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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
   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
   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
   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
   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
   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
   AMERIPRISE FINANCIAL INC 494 - 2023-12-31 1,405,232 $107,874,000 35,445
   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
   JANNEY MONTGOMERY SCOTT LLC 102 - 2023-12-31 830,529 $63,967,000 30,025
   MML INVESTORS SERVICES LLC 66 - 2023-12-31 812,737 $62,597,000 57,590
   DAVIDSON D A & CO 29 - 2023-12-31 804,869 $61,991,000 846
   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
   PrairieView Partners LLC - 2023-12-31 676,513 $52,105,000 10,467
   Jentner Corp 2 - 2023-12-31 644,450 $49,636,000 9,812
   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
   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
   AE Wealth Management LLC 95 - 2023-12-31 556,857 $42,839,000 100,647
   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
   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
   Annandale Capital LLC 1 - 2023-12-31 472,285 $36,375,000 8,168
   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
   Newman & Schimel LLC 2 - 2022-12-31 398,428 $29,994,000 5,645
   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
   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
   Traveka Wealth LLC 2 - 2024-03-31 326,702 $25,048,000 44,099
   SMI Advisory Services LLC 3 - 2024-03-31 318,411 $24,301,000 314,309
   Betterment LLC 52 - 2023-12-31 313,879 $24,175,000 7,844
   CWM LLC 172 - 2024-03-31 314,895 $24,143,000 6,986
   Moisand Fitzgerald Tamayo LLC 11 - 2024-03-31 313,781 $24,058,000 156,698
   EAGLE ROCK INVESTMENT COMPANY LLC 4 - 2024-03-31 313,663 $24,049,000 18,515
   BLUESTEM FINANCIAL ADVISORS LLC 3 - 2024-03-31 313,256 $24,017,000 4,965
   PDS Planning Inc 11 - 2023-12-31 311,596 $23,999,000 65,795
   HPM Partners LLC - 2023-12-31 756,423 $23,998,000 567,874
   CORNERSTONE INVESTMENT PARTNERS LLC 31 - 2023-12-31 309,360 $23,827,000 28,737
   PRUDENTIAL FINANCIAL INC 406 - 2023-12-31 299,574 $23,073,000 20,156
   MARINER WEALTH ADVISORS, LLC 277 - 2023-12-31 296,141 $22,809,000 23,405
   Fort Henry Capital LLC 3 - 2024-03-31 289,764 $22,216,000 11,681
   Voya Financial Advisors Inc. 10 - 2023-12-31 279,203 $21,490,000 11,157
   ASSOCIATED BANC-CORP 40 - 2023-12-31 271,665 $20,924,000 28,677
   Newton One Investments LLC 2 - 2024-03-31 268,853 $20,613,000 15,766
   KWMG LLC 11 - 2024-03-31 268,741 $20,604,000 8,521
   Sage Financial Management Group Inc. 2 - 2023-12-31 264,899 $20,403,000 10,649
   Rockwood Wealth Management LLC 9 - 2024-03-31 265,143 $20,328,000 56,680
   Squarepoint Ops LLC 284 - 2023-12-31 240,074 $18,490,000 172,764
   McAdam LLC 17 - 2024-03-31 236,848 $18,159,000 22,481
   PARK AVENUE SECURITIES LLC 65 - 2024-03-31 236,271 $18,115,000 18,621
   BURNS WEALTH MANAGEMENT, INC. 41 - 2023-12-31 219,531 $16,908,000 209,887
   Windsor Group LTD 8 - 2023-09-30 223,687 $16,815,000 19,668
   WEBSTERROGERS FINANCIAL ADVISORS LLC 2 - 2023-12-31 218,223 $16,808,000 89,760
   Austin Asset Management Co Inc 6 - 2024-03-31 215,858 $16,550,000 1,310
   Resources Investment Advisors Inc. 77 - 2023-12-31 209,622 $16,145,000 169,469
   Fullen Financial Group 3 - 2023-03-31 210,369 $16,123,000 26,732
   Resource Planning Group 2 - 2023-12-31 207,901 $16,013,000 69,148
   Lutz Financial Services LLC 16 - 2023-12-31 207,791 $16,004,000 26,067
   McCarthy Grittinger Financial Group LLC 8 - 2024-03-31 203,917 $15,634,000 5,332
   TD Waterhouse Canada Inc. 118 - 2023-12-31 192,833 $15,606,000 173,030
   HB Wealth Management LLC 52 - 2023-12-31 202,013 $15,559,000 71,981
   NWAM LLC 10 - 2023-12-31 197,061 $15,178,000 164,194
   Kelman-Lazarov Inc. 9 - 2023-12-31 192,383 $14,817,000 12,021
   Goss Wealth Management LLC 156 - 2023-12-31 190,622 $14,669,000 62,986
   MODERA WEALTH MANAGEMENT, LLC 79 - 2023-12-31 187,670 $14,454,000 119,514
   KESTRA PRIVATE WEALTH SERVICES LLC 65 - 2023-12-31 182,613 $14,065,000 26,204
   Perigon Wealth Management LLC 47 - 2023-12-31 177,519 $13,673,000 5,710
   Bay Harbor Wealth Management LLC 7 - 2024-03-31 177,537 $13,612,000 6,161
   BetterWealth LLC 8 - 2024-03-31 175,957 $13,491,000 6,782
   APCM Wealth Management for Individuals 13 - 2024-03-31 173,227 $13,281,000 4,862
   Brewster Financial Planning LLC 5 - 2024-03-31 172,273 $13,208,000 9,709
   Fortis Advisors LLC 2 - 2023-12-31 171,433 $13,204,000 16,504
   Apollon Wealth Management LLC 47 - 2023-12-31 168,298 $12,962,000 141,945
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 406 - 2024-03-31 168,932 $12,952,000 6,791
   Safir Wealth Advisors LLC 2 - 2024-03-31 168,202 $12,896,000 9,123
   VANGUARD GROUP INC 2813 - 2023-12-31 165,443 $12,742,000 87,872
   Level Financial Advisors Inc. 4 - 2024-03-31 160,550 $12,309,000 98
   Evolution Advisers Inc. 5 - 2023-12-31 160,128 $12,304,000 2,321
  100 Records found
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