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Get Institutions for : 
Vanguard Long-Term Corpora (VCLT)  
$75.37 0.65 (0.87%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 265    17
Total shares held : 
55,520,636  
% of shares held : 
82.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  16  
Amount of shares held : 
-5,147,926  
% of shares held change : 
  -7.64%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$70.34  
Last Quarter's Ending Price : 
$80.15  
Last Quarter's Average Price
$73.58  
Change from last quarter's     
avg. price to the last closing  : 
1.79 (2.43%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
43
 2,735,343
 4.93%
 
Increased Positions :
91
 6,678,092
 12.03%
 
Unchanged Positions :
39
 7,662,095
 13.8%
 
Decreased Positions :
92
-12,674,615
-22.83%
 
Closed Positions :
26
-1,886,746
-3.4%
 
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
   VANGUARD GROUP INC 1266 - 2023-12-31 3,872,822 $310,407,000 -63,285
   State of Tennessee Treasury Department 15 - 2023-12-31 3,433,869 $275,225,000 -3,098,531
   BANK OF AMERICA CORP /DE/ 476 - 2023-12-31 3,406,908 $273,064,000 -844,836
   Dai-Ichi Life Insurance Company Ltd 4 - 2023-12-31 2,199,260 $176,271,000 -6,721
   WELLS FARGO & CO/MN 452 - 2023-12-31 1,221,355 $97,892,000 -267,114
   ENVESTNET ASSET MANAGEMENT INC 425 - 2023-12-31 1,178,304 $94,441,000 -797,102
   AMERIPRISE FINANCIAL INC 603 - 2023-12-31 1,013,587 $81,184,000 -44,000
   BB&T CORP 214 - 2023-12-31 677,079 $54,268,000 -555,049
   NYL Investors LLC 4 - 2023-12-31 597,900 $47,922,000 -663,100
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 549,731 $44,061,000 -1,990
   WESTEND ADVISORS LLC 17 - 2023-12-31 521,044 $41,762,000 -577,053
   Advisory Alpha LLC - 2023-12-31 426,048 $34,154,000 -4,994
   Advisor Group Holdings Inc. 458 - 2023-12-31 267,049 $21,404,000 -54,436
   JANE STREET GROUP LLC 527 - 2023-12-31 255,572 $20,484,000 -970,176
   BENJAMIN F. EDWARDS & COMPANY INC. 78 - 2024-03-31 249,886 $19,549,000 -65,075
   PNC FINANCIAL SERVICES GROUP INC 387 - 2023-12-31 235,318 $18,861,000 -73,743
   GOLDMAN SACHS GROUP INC/ 1639 - 2023-12-31 226,203 $18,130,000 -233,328
   RWM Asset Management LLC 6 - 2024-03-31 220,688 $17,264,000 -19,028
   VICTORY CAPITAL MANAGEMENT INC 879 - 2023-12-31 182,143 $14,599,000 -205,180
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 331 - 2023-12-31 173,476 $13,904,000 -9,208
   Berkeley Capital Partners LLC 4 - 2023-12-31 166,686 $13,360,000 -16,600
   RAYMOND JAMES & ASSOCIATES 1069 - 2024-03-31 149,028 $11,658,000 -391,463
   Providence First Trust Co 5 - 2023-12-31 112,415 $9,010,000 -371
   Octavia Wealth Advisors LLC 22 - 2024-03-31 98,695 $7,721,000 -8,837
   Moran Wealth Management LLC 135 - 2023-12-31 83,978 $6,731,000 -11,253
   JANNEY MONTGOMERY SCOTT LLC 649 - 2024-03-31 85,822 $6,714,000 -729,344
   H&H Retirement Design & Management INC 5 - 2024-03-31 79,507 $5,919,000 -14,640
   MMA ASSET MANAGEMENT LLC 6 - 2023-12-31 72,980 $5,646,000 -15,485
   Hartland & Co. LLC 70 - 2023-12-31 69,670 $5,584,000 -27,672
   INVESCO LTD 2177 - 2023-12-31 61,653 $4,941,000 -562
   MidWestOne Financial Group Inc. 9 - 2023-12-31 57,967 $4,646,000 -14,055
   REGAL INVESTMENT ADVISORS, LLC 99 - 2023-12-31 48,945 $3,923,000 -46,496
   GUGGENHEIM CAPITAL LLC 611 - 2023-12-31 47,969 $3,845,000 -11,074
   SYKON CAPITAL LLC 17 - 2023-12-31 46,408 $3,720,000 -8,607
   HORIZON FINANCIAL SERVICES LLC 12 - 2024-03-31 45,560 $3,564,000 -1,710
   COMERICA BANK 892 - 2023-12-31 42,098 $3,374,000 -9,234
   GOULD ASSET MANAGEMENT LLC /CA/ 20 - 2023-12-31 40,491 $3,245,000 -196
   Econ Financial Services Corp 12 - 2023-12-31 40,088 $3,213,000 -6,750
   Checchi Capital Advisers LLC 88 - 2024-03-31 39,850 $3,117,000 -55,822
   ATRIA INVESTMENTS LLC 460 - 2023-12-31 36,233 $2,904,000 -7,702
