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Get Institutions for : 
Vanguard Short-Term Bond (BSV)  
$75.94 0.02 (0.03%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1112    17
Total shares held : 
 340,391,652  
% of shares held : 
 64.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -118  
Amount of shares held : 
 -6,211,801  
% of shares held change : 
   -1.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $74.84  
Last Quarter's Ending Price : 
 $77.02  
Last Quarter's Average Price : 
 $75.70  
Change from last quarter's     
avg. price to the last closing  : 
0.24 (0.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
63
 3,403,150
 1%
 
Increased Positions :
394
 30,177,715
 8.87%
 
Unchanged Positions :
160
 3,911,193
 1.15%
 
Decreased Positions :
495
-38,061,895
-11.18%
 
Closed Positions :
80
-1,730,771
-0.51%
 
Guru Positions :
1
4,688
 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
   ENVESTNET ASSET MANAGEMENT INC 7 - 2023-12-31 46,474,582 $3,579,472,000 -5,160,683
   MORGAN STANLEY 99 - 2023-12-31 28,945,731 $2,229,400,000 -858,856
   GOLDMAN SACHS GROUP INC/ 28 - 2023-12-31 27,696,618 $2,133,194,000 13,478,049
   MERCER GLOBAL ADVISORS INC /ADV 1 - 2023-12-31 20,726,743 $1,596,374,000 1,925,090
   J P MORGAN CHASE & CO 171 - 2023-12-31 15,001,564 $1,155,420,000 -2,076,963
   Empower Advisory Group LLC 4 - 2023-12-31 13,195,657 $1,016,330,000 -2,258,797
   Personal Capital Advisors Corp 3 - 2022-12-31 13,148,563 $989,824,000 -592,640
   HANSON MCCLAIN, INC. 6 - 2024-03-31 11,524,568 $883,589,000 448,368
   NORTHERN TRUST CORP 159 - 2023-12-31 8,794,287 $677,336,000 3,230,919
   BANK OF AMERICA CORP /DE/ 272 - 2023-12-31 8,184,900 $630,401,000 -1,752,897
   WELLS FARGO & CO/MN 147 - 2023-12-31 6,471,209 $498,412,000 -754,208
   LPL FINANCIAL CORP 81 - 2023-12-31 5,631,286 $433,722,000 159,457
   TRUEPOINT, INC. 1 - 2023-12-31 5,540,703 $426,745,000 120,897
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 3 - 2023-12-31 5,382,469 $414,558,000 -4,476,585
   H D Vest Advisory Services 4 - 2023-12-31 5,172,148 $398,359,000 -98,321
   AMERIVEST INVESTMENT MANAGEMENT LLC 6 - 2023-06-30 4,344,808 $328,337,000 -363,181
   Envestnet Portfolio Solutions Inc. 16 - 2023-12-31 4,167,062 $320,947,000 -366,465
   ROYAL BANK OF CANADA 237 - 2023-12-31 3,912,424 $301,335,000 -133,042
   MORNINGSTAR INVESTMENT SERVICES, INC. 13 - 2023-12-31 3,772,526 $290,371,000 1,864,442
   CI Private Wealth LLC 41 - 2023-12-31 3,374,277 $259,887,000 331,382
   LINCOLN NATIONAL CORP 3 - 2023-12-31 3,052,942 $235,138,000 22,669
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 305 - 2023-12-31 2,778,165 $213,974,000 -265,029
   UBS Group AG 239 - 2023-12-31 2,742,705 $211,243,000 -1,115,999
   True Link Financial Advisors LLC 1 - 2024-03-31 2,737,765 $209,904,000 -98,072
   Advisor Group Holdings Inc. 50 - 2023-12-31 2,546,718 $196,232,000 -2,505,430
   COMMONWEALTH EQUITY SERVICES LLC. 50 - 2023-12-31 2,527,398 $194,660,000 -10,714
   MetLife Investment Advisors LLC 9 *New 2023-12-31 2,491,700 $191,911,000 2,491,700
   CAPTRUST FINANCIAL ADVISORS 25 - 2023-12-31 2,489,427 $191,736,000 18,897
   BANK OF NEW YORK MELLON CORP 393 - 2024-03-31 2,493,226 $191,156,000 171,502
   Carlson Capital Management 3 - 2024-03-31 1,792,905 $137,462,000 190,045
   Apella Capital LLC 2 - 2024-03-31 1,645,565 $125,590,000 254,520
   WIT LLC 5 - 2023-12-31 1,496 $115,238,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 29 - 2024-03-31 1,491,158 $114,327,000 -3,498
   BUCKINGHAM ASSET MANAGEMENT, LLC 14 - 2023-12-31 1,476,529 $113,722,000 -85,926
   AMERIPRISE FINANCIAL INC 494 - 2023-12-31 1,405,232 $107,874,000 35,445
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 135 - 2024-03-31 1,403,971 $107,642,000 -68,619
   SMITHFIELD TRUST CO 2 - 2023-12-31 1,396,789 $107,568,000 -46,615
   BB&T CORP 130 - 2023-12-31 1,320,131 $101,676,000 -30,740
   RAYMOND JAMES & ASSOCIATES 271 - 2024-03-31 1,222,506 $93,730,000 -16,046
   JONES FINANCIAL COMPANIES LLLP 45 - 2023-12-31 1,071,226 $82,506,000 -41,522
   Willow Creek Wealth Management Inc. 3 - 2023-12-31 1,028,451 $79,211,000 5,644
   VALMARK ADVISERS INC 17 - 2023-12-31 962,202 $74,109,000 13,613
