2023-12-31 337,650 $25,790,000 -19,611
   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
   FINANCIAL NETWORK 183 - 2023-12-31 267,762 $20,452,000 -1,156
   Diversified Portfolios Inc. 6 - 2023-12-31 249,240 $19,037,000 -2,207
   WEALTHSOURCE PARTNERS LLC 18 - 2023-12-31 237,644 $18,151,000 -185,737
   SAND HILL ADVISORS INC/CA 17 - 2023-12-31 233,659 $17,847,000 -7,692
   Orion Portfolio Solutions LLC 116 - 2023-12-31 204,812 $15,523,000 -13,521
   MULTIFINANCIAL SECURITIES CORP 104 - 2023-12-31 197,071 $15,052,000 -34,127
   STEPHENS INC /AR/ 91 - 2023-12-31 196,106 $14,979,000 -11,234
   CAPE COD FIVE CENTS SAVINGS BANK 15 - 2023-12-31 194,435 $14,851,000 -806,219
   Brookstone Capital Management 90 - 2024-03-31 196,193 $14,793,000 -5,388
   Betterment LLC 62 - 2023-12-31 167,135 $12,766,000 -1,236
   AMERIVEST INVESTMENT MANAGEMENT LLC 60 - 2023-06-30 165,405 $12,443,000 -4,328
   Wealthfront Advisers LLC 128 - 2024-03-31 163,167 $12,303,000 -4,152
   Darrow Company Inc. 4 - 2023-12-31 157,041 $11,995,000 -125
   Planned Solutions Inc. 5 - 2024-03-31 155,162 $11,699,000 -2,443
   ASSET MANAGEMENT GROUP, INC. 13 - 2023-12-31 147,882 $11,295,000 -3,294
   Kestra Advisory Services LLC 256 - 2023-12-31 142,681 $10,898,000 -11,815
   WEBSTERROGERS FINANCIAL ADVISORS LLC 9 - 2023-12-31 132,430 $10,115,000 -160,463
   MASSMUTUAL TRUST CO FSB/ADV 79 - 2024-03-31 132,080 $9,959,000 -17,733
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1996 - 2023-12-31 128,697 $9,830,000 -19,657
   PACIFIC CAPITAL WEALTH ADVISORS INC 10 - 2023-12-31 119,209 $9,105,000 -905
   HANSON MCCLAIN, INC. 127 - 2024-03-31 111,738 $8,425,000 -4,225
   TRITONPOINT WEALTH LLC 28 - 2024-03-31 55,490 $8,153,000 -51,336
   SUMMIT INVESTMENT ADVISORS INC 47 - 2023-12-31 105,765 $8,078,000 -17,580
   PRINCIPAL FINANCIAL GROUP INC 1392 - 2023-12-31 105,570 $8,063,000 -281,161
   DAVENPORT & CO LLC - 2023-12-31 98,671 $7,536,000 -9,391
   EQIS CAPITAL MANAGEMENT, INC. 33 - 2023-12-31 90,694 $6,927,000 -7,593
   Bay Harbor Wealth Management LLC 14 - 2024-03-31 86,959 $6,557,000 -435
   NATIONAL ASSET MANAGEMENT, INC. 129 - 2023-12-31 83,947 $6,412,000 -20,566
   Neumann Capital Management LLC 13 - 2023-12-31 82,297 $6,286,000 -28,657
   Congress Wealth Management LLC / DE / 205 - 2024-03-31 82,927 $6,253,000 -2,819
   KLK CAPITAL MANAGEMENT LLC 3 - 2023-09-30 78,957 $5,999,000 -2,435
   STUDIO INVESTMENT MANAGEMENT LLC 15 - 2023-12-31 78,035 $5,960,000 -445
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 76,126 $5,815,000 -2,647
   SNS Financial Group LLC 24 - 2024-03-31 76,820 $5,792,000 -1,011
   SYNOVUS FINANCIAL CORP 144 - 2023-12-31 75,202 $5,745,000 -600
   PARK NATIONAL CORP /OH/ 86 - 2024-03-31 76,162 $5,743,000 -16,791
   M&T BANK CORP 392 - 2023-12-31 74,828 $5,715,000 -4,314
