Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Vanguard Long-Term Governm (VGLT)  
$56.66 0.29 (0.51%) as of 4:30 Fri 5/10


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 330    25
Total shares held : 
124,792,158  
% of shares held : 
50.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  117  
Amount of shares held : 
42,091,404  
% of shares held change : 
  16.92%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$54.46  
Last Quarter's Ending Price : 
$61.53  
Last Quarter's Average Price
$56.50  
Change from last quarter's     
avg. price to the last closing  : 
0.16 (0.28%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
60
 11,874,083
 9.52%
 
Increased Positions :
165
 34,304,388
 27.49%
 
Unchanged Positions :
32
 4,882,049
 3.91%
 
Decreased Positions :
73
-3,287,313
-2.63%
 
Closed Positions :
35
-799,754
-0.64%
 
Guru Positions :
1
21,596
 0.02%
 
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/ 140 - 2023-12-31 22,290,072 $1,371,508,000 2,542,457
   AMERIPRISE FINANCIAL INC 70 - 2023-12-31 15,007,236 $957,050,000 1,999,038
   J P MORGAN CHASE & CO 225 - 2023-12-31 13,086,589 $805,218,000 12,206,741
   MORGAN STANLEY 386 - 2023-12-31 8,420,143 $518,091,000 1,321,028
   Empower Advisory Group LLC 12 - 2024-03-31 8,688,383 $514,700,000 494,469
   ING INVESTMENT MANAGEMENT LLC 49 - 2023-12-31 5,654,141 $347,899,000 3,808,989
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 17 - 2024-03-31 5,563,726 $329,595,000 2,212,982
   Nan Shan Life Insurance Co. Ltd. 3 - 2023-12-31 3,063,500 $188,497,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 359 - 2023-12-31 2,828,198 $174,017,000 -18,733
   MATHER GROUP, INC. 14 - 2024-03-31 2,410,947 $148,346,000 -11,332
   ENVESTNET ASSET MANAGEMENT INC 360 - 2023-12-31 1,960,566 $120,634,000 876,860
   Cassaday & Co Wealth Management LLC 5 - 2023-12-31 1,913,776 $117,755,000 1,902,071
   WELLS FARGO & CO/MN 428 - 2023-12-31 1,761,527 $108,387,000 292,973
   UBS Group AG 400 - 2023-12-31 1,746,828 $107,482,000 706,229
   Jordan Park Group LLC 7 - 2023-12-31 1,720,900 $105,887,000 966,173
   CITIGROUP INC 178 - 2023-12-31 1,428,712 $87,909,000 23,465
   NEPC LLC 7 - 2023-12-31 1,413,587 $86,978,000 201,687
   SCS CAPITAL MANAGEMENT LLC 12 *New 2023-12-31 1,255,167 $77,230,000 1,255,167
   SAND HILL ADVISORS INC/CA 8 - 2023-12-31 1,216,508 $74,852,000 558,130
   Rainwater Charitable Foundation - 2024-03-31 1,148,811 $68,056,000 827,638
   COMERICA BANK 57 - 2023-12-31 1,079,186 $66,402,000 -95,829
   BB&T CORP 197 - 2023-12-31 1,004,509 $61,807,000 686,403
   LPL FINANCIAL CORP 460 - 2023-12-31 914,609 $56,276,000 190,525
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 8 - 2023-12-31 865,302 $53,242,000 -47,293
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 114 - 2023-12-31 862,209 $53,052,000 604,367
   Beacon Pointe Advisors LLC 32 - 2023-12-31 834,459 $51,345,000 -264,632
   Municipal Employees Retirement System of Michigan 25 - 2024-03-31 822,619 $48,732,000 -2,508
   Ironwood Wealth Management LLC. 2 - 2024-03-31 732,527 $43,395,000 20,248
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 224 - 2024-03-31 859,294 $39,966,000 514,247
   AE Wealth Management LLC 106 - 2023-12-31 663,217 $38,964,000 37,491
   STRATEGIC INVESTMENT ADVISORS, INC 10 - 2023-12-31 597,460 $36,762,000 232,938
   ROYAL BANK OF CANADA 814 - 2023-12-31 594,913 $36,605,000 222,939
   LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 11 - 2023-12-31 510,000 $31,380,000 400,000
   CALAMOS WEALTH MANAGEMENT LLC 12 - 2023-12-31 508,096 $31,263,000 57,596
   Align Wealth Management LLC 2 - 2022-12-31 468,986 $29,518,000 0
   Advisory Alpha LLC - 2023-12-31 411,112 $25,300,000 30,833
   Act Two Investors LLC 9 - 2023-12-31 387,380 $23,836,000 28,618
   Quadratic Capital Management LLC 2 - 2024-03-31 385,694 $22,771,000 -385,680
   Comprehensive Wealth Management LLC - 2024-03-31 343,106 $20,326,000 167,165
   Harvest Portfolios Group Inc. 41 - 2023-12-31 321,090 $19,757,000 301,498
   ACCREDITED INVESTORS INC. 21 *New 2023-12-31 302,669 $18,623,000 302,669
   Wealthfront Advisers LLC 88 - 2024-03-31 306,589 $18,162,000 22,553
   EXCHANGE TRADED CONCEPTS LLC 65 *New 2024-03-31 302,855 $17,941,000 302,855
