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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
   J P MORGAN CHASE & CO 338 - 2023-12-31 10,367,560 $480,641,000 -99,309
   STIFEL FINANCIAL CORP 79 - 2023-12-31 4,902,658 $227,288,000 -736
   Envestnet Portfolio Solutions Inc. 32 - 2023-12-31 3,564,144 $165,234,000 -28,143
   MATHER GROUP, INC. 15 - 2024-03-31 3,140,721 $145,604,000 -14,738
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 442 - 2023-12-31 2,928,643 $135,772,000 -114,467
   Advisor Group Holdings Inc. 133 - 2023-12-31 1,918,059 $88,952,000 -978,239
   AMERIVEST INVESTMENT MANAGEMENT LLC 29 - 2023-06-30 1,560,119 $71,750,000 -85,272
   RAYMOND JAMES & ASSOCIATES 326 - 2024-03-31 1,537,946 $70,146,000 -46,597
   WELLS FARGO & CO/MN 590 - 2023-12-31 1,372,728 $63,640,000 -253,045
   UBS Group AG 637 - 2023-12-31 1,190,842 $55,207,000 -47,758
   VICTORY CAPITAL MANAGEMENT INC - 2024-03-31 1,192,127 $54,373,000 -63,605
   Ally Invest Advisors Inc. 6 - 2023-12-31 1,028,165 $47,666,000 -6,293
   Executive Wealth Management LLC - 2023-12-31 919,044 $42,607,000 -25,129
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 4 - 2024-03-31 831,467 $37,923,000 -5,783
   ATRIA INVESTMENTS LLC 42 - 2023-12-31 660,076 $30,601,000 -64,974
   BARTLETT & CO. LLC 56 - 2023-12-31 627,716 $29,134,000 -45,041
   BARTLETT & CO. WEALTH MANAGEMENT LLC 56 - 2023-12-31 627,716 $29,132,000 -45,041
   HIGHTOWER ADVISORS, LLC 371 - 2023-12-31 628,251 $29,099,000 -14,419
   HANSON MCCLAIN, INC. 57 - 2024-03-31 573,168 $26,142,000 -9,345
   Advisory Alpha LLC - 2023-12-31 562,664 $26,089,000 -3,518
   American Trust 13 - 2023-12-31 549,523 $25,476,000 -55,452
   MA Private Wealth 7 - 2024-03-31 497,449 $22,689,000 -25,758
   MERCER GLOBAL ADVISORS INC /ADV 177 - 2023-12-31 488,924 $22,666,000 -1,902
   US BANCORP 289 - 2023-12-31 467,261 $21,662,000 -17,354
   ST GERMAIN D J CO INC 26 - 2024-03-31 464,924 $21,205,000 -7,984
   Cetera Investment Advisers 123 - 2023-12-31 441,589 $20,472,000 -48,701
   Connecticut Wealth Management LLC - 2024-03-31 433,138 $19,755,000 -100,353
   Kuntz Lesher Capital LLC - 2023-12-31 336,106 $15,582,000 -6,668
   JAFFETILCHIN INVESTMENT PARTNERS LLC 15 - 2023-12-31 329,892 $15,294,000 -60,531
   Windward Private Wealth Management Inc. 6 - 2023-12-31 297,873 $13,809,000 -92,973
   Park Avenue Institutional Advisers LLC 2 - 2023-12-31 295,500 $13,699,000 -125,500
   Quantum Financial Advisors LLC 12 - 2024-03-31 272,377 $12,423,000 -173,085
   Brookstone Capital Management 109 - 2024-03-31 266,940 $12,175,000 -21,060
   OneAscent Financial Services LLC 13 - 2024-03-31 260,524 $11,883,000 -23,142
   Miracle Mile Advisors LLC 70 - 2024-03-31 228,929 $10,441,000 -60,494
   Betterment LLC 71 - 2023-12-31 219,334 $10,168,000 -9,533
   UNITED ASSET STRATEGIES, INC. 38 - 2024-03-31 217,374 $9,914,000 -56,939
   ALPS ADVISERS INC 143 - 2023-12-31 205,725 $9,537,000 -550
   Wavelength Capital Management LLC 3 - 2023-09-30 207,355 $9,078,000 -7,400
   AJ WEALTH STRATEGIES LLC 45 - 2023-06-30 189,780 $8,728,000 -2,077
   OneAscent Wealth Management LLC 6 - 2024-03-31 175,939 $8,025,000 -3,124
   TIEDEMANN WEALTH MANAGEMENT, LLC 38 - 2023-09-30 172,956 $7,572,000 -67,799
   Global Wealth Management Investment Advisory Inc. 14 - 2023-12-31 157,878 $7,319,000 -1,424
   Kingdom Financial Group LLC. 4 - 2023-12-31 147,066 $6,818,000 -1,838
   ALLIANCEBERNSTEIN L.P. 1426 - 2023-12-31 123,501 $5,726,000 -21,057
   GOLDMAN SACHS GROUP INC/ 2481 - 2023-12-31 119,401 $5,535,000 -40,299
   VCI Wealth Management LLC 5 - 2024-03-31 116,754 $5,325,000 -14,879
   Wunderlich Capital Managemnt 10 - 2023-12-31 107,351 $4,977,000 -103
   NATIONAL ASSET MANAGEMENT, INC. 174 - 2023-12-31 102,601 $4,757,000 -27,990
