Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Vanguard Intermediate-Term (VCIT)  
$78.80 0.45 (0.57%) as of 4:30 Thu 5/2


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  : 
1.54 (1.99%)  




 
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
   BANK OF AMERICA CORP /DE/ 29 - 2023-12-31 61,453,695 $4,994,956,000 -20,050,768
   CREATIVE PLANNING 3 - 2023-12-31 22,711,246 $1,845,970,000 -422,210
   ROYAL BANK OF CANADA 95 - 2023-12-31 10,604,007 $861,893,000 -38,256
   GOLDMAN SACHS GROUP INC/ 117 - 2023-12-31 9,088,721 $738,731,000 -499,249
   WELLS FARGO & CO/MN 115 - 2023-12-31 8,039,278 $653,433,000 -306,130
   PRUDENTIAL CORP PLC 3 - 2023-12-31 6,230,731 $506,434,000 -3,547,784
   AMERIPRISE FINANCIAL INC 166 - 2023-12-31 5,613,853 $456,278,000 -2,900,127
   State of Tennessee Treasury Department 11 - 2023-12-31 3,507,283 $285,072,000 -2,974,317
   Dai-Ichi Life Insurance Company Ltd 2 - 2023-12-31 3,315,400 $269,476,000 -948,200
   VANGUARD GROUP INC 1371 - 2023-12-31 3,117,796 $253,414,000 -43,201
   Varma Mutual Pension Insurance Co 10 - 2023-12-31 2,700,000 $219,456,000 -300,000
   JANNEY MONTGOMERY SCOTT LLC 53 - 2023-12-31 1,480,850 $120,364,000 -39,178
   RIVERFRONT INVESTMENT GROUP, LLC 8 - 2023-12-31 1,364,099 $110,874,000 -33,105
   COMMONWEALTH EQUITY SERVICES LLC. 107 - 2023-12-31 1,235,798 $100,446,000 -22,166
   MEMBERS Trust Co 12 - 2024-03-31 1,237,732 $99,650,000 -705,628
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 56 - 2023-12-31 1,204,164 $97,874,000 -35,416
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 141 - 2023-12-31 935,600 $76,046,000 -224,800
   KEYBANK NATIONAL ASSOCIATION/OH 94 - 2023-12-31 673,460 $54,739,000 -19,361
   CITIGROUP INC 293 - 2023-12-31 644,394 $52,376,000 -17,567
   BLACKROCK INC. 2422 - 2023-12-31 612,599 $49,792,000 -2,706,647
   BARTLETT & CO. LLC 43 - 2023-12-31 599,619 $48,834,000 -20,254
   BARTLETT & CO. WEALTH MANAGEMENT LLC 43 - 2023-12-31 599,619 $48,833,000 -20,254
   CAPE COD FIVE CENTS SAVINGS BANK 3 - 2023-12-31 574,715 $46,713,000 -28,715
   Brandywine Oak Private Wealth LLC 5 - 2023-12-31 515,950 $41,936,000 -8,003
   BUSEY TRUST CO 17 - 2024-03-31 441,052 $35,509,000 -6,711
   PRINCIPAL FINANCIAL GROUP INC 582 - 2023-12-31 420,779 $34,201,000 -146,070
   Miracle Mile Advisors LLC 37 - 2024-03-31 377,214 $30,370,000 -528,874
   SCOTIA CAPITAL INC. 81 - 2023-12-31 372,086 $30,243,000 -2,944
   Lebenthal Global Advisors LLC 3 - 2023-12-31 364,596 $29,634,000 -216,666
   DiMeo Schneider & Associates L.L.C. 7 - 2023-12-31 360,578 $29,308,000 -56,421
   MARINER WEALTH ADVISORS, LLC 244 - 2023-12-31 325,634 $26,467,000 -24,386
   Capital Advisors Wealth Management LLC 3 - 2024-03-31 319,479 $25,721,000 -6,749
   Focused Wealth Management Inc 5 - 2023-12-31 314,810 $25,588,000 -1,854
   American Trust 14 - 2023-12-31 280,907 $22,832,000 -51,889
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 276 - 2023-12-31 270,391 $21,978,000 -3,436
   Berkeley Capital Partners LLC 3 - 2023-12-31 259,870 $21,122,000 -31,305
   Integrated Wealth Concepts LLC 66 - 2023-12-31 246,675 $20,050,000 -11,122
   Quaker Wealth Management LLC 5 - 2023-12-31 237,480 $19,302,000 -1,081
   FINANCIAL NETWORK 194 - 2023-12-31 236,766 $19,244,000 -50,992
   Kuntz Lesher Capital LLC - 2023-12-31 235,273 $19,123,000 -9,597
   25 LLC 5 - 2024-03-31 227,025 $18,278,000 -3,227
   Petix & Botte Co 6 - 2023-12-31 217,914 $17,712,000 -2,087
   ST GERMAIN D J CO INC 38 - 2024-03-31 216,482 $17,429,000 -10,915
   AUTUS ASSET MANAGEMENT, LLC 3 - 2022-12-31 221,796 $17,191,000 -3,124
   Goss Wealth Management LLC 138 - 2023-12-31 200,126 $16,077,000 -298,163
   Financial Freedom LLC 1 - 2024-03-31 184,454 $14,850,000 -2,872
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 182,273 $14,815,000 -420
