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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  
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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
   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
   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
   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
   MORNINGSTAR INVESTMENT SERVICES, INC. 19 - 2023-12-31 4,034,396 $239,522,000 1,913,658
   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
   WELLS FARGO & CO/MN 344 - 2023-12-31 2,438,631 $144,660,000 382,673
   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
   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
   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
   Valeo Financial Advisors LLC 10 - 2024-03-31 1,158,082 $66,359,000 83,821
   AE Wealth Management LLC 63 - 2023-12-31 1,030,464 $60,684,000 119,089
   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
   TANGLEWOOD WEALTH MANAGEMENT, INC. 5 - 2023-12-31 828,446 $49,143,000 598,302
   BB&T CORP 239 - 2023-12-31 785,911 $46,620,000 46,586
   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
   LAKE STREET ADVISORS GROUP LLC 15 - 2023-12-31 610,125 $36,193,000 19,369
   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
   Oakworth Capital Inc. 14 - 2024-03-31 493,470 $28,893,000 44,419
   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
   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
   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
   WAGNER CAPITAL MANAGEMENT CORP 9 - 2024-03-31 343,280 $20,099,000 87,020
   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
   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
   HPM Partners LLC - 2023-12-31 283,813 $16,836,000 108,149
   Private Wealth Management Group LLC - 2024-03-31 281,403 $16,476,000 49,619
   THRIVENT FINANCIAL FOR LUTHERANS 473 - 2023-12-31 265,498 $15,750,000 144,281
   VANGUARD GROUP INC 2703 - 2023-12-31 263,049 $15,604,000 107,805
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 261,146 $15,290,000 238,500
   OneAscent Wealth Management LLC 4 - 2024-03-31 260,792 $15,269,000 17,753
   Roble Belko & Company Inc 14 - 2024-03-31 260,232 $15,237,000 13,855
   Pallas Capital Advisors LLC 25 - 2024-03-31 240,192 $14,063,000 23,025
   Peirce Capital Management LLC 4 - 2024-03-31 231,576 $13,559,000 3,592
   Abbrea Capital LLC 14 - 2023-12-31 222,436 $13,195,000 20,031
   Rockefeller Capital Management L.P. 394 - 2023-12-31 211,743 $12,561,000 139,521
   STALEY CAPITAL ADVISERS INC 42 - 2023-12-31 199,970 $11,862,000 4,600
   BANK OF NOVA SCOTIA / 378 - 2023-12-31 198,714 $11,778,000 198,714
   Kuntz Lesher Capital LLC - 2023-12-31 194,261 $11,524,000 2,005
   Wade Financial Advisory Inc 5 - 2023-12-31 192,023 $11,391,000 192,023
   Quaker Wealth Management LLC - 2024-03-31 193,642 $11,338,000 74,438
   ARGI INVESTMENT SERVICES, LLC 41 - 2022-12-31 185,245 $10,833,000 72,342
   Newport Capital Group LLC 3 - 2023-09-30 188,954 $10,799,000 18,602
   MGO Private Wealth LLC 2 - 2024-03-31 181,414 $10,622,000 48,926
   Hassell Wealth Management LLC 5 - 2024-03-31 183,525 $10,533,000 9,396
   FINANCIAL ENGINES ADVISORS L.L.C. 77 - 2023-12-31 177,459 $10,527,000 170,868
   CAPITAL INVESTMENT SERVICES OF AMERICA INC 34 - 2023-12-31 176,780 $10,487,000 9,485
   BANK OF MONTREAL /CAN/ 861 - 2023-12-31 176,447 $10,478,000 15,051
   Vident Advisory LLC 129 - 2023-12-31 174,905 $10,375,000 59,749
   North Ridge Wealth Advisors Inc. 3 - 2024-03-31 176,276 $10,321,000 12,722
   ANDERSON HOAGLAND & CO 25 - 2024-03-31 179,290 $10,280,000 16,580
   AMI INVESTMENT MANAGEMENT INC 6 - 2024-03-31 174,239 $10,202,000 17,556
   Roth Financial Partners LLC 8 - 2024-03-31 173,031 $10,131,000 16,801
   MONUMENTAL FINANCIAL GROUP INC. 7 - 2024-03-31 172,141 $10,079,000 3,920
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 470 - 2024-03-31 171,062 $10,016,000 53,114
   25 LLC 8 - 2024-03-31 170,393 $9,977,000 11,252
   Wealthcare Advisory Partners LLC 58 - 2024-03-31 167,021 $9,779,000 17,378
   Salomon & Ludwin LLC - 2024-03-31 162,201 $9,496,000 120,440
   Addison Advisors LLC 3 - 2023-12-31 159,095 $9,438,000 11,532
   Archford Capital Strategies LLC 11 - 2024-03-31 161,186 $9,437,000 27,487
  100 Records found
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