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Get Institutions for : 
Vanguard Intermediate -Ter (VGIT)  
$57.22 0.08 (0.14%) as of 4:30 Fri 4/26


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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  : 
0.42 (0.73%)  




 
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  
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            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 - 2023-12-31 13,812,566 $819,361,000 -2,742,363
   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 4 - 2023-12-31 8,495,588 $503,958,000 1,214,192
   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
   Ronald Blue Trust Inc. 10 - 2023-12-31 3,989,313 $227,989,000 590,448
   MATHER GROUP, INC. 7 - 2024-03-31 3,741,648 $221,955,000 -22,940
   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
   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
   Heritage Financial Services LLC 2 - 2023-12-31 2,262,337 $134,202,000 214,327
   FIRST INTERSTATE BANK 4 - 2023-12-31 2,214,020 $131,336,000 -385,780
   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
   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
   BANK OF NEW YORK MELLON CORP 616 - 2023-12-31 1,849,517 $109,713,000 15,153
   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
   Summit Trail Advisors LLC 3 - 2023-12-31 1,645,884 $97,634,000 1,127,561
   HIGHTOWER ADVISORS, LLC 143 - 2023-12-31 1,519,428 $90,122,000 252,093
   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
   Valeo Financial Advisors LLC 10 - 2024-03-31 1,140,653 $66,785,000 66,392
   TEXAS TREASURY SAFEKEEPING TRUST CO 5 *New 2023-12-31 1,124,530 $66,707,000 1,124,530
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 188 - 2023-12-31 1,082,716 $64,227,000 408,092
   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 15 - 2023-12-31 873,566 $51,820,000 74,859
   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
   PROFFITT & GOODSON INC - 2023-12-31 689,286 $40,888,000 32,510
   Cardinal Point Capital Management ULC 3 - 2023-12-31 680,903 $40,391,000 25,006
   LIBRA WEALTH LLC 2 - 2023-12-31 673,936 $39,978,000 14,783
   Badgley Phelps Wealth Managers LLC 24 - 2023-12-31 664,916 $39,443,000 1,585
   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
   GLOBALT Investments LLC / GA 16 - 2023-12-31 631,189 $37,442,000 0
   LAKE STREET ADVISORS GROUP LLC 15 - 2023-12-31 610,125 $36,193,000 19,369
   PrairieView Partners LLC - 2023-12-31 583,161 $34,593,000 -20,260
   HANSON INVESTMENT MANAGEMENT - 2023-12-31 577,401 $34,251,000 63,450
   OPUS CAPITAL GROUP LLC 5 - 2023-12-31 519,010 $30,788,000 -72,668
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 13 - 2023-12-31 505,541 $29,989,000 57,928
   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
   McCarthy Grittinger Financial Group LLC - 2023-12-31 484,822 $28,760,000 -11,423
   RIVERFRONT INVESTMENT GROUP, LLC 30 - 2023-12-31 481,691 $28,574,000 -10,941
   NORTHERN OAK CAPITAL MANAGEMENT INC 5 - 2023-12-31 471,935 $27,995,000 -59,764
   SCHRODER INVESTMENT MANAGEMENT GROUP 403 - 2023-12-31 463,890 $27,518,000 -10,561
   Oakworth Capital Inc. 14 *New 2023-12-31 449,051 $26,638,000 449,051
   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
   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
   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
   APEX INVESTMENT SERVICES, INC. 5 - 2023-12-31 404,209 $23,978,000 -57,782
   Evergreen Advisors LLC 5 - 2023-12-31 401,366 $23,809,000 -2,186
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 194 - 2023-12-31 400,782 $23,774,000 -82,857
   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
   Towneley Capital Management Inc / DE 5 - 2023-12-31 395,681 $23,472,000 0
   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
   Rainwater Charitable Foundation 2 - 2023-12-31 368,859 $21,881,000 88,954
   EVOKE WEALTH LLC 33 - 2023-12-31 357,189 $21,188,000 128,656
   RAYMOND JAMES & ASSOCIATES 725 - 2023-12-31 349,806 $20,750,000 -5,948
   BSW WEALTH PARTNERS - 2023-12-31 345,269 $20,481,000 14,281
   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
   Nova R Wealth Inc. 2 - 2024-03-31 326,172 $19,097,000 26,101
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 315,382 $18,708,000 37,840
   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
   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
   Arista Wealth Management LLC 6 - 2023-12-31 293,273 $17,397,000 -19,928
  100 Records found
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