Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard Intermediate-Term (VCIT)  
$78.35 0.01 (0.01%) as of 4:30 Wed 5/1


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 972    15
Total shares held : 
 437,734,403  
% of shares held : 
 48.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   113  
Amount of shares held : 
 34,320,817  
% of shares held change : 
   3.81%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $75.15  
Last Quarter's Ending Price : 
 $81.28  
Last Quarter's Average Price : 
 $77.26  
Change from last quarter's     
avg. price to the last closing  : 
1.09 (1.41%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
87
 6,127,049
 1.4%
 
Increased Positions :
420
 71,816,959
 16.41%
 
Unchanged Positions :
143
 29,082,014
 6.64%
 
Decreased Positions :
322
-39,828,817
-9.1%
 
Closed Positions :
72
-3,794,374
-0.87%
 
Guru Positions :
2
73,072,665
 16.69%
 
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
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 5 - 2023-12-31 73,066,770 $5,938,867,000 4,407,258
   J P MORGAN CHASE & CO 39 - 2023-12-31 58,756,253 $4,775,708,000 44,848,688
   MORGAN STANLEY 202 - 2023-12-31 12,813,871 $1,041,511,000 3,470,006
   LPL FINANCIAL CORP 32 - 2023-12-31 10,666,729 $866,992,000 227,638
   MANUFACTURERES LIFE INSURANCE CO 21 - 2023-12-31 9,590,500 $779,516,000 1,585,673
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 152 - 2023-12-31 5,338,854 $433,942,000 2,395,580
   Johns Hopkins University 3 - 2023-12-31 4,933,224 $400,972,000 1,691,775
   ENVESTNET ASSET MANAGEMENT INC 120 - 2023-12-31 4,612,348 $374,892,000 70,828
   UBS Group AG 244 - 2023-12-31 2,536,881 $206,198,000 244,046
   Ronald Blue Trust Inc. 13 - 2023-12-31 2,214,463 $168,255,000 158,269
   NEPC LLC 3 - 2023-12-31 2,016,607 $163,910,000 131,960
   RAYMOND JAMES & ASSOCIATES 169 - 2024-03-31 1,976,754 $159,148,000 78,061
   Baird Financial Group Inc. 64 - 2023-12-31 1,700,085 $138,183,000 135,765
   FIRST INTERSTATE BANK 3 - 2023-12-31 1,683,911 $136,868,000 2,211
   BANK OF NEW YORK MELLON CORP 533 - 2024-03-31 1,629,744 $131,211,000 758,504
   STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 75 - 2023-12-31 1,612,000 $131,023,000 1,500,000
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 116 - 2024-03-31 1,478,768 $119,056,000 194,207
   GREAT VALLEY ADVISOR GROUP INC. 1 - 2023-12-31 1,279,921 $104,032,000 256,984
   BB&T CORP 131 - 2023-12-31 1,237,676 $100,598,000 43,453
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 97 - 2023-12-31 1,133,064 $92,095,000 1,056,498
   EMPIRICAL FINANCIAL SERVICES, LLC 6 - 2023-12-31 1,121,946 $91,192,000 13,788
   American Family Insurance Mutual Holding Co 3 - 2023-12-31 1,062,000 $86,319,000 85,000
   HIGHTOWER ADVISORS, LLC 177 - 2023-12-31 911,906 $74,102,000 132,364