   Diversified Portfolios Inc. 2 - 2023-12-31 936,862 $72,157,000 30,204
   Prime Capital Investment Advisors LLC - 2023-12-31 902,047 $69,476,000 620,172
   DAVENPORT & CO LLC - 2023-12-31 901,254 $69,414,000 3,995
   US BANCORP 160 - 2023-12-31 870,830 $67,071,000 -66,235
   JANNEY MONTGOMERY SCOTT LLC 102 - 2023-12-31 830,529 $63,967,000 30,025
   Cetera Investment Advisers 32 - 2023-12-31 816,796 $62,910,000 -569,632
   MML INVESTORS SERVICES LLC 66 - 2023-12-31 812,737 $62,597,000 57,590
   EFFICIENT ADVISORS, LLC 9 - 2023-12-31 810,871 $62,453,000 -61,950
   DAVIDSON D A & CO 29 - 2023-12-31 804,869 $61,991,000 846
   FREESTONE CAPITAL HOLDINGS, LLC 7 - 2023-12-31 794,258 $61,174,000 -11,319
   PEAPACK GLADSTONE FINANCIAL CORP 21 - 2023-12-31 761,959 $58,686,000 77,312
   RS CRUM INC. 1 - 2023-12-31 745,877 $57,448,000 152,999
   Integris Wealth Management LLC 1 - 2023-12-31 735,143 $56,621,000 6,509
   COMERICA BANK 75 - 2023-12-31 734,744 $56,590,000 44,874
   ESTATE COUNSELORS, LLC - 2023-12-31 732,895 $56,448,000 522,150
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 151 - 2023-12-31 718,791 $55,361,000 -16,854
   Levy Wealth Management Group LLC 2 - 2024-03-31 716,959 $55,220,000 0
   FINANCIAL NETWORK 68 - 2023-12-31 708,038 $54,533,000 -605,602
   PrairieView Partners LLC - 2023-12-31 676,513 $52,105,000 10,467
   Atria Wealth Solutions Inc. 21 - 2023-12-31 645,016 $49,679,000 -417,696
   Jentner Corp 2 - 2023-12-31 644,450 $49,636,000 9,812
   TD CAPITAL MANAGEMENT LLC 3 - 2023-12-31 644,000 $49,601,000 -35,378
   Gemmer Asset Management LLC 4 - 2024-03-31 644,970 $49,450,000 43,986
   Windward Private Wealth Management Inc. 1 - 2023-12-31 641,920 $49,441,000 124,822
   HIGHTOWER ADVISORS, LLC 251 - 2023-12-31 633,024 $48,757,000 -81,807
   PNC FINANCIAL SERVICES GROUP INC 263 - 2023-12-31 608,907 $46,898,000 -2,416
   Brookstone Capital Management 23 - 2024-03-31 599,832 $45,989,000 11,519
   STIFEL FINANCIAL CORP 300 - 2023-12-31 592,573 $45,640,000 30,991
   Buckingham Strategic Partners 12 - 2023-12-31 584,198 $44,995,000 -146,946
   AE Wealth Management LLC 95 - 2023-12-31 556,857 $42,839,000 100,647
   ALPS ADVISERS INC 33 - 2023-12-31 553,629 $42,641,000 -4,885
   CREATIVE PLANNING 145 - 2023-12-31 541,134 $41,678,000 8,518
   Charter Oak Capital Management LLC 6 - 2024-03-31 517,704 $39,692,000 74,208
   SOFI WEALTH LLC - 2023-12-31 497,790 $38,340,000 19,243
   ANCORA ADVISORS, LLC 28 - 2023-12-31 494,384 $38,077,000 26,392
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 9 - 2023-12-31 493,362 $37,954,000 -53,648
   Farther Finance Advisors LLC 5 - 2023-12-31 489,077 $37,669,000 436,943
   Arbor Investment Advisors LLC 5 - 2024-03-31 489,051 $37,496,000 37,586
   Corrigan Financial Inc. 2 - 2024-03-31 488,972 $37,489,000 15,227
   CITIGROUP INC 393 - 2023-12-31 478,525 $36,856,000 -66,889
   Annandale Capital LLC 1 - 2023-12-31 472,285 $36,375,000 8,168
   Berkshire Money Management Inc. 8 - 2023-12-31 452,096 $34,820,000 -26,024
   CULLEN FROST BANKERS INC 47 - 2023-12-31 451,835 $34,800,000 229,550
   CBIZ Investment Advisory Services LLC 8 - 2023-12-31 450,295 $34,682,000 7,174
   Bridgeworth LLC - 2023-12-31 435,030 $33,506,000 18,688
   Quotient Wealth Partners LLC 21 - 2023-12-31 424,180 $32,670,000 0
   UNITED SERVICES AUTOMOBILE ASSOCIATION 30 - 2023-12-31 401,130 $30,895,000 -2,212
   Newman & Schimel LLC 2 - 2022-12-31 398,428 $29,994,000 5,645
   Financial Gravity Wealth Inc. 58 - 2023-12-31 462,030 $29,647,000 0
   Financial Planning & Information Services Inc. 9 - 2023-12-31 371,044 $28,578,000 -25,461
   BLAIR WILLIAM & CO/IL 168 - 2023-12-31 365,999 $28,189,000 -14,508
   TIAA FSB 98 - 2023-06-30 358,333 $27,079,000 -184,882
   Watchman Group Inc. 1 - 2023-12-31 350,960 $27,031,000 -12,488
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 341,902 $26,333,000 3,159
   OLD NATIONAL BANCORP /IN/ 28 - 2024-03-31 343,402 $26,329,000 78,758
   Baird Financial Group Inc. 275 - 2023-12-31 332,380 $25,600,000 -94,097
   Change Path LLC 7 - 2023-12-31 329,655 $25,390,000 3,848
   ANDERSON FISHER LLC 6 - 2024-03-31 327,696 $25,124,000 13,215
  100 Records found
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