   JAMES INVESTMENT RESEARCH INC 86 - 2024-03-31 34,671 $2,712,000 -4,983
   BLACKROCK INC. 3698 - 2023-12-31 29,976 $2,403,000 -1,550,513
   Galvin Gaustad & Stein LLC 66 - 2024-03-31 30,274 $2,368,000 -15,641
   Absolute Capital Management LLC 14 - 2023-12-31 28,303 $2,268,000 -5,068
   MISSION CREEK CAPITAL PARTNERS INC 41 - 2023-12-31 27,923 $2,238,000 -8,232
   DAVENPORT & CO LLC - 2023-12-31 24,923 $1,998,000 -29,482
   Smith Anglin Financial LLC 49 - 2024-03-31 22,030 $1,723,000 -597
   GeoWealth Management LLC 154 - 2023-12-31 19,490 $1,563,000 -23,246
   HIGHTOWER ADVISORS, LLC 1560 - 2023-12-31 19,164 $1,526,000 -8
   Cetera Investment Advisers 926 - 2023-12-31 17,848 $1,431,000 -2,669
   Atria Wealth Solutions Inc. 749 - 2023-12-31 16,284 $1,305,000 -7,664
   Wealthfront Advisers LLC 563 - 2024-03-31 16,639 $1,302,000 -20
   BENJAMIN EDWARDS INC 108 - 2024-03-31 15,985 $1,251,000 -6,514
   DEARBORN PARTNERS LLC - 2023-12-31 15,205 $1,219,000 -30
   TrinityPoint Wealth LLC 111 - 2023-12-31 14,881 $1,193,000 -15,781
   AVAII WEALTH MANAGEMENT LLC 23 - 2023-12-31 13,899 $1,114,000 -325
   TRANSCEND WEALTH COLLECTIVE LLC 210 - 2023-12-31 12,832 $1,028,000 -14,787
   TD Waterhouse Canada Inc. 428 - 2023-12-31 8,944 $938,000 -98
   Newport Capital Group LLC 22 - 2023-09-30 11,932 $855,000 -370
   KENFARB & CO. 40 - 2023-09-30 11,580 $829,000 -185
   Consolidated Portfolio Review Corp 118 - 2024-03-31 10,169 $796,000 -160
   Stone Asset Management Inc. 17 - 2023-03-31 8,797 $701,000 -7,922
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 645 - 2023-12-31 8,489 $680,000 -8,602
   LFA - Lugano Financial Advisors SA - 2023-12-31 8,215 $658,000 -1,320
   One Charles Private Wealth Services LLC 60 - 2023-12-31 7,687 $616,000 -9,458
   Streettalk Advisors LLC 226 - 2023-12-31 7,640 $612,000 -5,453
   Envestnet Portfolio Solutions Inc. 976 - 2023-12-31 7,410 $594,000 -6,138
   Fermata Advisors LLC 102 - 2024-03-31 7,581 $593,000 -52,550
   PROEQUITIES INC. 398 - 2023-12-31 7,366 $590,000 -2,402
   ALERUS FINANCIAL NA 111 - 2023-12-31 6,597 $529,000 -383,233
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 419 - 2023-12-31 6,354 $509,000 -604
   RAYMOND JAMES TRUST CO 746 - 2024-03-31 6,044 $473,000 -5,655
   FIRST NATIONAL TRUST CO 285 - 2024-03-31 5,929 $464,000 -25
   STEPHENS INC /AR/ 769 - 2023-12-31 5,785 $464,000 -3,551
   Traveka Wealth LLC 63 - 2024-03-31 5,442 $426,000 -1,875
   Beaumont Financial Advisors LLC 220 - 2023-12-31 5,064 $406,000 -3
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 311 - 2023-12-31 4,957 $397,000 -59
   Gray Wealth Management Inc. 75 - 2023-12-31 4,893 $392,000 -3,832
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 100 - 2023-12-31 4,427 $355,000 -154
   FTB Advisors Inc. 399 - 2024-03-31 4,418 $346,000 -99
   IFP Advisors Inc 823 - 2023-12-31 3,246 $260,000 -31
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2180 - 2024-03-31 2,560 $200,000 -2,181
   First National Bank of South Miami 169 - 2023-06-30 1,075 $84,000 -622
   VitalStone Financial LLC 142 - 2023-12-31 746 $60,000 -180
   FIFTH THIRD BANCORP 1452 - 2024-03-31 487 $38,000 -183
   NATIONAL BANK OF CANADA /FI/ 1698 - 2023-12-31 445 $35,000 -1,500
   Cornerstone Planning Group LLC 244 - 2023-12-31 401 $32,000 -43
   Farther Finance Advisors LLC 1697 - 2023-12-31 97 $8,000 -1
   BLAIR WILLIAM & CO/IL 1701 - 2023-12-31 96 $8,000 -138
   AdvisorNet Financial Inc 1347 - 2024-03-31 99 $8,000 -81
   CWM LLC 3506 - 2024-03-31 87 $7,000 -3,629
   Coppell Advisory Solutions LLC 1112 - 2023-12-31 58 $5,000 -56
   Rockbridge Investment Management LCC 504 - 2023-12-31 47 $4,000 -153
   FMR LLC 4503 - 2023-12-31 23 $2,000 -1,486
   TRANSAMERICA FINANCIAL ADVISORS, INC. 379 - 2023-12-31 4 $1,000 -1

  95 Records found
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