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Get Institutions for : 
Vanguard Intermediate -Ter (VGIT)  
$57.67 0.08 (0.14%) as of 4:30 Wed 5/8


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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  : 
0.03 (0.05%)  




 
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
   Personal Capital Advisors Corp 6 *New 2022-12-31 11,066,438 $647,165,000 11,066,438
   TEXAS TREASURY SAFEKEEPING TRUST CO 5 *New 2023-12-31 1,124,530 $66,707,000 1,124,530
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC *New 2024-03-31 937,696 $54,902,000 937,696
   Cliffwater LLC 2 *New 2023-12-31 764,293 $45,338,000 764,293
   NISA INVESTMENT ADVISORS L L C *New 2024-03-31 347,897 $20,401,000 347,897
   PATHSTONE FAMILY OFFICE, LLC 115 *New 2023-09-30 291,191 $16,642,000 291,191
   Connectus Wealth LLC 79 *New 2023-12-31 246,463 $14,633,000 246,463
   CYPRESS FINANCIAL PLANNING LLC 6 *New 2024-03-31 226,077 $13,237,000 226,077
   DAGCO INC. 5 *New 2023-12-31 116,877 $6,933,000 116,877
   P-Solve LLC 11 *New 2023-12-31 108,090 $6,412,000 108,090
   ROGCO LP 8 *New 2023-12-31 103,565 $6,143,000 103,565
   ATLAS CAPITAL ADVISORS LLC 33 *New 2024-03-31 86,411 $5,059,000 86,411
   SAND HILL ADVISORS INC/CA 70 *New 2023-12-31 73,813 $4,379,000 73,813
   True Link Financial Advisors LLC 14 *New 2024-03-31 71,443 $4,183,000 71,443
   MainStreet Investment Advisors LLC 58 *New 2023-12-31 64,686 $3,837,000 64,686
   PYA Waltman Capital LLC 16 *New 2023-12-31 60,409 $3,583,000 60,409
   Alaethes Wealth LLC 14 *New 2023-12-31 56,067 $3,326,000 56,067
   Walker Financial Services Inc. 9 *New 2024-03-31 50,850 $2,977,000 50,850
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1841 *New 2023-12-31 35,356 $2,097,000 35,356
   Patton Fund Management Inc. 58 *New 2023-12-31 27,800 $1,649,000 27,800
   Edge Capital Group LLC 135 *New 2023-12-31 27,192 $1,613,000 27,192
   JACOBSON & SCHMITT ADVISORS LLC 40 *New 2023-12-31 27,081 $1,606,000 27,081
   Morningstar Investment Management LLC 61 *New 2023-12-31 26,901 $1,596,000 26,901
   Abacus Wealth Partners LLC 22 *New 2024-03-31 26,425 $1,547,000 26,425
   SYON CAPITAL LLC 105 *New 2023-12-31 24,102 $1,430,000 24,102
   TIFF ADVISORY SERVICES INC 17 *New 2023-12-31 21,209 $1,258,000 21,209
   Stonehage Fleming Financial Services Holdings Ltd 50 *New 2023-12-31 21,153 $1,255,000 21,153
   MILLENNIUM MANAGEMENT LLC 2754 *New 2023-12-31 16,063 $953,000 16,063
   MIDDLETON & CO INC/MA 93 *New 2023-12-31 14,750 $875,000 14,750
   HRT FINANCIAL LLC 1123 *New 2023-12-31 10,976 $651,000 10,976
   Clarity Capital Advisors LLC 38 *New 2024-03-31 10,800 $632,000 10,800
   LEAVELL T & ASSOCIATES INC 338 *New 2024-03-31 9,160 $536,000 9,160
   Signal Advisors Wealth LLC 180 *New 2024-03-31 7,842 $459,000 7,842
   Amussen Hunsaker & Associates LLC 53 *New 2023-12-31 7,259 $431,000 7,259
   Berkeley Capital Partners LLC 119 *New 2023-12-31 6,790 $403,000 6,790
   American Financial Advisors LLC 95 *New 2024-03-31 6,609 $387,000 6,609
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 388 *New 2024-03-31 6,434 $377,000 6,434
   NEUBERGER BERMAN GROUP LLC 1575 *New 2023-12-31 6,107 $362,000 6,107
   MY PURPOSEFUL WEALTH CORP. *New 2024-03-31 5,959 $349,000 5,959