   Checchi Capital Advisers LLC 69 - 2024-03-31 98,569 $4,496,000 -2,204
   HPM Partners LLC - 2023-12-31 95,219 $4,414,000 -107,134
   Consolidated Portfolio Review Corp 24 - 2024-03-31 78,219 $3,568,000 -913
   Clear Creek Financial Management LLC 47 - 2024-03-31 77,006 $3,512,000 -211
   BANK OF MONTREAL /CAN/ 1171 - 2023-12-31 70,966 $3,298,000 -4,833
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 54 - 2024-03-31 60,116 $2,742,000 -38,134
   FIRST HEARTLAND CONSULTANTS INC 80 - 2023-12-31 52,783 $2,447,000 -517
   H D Vest Advisory Services 455 - 2023-12-31 51,854 $2,404,000 -8,225
   AlphaStar Capital Management LLC 60 - 2023-12-31 50,441 $2,338,000 -2,203
   Adviser Investments LLC - 2024-03-31 50,737 $2,314,000 -8,722
   BARD ASSOCIATES INC 48 - 2023-12-31 46,555 $2,158,000 -8,205
   Ascent Group LLC 145 - 2023-12-31 45,771 $2,080,000 -1,560
   IVC Wealth Advisors LLC 20 - 2024-03-31 38,223 $1,743,000 -15,571
   COMERICA BANK 1249 - 2023-12-31 37,500 $1,739,000 -516
   JANUS HENDERSON GROUP PLC 1332 - 2023-12-31 35,864 $1,663,000 -17,054
   EFG Asset Management (Americas) Corp. 60 - 2024-03-31 35,746 $1,630,000 -32,427
   Semmax Financial Advisors Inc. 64 - 2023-12-31 34,695 $1,561,000 -10,250
   AXXCESS WEALTH MANAGEMENT LLC 281 - 2023-12-31 32,059 $1,486,000 -563
   Clifford Group LLC 16 - 2023-12-31 31,917 $1,480,000 -1,311
   FSB PREMIER WEALTH MANAGEMENT INC. 28 - 2023-12-31 31,278 $1,450,000 -60
   CREATIVE PLANNING 1051 - 2023-12-31 30,784 $1,427,000 -993
   Annapolis Financial Services LLC 44 - 2024-03-31 30,561 $1,394,000 -15,548
   VERUS CAPITAL PARTNERS LLC 87 - 2023-12-31 28,455 $1,319,000 -12,094
   Global Retirement Partners LLC 312 - 2024-03-31 28,515 $1,301,000 -2,650
   PAX Financial Group LLC 71 - 2023-12-31 28,622 $1,301,000 -4,571
   ALTFEST L J & CO INC 98 - 2024-03-31 26,888 $1,226,000 -898
   CITIZENS FINANCIAL GROUP INC/RI 201 - 2023-12-31 26,357 $1,222,000 -887
   Tortoise Investment Management LLC 93 - 2023-12-31 26,046 $1,207,000 -17,545
   Foundations Investment Advisors LLC 276 - 2023-12-31 25,895 $1,199,000 -14,625
   HARBOUR INVESTMENTS INC. 326 - 2023-12-31 25,304 $1,173,000 -1,250
   Prosperity Planning Inc. 33 - 2024-03-31 25,091 $1,144,000 -575
   CAPTRUST FINANCIAL ADVISORS 1211 - 2023-12-31 23,103 $1,071,000 -7,511
   OPPENHEIMER & CO INC 688 - 2023-12-31 22,710 $1,053,000 -2,639
   MARIPAU WEALTH MANAGEMENT LLC 27 - 2023-12-31 21,283 $987,000 -952
   Kathleen S. Wright Associates Inc. 45 - 2024-03-31 21,318 $972,000 -358
   Argent Trust Co 297 - 2023-12-31 20,208 $937,000 -2,673
   Willow Creek Wealth Management Inc. 63 - 2023-12-31 20,084 $931,000 -1,780
   Disciplined Investments LLC 52 - 2024-03-31 20,171 $920,000 -197
   GREAT VALLEY ADVISOR GROUP INC. 357 - 2023-12-31 18,996 $881,000 -2,564
   FAMILY MANAGEMENT CORP 73 - 2023-12-31 17,013 $789,000 -53,747
   Capital Analysts Inc. 262 - 2023-12-31 16,440 $762,000 -2,016
   Resource Planning Group 41 - 2023-12-31 16,064 $745,000 -2,133
   Aurum Wealth Management Group LLC 138 - 2024-03-31 15,993 $729,000 -685
   EAGLE ASSET MANAGEMENT INC 495 - 2023-12-31 15,663 $726,000 -2,439
   CARY STREET PARTNERS ASSET MANAGEMENT LLC - 2024-03-31 15,511 $707,000 -1,004
   Bremer Bank National Association 111 - 2024-03-31 14,304 $652,000 -51,093
   SHUFRO ROSE & CO LLC 131 - 2023-12-31 14,877 $651,000 -1,050
   HARVEST GROUP WEALTH MANAGEMENT LLC 32 - 2023-03-31 13,923 $648,000 -1,877
   Peninsula Wealth LLC 51 - 2023-12-31 13,367 $620,000 -21,029
   CUTLER INVESTMENT COUNSEL LLC - 2024-03-31 12,720 $580,000 -3,658
   Ameritas Advisory Services LLC 398 - 2023-12-31 12,485 $577,000 -1,360
  100 Records found
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