Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard Total Bond Market ETF (BND)  
$71.35 0.36 (0.51%) as of 4:30 Fri 5/3


Download
     
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  : 
0.75 (1.06%)  




 
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  
Free Registration Required For Full Results

            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
   MORGAN STANLEY 26 - 2023-12-31 84,846,542 $6,240,463,000 2,271,807
   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
   HANSON MCCLAIN, INC. 2 - 2024-03-31 16,564,654 $1,203,091,000 828,500
   SEI INVESTMENTS CO 4 - 2023-12-31 16,312,971 $1,199,820,000 426,673
   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
   BANK OF NEW YORK MELLON CORP 193 - 2024-03-31 6,867,158 $498,762,000 1,142,058
   AMERIPRISE FINANCIAL INC 174 - 2023-12-31 5,890,420 $434,879,000 953,270
   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
   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
   ROYAL BANK OF CANADA 265 - 2023-12-31 3,379,094 $248,532,000 695,903
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 63 - 2024-03-31 2,988,895 $217,083,000 277,569
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 13 - 2024-03-31 2,612,434 $189,741,000 349,716
   RFG Advisory Group LLC 3 - 2024-03-31 2,391,124 $173,667,000 418,368
   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
   RAYMOND JAMES & ASSOCIATES 193 - 2024-03-31 1,913,614 $138,986,000 205,916
   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
   SAVANT CAPITAL MANAGEMENT INC 11 - 2023-12-31 1,691,873 $124,437,000 364,668
   Bogart Wealth LLC 3 - 2024-03-31 1,628,842 $118,303,000 134,773
   Oakworth Capital Inc. 3 - 2024-03-31 1,553,678 $112,844,000 63,460
   ALESCO ADVISORS LLC 8 - 2023-12-31 1,477,680 $108,683,000 22,640
   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
   HUNTINGTON ASSET ADVISORS INC. 1 - 2024-03-31 1,313,739 $95,417,000 1,313,739
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 2 - 2023-12-31 1,274,613 $92,664,000 7,933
   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
   Prime Capital Investment Advisors LLC - 2023-12-31 1,024,249 $75,334,000 218,140
   Comprehensive Portfolio Management LLC 10 - 2024-03-31 1,027,661 $74,639,000 1,008,031
   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
   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 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
   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
   Bricktown Capital LLC 3 - 2024-03-31 771,516 $56,035,000 259,579
   Rockbridge Investment Management LCC 3 - 2023-12-31 749,192 $55,103,000 186,157
   GenTrust LLC 8 - 2024-03-31 745,592 $54,152,000 186,580
   Summit Trail Advisors LLC 10 - 2024-03-31 734,570 $53,352,000 114,413
   UNIVERSITY OF CHICAGO 1 - 2024-03-31 728,988 $52,946,000 22,500
   IWAMOTO KONG & CO INC 2 - 2023-12-31 715,279 $52,609,000 21,479
   RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 4 - 2024-03-31 685,378 $49,779,000 4,851
   Boston Standard Wealth Management LLC 2 - 2024-03-31 680,990 $49,460,000 77,924
   West Financial Advisors LLC 2 - 2024-03-31 647,576 $47,033,000 26,918
   Trust Co 4 - 2024-03-31 647,006 $46,992,000 46,878
   BTC Capital Management Inc. 1 - 2024-03-31 644,235 $46,791,000 78,836
   SOFI WEALTH LLC - 2023-12-31 634,350 $46,656,000 41,707
   Cambridge Advisors Inc. 2 - 2024-03-31 602,441 $43,755,000 13,887
   Newton One Investments LLC 1 - 2024-03-31 600,675 $43,627,000 9,361
   LEGACY PRIVATE TRUST CO. 5 - 2024-03-31 591,702 $42,975,000 46,482
   Ellevest Inc. 7 - 2023-12-31 582,444 $42,839,000 12,497
   DiMeo Schneider & Associates L.L.C. 5 - 2023-12-31 581,081 $42,739,000 33,692
   Equitable Holdings Inc. 45 - 2023-12-31 567,580 $41,746,000 8,452
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 192 - 2024-03-31 571,974 $41,542,000 242,467
   FARMERS & MERCHANTS INVESTMENTS INC 11 - 2024-03-31 562,757 $40,873,000 23,380
   STIFEL FINANCIAL CORP 327 - 2023-12-31 547,104 $40,240,000 48,202
   PACIFIC CAPITAL WEALTH ADVISORS INC 2 - 2023-12-31 545,580 $40,127,000 56,255
   Apollon Wealth Management LLC 14 - 2023-12-31 540,190 $39,731,000 149,535
   HARBOUR INVESTMENTS INC. 9 - 2023-12-31 531,283 $39,076,000 14,113
   Kingsview Wealth Management LLC 13 - 2023-12-31 516,400 $37,981,000 146,975
   Rappaport Reiches Capital Management LLC 2 - 2024-03-31 503,542 $36,572,000 47,410
   CORNERSTONE INVESTMENT PARTNERS LLC 25 - 2023-12-31 485,927 $35,740,000 54,278
   KOCHIS FITZ/QUINTILE LLC 11 - 2024-03-31 486,094 $35,306,000 23,344
   TECTONIC ADVISORS LLC 8 - 2023-12-31 471,436 $34,674,000 17,262
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us