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Get Institutions for : 
Vanguard Total Bond Market ETF (BND)  
$70.77 0.18 (0.25%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1345    27
Total shares held : 
 844,255,914  
% of shares held : 
 93.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   205  
Amount of shares held : 
 28,471,101  
% of shares held change : 
   3.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $69.11  
Last Quarter's Ending Price : 
 $73.55  
Last Quarter's Average Price : 
 $70.60  
Change from last quarter's     
avg. price to the last closing  : 
0.17 (0.24%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
110
 3,496,944
 0.41%
 
Increased Positions :
618
 71,519,852
 8.47%
 
Unchanged Positions :
177
 13,201,715
 1.56%
 
Decreased Positions :
440
-42,331,410
-5.01%
 
Closed Positions :
83
-4,214,285
-0.5%
 
Guru Positions :
1
73,274
 0.01%
 
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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2 - 2023-12-31 115,163,553 $8,470,283,000 10,669,034
   J P MORGAN CHASE & CO 14 - 2023-12-31 96,338,042 $7,085,663,000 -9,527,002
   MORGAN STANLEY 26 - 2023-12-31 84,846,542 $6,240,463,000 2,271,807
   JONES FINANCIAL COMPANIES LLLP 7 - 2023-12-31 36,488,275 $2,683,713,000 -6,163,195
   LPL FINANCIAL CORP 6 - 2023-12-31 34,196,930 $2,515,184,000 655,158
   VANGUARD GROUP INC 382 - 2023-12-31 31,073,533 $2,285,458,000 5,792,806
   BANK OF AMERICA CORP /DE/ 128 - 2023-12-31 20,066,439 $1,475,887,000 4,621,526
   WELLS FARGO & CO/MN 60 - 2023-12-31 19,231,510 $1,414,478,000 2,621,687
   ENVESTNET ASSET MANAGEMENT INC 28 - 2023-12-31 18,752,172 $1,379,222,000 104,945
   MORNINGSTAR INVESTMENT SERVICES, INC. 2 - 2023-12-31 17,898,072 $1,319,534,000 8,482,025
   SEI INVESTMENTS CO 4 - 2023-12-31 16,312,971 $1,199,820,000 426,673
   HANSON MCCLAIN, INC. - 2023-12-31 15,736,154 $1,157,394,000 521,958
   GOLDMAN SACHS GROUP INC/ 63 - 2023-12-31 15,342,516 $1,128,442,000 -267,259
   BLACKROCK INC. 598 - 2023-12-31 12,753,289 $938,004,000 20,093
   MANUFACTURERES LIFE INSURANCE CO 24 - 2023-12-31 10,166,182 $747,722,000 2,211,949
   TEXAS TREASURY SAFEKEEPING TRUST CO 1 - 2023-12-31 6,896,640 $507,248,000 6,121,670
   AMERIPRISE FINANCIAL INC 174 - 2023-12-31 5,890,420 $434,879,000 953,270
   BANK OF NEW YORK MELLON CORP 210 - 2023-12-31 5,725,100 $421,081,000 -35,894
   PNC FINANCIAL SERVICES GROUP INC 68 - 2023-12-31 4,876,473 $358,665,000 42,301
   UBS Group AG 149 - 2023-12-31 4,773,266 $351,074,000 536,449
   Advisor Group Holdings Inc. 26 - 2023-12-31 4,377,784 $322,021,000 -1,153,872
   Orgel Wealth Management LLC 4 - 2024-03-31 4,218,247 $306,371,000 -664,114
   AMERIVEST INVESTMENT MANAGEMENT LLC 7 - 2023-06-30 4,155,460 $302,060,000 -88,817
   Facet Wealth Inc. 4 - 2023-12-31 3,889,991 $283,036,000 734,718
   PURE FINANCIAL ADVISORS, INC. 2 - 2024-03-31 3,716,553 $269,933,000 387,513
