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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 107 - 2023-12-31 9,555,712 $712,665,000 -1,881,668
   AMERIPRISE FINANCIAL INC 503 - 2023-12-31 1,403,767 $104,826,000 -72,708
   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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 665 - 2023-12-31 1,085,144 $80,930,000 -78,048
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 108 - 2024-03-31 622,091 $44,996,000 -6,724
   Beacon Capital Management Inc. 16 - 2024-03-31 518,181 $36,734,000 -449,676
   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
   US BANCORP 283 - 2023-12-31 297,094 $22,157,000 -12,670
   EXCHANGE TRADED CONCEPTS LLC 93 - 2024-03-31 165,716 $11,986,000 -531,954
   Betterment LLC 67 - 2023-12-31 148,183 $11,051,000 -5,332
   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
   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
   H&H Retirement Design & Management INC 4 - 2024-03-31 88,392 $6,063,000 -15,590
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1080 - 2024-03-31 75,059 $5,429,000 -729
   GREENUP STREET WEALTH MANAGEMENT LLC 13 - 2023-12-31 70,931 $5,290,000 -25,949
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 381 - 2023-12-31 63,618 $4,745,000 -15,844
   Brookstone Capital Management 222 - 2024-03-31 65,278 $4,722,000 -3,252
   CoreCap Advisors LLC 65 - 2023-12-31 60,472 $4,510,000 -69
   Mutual Advisors LLC 167 - 2023-12-31 47,304 $3,528,000 -43,193
   EQIS CAPITAL MANAGEMENT, INC. 69 - 2023-12-31 43,038 $3,210,000 -2,854
   JANE STREET GROUP LLC 1941 - 2023-12-31 41,884 $3,124,000 -16,644
   BerganKDV Wealth Management LLC 69 - 2023-06-30 36,496 $2,734,000 -20,205
   LIBERTY WEALTH MANAGEMENT LLC 39 - 2023-12-31 18 $2,627,000 -14,731
   FDX ADVISORS, INC. 116 - 2023-12-31 34,897 $2,603,000 -2,523
   Bouvel Investment Partners LLC 42 - 2024-03-31 35,910 $2,597,000 -1,030
   InterOcean Capital Group LLC 134 - 2023-12-31 34,051 $2,540,000 -46,508
   COMERICA BANK 1038 - 2023-12-31 33,965 $2,533,000 -9,084
   RAYMOND JAMES & ASSOCIATES 2059 - 2024-03-31 31,785 $2,299,000 -5,476
   AlphaStar Capital Management LLC 63 - 2023-12-31 28,682 $2,139,000 -2,886
   BANK OF HAWAII 83 - 2023-12-31 28,585 $2,132,000 -139
   Wela Strategies LLC 20 - 2024-03-31 28,737 $2,080,000 -1,964
   FTB Advisors Inc. 197 - 2024-03-31 28,171 $2,038,000 -1,987
   Prostatis Group LLC 26 - 2023-03-31 25,977 $1,957,000 -865
   Ascent Group LLC 163 - 2023-12-31 25,878 $1,854,000 -915
   White Lighthouse Investment Management Inc. - 2023-12-31 24,585 $1,834,000 -5,691
   OPPENHEIMER & CO INC 530 - 2023-12-31 23,808 $1,776,000 -587
   HANLON INVESTMENT MANAGEMENT, INC. 36 - 2023-12-31 23,571 $1,758,000 -662
   BLB&B ADVISORS LLC 99 - 2024-03-31 21,589 $1,562,000 -66
   DEARBORN PARTNERS LLC - 2023-12-31 13,150 $981,000 -115
   BILLEAUD CAPITAL MANAGEMENT INC. 43 - 2024-03-31 13,989 $954,000 -7,577
   Global Wealth Management Investment Advisory Inc. 93 - 2023-12-31 12,502 $932,000 -461
   SCOTIA CAPITAL INC. 468 - 2023-12-31 12,167 $907,000 -807
   PARK AVENUE SECURITIES LLC 730 - 2024-03-31 11,780 $852,000 -303
   Bank of Marin 43 - 2023-12-31 10,747 $802,000 -1,472
