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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
   Stonehage Fleming Financial Services Holdings Ltd 111 - 2023-12-31 5,015 $347,000 0
   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
   Sachetta LLC 216 - 2024-03-31 1,009 $70,000 0
   CITIGROUP INC 3690 - 2024-03-31 750 $51,000 0
   Bogart Wealth LLC 451 - 2024-03-31 423 $29,000 0
   Capital Investment Advisory Services LLC 721 - 2024-03-31 420 $29,000 0
   Qube Research & Technologies Ltd 3029 - 2023-12-31 337 $23,000 0
   PNC FINANCIAL SERVICES GROUP INC 3537 - 2024-03-31 221 $15,000 0
   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
   Ruedi Wealth Management Inc. 251 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 8688 - 2024-03-31 0 $0 0

  18 Records found
  1    
  Page 1 of 1
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