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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
   J P MORGAN CHASE & CO 200 - 2023-12-31 16,342,248 $969,422,000 -4,084,298
   STATE STREET CORP 600 - 2023-12-31 5,800,000 $344,056,000 -1,000,000
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 120 - 2023-12-31 4,113,523 $244,014,000 -118,476
   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
   AMERIVEST INVESTMENT MANAGEMENT LLC 13 - 2023-06-30 2,578,539 $151,257,000 -145,329
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 437 - 2023-12-31 2,317,163 $137,454,000 -28,567
   ENVESTNET ASSET MANAGEMENT INC 344 - 2023-12-31 2,128,194 $126,244,000 -429,359
   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
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 142 - 2023-12-31 1,245,100 $73,859,000 -588,900
   Relative Value Partners Group LLC 5 - 2023-12-31 1,046,386 $62,072,000 -119,929
   Moss Adams Wealth Advisors LLC 3 - 2023-12-31 1,009,801 $59,901,000 -27,746
   GOLDMAN SACHS GROUP INC/ 1005 - 2023-12-31 827,330 $49,077,000 -752,653
   ATRIA INVESTMENTS LLC 27 - 2023-12-31 635,478 $37,697,000 -8,282
   GLOBALT Investments LLC / GA 15 - 2024-03-31 617,734 $36,168,000 -13,455
   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
   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
   Equitable Holdings Inc. 71 - 2023-12-31 424,557 $25,185,000 -2,734
   OneAscent Financial Services LLC 8 - 2024-03-31 380,816 $22,297,000 -9,396
   True Wealth Design LLC 5 - 2023-12-31 340,674 $20,209,000 -128,413
   Waterway Wealth Management LLC 4 - 2024-03-31 341,925 $20,020,000 -40,856
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 287 - 2024-03-31 297,910 $17,443,000 -102,872
   Polaris Wealth Advisers LLC 23 - 2023-09-30 290,265 $16,589,000 -14,605
   COMMONWEALTH EQUITY SERVICES LLC. 639 - 2024-03-31 239,018 $13,995,000 -17,431
   Whelan Financial 6 - 2024-03-31 237,049 $13,879,000 -24,280
   NOTTINGHAM ADVISORS INC 14 - 2023-12-31 305,370 $13,330,000 -5,109
   Vise Technologies Inc. 2 - 2023-12-31 223,292 $13,246,000 -491
   MML INVESTORS SERVICES LLC 334 - 2023-12-31 193,817 $11,497,000 -1,149
   M&T BANK CORP 290 - 2023-12-31 191,431 $11,356,000 -44,629
   Alhambra Investment Partners LLC 1 - 2024-03-31 185,800 $10,879,000 -60,676
   ELEVATE WEALTH ADVISORY INC 2 - 2024-03-31 182,514 $10,686,000 -9,509
   R. W. Roge & Company Inc. 4 - 2024-03-31 180,628 $10,576,000 -25,246
   Cambria Investment Management L.P. 62 - 2023-12-31 176,249 $10,455,000 -5,476
   Empowered Funds LLC 69 - 2023-12-31 165,468 $9,816,000 -1,023
   FINANCIAL NETWORK 366 - 2023-12-31 158,273 $9,389,000 -19,804
   Merit Financial Group LLC 59 - 2023-12-31 134,743 $7,993,000 -17,159
   Arista Wealth Management LLC 7 - 2024-03-31 128,319 $7,513,000 -164,954
   Cetera Investment Advisers 317 - 2023-12-31 122,135 $7,245,000 -25,888
   Wells Financial Advisors INC 7 - 2023-12-31 120,222 $7,132,000 -14,070
   FOSTER & MOTLEY INC 49 - 2024-03-31 116,842 $6,841,000 -6,710
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 247 - 2023-12-31 114,348 $6,783,000 -100,392
   ALPS ADVISERS INC 194 - 2023-12-31 104,457 $6,196,000 -1,685
   Tillman Hartley LLC 14 - 2023-12-31 99,562 $5,906,000 -4,432
   Fermata Advisors LLC 21 - 2024-03-31 94,063 $5,507,000 -119,495
   Ackerman Capital Advisors LLC 20 - 2024-03-31 93,196 $5,457,000 -1,618
   Blume Capital Management Inc. - 2024-03-31 92,950 $5,442,000 -4,590
   NewEdge Wealth LLC 134 - 2023-12-31 91,404 $5,422,000 -241,141