   Leo H. Evart Inc. 3 - 2023-09-30 77,106 $5,576,000 -2,922
   Cornerstone Wealth Management LLC 50 - 2024-03-31 73,915 $5,573,000 -615
   BUCKINGHAM ASSET MANAGEMENT, LLC 133 - 2023-12-31 71,541 $5,464,000 -23,155
   Prostatis Group LLC 11 - 2023-03-31 70,680 $5,446,000 -2,172
   CREATIVE PLANNING 540 - 2023-12-31 71,262 $5,443,000 -3,243
   New Hampshire Trust 20 - 2024-03-31 69,959 $5,275,000 -76,916
   PROEQUITIES INC. 57 - 2023-12-31 67,332 $5,143,000 -3,672
   Nelson Van Denburg & Campbell Wealth Management Gr 67 - 2023-12-31 64,814 $4,951,000 -14,984
   Day & Ennis LLC 13 - 2023-12-31 62,752 $4,793,000 -178
   Red Wave Investments LLC 18 - 2023-12-31 58,767 $4,489,000 -4,137
   Kelman-Lazarov Inc. 21 - 2023-12-31 57,582 $4,398,000 -16,357
   GREENUP STREET WEALTH MANAGEMENT LLC 19 - 2023-12-31 56,390 $4,307,000 -803
   Prudent Man Advisors LLC 10 - 2023-12-31 52,109 $3,980,000 -129
   Family Legacy Inc. 30 - 2024-03-31 52,349 $3,947,000 -1,935
   Bernardo Wealth Planning LLC - 2023-12-31 50,940 $3,891,000 -3,195
   Merit Financial Group LLC 123 - 2023-12-31 48,662 $3,717,000 -928,053
   SRS Capital Advisors Inc. 46 - 2023-12-31 44,997 $3,437,000 -225
   CUTLER INVESTMENT COUNSEL LLC 53 - 2023-12-31 44,980 $3,436,000 -17,470
   BESSEMER GROUP INC 410 - 2023-12-31 43,878 $3,352,000 -8,695
   Integrated Advisors Network LLC 153 - 2023-12-31 43,670 $3,336,000 -1,267
   Advisory Alpha LLC - 2023-12-31 43,514 $3,324,000 -387
   Clarity Capital Advisors LLC 12 - 2024-03-31 43,777 $3,301,000 -4,148
   Smallwood Wealth Investment Management LLC 10 - 2024-03-31 43,543 $3,283,000 -1,105
   Wela Strategies LLC 16 - 2024-03-31 41,510 $3,130,000 -3,137
   Aveo Capital Partners LLC 79 - 2023-12-31 40,681 $3,107,000 -17,206
   INTL FCSTONE INC. 65 - 2023-12-31 40,200 $3,070,000 -2,095
   Idaho Trust Bank 22 - 2023-12-31 39,645 $3,028,000 -6,927
   WALLER FINANCIAL PLANNING GROUP INC 27 - 2024-03-31 39,911 $3,009,000 -2,151
   BLB&B ADVISORS LLC 71 - 2024-03-31 39,581 $2,984,000 -4,745
   ORRSTOWN FINANCIAL SERVICES INC 9 - 2024-03-31 39,137 $2,951,000 -10,550
   Physician Wealth Solutions Inc. 15 - 2024-03-31 38,423 $2,897,000 -3,777
   Houlihan Financial Resource Group Ltd. 28 - 2023-12-31 33,697 $2,574,000 -8,046
   KICKSTAND VENTURES LLC. 37 - 2023-12-31 33,108 $2,529,000 -10,551
   Buckingham Strategic Partners 87 - 2023-12-31 32,049 $2,448,000 -15,131
   OLD MISSION CAPITAL LLC 229 - 2023-12-31 31,914 $2,438,000 -9,249
   NBT BANK N A /NY 125 - 2024-03-31 32,070 $2,418,000 -1,605
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 29 - 2023-12-31 31,218 $2,362,000 -661
   CAPITAL INVESTMENT SERVICES OF AMERICA INC 49 - 2023-12-31 30,155 $2,303,000 -1,260
  100 Records found
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