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Get Institutions for : 
Vanguard Intermediate -Ter (VGIT)  
$57.75 0.06 (0.1%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 617    34
Total shares held : 
 272,307,088  
% of shares held : 
 30.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   102  
Amount of shares held : 
 43,464,624  
% of shares held change : 
   4.83%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $56.71  
Last Quarter's Ending Price : 
 $59.32  
Last Quarter's Average Price : 
 $57.64  
Change from last quarter's     
avg. price to the last closing  : 
0.11 (0.19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
93
 4,680,716
 1.72%
 
Increased Positions :
254
 55,195,341
 20.27%
 
Unchanged Positions :
84
 12,305,132
 4.52%
 
Decreased Positions :
186
-13,822,050
-5.08%
 
Closed Positions :
59
-2,589,383
-0.95%
 
Guru Positions :
1
4,113,523
 1.51%
 
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/ 70 - 2023-12-31 45,747,043 $2,713,715,000 15,273,008
   FMR LLC 137 - 2023-12-31 27,280,333 $1,618,269,000 21,240,702
   J P MORGAN CHASE & CO 200 - 2023-12-31 16,342,248 $969,422,000 -4,084,298
   MORGAN STANLEY 228 - 2023-12-31 15,505,102 $919,763,000 736,080
   Empower Advisory Group LLC 6 - 2024-03-31 14,276,045 $835,862,000 463,479
   Personal Capital Advisors Corp 6 *New 2022-12-31 11,066,438 $647,165,000 11,066,438
   SCS CAPITAL MANAGEMENT LLC 2 - 2023-12-31 9,536,708 $565,718,000 1,021,724
   Adviser Investments LLC - 2024-03-31 8,672,630 $507,782,000 177,042
   CREATIVE PLANNING 27 - 2023-12-31 8,247,170 $489,222,000 674,437
   STATE STREET CORP 600 - 2023-12-31 5,800,000 $344,056,000 -1,000,000
   BUCKINGHAM ASSET MANAGEMENT, LLC 6 - 2023-12-31 5,311,874 $315,100,000 613,932
   NEPC LLC 2 - 2023-12-31 4,446,229 $263,750,000 1,281,593
   UBS Group AG 201 - 2023-12-31 4,217,552 $250,185,000 583,313
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 120 - 2023-12-31 4,113,523 $244,014,000 -118,476
   MORNINGSTAR INVESTMENT SERVICES, INC. 19 - 2023-12-31 4,034,396 $239,522,000 1,913,658
   MATHER GROUP, INC. 7 - 2024-03-31 3,741,648 $221,955,000 -22,940
   Ronald Blue Trust Inc. - 2024-03-31 3,733,568 $218,600,000 -255,745
   MIDLAND WEALTH ADVISORS LLC 1 - 2023-12-31 3,386,530 $200,889,000 0
   Municipal Employees Retirement System of Michigan 12 - 2024-03-31 3,390,733 $198,527,000 0
   AMERIPRISE FINANCIAL INC 330 - 2023-12-31 3,247,774 $192,693,000 387,213
   Summit Trail Advisors LLC 3 - 2024-03-31 3,160,233 $185,032,000 1,514,349
   AMERIVEST INVESTMENT MANAGEMENT LLC 13 - 2023-06-30 2,578,539 $151,257,000 -145,329
   WELLS FARGO & CO/MN 344 - 2023-12-31 2,438,631 $144,660,000 382,673
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 437 - 2023-12-31 2,317,163 $137,454,000 -28,567
   FIRST INTERSTATE BANK - 2024-03-31 2,300,861 $134,715,000 86,841
