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Get Institutions for : 
Vanguard Long-Term Bond ETF (BLV)  
$68.38 0.34 (0.5%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 337    18
Total shares held : 
 52,019,229  
% of shares held : 
 80.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   62  
Amount of shares held : 
 2,022,771  
% of shares held change : 
   3.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $65.80  
Last Quarter's Ending Price : 
 $74.58  
Last Quarter's Average Price : 
 $68.53  
Change from last quarter's     
avg. price to the last closing  : 
0.15 (0.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
44
 923,675
 1.78%
 
Increased Positions :
142
 4,800,460
 9.23%
 
Unchanged Positions :
53
 757,686
 1.46%
 
Decreased Positions :
98
-3,581,222
-6.88%
 
Closed Positions :
26
-120,142
-0.23%
 
Guru Positions :
0
 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 56 - 2023-12-31 10,511,837 $783,973,000 547,325
   WELLS FARGO & CO/MN 107 - 2023-12-31 9,555,712 $712,665,000 -1,881,668
   LPL FINANCIAL CORP 156 - 2023-12-31 2,686,601 $200,367,000 60,571
   Envestnet Portfolio Solutions Inc. 36 - 2023-12-31 2,148,695 $160,250,000 45,878
   LINCOLN NATIONAL CORP 9 - 2023-12-31 2,023,505 $150,913,000 94,217
   AMERIPRISE FINANCIAL INC 503 - 2023-12-31 1,403,767 $104,826,000 -72,708
   BANK OF AMERICA CORP /DE/ 852 - 2023-12-31 1,310,542 $97,740,000 21,626
   MORGAN STANLEY 1168 - 2023-12-31 1,306,547 $97,442,000 98,622
   AMERIVEST INVESTMENT MANAGEMENT LLC 22 - 2023-06-30 1,203,547 $90,170,000 -62,566
   Advisor Group Holdings Inc. 131 - 2023-12-31 1,197,980 $89,439,000 -380,718
   BANK OF NEW YORK MELLON CORP 736 - 2023-12-31 1,122,596 $83,723,000 -59,240
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 665 - 2023-12-31 1,085,144 $80,930,000 -78,048
   GOLDMAN SACHS GROUP INC/ 779 - 2023-12-31 1,004,536 $74,918,000 10,487
   ROYAL BANK OF CANADA 597 - 2023-12-31 884,673 $65,980,000 2,101
   MORNINGSTAR INVESTMENT SERVICES, INC. 80 - 2023-12-31 820,265 $61,585,000 405,561
   EXCHANGE TRADED CONCEPTS LLC 8 - 2023-12-31 697,670 $52,032,000 697,670
   Koss-Olinger Consulting LLC 5 - 2023-12-31 659,484 $49,184,000 17,003
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 89 - 2023-12-31 628,815 $46,897,000 -33,067
   PNC FINANCIAL SERVICES GROUP INC 270 - 2023-12-31 611,830 $45,630,000 155,321
   Beacon Capital Management Inc. 16 - 2024-03-31 518,181 $36,734,000 -449,676
   JANNEY MONTGOMERY SCOTT LLC 221 - 2023-12-31 374,001 $27,893,000 12,942
   ETF Portfolio Partners Inc. 4 - 2023-12-31 352,278 $26,273,000 -2,543
   PRINCIPAL FINANCIAL GROUP INC 738 - 2023-12-31 334,371 $24,937,000 -51,573
   Carolina Wealth Advisors LLC 1 - 2024-03-31 343,035 $24,812,000 23,299
   US BANCORP 283 - 2023-12-31 297,094 $22,157,000 -12,670
   Cetera Investment Advisers 111 - 2023-12-31 292,455 $21,811,000 27,012
   Atria Wealth Solutions Inc. 76 - 2023-12-31 284,274 $21,201,000 55,460
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 397 *New 2023-12-31 269,066 $20,067,000 269,066
   Greystone Financial Group LLC 2 - 2023-12-31 268,102 $19,995,000 268,102
   COUNTRY TRUST BANK 67 - 2023-12-31 256,526 $19,132,000 6,785
   CIBC WORLD MARKETS CORP 161 - 2023-12-31 230,000 $18,435,000 0
   Sterling Financial Group Inc. 5 - 2024-03-31 240,861 $17,421,000 109,011
   Capital Advisors Wealth Management LLC 11 - 2024-03-31 226,477 $16,381,000 56,722
   BB&T CORP 469 - 2023-12-31 210,932 $15,731,000 22,231
   MML INVESTORS SERVICES LLC 273 - 2023-12-31 210,186 $15,676,000 12,592
   CONNING ASSET MANAGEMENT CO. 69 - 2023-12-31 210,000 $15,662,000 0
   FISCHER INVESTMENT STRATEGIES LLC 2 - 2023-12-31 200,913 $14,984,000 45,454
   Ameritas Advisory Services LLC 28 *New 2023-12-31 191,851 $14,303,000 191,851
   HILLTOP WEALTH ADVISORS LLC 5 - 2024-03-31 196,218 $14,192,000 1,458
   Change Path LLC 30 - 2023-12-31 160,633 $11,980,000 20,017
   STIFEL FINANCIAL CORP 710 - 2023-12-31 158,644 $11,832,000 13,815
   WEBSTERROGERS FINANCIAL ADVISORS LLC 6 - 2023-12-31 157,344 $11,735,000 52,686
   Orion Portfolio Solutions LLC 154 - 2023-12-31 155,695 $11,434,000 21,496