   Facet Wealth Inc. 8 - 2023-12-31 899,155 $72,346,000 111,054
   PNC FINANCIAL SERVICES GROUP INC 215 - 2023-12-31 847,384 $68,875,000 75,462
   REBALANCE LLC 7 - 2024-03-31 845,251 $68,051,000 10,199
   STRATEGIC INVESTMENT ADVISORS, INC 7 - 2023-12-31 818,681 $66,542,000 17,724
   WESTEND ADVISORS LLC 12 - 2023-12-31 813,945 $66,157,000 729
   THRIVENT FINANCIAL FOR LUTHERANS 213 - 2023-12-31 777,807 $63,221,000 461,907
   Equitable Holdings Inc. 24 - 2023-12-31 773,280 $62,852,000 59,435
   Capital Advantage Inc. - 2023-12-31 746,630 $60,686,000 18,810
   TOWNSQUARE CAPITAL LLC 21 - 2023-12-31 678,320 $55,134,000 269,308
   Patriot Investment Management Inc. 4 - 2024-03-31 655,771 $52,796,000 13,516
   AMERICAN CENTURY COMPANIES INC 542 - 2023-12-31 545,500 $44,338,000 70,400
   BESSEMER GROUP INC 199 - 2023-12-31 521,913 $42,422,000 440,999
   Advisor Group Holdings Inc. 251 - 2023-12-31 510,986 $41,546,000 7,123
   BENJAMIN F. EDWARDS & COMPANY INC. 22 - 2023-12-31 485,940 $39,498,000 124,027
   BNP PARIBAS ARBITRAGE SA 304 - 2023-12-31 472,047 $38,368,000 410,139
   Ratio Wealth Group 1 - 2023-12-31 464,097 $37,722,000 37,108
   HIRTLE CALLAGHAN & CO INC 14 - 2023-12-31 460,042 $37,392,000 32,525
   Evergreen Advisors LLC 3 - 2023-12-31 448,747 $36,474,000 28,318
   STIFEL FINANCIAL CORP 349 - 2023-12-31 443,185 $36,024,000 72,122
   CBIZ Investment Advisory Services LLC 7 - 2023-12-31 435,557 $35,402,000 435,557
   BALYASNY ASSET MANAGEMENT LLC 290 - 2023-12-31 412,360 $33,517,000 412,360
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 410,969 $33,404,000 4,025
   DecisionPoint Financial LLC 2 - 2023-12-31 404,398 $32,869,000 23,366
   BANK OF MONTREAL /CAN/ 535 - 2023-12-31 399,505 $32,552,000 36,666
   McCarthy Grittinger Financial Group LLC 4 - 2024-03-31 397,405 $31,995,000 9,115
   JANUS HENDERSON GROUP PLC 461 - 2023-12-31 389,814 $31,684,000 355,180
   HUDOCK MOYER WEALTH RESOURCES, LLC - 2023-12-31 386,929 $31,450,000 7,298
   Bishop & Co Investment Management LLC 3 - 2024-03-31 388,836 $31,305,000 13,716
   CYPRESS FINANCIAL PLANNING LLC 1 - 2024-03-31 387,773 $31,220,000 94,818
   CI Private Wealth LLC 304 - 2023-12-31 382,741 $31,109,000 172,492
   HANSON INVESTMENT MANAGEMENT 4 - 2024-03-31 372,226 $29,968,000 31,198
   Sequoia Financial Advisors LLC - 2023-12-31 361,535 $29,386,000 36,258
   Steele Capital Management Inc. 16 - 2024-03-31 359,180 $28,918,000 18,903
   ESTATE COUNSELORS, LLC - 2023-12-31 351,900 $28,602,000 347,680
   Smith Anglin Financial LLC 12 - 2024-03-31 352,819 $28,405,000 43,463
   NORTHERN OAK CAPITAL MANAGEMENT INC 7 - 2023-12-31 339,213 $27,571,000 2,179
   HOWE & RUSLING INC 5 - 2023-12-31 337,244 $27,411,000 9,628
   FINANCIAL ADVISORY PARTNERS LLC 1 - 2024-03-31 340,281 $27,396,000 16,595
   Marion Wealth Management 1 - 2024-03-31 335,918 $27,045,000 61,454