   First Financial Bankshares Inc 59 - 2023-12-31 263,650 $16,222,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 593 - 2024-03-31 270,827 $16,044,000 43,908
   Fort Point Capital Partners LLC 9 - 2023-12-31 259,870 $15,990,000 230,272
   STEPHENS GROUP ASSET MANAGEMENT LLC 16 - 2024-03-31 262,295 $15,538,000 2,288
   BANK OF NEW YORK MELLON CORP 1734 - 2024-03-31 253,849 $15,038,000 -866,017
   Tortoise Investment Management LLC 10 - 2023-12-31 226,279 $13,923,000 39,372
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 332 - 2023-12-31 225,771 $13,892,000 -10,245
   Full Sail Capital LLC 36 - 2023-12-31 223,693 $13,764,000 126,701
   Advisor Group Holdings Inc. 634 - 2023-12-31 221,204 $13,611,000 50,067
   PRINCIPAL SECURITIES INC. 36 - 2023-12-31 219,375 $13,498,000 0
   NOMURA ASSET MANAGEMENT CO LTD 310 - 2023-12-31 218,900 $13,469,000 218,900
   Checchi Capital Advisers LLC 24 - 2024-03-31 226,234 $13,402,000 29,926
   ANDERSON HOAGLAND & CO 19 - 2024-03-31 213,824 $12,107,000 2,266
   HANSON MCCLAIN, INC. 104 - 2024-03-31 201,429 $11,933,000 11,024
   SYKON CAPITAL LLC 7 *New 2023-12-31 175,642 $10,807,000 175,642
   Kaydan Wealth Management Inc. 11 - 2024-03-31 182,040 $10,784,000 -3,336
   COMMERCE BANK N A/MO - 2024-03-31 176,363 $10,448,000 2,215
   Peak Asset Management LLC 18 - 2023-12-31 169,080 $10,403,000 97,978
   Red Tortoise LLC 4 - 2024-03-31 161,496 $9,567,000 16,076
   Alpha Financial Advisors LLC - 2024-03-31 160,030 $9,480,000 14,106
   BURNS WEALTH MANAGEMENT, INC. 81 - 2023-12-31 152,338 $9,373,000 12,038
   GOLDMAN SACHS GROUP INC/ 2142 - 2023-12-31 148,039 $9,109,000 74,238
   OBrien Wealth Partners LLC 14 - 2024-03-31 148,730 $8,811,000 6,710
   PFG FINANCIAL ADVISORS 26 - 2024-03-31 148,679 $8,808,000 6,057
   TIFF ADVISORY SERVICES INC 8 *New 2023-12-31 133,962 $8,243,000 133,962
   COMMONWEALTH EQUITY SERVICES LLC. 881 - 2024-03-31 138,850 $8,226,000 13,149
   KEYBANK NATIONAL ASSOCIATION/OH 238 - 2023-12-31 132,237 $8,137,000 1,277
   MML INVESTORS SERVICES LLC 440 - 2023-12-31 131,826 $8,111,000 42,208
   Bell Investment Advisors Inc 16 - 2023-12-31 130,158 $8,009,000 2,829
   Empowered Funds LLC 107 - 2023-12-31 129,510 $7,969,000 52,518
   Crestone Asset Management LLC 17 - 2024-03-31 131,969 $7,818,000 -38,254
   Concurrent Investment Advisors LLC 67 - 2023-12-31 125,642 $7,731,000 0
   LINCOLN CAPITAL CORP 10 - 2024-03-31 128,167 $7,593,000 91,818
   Foundations Investment Advisors LLC 93 - 2023-12-31 121,875 $7,466,000 -24,375
   NATIONAL BANK OF CANADA /FI/ 565 - 2023-12-31 117,501 $7,192,000 -20,752
   Global Retirement Partners LLC 85 - 2024-03-31 118,898 $7,044,000 11,659
   GenWealth Group Inc. 18 - 2024-03-31 118,000 $6,990,000 1,445
   Aurum Wealth Management Group LLC 19 - 2024-03-31 117,337 $6,951,000 19,472
   Westshore Wealth LLC 7 - 2023-12-31 108,851 $6,698,000 108,851
   Manhattan West Asset Management LLC 13 - 2023-12-31 103,765 $6,385,000 3,177
   Cresset Asset Management LLC 292 - 2023-12-31 98,556 $6,064,000 33,519
   Starfox Financial Services LLC - 2024-03-31 107,521 $6,006,000 24,619
   INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 14 - 2023-12-31 97,421 $5,994,000 97,421
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 49 - 2023-12-31 96,392 $5,931,000 12,923
   POWER WEALTH MANAGEMENT LLC - 2024-03-31 96,785 $5,734,000 8,210
   Palumbo Wealth Management LLC 10 - 2024-03-31 94,048 $5,571,000 -2,288
   Morningstar Investment Management LLC 21 - 2023-12-31 90,083 $5,543,000 -12,980
   True Wealth Design LLC 12 - 2023-12-31 89,283 $5,494,000 12,888
   Pinnacle Wealth Management LLC - 2023-12-31 89,245 $5,491,000 9,460
   JANNEY MONTGOMERY SCOTT LLC 734 - 2024-03-31 91,303 $5,409,000 -254
   GTS SECURITIES LLC 160 *New 2023-12-31 86,257 $5,307,000 86,257
   TOWNSQUARE CAPITAL LLC 224 - 2023-12-31 82,272 $5,062,000 82,272
   BENJAMIN F. EDWARDS & COMPANY INC. 214 - 2024-03-31 84,602 $5,012,000 1,365
   HIGHTOWER ADVISORS, LLC 970 - 2023-12-31 79,010 $4,861,000 -253,503
   Wealthcare Advisory Partners LLC 110 - 2024-03-31 80,221 $4,752,000 8,013
   EA Series Trust 145 - 2023-06-30 74,533 $4,723,000 0
   Betterment LLC 99 - 2023-12-31 74,797 $4,602,000 8,556

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results