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Get Institutions for : 
Vanguard Total World Bond Etf (BNDW)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 91    1
Total shares held : 
 2,229,310  
% of shares held : 
 39.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 -127,210  
% of shares held change : 
   -2.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 153,816
 6.9%
 
Increased Positions :
31
 137,105
 6.15%
 
Unchanged Positions :
15
 22,928
 1.03%
 
Decreased Positions :
35
-393,502
-17.65%
 
Closed Positions :
9
-24,629
-1.1%
 
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
   Heritage Wealth Advisors 30 *New 2024-03-31 190,917 $20,765,000 190,917
   ENVESTNET ASSET MANAGEMENT INC 1201 - 2024-03-31 247,198 $16,960,000 6,140
   Beacon Pointe Advisors LLC 124 - 2024-03-31 237,912 $16,323,000 -29,737
   BANK OF AMERICA CORP /DE/ 2256 - 2024-03-31 188,239 $12,915,000 -40,407
   ROYAL BANK OF CANADA 1660 - 2024-03-31 112,397 $7,712,000 2,210
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 592 - 2024-03-31 97,737 $6,706,000 52,721
   MARINER WEALTH ADVISORS, LLC 651 - 2024-03-31 90,626 $6,218,000 28,245
   Kure Advisory LLC 8 - 2024-03-31 80,805 $5,544,000 3,022
   MONEYWISE INC. 10 - 2024-03-31 77,232 $5,299,000 -49,632
   Octavia Wealth Advisors LLC 27 - 2024-03-31 67,509 $4,632,000 -49,107
   Applied Capital LLC 11 - 2024-03-31 59,015 $4,049,000 8,223
   Professional Financial Advisors LLC 16 - 2024-03-31 56,248 $3,859,000 20,108
   MERCER GLOBAL ADVISORS INC /ADV 556 - 2024-03-31 52,824 $3,624,000 11,180
   MORGAN STANLEY 4172 - 2024-03-31 46,211 $3,171,000 1,596
   BAYSTATE WEALTH MANAGEMENT LLC 43 - 2023-12-31 44,766 $3,098,000 -16,982
   RETIREMENT CAPITAL STRATEGIES 21 *New 2024-03-31 45,065 $3,092,000 45,065
   Advisor Group Holdings Inc. 1439 - 2024-03-31 41,105 $2,820,000 5,548
   WELLS FARGO & CO/MN 2355 - 2024-03-31 40,208 $2,759,000 26,666
   THRIVENT FINANCIAL FOR LUTHERANS 1131 - 2024-03-31 39,364 $2,700,000 28,754
   49 WEALTH MANAGEMENT LLC 26 - 2024-03-31 38,610 $2,628,000 3,487
   Visionary Wealth Advisors 161 - 2024-03-31 30,777 $2,112,000 -29,202
   Sargent Bickham Lagudis LLC 100 - 2022-12-31 30,870 $2,070,000 8,071
   Sawtooth Asset Management Inc. 305 *New 2023-12-31 27,281 $1,888,000 27,281
   Perigon Wealth Management LLC 262 - 2024-03-31 26,507 $1,819,000 859
   Simplicity WealthLLC 377 *New 2024-03-31 25,394 $1,742,000 25,394
   Bleakley Financial Group LLC 315 - 2024-03-31 25,394 $1,742,000 -1,887
   Sensible Financial Planning & Management LLC. 25 - 2024-03-31 23,608 $1,620,000 -32,887
   Apella Capital LLC 109 - 2024-03-31 22,000 $1,499,000 -3,658
   VanderPol Investments L.L.C. 9 - 2024-03-31 18,342 $1,258,000 13,868
   CITADEL ADVISORS LLC 2846 - 2024-03-31 18,154 $1,246,000 12,482
   Change Path LLC 350 *New 2024-03-31 16,597 $1,139,000 16,597
   Atria Wealth Solutions Inc. 889 - 2024-03-31 14,985 $1,028,000 1,320
   SageView Advisory Group LLC 204 - 2024-03-31 19,816 $949,000 19,816
   FFT WEALTH MANAGEMENT LLC 59 - 2024-03-31 11,752 $806,000 -1
   LPL FINANCIAL CORP 3369 - 2024-03-31 11,011 $755,000 2,893
   RWM Asset Management LLC 82 - 2024-03-31 10,835 $743,000 -10,915
   CREATIVE PLANNING 1555 - 2024-03-31 10,782 $740,000 280
   COMMONWEALTH EQUITY SERVICES LLC. 2482 - 2024-03-31 10,403 $714,000 41
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2255 - 2024-03-31 10,245 $703,000 1,634
   PRUDENTIAL FINANCIAL INC 2025 - 2024-03-31 9,933 $682,000 834
   Alhambra Investment Partners LLC 72 - 2024-03-31 9,929 $681,000 277
   JANE STREET GROUP LLC 3553 - 2024-03-31 9,538 $654,000 -1,125
   Geneos Wealth Management Inc. 438 - 2024-03-31 9,202 $631,000 -965
   St. James Investment Advisors LLC 40 - 2022-12-31 8,742 $586,000 5,577
