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Get Institutions for : 
Vanguard Esg Us Corporate Bond Etf (VCEB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    2
Total shares held : 
 2,878,838  
% of shares held : 
 31.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   18  
Amount of shares held : 
 237,742  
% of shares held change : 
   2.64%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 194,932
 6.77%
 
Increased Positions :
33
 268,265
 9.32%
 
Unchanged Positions :
8
 31,092
 1.08%
 
Decreased Positions :
17
-207,468
-7.21%
 
Closed Positions :
3
-17,987
-0.62%
 
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
   VANGUARD GROUP INC 1848 - 2023-12-31 1,641,080 $104,012,000 336,623
   BB&T CORP 527 - 2023-12-31 196,119 $12,430,000 10,326
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 141 *New 2023-12-31 188,154 $11,941,000 188,154
   ENVESTNET ASSET MANAGEMENT INC 1349 - 2023-12-31 181,109 $11,479,000 10,325
   DeDora Capital Inc. 9 - 2024-03-31 158,388 $9,939,000 25,948
   HANSON INVESTMENT MANAGEMENT 13 - 2024-03-31 118,316 $7,424,000 25,421
   JANE STREET GROUP LLC 1288 - 2023-12-31 98,587 $6,248,000 -15,661
   EASTERN BANK - 2023-12-31 89,819 $5,693,000 1,920
   Adviser Investments LLC 126 - 2023-12-31 86,262 $5,467,000 4,142
   MODERA WEALTH MANAGEMENT, LLC 152 - 2023-12-31 81,939 $5,193,000 71,090
   PARSEC FINANCIAL MANAGEMENT, INC. 98 - 2023-03-31 75,446 $4,730,000 2,101
   ANDERSON FISHER LLC 23 - 2024-03-31 49,475 $3,105,000 6,985
   Goss Wealth Management LLC 542 - 2023-12-31 44,598 $2,798,000 491
   MARINER WEALTH ADVISORS, LLC 965 - 2023-12-31 37,928 $2,404,000 2,159
   Northland Capital Management LLC 17 - 2024-03-31 38,253 $2,400,000 2,002
   UBS Group AG 2684 - 2023-12-31 36,455 $2,311,000 33,006
   ST GERMAIN D J CO INC 123 - 2024-03-31 34,081 $2,139,000 3,052
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1287 - 2024-03-31 30,444 $1,910,000 -412
   BetterWealth LLC 20 - 2024-03-31 26,903 $1,688,000 2,343
   Team Hewins LLC 49 - 2023-12-31 24,183 $1,533,000 24,183
   LPL FINANCIAL CORP 2837 - 2023-12-31 19,305 $1,224,000 -2,960
   BANK OF AMERICA CORP /DE/ 3884 - 2023-12-31 18,982 $1,203,000 4,392
   WealthSpring Partners LLC 20 - 2023-09-30 20,198 $1,200,000 620
   WHITTIER TRUST CO 329 - 2023-12-31 18,534 $1,175,000 14,519
   DHK Financial Advisors Inc. 34 - 2023-12-31 17,254 $1,075,000 4,313
   WELLS FARGO & CO/MN 2919 - 2023-12-31 16,704 $1,059,000 -597
   Carr Financial Group Corp 61 - 2024-03-31 14,800 $929,000 0
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 685 - 2023-12-31 13,463 $853,000 -77
   Level Financial Advisors Inc. 40 - 2024-03-31 12,813 $804,000 -2,229
   COMMONWEALTH EQUITY SERVICES LLC. 2282 - 2023-12-31 12,599 $799,000 727
   SUMMIT INVESTMENT ADVISORS INC 705 - 2023-12-31 10,735 $680,000 106
   VALLEY NATIONAL ADVISERS INC 142 - 2024-03-31 10,482 $657,000 1,528
