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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
   Beacon Pointe Advisors LLC 112 - 2023-12-31 267,649 $18,524,000 -34,030
   ENVESTNET ASSET MANAGEMENT INC 1139 - 2023-12-31 241,058 $16,684,000 -29,426
   BANK OF AMERICA CORP /DE/ 1981 - 2023-12-31 228,646 $15,825,000 339
   ROYAL BANK OF CANADA 1625 - 2023-12-31 110,187 $7,626,000 -3,374
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 592 - 2024-03-31 97,737 $6,706,000 52,721
   Kure Advisory LLC 10 - 2023-12-31 77,783 $5,383,000 5,581
   MONEYWISE INC. 10 - 2024-03-31 77,232 $5,299,000 -49,632
   Capital Group Private Client Services Inc. 159 *New 2023-12-31 71,937 $4,979,000 71,937
   Octavia Wealth Advisors LLC 27 - 2024-03-31 67,509 $4,632,000 -49,107
   MARINER WEALTH ADVISORS, LLC 735 - 2023-12-31 62,381 $4,317,000 7,953
   Visionary Wealth Advisors 92 - 2023-12-31 59,979 $4,151,000 -2,445
   Applied Capital LLC 11 - 2024-03-31 59,015 $4,049,000 8,223
   Sensible Financial Planning & Management LLC. 18 - 2023-12-31 56,495 $3,910,000 44,916
   Professional Financial Advisors LLC 16 - 2024-03-31 56,248 $3,859,000 20,108
   BAYSTATE WEALTH MANAGEMENT LLC 43 - 2023-12-31 44,766 $3,098,000 -16,982
   MORGAN STANLEY 4147 - 2023-12-31 44,615 $3,088,000 18,430
   MERCER GLOBAL ADVISORS INC /ADV 622 - 2023-12-31 41,644 $2,882,000 -14,513
   Advisor Group Holdings Inc. 1702 - 2023-12-31 35,557 $2,461,000 268
   Sargent Bickham Lagudis LLC 100 - 2022-12-31 30,870 $2,070,000 8,071
   Bleakley Financial Group LLC *New 2023-12-31 27,281 $1,888,000 27,281
   Sawtooth Asset Management Inc. 305 *New 2023-12-31 27,281 $1,888,000 27,281
   Perigon Wealth Management LLC 240 - 2023-12-31 25,648 $1,775,000 888
   Simplicity WealthLLC 377 *New 2024-03-31 25,394 $1,742,000 25,394
   BB&T CORP 1303 - 2023-12-31 24,962 $1,728,000 448
   Apella Capital LLC 109 - 2024-03-31 22,000 $1,499,000 -3,658
   J P MORGAN CHASE & CO 3169 - 2023-12-31 19,304 $1,336,000 18,815
   VanderPol Investments L.L.C. 9 - 2024-03-31 18,342 $1,258,000 13,868
   Atria Wealth Solutions Inc. 869 - 2023-12-31 13,665 $946,000 387
   WELLS FARGO & CO/MN 2988 - 2023-12-31 13,542 $937,000 -1,559
   Belpointe Asset Management LLC 250 - 2023-12-31 11,958 $828,000 -9,146
   Fortis Capital Advisors LLC 35 - 2023-12-31 11,958 $828,000 -9,146
   FFT WEALTH MANAGEMENT LLC 50 - 2023-12-31 11,753 $813,000 0
   RWM Asset Management LLC 82 - 2024-03-31 10,835 $743,000 -10,915
   JANE STREET GROUP LLC 3529 - 2023-12-31 10,663 $738,000 -36,499
   THRIVENT FINANCIAL FOR LUTHERANS 1963 - 2023-12-31 10,610 $734,000 3,114
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3222 - 2023-12-31 10,597 $733,000 2,915
   CREATIVE PLANNING 1440 - 2023-12-31 10,502 $727,000 348
   COMMONWEALTH EQUITY SERVICES LLC. 2364 - 2023-12-31 10,362 $717,000 1,429
   Geneos Wealth Management Inc. - 2023-12-31 10,167 $704,000 -2,095
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2255 - 2024-03-31 10,245 $703,000 1,634
   Alhambra Investment Partners LLC 72 - 2024-03-31 9,929 $681,000 277
   Lido Advisors LLC 668 - 2023-12-31 9,603 $665,000 -1,367
   PRUDENTIAL FINANCIAL INC 2035 - 2023-12-31 9,099 $630,000 -3,954
   St. James Investment Advisors LLC 40 - 2022-12-31 8,742 $586,000 5,577
   Jentner Corp 30 *New 2023-12-31 8,397 $581,000 8,397
   SWEENEY & MICHEL LLC 54 - 2023-09-30 8,558 $573,000 58
   Charter Oak Capital Management LLC 104 - 2024-03-31 8,341 $572,000 -3,772