   Opes Wealth Management LLC 75 - 2024-03-31 8,465 $581,000 3,550
   Foundations Investment Advisors LLC 437 - 2024-03-31 8,367 $574,000 904
   Charter Oak Capital Management LLC 104 - 2024-03-31 8,341 $572,000 -3,772
   Lido Advisors LLC 766 - 2024-03-31 8,165 $560,000 -1,438
   Jentner Corp 33 - 2024-03-31 7,862 $539,000 -535
   AMERICAN INVESTMENT SERVICES INC. 102 - 2024-03-31 7,646 $525,000 117
   FINANCIAL NETWORK 1917 - 2024-03-31 7,410 $508,000 385
   NAPATREE CAPITAL LLC 76 - 2024-03-31 7,224 $485,000 2,112
   Belpointe Asset Management LLC 461 - 2024-03-31 6,502 $446,000 -5,456
   Fortis Capital Advisors LLC 97 - 2024-03-31 6,502 $446,000 -5,456
   MML INVESTORS SERVICES LLC 1862 - 2024-03-31 6,425 $441,000 2,469
   SAGE FINANCIAL GROUP INC 78 - 2024-03-31 5,768 $396,000 31
   Stonehage Fleming Financial Services Holdings Ltd 81 - 2024-03-31 5,769 $386,000 754
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3835 - 2024-03-31 5,155 $354,000 -5,442
   Alpha Financial Advisors LLC 31 - 2024-03-31 4,898 $336,000 -1,097
   Acorn Wealth Advisors LLC 125 - 2024-03-31 4,797 $329,000 -174
   MAYPORT LLC 76 *New 2024-03-31 4,046 $278,000 4,046
   Envestnet Portfolio Solutions Inc. 1399 - 2024-03-31 4,034 $277,000 80
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2903 - 2024-03-31 3,323 $228,000 124
   Capstone Financial Advisors Inc. 127 - 2024-03-31 3,319 $228,000 16
   VALMARK ADVISERS INC 501 *New 2024-03-31 3,141 $216,000 3,141
   Keener Financial Planning LLC 43 - 2024-03-31 2,836 $195,000 183
   US BANCORP 2022 - 2024-03-31 2,808 $193,000 -188
   J P MORGAN CHASE & CO 4235 - 2024-03-31 2,695 $185,000 -16,609
   CREATIVE FINANCIAL DESIGNS INC /ADV 437 - 2024-03-31 2,631 $181,000 -1,481
   Nelson Van Denburg & Campbell Wealth Management Gr 875 - 2024-03-31 1,809 $124,000 314
   DecisionPoint Financial LLC 48 - 2024-03-31 1,625 $109,000 0
   S.A. Mason LLC 225 - 2024-03-31 1,223 $84,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1167 - 2024-03-31 1,123 $77,000 34
   Sachetta LLC 216 - 2024-03-31 1,009 $70,000 0
   Evolution Advisers Inc. 74 - 2024-03-31 996 $69,000 263
   CITIGROUP INC 3690 - 2024-03-31 750 $51,000 0
   MATHER GROUP, INC. 883 *New 2024-03-31 680 $47,000 680
   Bogart Wealth LLC 451 - 2024-03-31 423 $29,000 0
   Capital Investment Advisory Services LLC 721 - 2024-03-31 420 $29,000 0
   NATIONAL BANK OF CANADA /FI/ 1763 - 2024-03-31 385 $26,000 0
   PRINCIPAL SECURITIES INC. 1890 - 2024-03-31 366 $25,000 358
   Qube Research & Technologies Ltd 3155 - 2024-03-31 337 $23,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 343 - 2024-03-31 260 $18,000 120
   PNC FINANCIAL SERVICES GROUP INC 3537 - 2024-03-31 221 $15,000 0
   Peachtree Investment Partners LLC 93 - 2024-03-31 118 $8,000 3
   IFP Advisors Inc 2285 - 2023-12-31 107 $7,000 -28
   BANK OF MONTREAL /CAN/ 3245 - 2024-03-31 82 $6,000 -1,490
   Baldrige Asset Management LLC 281 - 2023-03-31 84 $6,000 0
   PARKSIDE FINANCIAL BANK & TRUST 1372 - 2024-03-31 54 $4,000 0
   Sugarloaf Wealth Management LLC 569 - 2024-03-31 51 $3,000 0
   Emerald Investment Partners LLC 456 - 2024-03-31 30 $2,000 0
   BARRETT & COMPANY INC. 529 - 2024-03-31 22 $2,000 0
   Glassman Wealth Services 187 - 2024-03-31 7 $1,000 0
   Venturi Wealth Management LLC 1314 - 2024-03-31 21 $1,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3074 *New 2024-03-31 15 $1,000 15
   AdvisorNet Financial Inc 1930 *Closed 2024-03-31 0 $0 -25,396
   Ruedi Wealth Management Inc. 251 - 2024-03-31 1 $0 0
   WASHINGTON TRUST CO 842 *Closed 2024-03-31 0 $0 -66
   SWEENEY & MICHEL LLC 111 *Closed 2024-03-31 0 $0 -8,558
   UBS Group AG 7451 - 2024-03-31 6 $0 6
  100 Records found
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