   HANSON MCCLAIN, INC. 516 - 2024-03-31 9,278 $582,000 33
   Willow Creek Wealth Management Inc. 85 - 2023-12-31 7,336 $465,000 -229
   Rehmann Capital Advisory Group 333 - 2023-12-31 7,021 $445,000 630
   West Financial Advisors LLC 44 - 2024-03-31 7,001 $439,000 11
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3969 - 2023-12-31 6,768 $429,000 6,768
   Lion Street Advisors LLC 138 - 2024-03-31 6,245 $396,000 0
   MML INVESTORS SERVICES LLC 1925 - 2023-12-31 5,741 $364,000 -133
   RAYMOND JAMES & ASSOCIATES 3246 - 2024-03-31 5,585 $350,000 0
   Advisor Group Holdings Inc. 3539 - 2023-12-31 4,954 $314,000 -405
   Essential Planning LLC. 50 - 2023-12-31 4,706 $298,000 -273
   Keudell/Morrison Wealth Management 155 - 2023-12-31 4,648 $295,000 15
   BIP Wealth LLC 160 - 2023-12-31 4,435 $281,000 4,435
   SWEENEY & MICHEL LLC 89 - 2023-09-30 4,284 $256,000 -965
   J P MORGAN CHASE & CO 4083 - 2023-12-31 3,811 $242,000 -413
   ROYAL BANK OF CANADA 4355 - 2023-12-31 3,585 $227,000 1,064
   Round Rock Advisors LLC 179 - 2024-03-31 3,408 $214,000 0
   GOULD ASSET MANAGEMENT LLC /CA/ 144 - 2023-12-31 3,275 $208,000 -3,670
   AMERICAN INVESTMENT SERVICES INC. 142 *New 2023-12-31 3,186 $202,000 3,186
   PNC FINANCIAL SERVICES GROUP INC 2373 - 2023-12-31 2,270 $144,000 0
   Baldrige Asset Management LLC 131 - 2023-03-31 2,162 $136,000 0
   Spire Wealth Management 949 - 2024-03-31 1,815 $114,000 0
   FTB Advisors Inc. 680 - 2024-03-31 1,675 $105,000 12
   US BANCORP 2424 - 2023-12-31 1,265 $80,000 96
   WFA of San Diego LLC 171 - 2023-09-30 835 $50,000 0
   AdvisorNet Financial Inc 873 - 2024-03-31 614 $39,000 0
   AllSquare Wealth Management LLC 242 - 2023-12-31 564 $36,000 0
   Column Capital Advisors LLC 427 - 2023-09-30 336 $20,000 3
   VisionPoint Advisory Group LLC 388 - 2023-12-31 228 $14,000 228
   Burleson & Company LLC 242 - 2022-12-31 200 $12,000 0
   Financial Synergies Wealth Advisors Inc. 254 - 2024-03-31 138 $9,000 52
   Rain Capital Management LLC 86 - 2023-12-31 116 $7,000 2
   Financial Connections Group Inc. *New 2023-12-31 112 $7,000 112
   Larson Financial Group LLC 1142 - 2023-12-31 99 $6,000 0
   BANK OF MONTREAL /CAN/ 3247 *New 2023-12-31 72 $5,000 72
   Milestone Investment Advisors LLC 121 - 2023-12-31 59 $4,000 -9
   Coston McIsaac & Partners 506 - 2024-03-31 58 $3,000 1
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3231 *Closed 2023-12-31 0 $0 -373
   Stephens Consulting LLC 482 *Closed 2024-03-31 0 $0 -588
   FINANCIAL NETWORK 2795 *Closed 2023-12-31 0 $0 -3,791
   PROEQUITIES INC. 6571 - 2023-12-31 0 $0 0
   CITADEL ADVISORS LLC 6263 *Closed 2023-12-31 0 $0 -13,823
   Annapolis Financial Services LLC 453 *Closed 2024-03-31 0 $0 -12,194
   Shotwell Rutter Baer Inc 29 *Closed 2024-03-31 0 $0 -6,526
  75 Records found
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