   Badgley Phelps Wealth Managers LLC 44 - 2023-12-31 330,427 $26,857,000 7,851
   GREENLEAF TRUST 25 - 2023-12-31 318,299 $25,871,000 314,521
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 205 - 2024-03-31 303,652 $24,447,000 93,195
   ALLIANCEBERNSTEIN L.P. 802 - 2023-12-31 298,485 $24,261,000 7,225
   VICTORY CAPITAL MANAGEMENT INC 700 - 2023-12-31 289,392 $23,522,000 7,124
   HILTON CAPITAL MANAGEMENT, LLC 12 - 2023-12-31 284,943 $23,160,000 3,986
   OLD NATIONAL BANCORP /IN/ 36 - 2024-03-31 278,163 $22,395,000 29,084
   American Financial Advisors LLC 13 - 2024-03-31 269,625 $21,708,000 11,991
   MERIDIAN MANAGEMENT CO 4 - 2023-12-31 263,733 $21,099,000 28,320
   First Pacific Financial 6 - 2024-03-31 259,406 $20,885,000 13,348
   Rehmann Capital Advisory Group 10 - 2023-12-31 256,336 $20,835,000 15,677
   ADVISORS CAPITAL MANAGEMENT LLC 79 - 2023-12-31 248,952 $20,235,000 18,967
   Essex LLC 3 - 2023-12-31 247,593 $20,124,000 14,691
   Iron Horse Wealth Management LLC 4 - 2024-03-31 249,668 $20,101,000 19,500
   Divergent Planning LLC 5 - 2024-03-31 252,162 $20,087,000 13,194
   Venturi Wealth Management LLC 13 - 2024-03-31 243,969 $19,642,000 4,764
   Amussen Hunsaker & Associates LLC 9 - 2023-12-31 238,059 $19,349,000 14,967
   NewEdge Wealth LLC 52 - 2023-12-31 236,334 $19,209,000 134,324
   Towerpoint Wealth LLC 3 - 2024-03-31 233,568 $18,805,000 8,830
   MERCER GLOBAL ADVISORS INC /ADV 204 - 2023-12-31 228,698 $18,589,000 3,976
   WARREN AVERETT ASSET MANAGEMENT, LLC 29 - 2023-12-31 225,512 $18,330,000 87,521
   COLONY GROUP LLC 100 - 2023-09-30 239,689 $18,212,000 32,364
   Parallel Advisors LLC 30 - 2023-12-31 220,937 $17,958,000 14,346
   MML INVESTORS SERVICES LLC 248 - 2023-12-31 218,757 $17,781,000 5,589
   Full Sail Capital LLC 27 - 2023-12-31 212,298 $17,256,000 142,478
   Squarepoint Ops LLC 305 - 2023-12-31 208,267 $16,928,000 160,575
   PHILLIPS FINANCIAL MANAGEMENT LLC 22 - 2024-03-31 209,026 $16,829,000 5,443
   ALLEN INVESTMENT MANAGEMENT LLC 53 - 2023-12-31 200,225 $16,274,000 168,093
   BRAGG FINANCIAL ADVISORS INC 46 - 2023-12-31 193,288 $15,710,000 13,656
   Steward Partners Investment Advisory LLC 101 - 2023-12-31 189,512 $15,404,000 146,211
   AE Wealth Management LLC 304 - 2023-12-31 181,937 $14,631,000 11,914
   Newton One Investments LLC 6 - 2024-03-31 179,068 $14,417,000 2,894
   Vise Technologies Inc. 1 - 2023-12-31 174,818 $14,209,000 4,976
   Alpha Cubed Investments LLC 40 - 2024-03-31 172,008 $13,848,000 14,687
   GDS Wealth Management 24 - 2024-03-31 171,961 $13,845,000 166,876
   M HOLDINGS SECURITIES, INC. 15 - 2023-12-31 168,192 $13,671,000 6,113
   Rosenberg Matthew Hamilton 5 - 2024-03-31 170,748 $13,602,000 36,793
   BCJ Capital Management LLC 22 - 2023-12-31 162,069 $13,173,000 68,468
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us