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Get Institutions for : 
Vanguard Long-Term Bond ETF (BLV)  
$68.32 0.15 (0.22%) as of 4:30 Wed 5/1


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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  : 
0.21 (0.31%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 397 *New 2023-12-31 269,066 $20,067,000 269,066
   Ameritas Advisory Services LLC 28 *New 2023-12-31 191,851 $14,303,000 191,851
   LFA - Lugano Financial Advisors SA *New 2023-12-31 52,052 $3,882,000 52,052
   Ackerman Capital Advisors LLC 25 *New 2024-03-31 51,884 $3,753,000 51,884
   MidWestOne Financial Group Inc. 33 *New 2023-12-31 44,395 $3,311,000 44,395
   Idaho Trust Bank 23 *New 2023-12-31 37,781 $2,818,000 37,781
   RCS Financial Planning LLC 23 *New 2024-03-31 23,374 $1,691,000 23,374
   Main Street Financial Solutions LLC 141 *New 2024-03-31 18,059 $1,306,000 18,059
   WILEY BROS.-AINTREE CAPITAL LLC 128 *New 2024-03-31 16,807 $1,216,000 16,807
   ROUNDVIEW CAPITAL LLC 184 *New 2023-12-31 14,428 $1,076,000 14,428
   Simplicity WealthLLC 597 *New 2024-03-31 10,455 $756,000 10,455
   AdvisorShares Investments LLC 68 *New 2023-12-31 9,200 $686,000 9,200
   Outlook Wealth Advisors LLC 113 *New 2024-03-31 8,785 $635,000 8,785
   Econ Financial Services Corp 52 *New 2023-12-31 8,274 $617,000 8,274
   Nilsine Partners LLC 213 *New 2024-03-31 8,342 $603,000 8,342
   Crabel Capital Management LLC 68 *New 2023-12-31 8,064 $601,000 8,064
   Kellett Schaffner Wealth Advisors LLC 43 *New 2024-03-31 6,305 $456,000 6,305
   NORTH STAR INVESTMENT MANAGEMENT CORP. 345 *New 2023-12-31 5,517 $411,000 5,517
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 782 *New 2023-12-31 5,340 $398,000 5,340
   TUDOR INVESTMENT CORP ET AL 1205 *New 2023-12-31 5,022 $375,000 5,022
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1799 *New 2024-03-31 4,869 $352,000 4,869
   Invst LLC 171 *New 2023-12-31 4,707 $342,000 4,707
   NATIONAL BANK OF CANADA /FI/ 1186 *New 2023-12-31 4,338 $321,000 4,338
   INVENIO WEALTH PARTNERS LLC 64 *New 2023-12-31 4,193 $313,000 4,193
   Vantage Financial Partners LLC 99 *New 2023-12-31 4,178 $312,000 4,178
   Rehmann Capital Advisory Group 455 *New 2023-12-31 3,686 $275,000 3,686
   Beacon Pointe Advisors LLC 1141 *New 2023-12-31 3,052 $228,000 3,052
   Trexquant Investment LP 1314 *New 2023-12-31 3,044 $227,000 3,044
   Fifth Third Securities Inc. 232 *New 2024-03-31 3,132 $226,000 3,132
   JOHNSON FINANCIAL GROUP, INC. 331 *New 2023-12-31 1,904 $142,000 1,904
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 737 *New 2023-12-31 1,851 $137,000 1,851
   EP WEALTH ADVISORS, INC. 756 *New 2023-12-31 1,727 $129,000 1,727
   Resurgent Financial Advisors LLC 230 *New 2023-12-31 1,562 $116,000 1,562
   KISTLERTIFFANY COMPANIES, LLC 463 *New 2023-06-30 839 $63,000 839
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 137 *New 2022-12-31 498 $36,000 498
   SPIRIT OF AMERICA MANAGEMENT CORP/NY 277 *New 2024-03-31 519 $36,000 519
   WHITTIER TRUST CO 1013 *New 2023-12-31 399 $30,000 399
   HOWE & RUSLING INC 294 *New 2023-12-31 370 $28,000 370
   TUCKER ASSET MANAGEMENT LLC 381 *New 2023-12-31 237 $18,000 237
   JONES FINANCIAL COMPANIES LLLP 602 *New 2023-12-31 239 $18,000 239
   SUMMIT INVESTMENT ADVISORS INC 2657 *New 2023-12-31 234 $17,000 234
   PACIFIC CAPITAL WEALTH ADVISORS INC 203 *New 2023-12-31 218 $16,000 218
   CAROLINAS WEALTH CONSULTING LLC 505 *New 2023-12-31 171 $13,000 171
   PARKSIDE FINANCIAL BANK & TRUST 1117 *New 2023-12-31 152 $11,000 152
   WHITTIER TRUST CO OF NEVADA INC 961 *New 2023-12-31 111 $8,000 111
   Mascoma Wealth Management LLC *New 2023-12-31 105 $8,000 105
   CFG ASSET MANAGEMENT LLC 395 *New 2023-12-31 23 $2,000 23
   APCM Wealth Management for Individuals 120 *New 2024-03-31 3 $0 3
  48 Records found
  1    
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