   LPL FINANCIAL CORP 3518 - 2023-12-31 8,118 $562,000 -620
   AMERICAN INVESTMENT SERVICES INC. 102 - 2023-12-31 7,529 $521,000 3,117
   Foundations Investment Advisors LLC 427 *New 2023-12-31 7,463 $515,000 7,463
   COLONY GROUP, LLC 580 *New 2023-12-31 7,290 $505,000 7,290
   FINANCIAL NETWORK 1896 - 2023-12-31 7,025 $486,000 -205
   VANGUARD GROUP INC 4073 - 2023-12-31 6,403 $443,000 41
   Alpha Financial Advisors LLC 24 - 2023-12-31 5,995 $415,000 -47
   SAGE FINANCIAL GROUP INC 78 - 2023-12-31 5,737 $397,000 1,185
   CITADEL ADVISORS LLC 3828 - 2023-12-31 5,672 $393,000 -3,950
   NAPATREE CAPITAL LLC 86 - 2023-12-31 5,112 $354,000 0
   Stonehage Fleming Financial Services Holdings Ltd 111 - 2023-12-31 5,015 $347,000 0
   Opes Wealth Management LLC 100 - 2023-12-31 4,915 $340,000 -215
   Acorn Wealth Advisors LLC 125 - 2024-03-31 4,797 $329,000 -174
   CREATIVE FINANCIAL DESIGNS INC /ADV 317 - 2023-12-31 4,112 $285,000 -111,143
   MAYPORT LLC 76 *New 2024-03-31 4,046 $278,000 4,046
   MML INVESTORS SERVICES LLC 2089 - 2023-12-31 3,956 $274,000 -136
   Envestnet Portfolio Solutions Inc. 1339 - 2023-12-31 3,954 $274,000 -383
   Capstone Financial Advisors Inc. 123 *New 2023-12-31 3,303 $229,000 3,303
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2903 - 2024-03-31 3,323 $228,000 124
   US BANCORP 1980 - 2023-12-31 2,996 $207,000 2,996
   DAVIDSON D A & CO 1255 - 2023-12-31 2,919 $202,000 -461
   Keener Financial Planning LLC 43 - 2023-12-31 2,653 $184,000 0
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 702 - 2023-12-31 2,519 $174,000 -1,799
   DecisionPoint Financial LLC 40 - 2023-12-31 1,625 $112,000 -116
   BANK OF MONTREAL /CAN/ 2817 - 2023-12-31 1,572 $110,000 1,490
   Nelson Van Denburg & Campbell Wealth Management Gr 608 - 2023-12-31 1,495 $103,000 12
   S.A. Mason LLC 225 - 2024-03-31 1,223 $84,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1127 - 2023-12-31 1,089 $75,000 96
   Sachetta LLC 216 - 2023-12-31 1,009 $70,000 0
   CITIGROUP INC 3546 - 2023-12-31 750 $52,000 0
   Evolution Advisers Inc. 82 - 2023-12-31 733 $51,000 118
   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/ 1758 - 2023-12-31 385 $27,000 -245
   Qube Research & Technologies Ltd 3029 - 2023-12-31 337 $23,000 0
   PNC FINANCIAL SERVICES GROUP INC 3537 - 2023-12-31 221 $15,000 52
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 401 - 2023-12-31 140 $10,000 140
   Peachtree Investment Partners LLC 100 - 2023-12-31 115 $8,000 6
   IFP Advisors Inc 2285 - 2023-12-31 107 $7,000 -28
   Baldrige Asset Management LLC 281 - 2023-03-31 84 $6,000 0
   PARKSIDE FINANCIAL BANK & TRUST 1375 - 2023-12-31 54 $4,000 0
   Sugarloaf Wealth Management LLC 569 - 2024-03-31 51 $3,000 0
   BARRETT & COMPANY INC. 529 - 2024-03-31 22 $2,000 0
   Emerald Investment Partners LLC - 2023-12-31 30 $2,000 0
   PRINCIPAL SECURITIES INC. 2865 - 2023-12-31 8 $1,000 0
   Venturi Wealth Management LLC 1314 - 2024-03-31 21 $1,000 0
   Glassman Wealth Services 1659 - 2023-12-31 7 $1,000 0
   SageView Advisory Group LLC 630 *Closed 2023-12-31 0 $0 -10,475
   AdvisorNet Financial Inc 1930 *Closed 2024-03-31 0 $0 -25,396
   Apollon Wealth Management LLC 1067 *Closed 2023-12-31 0 $0 -6,602
   WASHINGTON TRUST CO 842 *Closed 2024-03-31 0 $0 -66
   TOWER RESEARCH CAPITAL LLC 5930 *Closed 2023-12-31 0 $0 -71
  100 Records found
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  Page 1 of 1
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