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Get Institutions for : 
Vanguard Mortgage-Backed S (VMBS)  
$44.82 0.07 (0.16%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 534    8
Total shares held : 
 351,834,722  
% of shares held : 
 39.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   40  
Amount of shares held : 
 22,711,231  
% of shares held change : 
   2.52%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.20  
Last Quarter's Ending Price : 
 $46.36  
Last Quarter's Average Price : 
 $44.21  
Change from last quarter's     
avg. price to the last closing  : 
0.61 (1.38%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
50
 1,096,072
 0.31%
 
Increased Positions :
222
 29,110,558
 8.27%
 
Unchanged Positions :
88
 4,341,617
 1.23%
 
Decreased Positions :
174
-4,815,243
-1.37%
 
Closed Positions :
58
-2,680,156
-0.76%
 
Guru Positions :
1
10,178
 0%
 
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
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 2 - 2023-12-31 132,139,119 $6,125,970,000 106,256
   BANK OF AMERICA CORP /DE/ 52 - 2023-12-31 74,184,415 $3,439,189,000 17,138,295
   ENVESTNET ASSET MANAGEMENT INC 54 - 2023-12-31 17,498,487 $811,230,000 1,138,921
   BANK OF NEW YORK MELLON CORP 212 - 2024-03-31 9,976,201 $455,015,000 2,143,081
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 19 - 2023-12-31 6,303,927 $292,250,000 110,739
   MORNINGSTAR INVESTMENT SERVICES, INC. 18 - 2023-12-31 5,292,600 $245,629,000 3,531,000
   LPL FINANCIAL CORP 145 - 2023-12-31 4,652,660 $215,697,000 236,538
   AMERIPRISE FINANCIAL INC 326 - 2023-12-31 4,294,096 $199,102,000 373,336
   MORGAN STANLEY 777 - 2023-12-31 4,201,933 $194,802,000 1,381,560
   LINCOLN NATIONAL CORP - 2024-03-31 3,202,493 $146,066,000 174,232
   AE Wealth Management LLC 24 - 2023-12-31 2,319,743 $105,989,000 57,396
   KEYBANK NATIONAL ASSOCIATION/OH 51 - 2023-12-31 2,275,321 $105,484,000 7,629
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 7 - 2024-03-31 1,409,725 $64,298,000 58,014
   Relative Value Partners Group LLC 4 - 2023-12-31 1,386,901 $64,297,000 165,129
   FINANCIAL ENGINES ADVISORS L.L.C. 45 - 2023-12-31 1,356,440 $62,885,000 14,646
   Hamilton Capital Management Inc. 6 - 2023-12-31 1,282,490 $59,456,000 66,821
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 78 - 2024-03-31 1,281,012 $58,427,000 64,844
   ROYAL BANK OF CANADA 663 - 2023-12-31 1,216,394 $56,391,000 29,342
   BANK OF HAWAII 9 - 2023-12-31 1,140,192 $52,859,000 71,766
   VALMARK ADVISERS INC 28 - 2023-12-31 1,120,175 $51,931,000 959
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 158 - 2024-03-31 1,131,813 $51,622,000 22,690
   Bell Investment Advisors Inc 3 - 2023-12-31 836,135 $38,763,000 4,457
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 244 - 2023-12-31 831,000 $38,525,000 6,000
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 206 - 2023-12-31 765,154 $35,473,000 14,636
   JANNEY MONTGOMERY SCOTT LLC 203 - 2024-03-31 755,424 $34,455,000 33,220
   BB&T CORP 318 - 2023-12-31 649,076 $30,091,000 12,811
   Orion Portfolio Solutions LLC 65 - 2023-12-31 547,923 $25,210,000 21,468
   Sequoia Financial Advisors LLC 77 - 2024-03-31 535,067 $24,404,000 50,905
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 442 - 2024-03-31 525,623 $23,974,000 34,655
   Pallas Capital Advisors LLC 9 - 2024-03-31 524,091 $23,904,000 63,296
   Evergreen Advisors LLC - 2024-03-31 523,402 $23,872,000 39,372
   Grubman Wealth Management 6 - 2024-03-31 474,195 $21,628,000 18,024
   COURIER CAPITAL CORP 12 - 2024-03-31 463,818 $21,155,000 3,566
   HNP Capital LLC 5 - 2023-03-31 428,257 $19,935,000 54,644
   MML INVESTORS SERVICES LLC 233 - 2023-12-31 428,265 $19,854,000 77,967
   INVESCO LTD 1396 - 2023-12-31 423,540 $19,635,000 17,394
   Atria Wealth Solutions Inc. 100 - 2023-12-31 392,944 $18,217,000 16,280
   Vectors Research Management LLC 3 - 2023-12-31 719,191 $17,973,000 248,496
   Northland Capital Management LLC 2 - 2024-03-31 383,654 $17,498,000 8,173
   EVERGREEN CAPITAL MANAGEMENT LLC 22 - 2023-12-31 351,371 $16,290,000 9,392
   Rockefeller Capital Management L.P. 349 - 2023-12-31 337,143 $15,630,000 48,841
   Whitcomb & Hess Inc. 7 - 2024-03-31 317,168 $14,466,000 20,473