   FINANCIAL NETWORK 317 - 2023-12-31 150,474 $11,222,000 38,725
   Betterment LLC 67 - 2023-12-31 148,183 $11,051,000 -5,332
   VANGUARD GROUP INC 2902 - 2023-12-31 145,069 $10,819,000 51,335
   Private Advisor Group LLC 239 - 2023-12-31 137,950 $10,288,000 3,799
   PRUDENTIAL FINANCIAL INC 659 - 2023-12-31 134,368 $10,021,000 6,531
   NYL Investors LLC 11 - 2023-12-31 128,900 $9,613,000 -184,900
   THRIVENT FINANCIAL FOR LUTHERANS 626 - 2023-12-31 125,577 $9,366,000 -27,352
   UBS Group AG 1556 - 2023-12-31 114,571 $8,545,000 -122,167
   ATRIA INVESTMENTS LLC 198 - 2023-12-31 108,274 $8,075,000 23,744
   Second Half Financial Partners LLC 5 - 2023-12-31 103,636 $7,729,000 82,333
   AE Wealth Management LLC 464 - 2023-12-31 104,967 $7,562,000 16,855
   H&H Retirement Design & Management INC 4 *New 2023-12-31 103,982 $7,463,000 103,982
   Evolution Advisers Inc. 8 - 2023-12-31 94,904 $7,032,000 4,858
   NATIONAL ASSET MANAGEMENT, INC. 118 - 2023-12-31 94,098 $7,018,000 -13,801
   Axiom Financial Strategies LLC 9 - 2023-12-31 91,072 $6,792,000 -130
   PFW Advisors LLC 10 - 2024-03-31 93,584 $6,769,000 -2,363
   PRINCIPAL SECURITIES INC. 79 - 2023-12-31 90,482 $6,748,000 0
   Hedeker Wealth Management Group LLC *New 2023-12-31 89,875 $6,703,000 89,875
   COMMONWEALTH EQUITY SERVICES LLC. 936 - 2023-12-31 87,987 $6,562,000 4,101
   Goss Wealth Management LLC 289 - 2023-12-31 88,985 $6,521,000 32,150
   Bay Harbor Wealth Management LLC - 2023-12-31 86,001 $6,414,000 -3,150
   H D Vest Advisory Services 236 - 2023-12-31 84,023 $6,266,000 54,558
   Safir Wealth Advisors LLC 8 - 2023-12-31 79,809 $5,952,000 1,702
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1006 - 2023-12-31 75,788 $5,652,000 53,978
   EverSource Wealth Advisors LLC 47 - 2023-12-31 73,794 $5,503,000 8,305
   J P MORGAN CHASE & CO 2378 - 2023-12-31 73,450 $5,478,000 205
   Visionary Horizons LLC - 2023-12-31 72,615 $5,416,000 0
   GREENUP STREET WEALTH MANAGEMENT LLC 13 - 2023-12-31 70,931 $5,290,000 -25,949
   PROEQUITIES INC. 54 - 2023-12-31 70,771 $5,278,000 657
   Parker Financial LLC 10 - 2023-12-31 69,994 $5,219,000 2,304
   SigFig Wealth Management LLC 52 - 2023-12-31 69,493 $5,183,000 2,259
   Brookstone Capital Management 194 - 2023-12-31 68,530 $5,111,000 -106,990
   MASSMUTUAL TRUST CO FSB/ADV 127 - 2024-03-31 68,402 $4,948,000 1,303
   Madrona Financial Services LLC - 2023-12-31 64,520 $4,812,000 36,953
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 381 - 2023-12-31 63,618 $4,745,000 -15,844
   Carlsbad Wealth Advisory Group Inc. 11 - 2023-06-30 60,970 $4,568,000 0
   CoreCap Advisors LLC 65 - 2023-12-31 60,472 $4,510,000 -69
   BENJAMIN F. EDWARDS & COMPANY INC. 213 - 2023-12-31 59,402 $4,431,000 58,376
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 34 - 2023-12-31 58,173 $4,339,000 10,413
   Evergreen Wealth Management LLC 10 - 2023-12-31 57,742 $4,306,000 26,644
   Leeward Financial Partners LLC - 2023-12-31 57,629 $4,298,000 5,810
   Aspire Private Capital LLC 19 - 2023-12-31 56,404 $4,207,000 457
   LFA - Lugano Financial Advisors SA *New 2023-12-31 52,052 $3,882,000 52,052
   Sovereign Financial Group Inc. 21 - 2023-12-31 47,575 $3,548,000 -707
   CITIGROUP INC 1269 - 2023-12-31 47,579 $3,548,000 8,164
   Mutual Advisors LLC 167 - 2023-12-31 47,304 $3,528,000 -43,193
   MULTIFINANCIAL SECURITIES CORP 356 - 2023-12-31 47,087 $3,512,000 11,430
   Wiser Wealth Management Inc 11 - 2023-12-31 46,239 $3,389,000 6,822
   MidWestOne Financial Group Inc. 33 *New 2023-12-31 44,395 $3,311,000 44,395
   EQIS CAPITAL MANAGEMENT, INC. 69 - 2023-12-31 43,038 $3,210,000 -2,854
   SIGNATURE SECURITIES GROUP CORPORATION 28 - 2023-12-31 42,615 $3,178,000 13,333
   JANE STREET GROUP LLC 1941 - 2023-12-31 41,884 $3,124,000 -16,644
   Horizons Wealth Management 16 - 2024-03-31 40,991 $3,057,000 0
   Harwood Advisory Group LLC 36 - 2023-12-31 40,411 $3,014,000 30,173
   FIRST HEARTLAND CONSULTANTS INC 71 - 2023-12-31 38,614 $2,880,000 625
   Main Line Retirement Advisors LLC 12 *New 2023-12-31 38,226 $2,851,000 38,226
   SHELTER MUTUAL INSURANCE CO 40 - 2023-12-31 38,000 $2,834,000 0
  100 Records found
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