   STATE STREET CORP 706 - 2023-12-31 3,574,363 $262,894,000 1,390,233
   CBIZ Investment Advisory Services LLC 1 - 2023-12-31 3,573,021 $262,796,000 125,019
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 264 - 2023-12-31 3,521,638 $259,016,000 -319,776
   ROYAL BANK OF CANADA 265 - 2023-12-31 3,379,094 $248,532,000 695,903
   GLOBAL ENDOWMENT MANAGEMENT, LP 1 - 2023-12-31 3,047,900 $224,173,000 -106,000
   Envestnet Portfolio Solutions Inc. 22 - 2023-12-31 2,900,224 $213,312,000 907,130
   BB&T CORP 62 - 2023-12-31 2,887,155 $212,350,000 78,261
   HIGHTOWER ADVISORS, LLC 54 - 2023-12-31 2,864,216 $210,665,000 685,127
   M&T BANK CORP 27 - 2023-12-31 2,803,488 $206,197,000 132,045
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 66 - 2023-12-31 2,711,326 $199,418,000 158,416
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 36 - 2023-12-31 2,596,005 $190,936,000 -58,240
   RFG Advisory Group LLC 3 - 2024-03-31 2,391,124 $173,667,000 418,368
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 13 - 2023-12-31 2,262,718 $166,423,000 -84,449
   RIVERFRONT INVESTMENT GROUP, LLC 5 - 2023-12-31 2,166,575 $159,351,000 -31,297
   Cetera Investment Advisers 9 - 2023-12-31 2,146,623 $157,884,000 -54,036
   First Financial Bankshares Inc 4 - 2023-12-31 2,130,019 $156,663,000 0
   PRUDENTIAL FINANCIAL INC 85 - 2023-12-31 2,064,018 $151,809,000 372,045
   MISSION WEALTH MANAGEMENT LLC 5 - 2023-12-31 2,009,658 $147,810,000 157,040
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 1,982,252 $145,971,000 411,031
   CI Private Wealth LLC 91 - 2023-12-31 1,892,552 $139,197,000 -19,226
   FINANCIAL NETWORK 15 - 2023-12-31 1,872,098 $137,693,000 5,430
   ALASKA PERMANENT CAPITAL MANAGEMENT 2 - 2024-03-31 1,882,670 $136,663,000 190,892
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 2 - 2024-03-31 1,862,546 $135,277,000 92,477
   Miracle Mile Advisors LLC 4 - 2024-03-31 1,824,414 $132,507,000 602,101
   Foster Group Inc. 3 - 2024-03-31 1,823,816 $132,464,000 103,257
   COMMONWEALTH EQUITY SERVICES LLC. 79 - 2023-12-31 1,791,657 $131,776,000 96,915
   MCMORGAN & CO LLC 1 - 2023-12-31 1,708,516 $125,661,000 41,727
   RAYMOND JAMES & ASSOCIATES 190 - 2023-12-31 1,707,698 $125,601,000 -6,939
   SAVANT CAPITAL MANAGEMENT INC 11 - 2023-12-31 1,691,873 $124,437,000 364,668
   Diana Davis Spencer Foundation 1 - 2023-12-31 1,608,100 $118,276,000 0
   Bogart Wealth LLC 2 - 2023-12-31 1,494,069 $109,889,000 45,437
   Oakworth Capital Inc. 3 - 2023-12-31 1,490,218 $109,606,000 1,490,218
   ALESCO ADVISORS LLC 8 - 2023-12-31 1,477,680 $108,683,000 22,640
   Betterment LLC 32 - 2023-12-31 1,474,129 $108,422,000 -20,075
   STAIRWAY PARTNERS, LLC 6 - 2024-03-31 1,468,049 $106,624,000 118,229
   Capstone Financial Advisors Inc. 4 - 2023-12-31 1,403,879 $103,255,000 92,110
   MARINER WEALTH ADVISORS, LLC 88 - 2023-12-31 1,403,728 $103,244,000 95,737
