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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Allspring Global Investments Holdings LLC 410 - 2024-03-31 802,224 $36,589,000 0
   Zurich Insurance Group Ltd/FI 115 - 2023-12-31 467,648 $21,666,000 0
   Financial Gravity Wealth Inc. 62 - 2023-12-31 767,374 $20,954,000 0
   Advanced Asset Management Advisors Inc 5 - 2024-03-31 283,000 $12,908,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 72 - 2024-03-31 63,298 $2,887,000 0
   City State Bank 21 - 2024-03-31 51,159 $2,333,000 0
   SECURITY BENEFIT LIFE INSURANCE CO /KS/ 9 - 2023-12-31 42,700 $1,980,000 0
   Resonant Capital Advisors LLC - 2024-03-31 31,160 $1,421,000 0
   ZEKE CAPITAL ADVISORS, LLC 155 - 2022-12-31 19,160 $872,000 0
   GRAYHAWK INVESTMENT STRATEGIES INC. 54 - 2023-12-31 17,000 $788,000 0
   ROCKLAND TRUST CO 171 - 2024-03-31 15,135 $690,000 0
   Cambridge Advisors Inc. 115 - 2024-03-31 11,201 $511,000 0
   Meridian Wealth Partners LLC 61 - 2023-12-31 8,485 $393,000 0
   Prudent Man Advisors LLC 132 - 2023-12-31 8,427 $391,000 0
   CULTIVAR CAPITAL INC. 19 - 2024-03-31 8,560 $390,000 0
   GOELZER INVESTMENT MANAGEMENT, INC. - 2024-03-31 7,896 $360,000 0
   SHAYNE & CO., LLC 66 - 2023-12-31 7,760 $360,000 0
   LBMC INVESTMENT ADVISORS, LLC 135 - 2024-03-31 6,763 $308,000 0
   HBW Advisory Services LLC 242 - 2024-03-31 6,079 $282,000 0
   DEARBORN PARTNERS LLC - 2023-12-31 5,269 $244,000 0
   Lion Street Advisors LLC 216 - 2024-03-31 5,038 $234,000 0
   Pinnacle Bank 193 - 2024-03-31 4,729 $216,000 0
   Alpha Omega Wealth Management LLC 204 - 2024-03-31 4,540 $207,000 0
   KENFARB & CO. 110 - 2023-09-30 3,216 $141,000 0
   NATIONAL BANK OF CANADA /FI/ 1418 - 2023-12-31 2,126 $96,000 0
   Front Row Advisors LLC 147 - 2023-12-31 2,000 $93,000 0
   CITY HOLDING CO 305 - 2024-03-31 1,313 $60,000 0
   Rosenberg Matthew Hamilton 430 - 2024-03-31 1,125 $51,000 0
   DUNCKER STREETT & CO INC 319 - 2024-03-31 1,040 $47,000 0
   CAROLINAS WEALTH CONSULTING LLC 356 - 2023-12-31 935 $43,000 0
   CHILTON CAPITAL MANAGEMENT LLC 386 - 2023-12-31 727 $34,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 332 - 2023-12-31 733 $33,000 0
   Emerald Investment Partners LLC 385 - 2024-03-31 525 $24,000 0
   SOA Wealth Advisors LLC. 434 - 2024-03-31 483 $22,000 0
   First PREMIER Bank 271 - 2024-03-31 470 $21,000 0
   MCF Advisors LLC 523 - 2024-03-31 446 $20,000 0
   Efficient Wealth Management LLC 222 - 2024-03-31 419 $20,000 0
   BANGOR SAVINGS BANK 373 - 2024-03-31 422 $19,000 0
   Sachetta LLC 341 - 2024-03-31 343 $16,000 0
   Operose Advisors LLC 444 - 2023-12-31 252 $12,000 0
   Key Financial Inc 716 - 2024-03-31 228 $11,000 0
   ZRC WEALTH MANAGEMENT LLC 351 - 2024-03-31 221 $10,000 0
   ANTONETTI CAPITAL MANAGEMENT LLC 208 - 2023-09-30 200 $9,000 0
   HARBOR INVESTMENT ADVISORY LLC 869 - 2024-03-31 204 $9,000 0
   HALLMARK CAPITAL MANAGEMENT INC 259 - 2024-03-31 206 $9,000 0
   BFSG LLC 518 - 2024-03-31 145 $7,000 0
   Mascoma Wealth Management LLC 341 - 2024-03-31 150 $7,000 0
   Global Trust Asset Management LLC 372 - 2024-03-31 156 $7,000 0
   Element Wealth LLC 224 - 2023-12-31 122 $6,000 0
   HHM Wealth Advisors LLC 610 - 2023-12-31 124 $6,000 0
   Retirement Group LLC - 2024-03-31 137 $6,000 0
   Piscataqua Savings Bank 302 - 2024-03-31 100 $5,000 0
   Mine & Arao Wealth Creation & Management LLC. 252 - 2023-12-31 100 $5,000 0
   AlphaCore Capital LLC 339 - 2023-12-31 115 $5,000 0
   Focused Wealth Management Inc 675 - 2023-12-31 79 $4,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 667 - 2024-03-31 89 $4,000 0
   Bogart Wealth LLC 840 - 2024-03-31 60 $3,000 0
   WASHINGTON TRUST CO 781 - 2024-03-31 70 $3,000 0
   Values First Advisors Inc. 163 - 2024-03-31 70 $3,000 0
   Signature Resources Capital Management LLC 337 - 2024-03-31 24 $1,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 616 - 2023-06-30 22 $1,000 0
   MORRIS FINANCIAL CONCEPTS INC. 159 - 2024-03-31 21 $1,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 459 - 2024-03-31 15 $1,000 0
   Asset Dedication LLC 926 - 2024-03-31 15 $1,000 0
   SANDY SPRING BANK - 2023-12-31 25 $1,000 0
   WETZEL INVESTMENT ADVISORS INC. 944 - 2024-03-31 25 $1,000 0
   Integrity Financial Corp /WA 205 - 2024-03-31 11 $1,000 0
   Financial Advisory Service Inc. - 2024-03-31 2 $0 0
   Silicon Valley Capital Partners - 2024-03-31 1 $0 0
   GPS Wealth Strategies Group LLC - 2024-03-31 7 $0 0
   DHJJ Financial Advisors Ltd. 768 - 2024-03-31 8 $0 0
   HighMark Wealth Management LLC - 2024-03-31 4 $0 0
   FWL INVESTMENT MANAGEMENT LLC 257 - 2023-12-31 1 $0 0
  73 Records found
  1    
  Page 1 of 1
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