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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WIT LLC 5 - 2023-12-31 1,496 $115,238,000 0
   Levy Wealth Management Group LLC 2 - 2024-03-31 716,959 $55,220,000 0
   Financial Gravity Wealth Inc. 58 - 2023-12-31 462,030 $29,647,000 0
   Michelson Medical Research Foundation Inc. 3 - 2023-12-31 164,845 $12,696,000 0
   VICTORY CAPITAL MANAGEMENT INC 975 - 2023-12-31 148,449 $11,434,000 0
   WASHINGTON CAPITAL MANAGEMENT INC 4 - 2024-03-31 88,630 $6,795,000 0
   Burleson & Company LLC 22 - 2022-12-31 63,917 $4,812,000 0
   TCTC HOLDINGS, LLC 86 - 2023-12-31 51,146 $3,939,000 0
   Enstar Group LTD 6 - 2023-12-31 32,166 $2,477,000 0
   MMA ASSET MANAGEMENT LLC 21 - 2023-12-31 30,944 $2,372,000 0
   Simplify Asset Management Inc. 34 - 2023-12-31 27,712 $2,134,000 0
   FIERA SCEPTRE INC. 317 - 2023-12-31 21,153 $1,629,000 0
   Frank Rimerman Advisors LLC 38 - 2023-12-31 19,440 $1,497,000 0
   Argent Trust Co 268 - 2023-12-31 14,284 $1,100,000 0
   Elmwood Wealth Management Inc. 44 - 2023-12-31 14,000 $1,078,000 0
   Private Wealth Group LLC 33 - 2024-03-31 11,730 $899,000 0
   Rocky Mountain Advisers LLC 25 - 2024-03-31 11,501 $882,000 0
   ARCADIA INVESTMENT MANAGEMENT CORP/MI 69 - 2024-03-31 11,442 $877,000 0
   UNITED BANK /VA/ 73 - 2023-12-31 11,034 $850,000 0
   Independent Family Office LLC 39 - 2023-12-31 10,754 $828,000 0
   Cumberland Partners Ltd 133 - 2023-12-31 11,005 $827,000 0
   Transcendent Capital Group LLC 41 - 2024-03-31 10,680 $823,000 0
   RED CEDAR INVESTMENT MANAGEMENT LLC 78 - 2024-03-31 10,560 $810,000 0
   Schiavi & Co LLC 12 - 2023-12-31 9,544 $735,000 0
   EVOKE WEALTH LLC 376 - 2023-12-31 9,240 $712,000 0
   DLK Investment Management LLC 46 - 2024-03-31 8,785 $674,000 0
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 94 - 2023-12-31 8,674 $668,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 290 - 2024-03-31 8,590 $662,000 0
   GUYASUTA INVESTMENT ADVISORS INC 139 - 2024-03-31 8,030 $618,000 0
   Bromfield Sneider Wealth Advisors 28 - 2024-03-31 7,686 $589,000 0
   HORIZON ASSET MANAGEMENT INC/NY 196 - 2023-12-31 7,541 $581,000 0
   Radnor Capital Management LLC 219 - 2024-03-31 6,472 $496,000 0
   MADISON ASSET MANAGEMENT LLC 295 - 2023-12-31 6,312 $486,000 0
   WEBSTER BANK 161 - 2024-03-31 6,228 $478,000 0
   SHAYNE & CO., LLC 62 - 2023-12-31 5,740 $442,000 0
   GERMAN AMERICAN BANCORP INC. 87 - 2023-12-31 5,623 $433,000 0
   HBW Advisory Services LLC 188 - 2024-03-31 5,478 $422,000 0
   Topel & Distasi Wealth Management LLC 60 - 2023-12-31 5,279 $407,000 0
   VEREDUS ASSET MANAGEMENT LLC 192 - 2023-12-31 5,192 $400,000 0
   LITMAN GREGORY ASSET MANAGEMENT LLC 94 - 2023-12-31 5,055 $389,000 0
   BAKER ELLIS ASSET MANAGEMENT LLC 160 - 2024-03-31 5,020 $385,000 0
   KB FINANCIAL PARTNERS LLC 120 - 2023-09-30 5,006 $376,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 537 - 2023-12-31 4,419 $340,000 0
   RODGERS BROTHERS INC. 191 - 2023-12-31 4,373 $337,000 0
   MAYPORT LLC 66 - 2024-03-31 4,360 $334,000 0
   KEB ASSET MANAGEMENT LLC 52 - 2024-03-31 4,335 $332,000 0
   High Net Worth Advisory Group LLC 158 - 2024-03-31 4,110 $315,000 0
   Jackson Hole Capital Partners LLC 163 - 2023-12-31 4,059 $313,000 0
   Beaumont Financial Advisors LLC 256 - 2023-12-31 4,039 $311,000 0
   HALL LAURIE J TRUSTEE 90 - 2024-03-31 4,000 $307,000 0
