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Get Institutions for : 
Vanguard Extended Dur Tre Idx ETF (EDV)  
$68.84 0.43 (0.63%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 169    16
Total shares held : 
 13,370,783  
% of shares held : 
 97.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   33  
Amount of shares held : 
 3,753,454  
% of shares held change : 
   27.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $67.70  
Last Quarter's Ending Price : 
 $81.03  
Last Quarter's Average Price : 
 $71.54  
Change from last quarter's     
avg. price to the last closing  : 
2.70 (3.77%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 2,020,150
 15.11%
 
Increased Positions :
67
 3,447,669
 25.79%
 
Unchanged Positions :
12
 96,914
 0.72%
 
Decreased Positions :
50
-702,641
-5.26%
 
Closed Positions :
24
-1,011,724
-7.57%
 
Guru Positions :
0
 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
   BANK OF AMERICA CORP /DE/ 800 - 2023-12-31 1,376,119 $111,507,000 -47,244
   AMERIPRISE FINANCIAL INC 490 - 2023-12-31 1,353,995 $109,683,000 1,125,247
   ENVESTNET ASSET MANAGEMENT INC 442 - 2023-12-31 1,077,315 $87,295,000 233,546
   RIVERFRONT INVESTMENT GROUP, LLC 14 - 2023-12-31 821,132 $66,536,000 12,284
   MORGAN STANLEY 1504 - 2023-12-31 769,750 $62,373,000 391,492
   ROYAL BANK OF CANADA 837 - 2023-12-31 430,160 $34,855,000 263,220
   Beacon Capital Management Inc. 18 - 2024-03-31 458,514 $33,788,000 -392,599
   AE Wealth Management LLC 156 - 2023-12-31 371,468 $27,767,000 -21,515
   RAYMOND JAMES & ASSOCIATES 738 - 2024-03-31 283,765 $21,736,000 18,109
   LPL FINANCIAL CORP 944 - 2023-12-31 212,790 $17,242,000 68,529
   HARBOUR INVESTMENTS INC. 23 - 2023-12-31 212,178 $17,193,000 52,067
   UBS Group AG 1191 - 2023-12-31 203,339 $16,477,000 79,459
   Hamilton Wealth LLC 5 - 2023-12-31 200,028 $16,208,000 80,188
   WELLS FARGO & CO/MN 1197 - 2023-12-31 199,509 $16,166,000 -34,564
   Gladstone Institutional Advisory LLC 19 - 2023-12-31 186,827 $15,139,000 -21,808
   Advisor Group Holdings Inc. 588 - 2023-12-31 183,002 $14,839,000 86,557
   LEGACY PRIVATE TRUST CO. 20 - 2024-03-31 187,437 $14,358,000 58,931
   AMJ Financial Wealth Management 1 - 2023-12-31 172,749 $13,998,000 56,343
   Ameritas Advisory Services LLC 30 *New 2023-12-31 171,560 $13,891,000 171,560
   TD Waterhouse Canada Inc. 139 - 2023-12-31 116,632 $12,323,000 44,332
   Fluent Financial LLC 2 - 2024-03-31 158,218 $12,119,000 3,080
   BB&T CORP 535 - 2023-12-31 148,636 $12,044,000 26,863
   Heartwood Wealth Advisors LLC 23 - 2024-03-31 156,703 $12,003,000 156,703
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 426 - 2024-03-31 154,042 $11,800,000 44,692
   H&H Retirement Design & Management INC 2 - 2024-03-31 160,802 $11,229,000 -29,080
   Atria Wealth Solutions Inc. 166 - 2023-12-31 125,568 $10,175,000 55,977
   PNC FINANCIAL SERVICES GROUP INC 501 - 2023-12-31 123,314 $9,992,000 -16,085
   Paragon Advisors LLC 5 *New 2023-12-31 123,133 $9,977,000 123,133
   MML INVESTORS SERVICES LLC 390 - 2023-12-31 116,565 $9,445,000 -39,684
   EVOKE WEALTH LLC 50 - 2023-12-31 115,410 $9,352,000 37,211
   Almanack Investment Partners LLC. 14 *New 2023-12-31 113,114 $9,166,000 113,114
   GTS SECURITIES LLC 94 - 2023-12-31 109,040 $8,836,000 91,180
   Fortis Group Advisors LLC 9 - 2023-12-31 94,355 $8,543,000 0
   JANNEY MONTGOMERY SCOTT LLC 550 - 2023-12-31 104,010 $8,428,000 -4,271
   North Ridge Wealth Advisors Inc. 4 - 2024-03-31 103,845 $7,955,000 5,323
   Conrad Siegel Investment Advisors Inc. 9 *New 2024-03-31 97,609 $7,477,000 97,609
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 934 - 2024-03-31 96,245 $7,372,000 26,253
   Cyndeo Wealth Partners LLC 45 - 2024-03-31 91,189 $6,985,000 -1,265
   PFG Advisors 40 *New 2023-12-31 85,132 $6,898,000 85,132
   Marshall Financial Group LLC 11 - 2024-03-31 88,097 $6,748,000 11,775
   Forefront Analytics LLC 9 - 2023-12-31 83,149 $6,737,000 15,162
   Fermata Advisors LLC 20 - 2024-03-31 75,975 $5,820,000 -920
   METROPOLITAN LIFE INSURANCE CO/NY 69 *New 2023-12-31 67,617 $5,479,000 67,617
   ADVISORY SERVICES NETWORK, LLC 202 - 2023-12-31 56,956 $4,615,000 -331