   Capital Analysts Inc. 272 - 2023-12-31 9,564 $713,000 -1,782
   Sigma Planning Corp 345 - 2023-12-31 9,497 $708,000 -3,049
   Intrua Financial LLC 147 - 2023-03-31 8,558 $644,000 -2,231
   MARIPAU WEALTH MANAGEMENT LLC 41 - 2023-12-31 8,603 $642,000 -332
   Addison Capital Co 54 - 2023-12-31 8,579 $640,000 -621
   Aurum Wealth Management Group LLC 154 - 2024-03-31 8,720 $631,000 -65
   Geneos Wealth Management Inc. - 2023-12-31 8,052 $600,000 -1,418
   CAPTRUST FINANCIAL ADVISORS 1670 - 2023-12-31 7,376 $550,000 -258
   CIBC WORLD MARKETS INC. 837 - 2023-12-31 7,109 $530,000 -1,245
   BENJAMIN EDWARDS INC 192 - 2023-12-31 6,990 $521,000 -67
   CI Private Wealth LLC 1581 - 2023-12-31 6,957 $519,000 -3,294
   REGIONS FINANCIAL CORP 605 - 2024-03-31 6,509 $471,000 -1,126
   Keudell/Morrison Wealth Management 109 - 2023-12-31 6,256 $467,000 -126,462
   Patten Group Inc. 190 - 2024-03-31 5,382 $389,000 -4,004
   ADVISORY SERVICES NETWORK, LLC 1011 - 2023-12-31 5,007 $373,000 -1,252
   KESTRA PRIVATE WEALTH SERVICES LLC 847 - 2023-12-31 4,965 $370,000 -192
   MONETA GROUP INVESTMENT ADVISORS INC 406 - 2023-12-31 4,705 $351,000 -656
   MONTAG & CALDWELL INC 71 - 2023-12-31 4,627 $345,000 -9,879
   TI-TRUST INC 111 - 2024-03-31 4,391 $318,000 -835
   Aveo Capital Partners LLC 266 - 2023-12-31 4,186 $312,000 -82
   Avenue 1 Advisors LLC 72 - 2024-03-31 4,298 $311,000 -968
   TBH Global Asset Management LLC 203 - 2023-12-31 4,011 $299,000 -353
   MERCER GLOBAL ADVISORS INC /ADV 1604 - 2023-12-31 3,999 $298,000 -1,516
   IHT Wealth Management LLC 770 - 2023-12-31 3,929 $293,000 -119
   TrueWealth Advisors LLC 157 - 2024-03-31 3,987 $288,000 -172
   Cornerstone Planning Group LLC 68 - 2023-12-31 3,763 $281,000 -1,650
   Integrated Wealth Concepts LLC 1282 - 2023-12-31 3,771 $281,000 -3,443
   JT Stratford LLC 214 - 2023-12-31 3,639 $271,000 -13
   Resource Planning Group 64 - 2023-12-31 3,545 $264,000 -964
   Arkadios Wealth Advisors - 2023-12-31 3,487 $260,000 -193
   Spire Wealth Management 813 - 2024-03-31 2,381 $172,000 -86
   Raleigh Capital Management Inc. 198 - 2023-12-31 2,252 $168,000 -205
   HANSON MCCLAIN, INC. 983 - 2024-03-31 1,519 $110,000 -32
   Richard W. Paul & Associates LLC - 2023-12-31 1,209 $90,000 -27
   Archer Investment Corp 318 - 2023-12-31 1,026 $77,000 -796
   FIFTH THIRD BANCORP 1274 - 2024-03-31 846 $61,000 -1,509
   IFP Advisors Inc 1570 - 2023-12-31 580 $43,000 -522
   PrairieView Partners LLC - 2023-12-31 328 $24,000 -18
   Larson Financial Group LLC 835 - 2023-12-31 285 $21,000 -146
   Semmax Financial Advisors Inc. 198 - 2023-12-31 213 $15,000 -29
   Colonial Trust Co / SC 739 - 2023-12-31 116 $9,000 -200
   GRADIENT INVESTMENTS LLC 644 - 2024-03-31 130 $9,000 -30
   Rockbridge Investment Management LCC 420 - 2023-12-31 109 $8,000 -97
   Impact Partnership Wealth LLC 528 - 2023-12-31 107 $8,000 -758
   Rosenberg Matthew Hamilton 702 - 2024-03-31 74 $5,000 -5
   Pinnacle Bank 755 - 2024-03-31 62 $4,000 -600
   First Pacific Financial 335 - 2024-03-31 43 $3,000 -13
   Sound Income Strategies LLC 1287 - 2024-03-31 1 $0 -484
  98 Records found
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