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Get Institutions for : 
Vanguard Core Plus Bond ETF (VPLS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 10    8
Total shares held : 
 152,995  
% of shares held : 
 1.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 144,858  
% of shares held change : 
   1.61%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 139,249
 91.02%
 
Increased Positions :
1
 5,609
 3.67%
 
Unchanged Positions :
1
 2,994
 1.96%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   MorganRosel Wealth Management LLC *New 2024-03-31 95,284 $7,310,000 95,284
   JANE STREET GROUP LLC 2649 - 2024-03-31 18,621 $1,429,000 1,075
   Integrity Wealth Solutions LLC *New 2024-03-31 14,796 $1,135,000 14,796
   Breakwater Capital Group - 2024-03-31 10,752 $825,000 5,609
   Diversified Portfolios Inc. 86 *New 2024-03-31 8,196 $629,000 8,196
   OMNI 360 Wealth Inc. *New 2024-03-31 3,520 $270,000 3,520
   GSG Advisors LLC *New 2024-03-31 3,157 $240,000 3,157
   Acorn Wealth Advisors LLC 176 *New 2024-03-31 2,994 $230,000 2,994
   CITADEL ADVISORS LLC 4471 *New 2024-03-31 2,928 $225,000 2,928
   PANORAMIC INVESTMENT ADVISORS LLC *New 2024-03-31 2,912 $223,000 2,912
   ENVESTNET ASSET MANAGEMENT INC 3899 *New 2024-03-31 2,653 $204,000 2,653
   BB&T CORP 2455 *New 2024-03-31 2,653 $201,000 2,653
   STEPHENSON NATIONAL BANK & TRUST *New 2024-03-31 935 $72,000 935
   Advisor Group Holdings Inc. 4905 *New 2024-03-31 455 $35,000 455
   NORTH STAR INVESTMENT MANAGEMENT CORP. 706 *New 2024-03-31 326 $25,000 326
   CBIZ Investment Advisory Services LLC 321 *New 2024-03-31 15 $1,000 15
   PROEQUITIES INC. 5470 *New 2024-03-31 0 $0 0
   UBS Group AG 8169 *Closed 2024-03-31 0 $0 -1,099
  18 Records found
  1    
  Page 1 of 1
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