   Connecticut Wealth Management LLC - 2024-03-31 90,690 $5,310,000 -6,752
   KRAFT ASSET MANAGEMENT LLC 7 - 2023-12-31 89,013 $5,280,000 -17,035
   Altiora Financial Group LLC 17 - 2024-03-31 89,133 $5,219,000 -37,148
   REGIONS FINANCIAL CORP 228 - 2024-03-31 87,011 $5,094,000 -30
   HANSON MCCLAIN, INC. 197 - 2024-03-31 86,416 $5,060,000 -16,826
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 76 - 2024-03-31 86,029 $5,037,000 -797
   REDW Stanley Financial Advisors LLC - 2024-03-31 82,224 $4,814,000 -4,795
   Resonant Capital Advisors LLC - 2024-03-31 81,307 $4,761,000 -285
   SYNOVUS FINANCIAL CORP 174 - 2023-12-31 78,990 $4,687,000 -670,183
   Walkner Condon Financial Advisors LLC 29 - 2024-03-31 76,881 $4,501,000 -9,186
   Krasney Financial LLC 48 - 2024-03-31 72,223 $4,229,000 -582
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 354 - 2023-12-31 70,294 $4,170,000 -254,011
   Atria Wealth Solutions Inc. 365 - 2023-12-31 68,054 $4,037,000 -15,875
   Kingdom Financial Group LLC. 8 - 2023-12-31 65,462 $3,883,000 -2,518
   HANCOCK HOLDING CO 122 - 2023-12-31 65,116 $3,863,000 -7,676
   Bull Street Advisors LLC 22 - 2024-03-31 60,850 $3,563,000 -1,400
   Silverleafe Capital Partners LLC 19 - 2024-03-31 60,455 $3,540,000 -231
   Nilsine Partners LLC 56 - 2024-03-31 57,627 $3,374,000 -9,246
   RB Capital Management LLC 29 - 2023-12-31 52,098 $3,090,000 -8,523
   Concord Wealth Partners - 2024-03-31 52,581 $3,079,000 -20,803
   SUMMIT WEALTH & RETIREMENT PLANNING INC. 18 - 2023-12-31 49,197 $2,918,000 -3,421
   WATERSHED PRIVATE WEALTH LLC 18 - 2023-12-31 48,614 $2,884,000 -3,472
   BROWN ADVISORY HOLDINGS INC 573 - 2024-03-31 48,654 $2,849,000 -187
   UMB BANK N A/MO 213 - 2024-03-31 45,539 $2,666,000 -219
   Wedmont Private Capital 74 - 2024-03-31 45,199 $2,620,000 -3,906
   Robertson Stephens Wealth Management LLC 118 - 2023-12-31 43,634 $2,588,000 -8,832
   Cherry Tree Wealth Management LLC - 2024-03-31 43,983 $2,575,000 -921
   NEW ENGLAND GUILD WEALTH ADVISORS INC. 20 - 2022-12-31 41,181 $2,408,000 -9,363
   HARBOUR INVESTMENTS INC. 197 - 2023-12-31 39,751 $2,358,000 -891
   Congress Wealth Management LLC / DE / 297 - 2024-03-31 39,755 $2,328,000 -324
   PINNACLE ASSOCIATES LTD 357 - 2024-03-31 38,927 $2,279,000 -2,761
   Pinnacle Wealth Management Advisory Group LLC - 2024-03-31 37,630 $2,203,000 -3,839
   Consolidated Portfolio Review Corp 53 - 2024-03-31 34,974 $2,048,000 -3,237
   JANUS HENDERSON GROUP PLC 1263 - 2023-12-31 32,676 $1,938,000 -870
   Palumbo Wealth Management LLC 34 - 2024-03-31 31,763 $1,860,000 -182
   Kovack Advisors Inc. 95 - 2024-03-31 31,626 $1,852,000 -829
   Mutual Advisors LLC - 2024-03-31 31,400 $1,838,000 -986
   Private Advisor Group LLC - 2024-03-31 31,363 $1,836,000 -7,958
   FAGAN ASSOCIATES INC. 57 - 2023-12-31 29,894 $1,773,000 -743
   FFT WEALTH MANAGEMENT LLC 45 - 2024-03-31 29,732 $1,741,000 -6,135
   WHITTIER TRUST CO - 2024-03-31 29,145 $1,706,000 -18,293
   CAPTRUST FINANCIAL ADVISORS 1022 - 2023-12-31 26,422 $1,567,000 -23,665
   COMERICA SECURITIESINC. 157 - 2023-09-30 27,108 $1,549,000 -9,010
   Global Wealth Management Investment Advisory Inc. 78 - 2023-12-31 22,154 $1,314,000 -2,812
   Birchcreek Wealth Management LLC - 2024-03-31 22,394 $1,311,000 -54
   SHUFRO ROSE & CO LLC 95 - 2023-12-31 22,854 $1,306,000 -1,025
   Verity Asset Management Inc. 28 - 2023-12-31 20,957 $1,243,000 -120
  100 Records found
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