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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
   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
   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
   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
   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
   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
   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
   US BANCORP 160 - 2023-12-31 870,830 $67,071,000 -66,235
   Cetera Investment Advisers 32 - 2023-12-31 816,796 $62,910,000 -569,632
   EFFICIENT ADVISORS, LLC 9 - 2023-12-31 810,871 $62,453,000 -61,950
   FREESTONE CAPITAL HOLDINGS, LLC 7 - 2023-12-31 794,258 $61,174,000 -11,319
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 151 - 2023-12-31 718,791 $55,361,000 -16,854
   FINANCIAL NETWORK 68 - 2023-12-31 708,038 $54,533,000 -605,602
   Atria Wealth Solutions Inc. 21 - 2023-12-31 645,016 $49,679,000 -417,696
   TD CAPITAL MANAGEMENT LLC 3 - 2023-12-31 644,000 $49,601,000 -35,378
   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
   Buckingham Strategic Partners 12 - 2023-12-31 584,198 $44,995,000 -146,946
   ALPS ADVISERS INC 33 - 2023-12-31 553,629 $42,641,000 -4,885
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 9 - 2023-12-31 493,362 $37,954,000 -53,648
   CITIGROUP INC 393 - 2023-12-31 478,525 $36,856,000 -66,889
   Berkshire Money Management Inc. 8 - 2023-12-31 452,096 $34,820,000 -26,024
   UNITED SERVICES AUTOMOBILE ASSOCIATION 30 - 2023-12-31 401,130 $30,895,000 -2,212
   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
   Baird Financial Group Inc. 275 - 2023-12-31 332,380 $25,600,000 -94,097
   MANUFACTURERES LIFE INSURANCE CO 545 - 2023-12-31 324,790 $25,015,000 -13,754
   FTB Advisors Inc. 37 - 2024-03-31 312,522 $23,961,000 -15,511
   Ronald Blue Trust Inc. 31 - 2023-12-31 293,268 $22,045,000 -8,639
   Beacon Pointe Advisors LLC 94 - 2023-12-31 276,152 $21,269,000 -17,295
   BANK OF MONTREAL /CAN/ 659 - 2023-12-31 275,742 $21,238,000 -5,184
   Orion Portfolio Solutions LLC 82 - 2023-12-31 269,747 $20,722,000 -32,532
   Beacon Capital Management Inc. 20 - 2024-03-31 269,710 $20,582,000 -42,029
   PRESILIUM PRIVATE WEALTH LLC 6 - 2023-12-31 264,790 $20,394,000 -25,306
   BARTLETT & CO. LLC 65 - 2023-12-31 262,623 $20,215,000 -2,160
   BARTLETT & CO. WEALTH MANAGEMENT LLC 65 - 2023-12-31 262,623 $20,214,000 -2,160
   FIFTH THIRD BANCORP 181 - 2024-03-31 263,189 $20,179,000 -36,267
   CLS INVESTMENT FIRM LLC 53 - 2022-12-31 261,343 $19,674,000 -2,908
   PLANNING DIRECTIONS INC 2 - 2023-12-31 244,339 $18,819,000 -16,191
   ATRIA INVESTMENTS LLC 72 - 2023-12-31 240,262 $18,505,000 -150,733
   Graves-Light Private Wealth Management Inc. 13 - 2023-12-31 237,631 $18,302,000 -2,926
   Wealth Dimensions Group Ltd. 5 - 2023-12-31 231,362 $17,819,000 -6,153
   SAVANT CAPITAL MANAGEMENT INC 81 - 2023-12-31 227,010 $17,484,000 -21,806
   REDW Stanley Financial Advisors LLC - 2023-12-31 224,574 $17,297,000 -13,571
   FARMERS & MERCHANTS INVESTMENTS INC 44 - 2024-03-31 224,482 $17,211,000 -250
   M&T BANK CORP 237 - 2023-12-31 221,166 $17,035,000 -5,029
   Symmetry Partner LLC 23 - 2024-03-31 222,032 $17,023,000 -354,404
   Private Advisor Group LLC 146 - 2023-12-31 220,653 $16,995,000 -85,672
   Ellevest Inc. 16 - 2023-12-31 214,149 $16,494,000 -1,689
   OHE FINANCIAL INC 12 - 2023-12-31 198,387 $15,280,000 -2,873
   SEAWARD MANAGEMENT CORP - 2023-12-31 186,496 $14,364,000 -4,644
   Wiser Wealth Management Inc 9 - 2024-03-31 187,260 $14,357,000 -245,539
   Capital Analysts Inc. 26 - 2023-12-31 180,933 $13,936,000 -17,531
   Silver Oak Advisory Group Inc. 3 - 2023-12-31 179,639 $13,836,000 -821
   MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 38 - 2024-03-31 180,296 $13,823,000 -6,229
   Mustard Seed Financial LLC 1 - 2024-03-31 169,754 $13,015,000 -6,356
   Waterloo Capital L.P. 5 - 2023-12-31 168,332 $12,965,000 -9,454
   Your Advocates Ltd. LLP 8 - 2023-12-31 163,788 $12,615,000 -12,311
   ING INVESTMENT MANAGEMENT LLC 541 - 2023-12-31 159,828 $12,310,000 -702,607
   OLIO Financial Planning 5 - 2024-03-31 159,486 $12,276,000 -1,226
   Ameritas Advisory Services LLC 42 - 2023-12-31 156,290 $12,036,000 -193,959
   Connecticut Wealth Management LLC 28 - 2023-12-31 156,260 $12,035,000 -17,853
   COMMERCE BANK N A/MO 179 - 2023-12-31 154,174 $11,874,000 -3,038
   Pioneer Wealth Management Group 4 - 2024-03-31 153,767 $11,789,000 -58,617
   BFSG LLC 11 - 2024-03-31 147,620 $11,318,000 -931
   TRITONPOINT WEALTH LLC 19 - 2024-03-31 41,987 $11,265,000 -104,426
   Axiom Financial Strategies LLC 5 - 2023-12-31 138,963 $10,703,000 -925
   SHUFRO ROSE & CO LLC 29 - 2023-12-31 137,915 $10,367,000 -2,445
   COMERICA SECURITIESINC. 25 - 2023-09-30 132,450 $9,956,000 -16,099
   Kestra Advisory Services LLC 279 - 2023-12-31 128,850 $9,924,000 -360,845
   Galvin Gaustad & Stein LLC 44 - 2024-03-31 128,435 $9,847,000 -8,118
   Kovitz Investment Group Partners LLC 69 - 2023-12-31 127,853 $9,847,000 -1,718
   HEAD & ASSOCIATES LLC 12 - 2023-12-31 125,244 $9,646,000 -13,353
   White Lighthouse Investment Management Inc. - 2023-12-31 122,905 $9,466,000 -9,269
   FIRST MERCHANTS CORP 47 - 2024-03-31 123,144 $9,441,000 -25,437
   SCOTIA CAPITAL INC. 167 - 2023-12-31 121,494 $9,357,000 -960
   NATIONAL ASSET MANAGEMENT, INC. 79 - 2023-12-31 121,025 $9,321,000 -37,997
   PHILLIPS FINANCIAL MANAGEMENT LLC 34 - 2024-03-31 118,176 $9,061,000 -9
   Bull Street Advisors LLC 1 - 2023-12-31 116,686 $8,987,000 -485
   FIRST HEARTLAND CONSULTANTS INC 25 - 2023-12-31 115,321 $8,882,000 -3,458
   Cherry Tree Wealth Management LLC 12 - 2023-12-31 113,644 $8,753,000 -196
  100 Records found
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