   HPM Partners LLC - 2023-12-31 1,393,998 $102,528,000 1,113,608
   Voya Financial Advisors Inc. 2 - 2023-12-31 1,375,912 $101,439,000 68,081
   AMG NATIONAL TRUST BANK 5 - 2023-12-31 1,331,130 $97,905,000 43,966
   Patriot Investment Management Inc. 2 - 2024-03-31 1,332,927 $96,811,000 51,551
   MML INVESTORS SERVICES LLC 39 - 2023-12-31 1,313,001 $96,571,000 -53,260
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 2 - 2023-12-31 1,274,613 $92,664,000 7,933
   EFFICIENT ADVISORS, LLC 4 - 2023-12-31 1,253,476 $92,193,000 -245,755
   Chandler Asset Management Inc. 1 - 2023-12-31 1,241,127 $91,285,000 81,528
   Wealthfront Advisers LLC 30 - 2024-03-31 1,230,580 $89,377,000 129,164
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 17 - 2023-12-31 1,131,952 $83,255,000 48,340
   Apella Capital LLC 4 - 2024-03-31 1,157,987 $83,236,000 245,635
   PACIFIC LIFE FUND ADVISORS LLC 4 - 2023-12-31 1,115,198 $82,023,000 -36,834
   ALPS ADVISERS INC 21 - 2023-12-31 1,079,182 $79,374,000 -4,615
   TOEWS CORP /ADV 3 *New 2024-03-31 1,046,562 $76,012,000 1,046,562
   Prime Capital Investment Advisors LLC - 2023-12-31 1,024,249 $75,334,000 218,140
   Beacon Pointe Advisors LLC 18 - 2023-12-31 1,002,525 $73,736,000 -167,968
   Lutz Financial Services LLC 4 - 2023-12-31 995,245 $73,200,000 -35,998
   APCM Wealth Management for Individuals 2 - 2024-03-31 995,633 $72,313,000 90,015
   BAKER AVENUE ASSET MANAGEMENT, LP 5 - 2023-12-31 980,922 $72,147,000 965,920
   Stratos Wealth Partners LTD. 13 - 2024-03-31 990,434 $71,935,000 8,468
   COMERICA BANK 50 - 2023-12-31 953,676 $70,143,000 107,381
   MA Private Wealth - 2023-12-31 941,616 $69,256,000 -62,204
   CITIGROUP INC 234 - 2023-12-31 933,650 $68,670,000 -242,762
   Retirement Systems of Alabama 71 - 2023-12-31 914,767 $67,281,000 357,523
   ALLIANCEBERNSTEIN L.P. 511 - 2023-12-31 899,175 $66,134,000 36,463
   Financial Advisors Network Inc. 1 - 2023-12-31 898,850 $66,110,000 -19,183
   FINANCIAL ENGINES ADVISORS L.L.C. 44 - 2023-12-31 861,991 $63,399,000 37,394
   TIAA FSB 64 - 2023-06-30 852,733 $61,985,000 151,570
   RETIREMENT PLANNING GROUP 7 - 2024-03-31 852,482 $61,916,000 57,275
   HORIZON BANCORP /IN/ 1 - 2024-03-31 835,058 $60,650,000 -119,210
   Vestmark Advisory Solutions Inc. 3 - 2023-12-31 823,407 $60,562,000 252,573
   Gilbert & Cook Inc. 5 - 2023-12-31 782,037 $57,519,000 84,134
   Trilogy Capital Inc. 2 - 2024-03-31 775,963 $56,358,000 767,952
   Great Waters Wealth Management 4 - 2024-03-31 770,469 $55,959,000 -63,373
   ARMSTRONG ADVISORY GROUP INC 5 - 2024-03-31 751,915 $55,303,000 0
   Rockbridge Investment Management LCC 3 - 2023-12-31 749,192 $55,103,000 186,157
   Archetype Wealth Partners LLC 3 - 2023-12-31 742,883 $54,639,000 -23,981
   GenTrust LLC 8 - 2024-03-31 745,592 $54,152,000 186,580
  100 Records found
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