   Icon Wealth Advisors LLC 264 - 2023-12-31 3,915 $302,000 0
   CLIFFORD ASSOCIATES LLC 268 - 2024-03-31 3,835 $294,000 0
   Icon Wealth Partners LLC 236 - 2023-09-30 3,915 $294,000 0
   Adaptive Financial Consulting LLC 17 - 2023-12-31 3,753 $289,000 0
   Howard Capital Management Group LLC 101 - 2024-03-31 3,671 $281,000 0
   B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM 107 - 2024-03-31 3,604 $276,000 0
   Security National Bank 98 - 2024-03-31 3,602 $276,000 0
   Steele Capital Management Inc. 142 - 2024-03-31 3,484 $267,000 0
   DEARBORN PARTNERS LLC - 2023-12-31 3,388 $261,000 0
   Lion Street Advisors LLC 203 - 2024-03-31 3,357 $259,000 0
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 168 - 2024-03-31 3,333 $256,000 0
   Epic Trust Investment Advisors LLC 94 - 2024-03-31 3,225 $247,000 0
   SPINNAKER TRUST 249 - 2023-12-31 3,180 $245,000 0
   S. R. Schill & Associates 76 - 2024-03-31 3,141 $241,000 0
   Asset Allocation & Management Company LLC 45 - 2024-03-31 3,142 $241,000 0
   MCMILLION CAPITAL MANAGEMENT INC 68 - 2023-06-30 3,135 $237,000 0
   Signature Resources Capital Management LLC 41 - 2024-03-31 3,040 $234,000 0
   Meritas Wealth Management LLC 44 - 2024-03-31 3,008 $231,000 0
   Northstar Advisory Group LLC 86 - 2023-12-31 2,993 $231,000 0
   Essex Savings Bank 235 - 2024-03-31 2,953 $227,000 0
   BASKIN FINANCIAL SERVICES INC. 49 - 2024-03-31 2,945 $226,000 0
   44 WEALTH MANAGEMENT LLC 161 - 2023-06-30 2,910 $220,000 0
   E&G Advisors LP 190 - 2024-03-31 2,820 $216,000 0
   BENJAMIN EDWARDS INC 298 - 2023-12-31 2,787 $215,000 0
   HARBOR INVESTMENT ADVISORY LLC 336 - 2024-03-31 2,702 $207,000 0
   Core Wealth Partners LLC 135 - 2024-03-31 2,641 $202,000 0
   LGT Financial Advisors LLC 95 - 2023-12-31 2,535 $195,000 0
   CLEAN YIELD GROUP - 2023-12-31 1,849 $142,000 0
   JJJ Advisors Inc. 253 - 2024-03-31 1,642 $126,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 260 - 2023-12-31 1,581 $121,000 0
   Ritter Daniher Financial Advisory LLC / DE 105 - 2023-12-31 1,530 $118,000 0
   Northwest Capital Management Inc 168 - 2024-03-31 1,462 $112,000 0
   Center for Financial Planning Inc. 193 - 2024-03-31 1,140 $87,000 0
   DecisionPoint Financial LLC 53 - 2023-12-31 1,092 $84,000 0
   Roble Belko & Company Inc 151 - 2024-03-31 993 $76,000 0
   Investment Research & Advisory Group Inc. 87 - 2024-03-31 991 $76,000 0
   FIRST FINANCIAL CORP /IN/ 190 - 2024-03-31 928 $71,000 0
   First Personal Financial Services 174 - 2024-03-31 865 $66,000 0
   FinTrust Capital Advisors LLC 438 - 2023-12-31 763 $59,000 0
   Bank of New Hampshire 298 - 2024-03-31 765 $59,000 0
   ANTONETTI CAPITAL MANAGEMENT LLC 92 - 2023-09-30 782 $59,000 0
   HORRELL CAPITAL MANAGEMENT INC 124 - 2024-03-31 735 $56,000 0
   Princeton Global Asset Management LLC - 2023-12-31 650 $50,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 221 - 2023-12-31 634 $49,000 0
   PEOPLES FINANCIAL SERVICES CORP. 164 - 2024-03-31 625 $48,000 0
   Ariel Capital Advisors LLC 178 - 2023-12-31 625 $48,000 0
   WEST PACES ADVISORS INC. 239 - 2024-03-31 611 $47,000 0
   Tradition Wealth Management LLC 638 - 2023-12-31 605 $47,000 0
   DB Wealth Management Group LLC 180 - 2023-12-31 546 $42,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 617 - 2023-12-31 538 $41,000 0
  100 Records found
  1    
  Page 1 of 1
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