   Facet Wealth Inc. 80 *New 2023-12-31 5,510 $324,000 5,510
   Arlington Financial Advisors LLC 62 *New 2024-03-31 5,428 $318,000 5,428
   COLONY GROUP, LLC 662 *New 2023-12-31 5,234 $310,000 5,234
   J. W. Coons Advisors LLC 189 *New 2023-12-31 5,175 $307,000 5,175
   COLONY GROUP LLC 636 *New 2023-09-30 5,234 $299,000 5,234
   Financial Council Asset Management Inc 57 *New 2023-12-31 4,724 $280,000 4,724
   Capital Planning Advisors LLC 116 *New 2023-12-31 4,710 $279,000 4,710
   Syntal Capital Partners LLC 7 *New 2023-12-31 4,618 $274,000 4,618
   Global Assets Advisory LLC 412 *New 2024-03-31 15,903 $274,000 15,903
   River Street Advisors LLC 115 *New 2024-03-31 4,642 $272,000 4,642
   Beaird Harris Wealth Management LLC 94 *New 2023-12-31 4,562 $271,000 4,562
   TIAA FSB 504 *New 2023-06-30 4,577 $268,000 4,577
   Anson Capital Inc. 49 *New 2023-12-31 4,498 $266,000 4,498
   Schulz Wealth LTD. 46 *New 2024-03-31 4,526 $265,000 4,526
   Gryphon Financial Partners LLC *New 2024-03-31 4,420 $259,000 4,420
   Davidson Capital Management Inc. 49 *New 2023-12-31 4,351 $258,000 4,351
   Equita Financial Network Inc. 66 *New 2024-03-31 4,388 $257,000 4,388
   Main Street Financial Solutions LLC 449 *New 2024-03-31 4,274 $250,000 4,274
   Gladstone Institutional Advisory LLC 588 *New 2023-12-31 3,907 $232,000 3,907
   CALAMOS WEALTH MANAGEMENT LLC 235 *New 2023-12-31 3,679 $218,000 3,679
   WOODMONT INVESTMENT COUNSEL LLC 249 *New 2024-03-31 3,624 $212,000 3,624
   YCMNET ADVISORS INC 196 *New 2023-12-31 3,396 $201,000 3,396
   BARTLETT & CO. LLC 475 *New 2023-12-31 3,000 $178,000 3,000
   BARTLETT & CO. WEALTH MANAGEMENT LLC 476 *New 2023-12-31 3,000 $178,000 3,000
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 717 *New 2023-12-31 2,653 $156,000 2,653
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 185 *New 2024-03-31 1,916 $112,000 1,916
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 73 *New 2022-12-31 1,852 $108,000 1,852
   FEDERATED INVESTORS INC /PA/ 1581 *New 2023-12-31 1,473 $87,000 1,473
   ADVISORY SERVICES NETWORK, LLC 1848 *New 2023-12-31 1,100 $65,000 1,100
   TRUST CO OF VERMONT *New 2024-03-31 1,016 $59,000 1,016
   Versant Capital Management Inc 280 *New 2024-03-31 866 $51,000 866
   PACIFIC CAPITAL WEALTH ADVISORS INC 170 *New 2023-12-31 494 $29,000 494
   PALISADE ASSET MANAGEMENT, LLC *New 2024-03-31 334 $20,000 334
   Fairman Group LLC 132 *New 2024-03-31 338 $20,000 338
   Center for Financial Planning Inc. 332 *New 2024-03-31 331 $19,000 331
   WASHINGTON TRUST CO 605 *New 2024-03-31 262 $15,000 262
   MTM Investment Management LLC 256 *New 2024-03-31 200 $12,000 200
   Koesten Hirschmann & Crabtree INC. 115 *New 2023-12-31 162 $10,000 162
   BLACKROCK INC. 4852 *New 2023-12-31 86 $5,000 86
   AlphaCore Capital LLC 341 *New 2023-12-31 87 $5,000 87
   COLONIAL ASSET MANAGEMENT, INC. 647 *New 2023-12-31 73 $4,000 73
   ANCORA ADVISORS, LLC 1374 *New 2023-12-31 51 $3,000 51
   Aspire Private Capital LLC 595 *New 2024-03-31 29 $2,000 29
   Asset Dedication LLC 951 *New 2024-03-31 18 $1,000 18
   Rakuten Securities Inc. *New 2024-03-31 2 $0 2
   First Personal Financial Services 362 *New 2024-03-31 5 $0 5
  85 Records found
  1    
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