   COMMONWEALTH EQUITY SERVICES LLC. 1158 - 2023-12-31 54,468 $4,414,000 -8,860
   FINANCIAL NETWORK 644 - 2023-12-31 52,401 $4,246,000 32,033
   Alpha Square Group S LLC 6 - 2023-12-31 52,000 $4,214,000 17,000
   Clear Creek Financial Management LLC 39 - 2024-03-31 51,457 $3,942,000 845
   China Universal Asset Management Co. Ltd. - 2023-12-31 47,622 $3,859,000 -1,492
   Main Street Financial Solutions LLC 43 - 2024-03-31 49,473 $3,790,000 23,405
   Owen LaRue LLC 7 *New 2023-12-31 44,696 $3,622,000 44,696
   TECTONIC ADVISORS LLC 75 - 2023-12-31 44,035 $3,568,000 4,604
   Bouvel Investment Partners LLC 26 - 2024-03-31 44,072 $3,376,000 -1,142
   Envestnet Portfolio Solutions Inc. 445 *New 2023-12-31 40,883 $3,313,000 40,883
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 975 - 2024-03-31 43,032 $3,296,000 -292
   Cetera Investment Advisers 607 - 2023-12-31 39,227 $3,179,000 33,933
   MADISON ASSET MANAGEMENT LLC 227 - 2023-12-31 35,032 $2,839,000 -19,448
   Johnson & White Wealth Management LLC 16 - 2024-03-31 36,556 $2,800,000 6,883
   Andina Capital Management LLC 14 - 2024-03-31 34,769 $2,663,000 -33,009
   STIFEL FINANCIAL CORP 1491 - 2023-12-31 31,722 $2,571,000 -9,273
   IFP Advisors Inc 191 - 2023-12-31 30,719 $2,489,000 27,332
   Tranquilli Financial Advisor LLC 12 *New 2023-12-31 29,718 $2,408,000 29,718
   NORTHERN TRUST CORP 2963 - 2023-12-31 26,573 $2,153,000 7,032
   ALTFEST L J & CO INC 57 - 2024-03-31 27,903 $2,137,000 368
   MULTIFINANCIAL SECURITIES CORP 488 - 2023-12-31 25,930 $2,101,000 10,438
   J P MORGAN CHASE & CO 3001 - 2023-12-31 22,995 $1,863,000 -7,557
   MARINER WEALTH ADVISORS, LLC 1094 - 2023-12-31 22,555 $1,828,000 -10,153
   ATRIA INVESTMENTS LLC 647 *New 2023-12-31 21,796 $1,766,000 21,796
   Lloyd Advisory Services LLC. 35 - 2024-03-31 16,430 $1,749,000 -54,605
   CAPTRUST FINANCIAL ADVISORS 1029 - 2023-12-31 19,214 $1,557,000 -1,983
   RETIREMENT CAPITAL STRATEGIES 30 *New 2023-12-31 18,643 $1,511,000 18,643
   Samalin Investment Counsel LLC 30 *New 2023-12-31 18,427 $1,493,000 18,427
   Caitlin John LLC 15 - 2023-12-31 18,390 $1,490,000 0
   AlphaQ Advisors LLC 26 - 2023-12-31 17,877 $1,449,000 9,504
   Trinity Legacy Partners LLC 57 - 2024-03-31 18,792 $1,439,000 6,663
   Sawtooth Asset Management Inc. 378 *New 2023-12-31 16,677 $1,351,000 16,677
   Bleakley Financial Group LLC *New 2023-12-31 16,677 $1,351,000 16,677
   Great Lakes Retirement Inc. 96 - 2023-12-31 16,540 $1,340,000 -2,115
   AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 19 - 2024-03-31 17,500 $1,283,000 0
   BOYER & CORPORON WEALTH MANAGEMENT, LLC 51 - 2023-12-31 14,495 $1,174,000 -1,066
   Accel Wealth Management 54 - 2024-03-31 15,086 $1,156,000 2,586
   Merit Financial Group LLC 282 - 2023-12-31 13,884 $1,125,000 -12,115
   CITADEL ADVISORS LLC 2823 - 2023-12-31 13,823 $1,120,000 -29,845
   GeoWealth Management LLC 202 - 2023-12-31 13,297 $1,078,000 -1,062
   HIGHTOWER ADVISORS, LLC 1767 - 2023-12-31 13,196 $1,071,000 8,371
   Cutler Group LP 49 - 2024-03-31 13,900 $1,064,000 -10,110
   DFPG INVESTMENTS INC. 223 - 2023-12-31 13,075 $1,055,000 -1,517
   Source Financial Advisors LLC 48 - 2023-12-31 12,845 $1,041,000 321
   BNP PARIBAS ARBITRAGE SA 1667 - 2023-12-31 12,671 $1,027,000 -5,237
   ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC 13 - 2023-12-31 12,661 $1,026,000 -3,958
   NATIONAL BANK OF CANADA /FI/ 1016 - 2023-12-31 12,530 $1,005,000 -1,759
   HRT FINANCIAL LLC 911 - 2023-12-31 12,353 $1,000,000 12,353
   H D Vest Advisory Services 720 - 2023-12-31 12,008 $973,000 -6,817
   GOLDMAN SACHS GROUP INC/ 3538 - 2023-12-31 11,936 $967,000 -35,233
   B.O.S.S. Retirement Advisors LLC 154 - 2023-12-31 11,805 $957,000 468
   OPPENHEIMER & CO INC 775 - 2023-12-31 10,197 $826,000 1,774
   WOODWARD DIVERSIFIED CAPITAL LLC 53 *New 2023-12-31 9,936 $805,000 9,936
   Dynamic Advisors Solutions LLC 486 *New 2024-03-31 10,478 $803,000 10,478
   Ballew Advisors Inc 48 - 2024-03-31 10,984 $784,000 -391
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 187 - 2023-12-31 9,583 $777,000 3,109
  100 Records found
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