   Wealthfront Advisers LLC 105 - 2024-03-31 183,961 $14,811,000 -3,982
   Arista Wealth Management LLC 3 - 2024-03-31 177,662 $14,304,000 -230,882
   TAGStone Capital Inc. 2 - 2023-12-31 173,055 $14,066,000 -14,174
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 51 - 2023-12-31 151,979 $12,353,000 -14,451
   AMERIVEST INVESTMENT MANAGEMENT LLC 61 - 2023-06-30 155,316 $12,275,000 -1,047
   Rockefeller Capital Management L.P. 417 - 2023-12-31 139,229 $11,317,000 -8,496
   NorthCrest Asset Manangement LLC 85 - 2024-03-31 138,220 $11,128,000 -234
   WHITTIER TRUST CO 126 - 2023-12-31 135,114 $10,982,000 -50,970
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 452 - 2024-03-31 131,983 $10,626,000 -8,619
   Private Advisor Group LLC 234 - 2023-12-31 129,780 $10,549,000 -729
   Galvin Gaustad & Stein LLC 42 - 2024-03-31 130,058 $10,471,000 -10,099
   Apella Capital LLC 43 - 2024-03-31 129,967 $10,356,000 -2,327
   Orion Portfolio Solutions LLC 172 - 2023-12-31 127,386 $10,255,000 -7,888
   Atria Wealth Solutions Inc. 167 - 2023-12-31 121,277 $9,857,000 -8,053
   NYL Investors LLC 10 - 2023-12-31 118,300 $9,615,000 -159,000
   JT Stratford LLC 7 - 2023-12-31 118,164 $9,604,000 -3,974
   Fortis Capital Management LLC 6 - 2023-12-31 115,996 $9,428,000 -2,111
   Coyle Financial Counsel Inc. 9 - 2023-12-31 112,855 $9,173,000 -2,597
   FAGAN ASSOCIATES INC. 16 - 2023-12-31 108,041 $8,782,000 -674
   SIGMA INVESTMENT COUNSELORS INC 38 - 2024-03-31 103,697 $8,349,000 -6,394
   WHITTIER TRUST CO OF NEVADA INC 91 - 2023-12-31 101,718 $8,268,000 -20,718
   HANSON MCCLAIN, INC. 133 - 2024-03-31 101,193 $8,147,000 -7,691
   Holland Advisory Services Inc. 5 - 2024-03-31 100,854 $8,120,000 -23,715
   Merit Financial Group LLC 57 - 2023-12-31 99,530 $8,090,000 -3,072
   CITADEL ADVISORS LLC 1303 - 2023-12-31 95,627 $7,773,000 -49,598
   DEUTSCHE BANK AG 1085 - 2023-12-31 94,048 $7,644,000 -16,989
   SOUNDMARK WEALTH MANAGEMENT LLC 10 - 2024-03-31 94,935 $7,643,000 -4,878
   Advisory Alpha LLC - 2023-12-31 91,674 $7,451,000 -8,684
   Financial Advocates Investment Management 48 - 2023-12-31 91,263 $7,418,000 -1,826
   ANCHOR CAPITAL ADVISORS INC 102 - 2023-12-31 91,031 $7,399,000 -4,130
   Family CFO Inc 8 - 2024-03-31 87,784 $7,068,000 -1,099
   DAVENPORT & CO LLC - 2023-12-31 83,308 $6,771,000 -5,584
   Dynamic Advisors Solutions LLC 113 - 2024-03-31 82,065 $6,607,000 -859
   Lauer Wealth LLC 6 - 2024-03-31 83,668 $6,582,000 -3,821
   INVESCO LTD 2045 - 2023-12-31 80,573 $6,549,000 -1,600
   Stratos Wealth Advisors LLC 66 - 2024-03-31 81,274 $6,543,000 -17,039
   Farther Finance Advisors LLC 41 - 2023-12-31 79,849 $6,490,000 -15,859
   Matrix Trust Co 15 - 2023-12-31 79,399 $6,454,000 -788
   Erickson Financial Group LLC 8 - 2023-12-31 77,704 $6,316,000 -3,888
   COVINGTON INVESTMENT ADVISORS INC. 35 - 2023-12-31 73,735 $5,993,000 -1,050
   Equita Financial Network Inc. 12 - 2023-12-31 73,547 $5,978,000 -4,114
   Yoder Wealth Management Inc. 6 - 2024-03-31 73,350 $5,904,000 -999
   SevenBridge Financial Group LLC - 2023-12-31 71,552 $5,816,000 -8,272
   Naviter Wealth LLC 23 - 2024-03-31 67,402 $5,427,000 -3,657
   TPG Financial Advisors LLC 15 - 2023-12-31 65,691 $5,288,000 -9,069
   Virtue Capital Management LLC 17 - 2023-12-31 65,653 $5,266,000 -5,258
   SWAN Capital LLC 12 - 2023-12-31 61,951 $5,035,000 -46,884
   STEPHENS INC /AR/ 236 - 2023-12-31 60,315 $4,902,000 -2,742
   ATRIA INVESTMENTS LLC 307 - 2023-12-31 59,463 $4,833,000 -88
   MMA ASSET MANAGEMENT LLC 11 - 2023-12-31 59,477 $4,758,000 -18,985
   Envestnet Portfolio Solutions Inc. 334 - 2023-12-31 58,493 $4,754,000 -2,554
   Relative Value Partners Group LLC 66 - 2023-12-31 56,736 $4,611,000 -29,011
   Charles Schwab Trust Co 37 - 2024-03-31 56,138 $4,520,000 -5,898

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results