   Heritage Financial Services LLC 2 - 2023-12-31 2,262,337 $134,202,000 214,327
   GenTrust LLC 3 - 2024-03-31 2,202,871 $128,978,000 254,474
   ENVESTNET ASSET MANAGEMENT INC 344 - 2023-12-31 2,128,194 $126,244,000 -429,359
   BANK OF NEW YORK MELLON CORP 554 - 2024-03-31 2,138,054 $125,183,000 288,537
   Buckingham Strategic Partners 5 - 2023-12-31 1,891,537 $112,206,000 76,125
   Jordan Park Group LLC 6 - 2023-12-31 1,861,022 $110,396,000 -118,678
   Foster Group Inc. 5 - 2024-03-31 1,868,987 $109,429,000 -501,649
   Edgehill Endowment Partners LLC 4 - 2023-12-31 1,756,133 $104,174,000 186,872
   HIGHTOWER ADVISORS, LLC 143 - 2023-12-31 1,519,428 $90,122,000 252,093
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 165 - 2024-03-31 1,421,436 $83,225,000 338,720
   LPL FINANCIAL CORP 342 - 2023-12-31 1,375,839 $81,615,000 267,992
   BANGOR SAVINGS BANK 3 - 2024-03-31 1,311,737 $76,802,000 89,886
   Gitterman Wealth Management LLC 2 - 2023-12-31 1,258,069 $74,629,000 18,717
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 142 - 2023-12-31 1,245,100 $73,859,000 -588,900
   TEXAS TREASURY SAFEKEEPING TRUST CO 5 *New 2023-12-31 1,124,530 $66,707,000 1,124,530
   Valeo Financial Advisors LLC 10 - 2024-03-31 1,158,082 $66,359,000 83,821
   Relative Value Partners Group LLC 5 - 2023-12-31 1,046,386 $62,072,000 -119,929
   AE Wealth Management LLC 63 - 2023-12-31 1,030,464 $60,684,000 119,089
   Moss Adams Wealth Advisors LLC 3 - 2023-12-31 1,009,801 $59,901,000 -27,746
   VALMARK ADVISERS INC 24 - 2023-12-31 955,562 $56,684,000 11,166
   PUTNAM FL INVESTMENT MANAGEMENT CO - 2024-03-31 957,319 $56,051,000 83,753
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC *New 2024-03-31 937,696 $54,902,000 937,696
   TANGLEWOOD WEALTH MANAGEMENT, INC. 5 - 2023-12-31 828,446 $49,143,000 598,302
   GOLDMAN SACHS GROUP INC/ 1005 - 2023-12-31 827,330 $49,077,000 -752,653
   BB&T CORP 239 - 2023-12-31 785,911 $46,620,000 46,586
   Cliffwater LLC 2 *New 2023-12-31 764,293 $45,338,000 764,293
   Brandywine Oak Private Wealth LLC 6 - 2023-12-31 704,391 $41,784,000 5,983
   LIBRA WEALTH LLC - 2024-03-31 709,186 $41,523,000 35,250
   Cardinal Point Capital Management ULC 3 - 2024-03-31 697,283 $40,826,000 16,380
   PROFFITT & GOODSON INC 5 - 2024-03-31 692,959 $40,573,000 3,673
   Badgley Phelps Wealth Managers LLC 24 - 2023-12-31 664,916 $39,443,000 1,585
   HANSON INVESTMENT MANAGEMENT 2 - 2024-03-31 662,719 $38,802,000 85,318
   Kingsview Wealth Management LLC 12 - 2023-12-31 641,084 $38,029,000 183,663
   ATRIA INVESTMENTS LLC 27 - 2023-12-31 635,478 $37,697,000 -8,282
   LAKE STREET ADVISORS GROUP LLC 15 - 2023-12-31 610,125 $36,193,000 19,369
   GLOBALT Investments LLC / GA 15 - 2024-03-31 617,734 $36,168,000 -13,455
   PrairieView Partners LLC 7 - 2024-03-31 616,821 $36,115,000 33,660
   OPUS CAPITAL GROUP LLC 4 - 2024-03-31 582,208 $34,088,000 63,198
