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Get Institutions for : 
Vanguard Total Bond Market ETF (BND)  
$71.35 0.36 (0.51%) as of 4:30 Fri 5/3


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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  : 
0.75 (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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   J P MORGAN CHASE & CO 14 - 2023-12-31 96,338,042 $7,085,663,000 -9,527,002
   JONES FINANCIAL COMPANIES LLLP 7 - 2023-12-31 36,488,275 $2,683,713,000 -6,163,195
   GOLDMAN SACHS GROUP INC/ 63 - 2023-12-31 15,342,516 $1,128,442,000 -267,259
   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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 264 - 2023-12-31 3,521,638 $259,016,000 -319,776
   GLOBAL ENDOWMENT MANAGEMENT, LP 1 - 2023-12-31 3,047,900 $224,173,000 -106,000
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 36 - 2023-12-31 2,596,005 $190,936,000 -58,240
   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
   CI Private Wealth LLC 91 - 2023-12-31 1,892,552 $139,197,000 -19,226
   Betterment LLC 32 - 2023-12-31 1,474,129 $108,422,000 -20,075
   MML INVESTORS SERVICES LLC 39 - 2023-12-31 1,313,001 $96,571,000 -53,260
   EFFICIENT ADVISORS, LLC 4 - 2023-12-31 1,253,476 $92,193,000 -245,755
   PACIFIC LIFE FUND ADVISORS LLC 4 - 2024-03-31 1,108,638 $80,520,000 -6,560
   ALPS ADVISERS INC 21 - 2023-12-31 1,079,182 $79,374,000 -4,615
   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
   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
   Financial Advisors Network Inc. 1 - 2023-12-31 898,850 $66,110,000 -19,183
   HORIZON BANCORP /IN/ 1 - 2024-03-31 835,058 $60,650,000 -119,210
   Great Waters Wealth Management 4 - 2024-03-31 770,469 $55,959,000 -63,373
   Archetype Wealth Partners LLC 3 - 2023-12-31 742,883 $54,639,000 -23,981
   NICOLET ADVISORY SERVICES LLC 3 - 2023-12-31 742,406 $54,010,000 -48,278
   SIGNATUREFD, LLC 17 - 2023-12-31 714,554 $52,555,000 -75,177
   Atria Wealth Solutions Inc. 20 - 2023-12-31 686,657 $50,504,000 -32,259
   RTD Financial Advisors Inc. 3 - 2024-03-31 678,348 $49,268,000 -3,736
   MULTIFINANCIAL SECURITIES CORP 24 - 2023-12-31 627,299 $46,138,000 -27,245
   Joule Financial LLC 1 - 2023-12-31 605,937 $44,567,000 -10,947
   TORONTO DOMINION BANK 193 - 2023-12-31 580,000 $42,659,000 -225,230
   LAKE STREET ADVISORS GROUP LLC 10 - 2023-12-31 569,722 $41,903,000 -11,959
   WSFS CAPITAL MANAGEMENT LLC 6 - 2023-12-31 559,451 $41,148,000 -80,236
   TWELE CAPITAL MANAGEMENT, INC. 3 - 2024-03-31 560,128 $40,682,000 -82,886
   Astoria Strategic Wealth Inc. 2 - 2023-12-31 546,198 $40,173,000 -9,606
   Private Advisor Group LLC 81 - 2023-12-31 482,312 $35,474,000 -8,398
   Silver Oak Advisory Group Inc. 1 - 2023-12-31 479,383 $35,259,000 -12,946
   US BANCORP 232 - 2023-12-31 442,314 $32,532,000 -2,969,020
   MERCER GLOBAL ADVISORS INC /ADV 147 - 2023-12-31 417,663 $30,719,000 -27,804
   JANNEY MONTGOMERY SCOTT LLC 210 - 2023-12-31 405,284 $29,809,000 -81,809
   SHUFRO ROSE & CO LLC 8 - 2023-12-31 419,925 $29,302,000 -2,748
   SUMMIT INVESTMENT ADVISORS INC 13 - 2023-12-31 362,000 $26,625,000 -24,000
   Symmetry Partner LLC 9 - 2024-03-31 361,080 $26,225,000 -698,718
   InterOcean Capital Group LLC 42 - 2023-12-31 349,730 $25,723,000 -7,318
   G2 CAPITAL MANAGEMENT LLC / OH 5 - 2023-12-31 344,383 $25,329,000 -274,725
   Vigilare Wealth Management 3 - 2024-03-31 341,375 $24,794,000 -223,018
   Focused Wealth Management Inc 6 - 2023-12-31 332,099 $24,426,000 -6,253
   TRANSAMERICA FINANCIAL ADVISORS, INC. 3 - 2023-12-31 307,005 $22,581,000 -2,913
   Prudent Man Advisors LLC 2 - 2023-12-31 293,856 $21,613,000 -7,408
