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Get Institutions for : 
Vanguard Extended Dur Tre Idx ETF (EDV)  
$71.50 0.23 (0.32%) as of 4:30 Mon 5/13


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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  : 
0.04 (0.06%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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 18 - 2024-03-31 853,411 $65,371,000 32,279
   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
   LPL FINANCIAL CORP 830 - 2024-03-31 332,503 $25,470,000 119,713
   RAYMOND JAMES & ASSOCIATES 738 - 2024-03-31 283,765 $21,736,000 18,109
   HARBOUR INVESTMENTS INC. 23 - 2023-12-31 212,178 $17,193,000 52,067
   WELLS FARGO & CO/MN 1218 - 2024-03-31 218,204 $16,714,000 18,695
   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
   LEGACY PRIVATE TRUST CO. 20 - 2024-03-31 187,437 $14,358,000 58,931
   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
   TD Waterhouse Canada Inc. 171 - 2024-03-31 120,518 $11,963,000 3,886
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 426 - 2024-03-31 154,042 $11,800,000 44,692
   PNC FINANCIAL SERVICES GROUP INC 508 - 2024-03-31 134,636 $10,313,000 11,322
   Atria Wealth Solutions Inc. 166 - 2023-12-31 125,568 $10,175,000 55,977
   EVOKE WEALTH LLC 50 - 2023-12-31 115,410 $9,352,000 37,211
   GTS SECURITIES LLC 94 - 2023-12-31 109,040 $8,836,000 91,180
   JANNEY MONTGOMERY SCOTT LLC 571 - 2024-03-31 115,254 $8,828,000 11,244
   North Ridge Wealth Advisors Inc. 4 - 2024-03-31 103,845 $7,955,000 5,323
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 934 - 2024-03-31 96,245 $7,372,000 26,253
   PFG Advisors 42 - 2024-03-31 94,623 $7,248,000 9,491
   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
   ADVISORY SERVICES NETWORK, LLC 208 - 2024-03-31 65,735 $5,035,000 8,779
   BNP PARIBAS ARBITRAGE SA 1030 - 2024-03-31 58,222 $4,460,000 45,551
   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
   Main Street Financial Solutions LLC 43 - 2024-03-31 49,473 $3,790,000 23,405
   Cetera Investment Advisers 607 - 2023-12-31 39,227 $3,179,000 33,933
   Johnson & White Wealth Management LLC 16 - 2024-03-31 36,556 $2,800,000 6,883
   IFP Advisors Inc 191 - 2023-12-31 30,719 $2,489,000 27,332
   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 2963 - 2024-03-31 27,067 $2,074,000 4,072
   Trinity Legacy Partners LLC 57 - 2024-03-31 18,792 $1,439,000 6,663
   HIGHTOWER ADVISORS, LLC 1662 - 2024-03-31 16,156 $1,234,000 2,960
   Accel Wealth Management 54 - 2024-03-31 15,086 $1,156,000 2,586
   Merit Financial Group LLC 385 - 2024-03-31 15,105 $1,069,000 1,221
   HRT FINANCIAL LLC 911 - 2023-12-31 12,353 $1,000,000 12,353
   Orion Portfolio Solutions LLC 1077 - 2024-03-31 10,501 $804,000 4,058
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2853 - 2024-03-31 10,249 $785,000 10,249
   Comprehensive Wealth Management LLC 13 - 2024-03-31 9,426 $722,000 1,158
   WOLVERINE TRADING LLC 557 - 2023-12-31 8,657 $701,000 918
   Koshinski Asset Management Inc. 277 - 2024-03-31 8,679 $665,000 8,679
   VanderPol Investments L.L.C. 18 - 2024-03-31 8,172 $626,000 4,058
   Leading Edge Financial Planning LLC 31 - 2024-03-31 6,351 $487,000 963
   Range Financial Group LLC 112 - 2024-03-31 6,281 $481,000 3,747
   Cassaday & Co Wealth Management LLC 178 - 2024-03-31 5,766 $442,000 1,400
   Beaumont Financial Advisors LLC 246 - 2024-03-31 4,818 $369,000 1,743
   Steward Partners Investment Advisory LLC 1141 - 2023-12-31 4,363 $354,000 3,294
   Clarity Financial LLC 90 - 2024-03-31 4,398 $337,000 177
   Streettalk Advisors LLC 354 - 2024-03-31 3,983 $305,000 1,420
   GUIDANCE CAPITAL INC 155 - 2024-03-31 3,823 $267,000 140
   Arrowroot Family Office LLC 109 - 2023-12-31 3,176 $257,000 3,176
   Global Retirement Partners LLC 1019 - 2024-03-31 1,458 $112,000 400
   Briaud Financial Planning Inc 42 - 2024-03-31 1,176 $91,000 1,176
   BANK OF MONTREAL /CAN/ 3124 - 2023-12-31 297 $24,000 222
   SUMMIT INVESTMENT ADVISORS INC 2556 - 2023-12-31 258 $21,000 211
   PRINCIPAL SECURITIES INC. 2266 - 2024-03-31 142 $11,000 47
   TOWER RESEARCH CAPITAL LLC 4265 - 2023-12-31 123 $10,000 123
   FIFTH THIRD BANCORP 2091 - 2024-03-31 55 $4,000 40
   CWM LLC 3749 - 2024-03-31 57 $4,000 44
   Richard W. Paul & Associates LLC - 2023-12-31 10 $1,000 4
  69 Records found
  1    
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