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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
   Meridian Wealth Management LLC 203 *Closed 2024-03-31 0 $0 -69,998
   Moss Adams Wealth Advisors LLC 124 *Closed 2023-12-31 0 $0 -912
   VESTOR CAPITAL CORP 238 *Closed 2023-12-31 0 $0 -3,785
   Tranquilli Financial Advisor LLC 102 *Closed 2023-12-31 0 $0 -146,767
   SageView Advisory Group LLC 597 *Closed 2023-12-31 0 $0 -181,824
   Nicholas Hoffman & Company LLC. 292 *Closed 2024-03-31 0 $0 -3,304
   WEALTH ADVISORS INC. 68 *Closed 2023-09-30 0 $0 -5,394
   IEQ CAPITAL LLC 928 *Closed 2023-12-31 0 $0 -13,564
   TruWealth Advisors LLC 165 *Closed 2024-03-31 0 $0 -2,649
   Steward Financial Group LLC 1360 *Closed 2023-09-30 0 $0 -465
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV *Closed 2023-12-31 0 $0 -650
   Adviser Investments LLC 515 *Closed 2023-12-31 0 $0 -2,860
   TL Private Wealth 44 *Closed 2024-03-31 0 $0 -3,263
   McGlone Suttner Wealth Management Inc. 342 *Closed 2024-03-31 0 $0 -27
   3D/L Capital Management LLC 30 *Closed 2023-12-31 0 $0 -4,166
   DIVERSIFIED TRUST CO 818 *Closed 2024-03-31 0 $0 -2,667
   SYM FINANCIAL CORPORATION 180 *Closed 2023-12-31 0 $0 -64
   EXCHANGE TRADED CONCEPTS LLC 1262 *Closed 2024-03-31 0 $0 -725,323
   WEIK INVESTMENT SERVICES INC 92 *Closed 2023-12-31 0 $0 -6,611
   RIA Advisory Group LLC 170 *Closed 2023-12-31 0 $0 -14,875
   Lowe fs LLC 293 *Closed 2024-03-31 0 $0 -63
   Almanack Investment Partners LLC. 167 *Closed 2023-12-31 0 $0 -22,443
   Integrity Financial Corp /WA 204 *Closed 2023-12-31 0 $0 -37
   RENAISSANCE TECHNOLOGIES LLC 4037 *Closed 2023-12-31 0 $0 -34,500
   COLTON GROOME FINANCIAL ADVISORS LLC 120 *Closed 2024-03-31 0 $0 -2,869
   Sowell Financial Services LLC *Closed 2023-12-31 0 $0 -24,242
   Arlington Trust Co LLC 686 *Closed 2024-03-31 0 $0 -891
   Lindbrook Capital LLC 2602 *Closed 2024-03-31 0 $0 -174
   Banco Santander S.A. 415 *Closed 2023-12-31 0 $0 -20,959
   DOPKINS WEALTH MANAGEMENT LLC *Closed 2023-12-31 0 $0 -3,028
   Wagner Wealth Management LLC 261 *Closed 2024-03-31 0 $0 -13,324
   PSI Advisors LLC 822 *Closed 2024-03-31 0 $0 -44
   VERITABLE LP 254 *Closed 2023-09-30 0 $0 -28,978
   JOHN G ULLMAN & ASSOCIATES INC 170 *Closed 2023-12-31 0 $0 -4,097
   SAGE ADVISORY SERVICES, LTD.CO. 49 *Closed 2024-03-31 0 $0 -32,137
   OBERMEYER ASSET MANAGEMENT CO 220 *Closed 2023-12-31 0 $0 -3,021
   Coppell Advisory Solutions Corp. 926 *Closed 2023-03-31 0 $0 -9
   Clearview Wealth Advisors LLC 110 *Closed 2024-03-31 0 $0 -3,005
   Invst LLC 220 *Closed 2023-12-31 0 $0 -2,734
   BKD WEALTH ADVISORS LLC 394 *Closed 2024-03-31 0 $0 -2,969
   GOTHAM ASSET MANAGEMENT, LLC 1390 *Closed 2023-12-31 0 $0 -56,438
   Cornell Pochily Investment Advisors Inc. 170 *Closed 2024-03-31 0 $0 -3,672