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 13 - 2023-12-31 505,541 $29,989,000 57,928
   RIVERFRONT INVESTMENT GROUP, LLC 30 - 2024-03-31 500,408 $29,298,000 18,717
   McCarthy Grittinger Financial Group LLC 5 - 2024-03-31 500,271 $29,291,000 15,449
   American Trust 12 - 2023-12-31 493,424 $29,270,000 -1,003
   Executive Wealth Management LLC - 2023-12-31 488,749 $28,993,000 -13,260
   Oakworth Capital Inc. 14 - 2024-03-31 493,470 $28,893,000 44,419
   SCHRODER INVESTMENT MANAGEMENT GROUP 403 - 2023-12-31 463,890 $27,518,000 -10,561
   NORTHERN OAK CAPITAL MANAGEMENT INC 6 - 2024-03-31 462,263 $27,065,000 -9,672
   Ameritas Advisory Services LLC 11 - 2023-12-31 446,153 $26,466,000 -96,984
   PORTLAND GLOBAL ADVISORS LLC 5 - 2023-12-31 439,186 $26,053,000 47,897
   Evergreen Advisors LLC - 2024-03-31 436,869 $25,579,000 35,503
   Equitable Holdings Inc. 71 - 2023-12-31 424,557 $25,185,000 -2,734
   STIFEL FINANCIAL CORP 427 - 2023-12-31 422,723 $25,077,000 44,385
   APEX INVESTMENT SERVICES, INC. 5 - 2024-03-31 426,692 $24,983,000 22,483
   ROYAL BANK OF CANADA 1016 - 2023-12-31 419,237 $24,869,000 40,953
   ROUNDVIEW CAPITAL LLC 7 - 2023-12-31 415,033 $24,620,000 127,428
   Towneley Capital Management Inc / DE 5 - 2024-03-31 403,507 $23,625,000 7,826
   MARINER WEALTH ADVISORS, LLC 270 - 2023-12-31 397,747 $23,594,000 28,023
   PARTNERS CAPITAL INVESTMENT GROUP LLP 32 - 2023-12-31 397,475 $23,578,000 138,097
   Pictet North America Advisors SA - 2024-03-31 393,405 $23,034,000 378,305
   OneAscent Financial Services LLC 8 - 2024-03-31 380,816 $22,297,000 -9,396
   Kestra Advisory Services LLC 109 - 2023-12-31 373,819 $22,175,000 76,868
   EVOKE WEALTH LLC 33 - 2023-12-31 357,189 $21,188,000 128,656
   BSW WEALTH PARTNERS 5 - 2024-03-31 360,168 $21,088,000 14,899
   NISA INVESTMENT ADVISORS L L C *New 2024-03-31 347,897 $20,401,000 347,897
   True Wealth Design LLC 5 - 2023-12-31 340,674 $20,209,000 -128,413
   WAGNER CAPITAL MANAGEMENT CORP 9 - 2024-03-31 343,280 $20,099,000 87,020
   Waterway Wealth Management LLC 4 - 2024-03-31 341,925 $20,020,000 -40,856
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 407 - 2024-03-31 332,042 $19,441,000 16,660
   Nova R Wealth Inc. 2 - 2024-03-31 326,172 $19,097,000 26,101
   OLD NATIONAL BANCORP /IN/ 48 - 2024-03-31 316,808 $18,549,000 26,155
   Advisor Group Holdings Inc. 512 - 2023-12-31 309,829 $18,381,000 -110,011
   RAYMOND JAMES & ASSOCIATES 820 - 2024-03-31 312,185 $18,278,000 -37,621
   Baird Financial Group Inc. 332 - 2023-12-31 306,689 $18,193,000 95,165
   PARAGON CAPITAL MANAGEMENT LTD 10 - 2024-03-31 305,871 $17,909,000 24,076
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 293 - 2023-12-31 299,400 $17,760,000 6,553
   INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 6 - 2023-12-31 296,031 $17,561,000 0
  100 Records found
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