   Flower City Capital 3 - 2024-03-31 297,338 $21,596,000 -7,121
   Carr Financial Group Corp 1 - 2024-03-31 291,727 $21,188,000 -44,893
   Family Firm Inc. 3 - 2023-12-31 281,765 $20,724,000 -18,285
   GAMBLE JONES MORPHY & BENT 10 - 2022-12-31 274,506 $19,720,000 -107,632
   DANIELS&TANSEY,LLP 6 - 2023-09-30 368,402 $17,532,000 -209,632
   Brookstone Capital Management 82 - 2024-03-31 228,607 $16,604,000 -2,022
   Ameraudi Asset Management Inc. 3 - 2023-12-31 222,632 $16,375,000 -38,198
   XML Financial LLC 11 - 2023-12-31 207,798 $15,284,000 -1,316
   ROGCO LP 3 - 2023-12-31 207,478 $15,260,000 -2,393
   Charles Schwab Trust Co 17 - 2024-03-31 208,157 $15,118,000 -8,913
   BENJAMIN F. EDWARDS & COMPANY INC. 95 - 2023-12-31 201,627 $14,830,000 -12,009
   CONNABLE OFFICE INC 11 - 2023-12-31 196,137 $14,426,000 -58,127
   BROWN ADVISORY HOLDINGS INC 372 - 2024-03-31 191,173 $13,885,000 -711
   Whelan Financial 7 - 2024-03-31 190,448 $13,832,000 -20,158
   Fragasso Group Inc. 15 - 2024-03-31 187,340 $13,606,000 -9,258
   Adviser Investments LLC 81 - 2023-12-31 182,513 $13,424,000 -101,000
   BHK Investment Advisors LLC 7 - 2023-12-31 181,516 $13,351,000 -171,512
   AXXCESS WEALTH MANAGEMENT LLC 56 - 2023-12-31 169,614 $12,475,000 -211,514
   Meeder Advisory Services Inc. - 2023-12-31 168,385 $12,385,000 -3,879
   MCKINLEY CARTER WEALTH SERVICES, INC. 26 - 2024-03-31 169,821 $12,334,000 -12,969
   MATHER GROUP, INC. 56 - 2024-03-31 167,417 $12,314,000 -2,083
   Elm Partners Management LLC 22 - 2023-12-31 164,405 $12,092,000 -36,683
   DRAVO BAY LLC 3 - 2023-12-31 163,580 $12,031,000 -1,204
   Blume Capital Management Inc. 7 - 2023-12-31 162,583 $11,958,000 -27,990
   HART & PATTERSON FINANCIAL GROUP LLC 3 - 2024-03-31 162,845 $11,827,000 -98,487
   UNITED SERVICES AUTOMOBILE ASSOCIATION 80 - 2023-12-31 159,909 $11,761,000 -41,108
   Cambria Investment Management L.P. 36 - 2023-12-31 156,372 $11,501,000 -7,496
   Orion Portfolio Solutions LLC 156 - 2023-12-31 155,212 $11,341,000 -25,075
   Vectors Research Management LLC 8 - 2023-12-31 57,740 $10,868,000 -137,039
   Cornerstone Wealth Management LLC 22 - 2024-03-31 134,820 $9,792,000 -1,987
   FIL LTD 515 - 2023-12-31 127,129 $9,350,000 -1,325,813
   Sugarloaf Wealth Management LLC 12 - 2024-03-31 125,388 $9,107,000 -28
   Global Retirement Partners LLC 66 - 2024-03-31 120,389 $8,744,000 -216,180
   Mayflower Financial Advisors LLC - 2023-12-31 118,751 $8,734,000 -25,372
   Certus Wealth Management LLC 3 - 2023-12-31 117,759 $8,661,000 -19,392
   FIFTH THIRD BANCORP 256 - 2024-03-31 116,391 $8,453,000 -8,185
   Bouchey Financial Group Ltd 26 - 2024-03-31 115,683 $8,402,000 -4,094
   Spire Wealth Management 106 - 2024-03-31 112,350 $8,160,000 -34,482
   Baird Financial Group Inc. 524 - 2023-12-31 107,366 $7,897,000 -19,974
   STERLING INVESTMENT MANAGEMENT, INC. 5 - 2024-03-31 107,467 $7,805,000 -2,240
   COLDSTREAM CAPITAL MANAGEMENT INC 68 - 2023-12-31 101,788 $7,487,000 -36,897
   Buckingham Strategic Partners 37 - 2023-12-31 100,047 $7,359,000 -4,480
   PFG Advisors 39 - 2023-12-31 98,497 $7,244,000 -10,132
   Values Added Financial LLC 3 - 2024-03-31 98,438 $7,150,000 -4,100
   Barber Financial Group Inc. 13 - 2023-03-31 89,938 $6,640,000 -11,931
   BANCORPSOUTH BANK 43 - 2023-12-31 87,890 $6,464,000 -896
   NATIONAL BANK OF CANADA /FI/ 586 - 2023-12-31 88,640 $6,464,000 -36
   BDO Wealth Advisors LLC 26 - 2023-06-30 88,284 $6,417,000 -4,128
   NEW ENGLAND GUILD WEALTH ADVISORS INC. 9 - 2022-12-31 89,155 $6,405,000 -120,393
   BARTLETT & CO. LLC 127 - 2023-12-31 85,559 $6,308,000 -17,967
  100 Records found
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