   PROFFITT & GOODSON INC 11 - 2024-03-31 307,373 $14,019,000 3,664
   SEI INVESTMENTS CO 739 - 2023-12-31 298,478 $13,838,000 9,141
   Money Design Co.Ltd. 33 - 2024-03-31 297,911 $13,588,000 2,126
   COMMONWEALTH EQUITY SERVICES LLC. 661 - 2024-03-31 291,242 $13,284,000 21,710
   STALEY CAPITAL ADVISERS INC 39 - 2023-12-31 275,050 $12,751,000 33,950
   Change Path LLC 28 - 2023-12-31 270,400 $12,536,000 7,234
   PRUDENTIAL FINANCIAL INC 594 - 2023-12-31 259,489 $12,030,000 33,787
   BLACKROCK INC. 3198 - 2023-12-31 254,270 $11,788,000 110,332
   Family CFO Inc 5 - 2024-03-31 244,027 $11,130,000 460
   Fountainhead AM LLC - 2024-03-31 232,634 $10,610,000 17,333
   POWER WEALTH MANAGEMENT LLC - 2024-03-31 228,430 $10,419,000 35,096
   PNC FINANCIAL SERVICES GROUP INC 495 - 2023-12-31 220,009 $10,200,000 116,142
   Hobart Private Capital LLC 10 - 2024-03-31 217,423 $9,917,000 14,243
   Ullmann Financial Group Inc. 15 - 2023-12-31 204,352 $9,474,000 7,057
   Private Advisor Group LLC - 2024-03-31 206,616 $9,424,000 2,010
   EverSource Wealth Advisors LLC 23 - 2023-12-31 196,999 $9,133,000 7,212
   SEABRIDGE INVESTMENT ADVISORS LLC - 2024-03-31 196,097 $8,944,000 3,983
   FINANCIAL NETWORK 381 - 2023-12-31 191,469 $8,876,000 8,859
   Simplicity WealthLLC 97 - 2024-03-31 189,474 $8,642,000 8,472
   WEBSTERROGERS FINANCIAL ADVISORS LLC 11 - 2023-12-31 184,761 $8,566,000 152,983
   Strategic Blueprint LLC 38 - 2024-03-31 184,740 $8,426,000 75,000
   Evolution Advisers Inc. 7 - 2024-03-31 180,060 $8,213,000 10,380
   FIRST AMERICAN TRUST CO 37 - 2023-12-31 163,674 $7,588,000 28,967
   Goss Wealth Management LLC 259 - 2023-12-31 162,511 $7,476,000 48,227
   Cravens & Co Advisors LLC 5 - 2024-03-31 163,030 $7,436,000 5,733
   Sensible Financial Planning & Management LLC. 12 - 2023-12-31 160,025 $7,419,000 69,272
   Proquility Private Wealth Partners LLC - 2024-03-31 160,742 $7,331,000 22,577
   Sovereign Investment Advisors LLC 11 - 2023-12-31 157,548 $7,304,000 1,939
   HBK SORCE ADVISORY LLC - 2023-12-31 155,992 $7,232,000 62,543
   Mutual Advisors LLC - 2024-03-31 157,814 $7,198,000 12,689
   Level Financial Advisors Inc. 8 - 2024-03-31 154,662 $7,054,000 20,796
   Bay Harbor Wealth Management LLC 12 - 2024-03-31 154,118 $7,029,000 5,144
   Global Wealth Strategies & Associates 8 - 2024-03-31 153,967 $7,022,000 8,015
   Merit Financial Group LLC 75 - 2023-12-31 149,021 $6,909,000 3,694
   FIRST NATIONAL TRUST CO 88 - 2024-03-31 151,426 $6,907,000 20,142
   NORTHERN OAK CAPITAL MANAGEMENT INC 39 - 2024-03-31 151,158 $6,894,000 416
   1607 CAPITAL PARTNERS, LLC 60 - 2023-12-31 148,100 $6,866,000 63,600
   MASSMUTUAL TRUST CO FSB/ADV 101 - 2024-03-31 150,194 $6,850,000 3,176
   Strategic Investment Advisors / MI 29 - 2024-03-31 150,033 $6,843,000 14,779
   Kovitz Investment Group Partners LLC 110 - 2023-12-31 141,148 $6,544,000 31,248
   HANCOCK HOLDING CO 92 - 2023-12-31 134,102 $6,217,000 104,079
   Forthright Family Wealth Advisory LLC - 2024-03-31 135,422 $6,177,000 11,494
   OLD NATIONAL BANCORP /IN/ 138 - 2024-03-31 130,422 $5,949,000 16,532
   ZACKS INVESTMENT MANAGEMENT 176 - 2023-12-31 128,279 $5,947,000 5,184
   ONE Advisory Partners LLC 11 - 2024-03-31 128,009 $5,838,000 7,840
   MULTIFINANCIAL SECURITIES CORP 233 - 2023-12-31 125,814 $5,833,000 30,731
   PFG Advisors 55 - 2023-12-31 121,635 $5,639,000 1,631
   Smartleaf Asset Management LLC - 2024-03-31 119,328 $5,542,000 937
   SigFig Wealth Management LLC 50 - 2023-12-31 118,791 $5,507,000 1,869
   Parker Financial LLC 11 - 2024-03-31 119,923 $5,469,000 8,623
   PROEQUITIES INC. - 2024-03-31 119,473 $5,449,000 6,660
   Aspire Private Capital LLC 17 - 2024-03-31 117,087 $5,340,000 4,865
   Kestra Advisory Services LLC 426 - 2023-12-31 115,028 $5,333,000 20,702
   THRIVENT FINANCIAL FOR LUTHERANS 787 - 2023-12-31 111,036 $5,148,000 25,669
   Center For Asset Management LLC 7 - 2024-03-31 112,780 $5,144,000 11,213
   Mendota Financial Group LLC 11 - 2024-03-31 107,844 $4,919,000 78,781
   Marion Wealth Management 20 - 2024-03-31 102,569 $4,678,000 1,796
   Premier Path Wealth Partners LLC 23 - 2024-03-31 105,221 $4,675,000 22,065
  100 Records found
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