   CITY HOLDING CO 493 *Closed 2024-03-31 0 $0 -149
   TUDOR INVESTMENT CORP ET AL 1828 *Closed 2023-12-31 0 $0 -3,608
   Gateway Wealth Partners LLC 262 *Closed 2023-12-31 0 $0 -68,498
   BOURGEON CAPITAL MANAGEMENT LLC 314 *Closed 2024-03-31 0 $0 -62
   Rinkey Investments 64 *Closed 2023-12-31 0 $0 -5,089
   Riggs Asset Managment Co. Inc. 425 *Closed 2023-12-31 0 $0 -89
   ADVISOR PARTNERS II LLC 1272 *Closed 2023-09-30 0 $0 -6,608
   KAVAR CAPITAL PARTNERS GROUP LLC 165 *Closed 2023-12-31 0 $0 -15,815
   Birchcreek Wealth Management LLC 138 *Closed 2023-12-31 0 $0 -4,707
   Stonebridge Capital Advisors LLC 822 *Closed 2023-12-31 0 $0 -103
   Phoenix Holdings Ltd. 360 *Closed 2023-12-31 0 $0 -23,084
   Clear Perspectives Financial Planning LLC 211 *Closed 2023-03-31 0 $0 -19
   Smith Anglin Financial LLC 204 *Closed 2024-03-31 0 $0 -2,911
   Authentikos Wealth Advisory LLC 489 *Closed 2023-12-31 0 $0 -371
   Retireful LLC 140 *Closed 2024-03-31 0 $0 -7,428
   PACIFIC SUN FINANCIAL CORP 175 *Closed 2023-12-31 0 $0 -2,860
   MACKENZIE FINANCIAL CORP 1584 *Closed 2023-12-31 0 $0 -10,900
   CHOATE INVESTMENT ADVISORS 439 *Closed 2023-12-31 0 $0 -455
   Hibernia Wealth Partners LLC 336 *Closed 2023-12-31 0 $0 -215
   Waypoint Wealth Partners Inc. 74 *Closed 2024-03-31 0 $0 -3,354
   Park Place Capital Corp 926 *Closed 2024-03-31 0 $0 -315
   NADLER FINANCIAL GROUP, INC. 119 *Closed 2024-03-31 0 $0 -3,332
   LeJeune Puetz Investment Counsel LLC 198 *Closed 2023-03-31 0 $0 -1,584
   BKM Wealth Management LLC 541 *Closed 2024-03-31 0 $0 -255
   Advisor Resource Council 424 *Closed 2024-03-31 0 $0 -3,984
   Montz Harcus Wealth Management LLC *Closed 2023-12-31 0 $0 -3,063
   Zhang Financial LLC 273 *Closed 2024-03-31 0 $0 -2,813
   Claraphi Advisory Network LLC 222 *Closed 2022-12-31 0 $0 -10,763
   Halpern Financial Inc. 241 *Closed 2024-03-31 0 $0 -699
   Harel Insurance Investments & Financial Services L 684 *Closed 2023-12-31 0 $0 -1,555
   McNamara Financial Services Inc. 70 *Closed 2024-03-31 0 $0 -3,125
   Private Ocean LLC 532 *Closed 2024-03-31 0 $0 -1,858
   Beacon Bridge Wealth Partners LLC 109 *Closed 2023-12-31 0 $0 -3,470
   InterOcean Capital Group LLC 480 *Closed 2023-12-31 0 $0 -2,851
   GODSEY & GIBB ASSOCIATES 419 *Closed 2024-03-31 0 $0 -264
   WealthCare Investment Partners LLC 132 *Closed 2024-03-31 0 $0 -2,872
   CONCENTRIC WEALTH MANAGEMENT LLC 127 *Closed 2023-12-31 0 $0 -73,553
   WOODWARD DIVERSIFIED CAPITAL LLC 172 *Closed 2023-12-31 0 $0 -44,002
   Twin Lakes Capital Management LLC 258 *Closed 2023-12-31 0 $0 -10
   LIBERTY WEALTH MANAGEMENT LLC 191 *Closed 2023-12-31 0 $0 -3,196
   ROOF EIDAM & MAYCOCK/ADV 128 *Closed 2023-12-31 0 $0 -36,075
   Alpha Cubed Investments LLC 324 *Closed 2024-03-31 0 $0 -16,427
  84 Records found
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