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Get Institutions for : 
Vanguard Total Corporate Bond (VTC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    7
Total shares held : 
 6,442,711  
% of shares held : 
 61.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 -470,236  
% of shares held change : 
   -4.46%  
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 :
13
 101,213
 1.57%
 
Increased Positions :
35
 544,781
 8.46%
 
Unchanged Positions :
22
 49,682
 0.77%
 
Decreased Positions :
28
-1,083,610
-16.82%
 
Closed Positions :
6
-32,620
-0.51%
 
Guru Positions :
0
 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
   NEPC LLC 9 - 2023-12-31 1,055,435 $81,786,000 69,270
   Capital Asset Advisory Services LLC 6 - 2024-03-31 692,307 $52,318,000 20,253
   AXXCESS WEALTH MANAGEMENT LLC 10 - 2023-12-31 669,999 $51,918,000 -11,269
   Mill Creek Capital Advisors LLC 14 - 2023-12-31 667,419 $51,718,000 39,820
   Wedmont Private Capital 5 - 2024-03-31 647,449 $49,116,000 47,406
   BANK OF AMERICA CORP /DE/ 1622 - 2023-12-31 325,307 $25,208,000 -407,920
   MML INVESTORS SERVICES LLC 219 - 2023-12-31 272,015 $21,078,000 11,166
   GDS Wealth Management 12 - 2024-03-31 218,223 $16,720,000 -142,795
   Envestnet Portfolio Solutions Inc. 144 - 2023-12-31 209,305 $16,219,000 3,289
   ENVESTNET ASSET MANAGEMENT INC 1162 - 2023-12-31 206,872 $16,031,000 -37,281
   Financial Advocates Investment Management - 2024-03-31 200,623 $15,372,000 32,037
   UBS Group AG 1532 - 2023-12-31 115,087 $8,918,000 43,914
   Sensible Financial Planning & Management LLC. 11 - 2023-12-31 97,150 $7,528,000 11,077
   ROYAL BANK OF CANADA 1671 - 2023-12-31 91,751 $7,110,000 -9,685
   Adviser Investments LLC - 2024-03-31 66,195 $5,072,000 -9,164
   CI Private Wealth LLC 707 - 2023-12-31 59,995 $4,649,000 430
   Cetera Investment Advisers 511 - 2023-12-31 52,115 $4,038,000 -422
   LPL FINANCIAL CORP 1925 - 2023-12-31 44,972 $3,485,000 434
   Atria Wealth Solutions Inc. 443 - 2023-12-31 41,254 $3,197,000 929
   STIFEL FINANCIAL CORP 1379 - 2023-12-31 39,993 $3,099,000 3,551
   J P MORGAN CHASE & CO 2759 - 2023-12-31 36,726 $2,846,000 -3,631
   LOOMIS SAYLES & CO L P 400 *New 2023-12-31 36,045 $2,793,000 36,045
   FINANCIAL NETWORK 900 - 2023-12-31 30,155 $2,337,000 -243
   TD Waterhouse Canada Inc. 324 - 2023-12-31 26,239 $2,085,000 403
   AMERIPRISE FINANCIAL INC 2789 - 2023-12-31 26,214 $2,031,000 14,752
   BFSG LLC 105 - 2024-03-31 26,207 $2,008,000 2,983
   Independent Advisor Alliance 207 - 2023-12-31 26,688 $2,001,000 13,344
   AE Wealth Management LLC 938 - 2023-12-31 23,289 $1,785,000 14,466
   Perigon Wealth Management LLC - 2024-03-31 23,282 $1,784,000 803
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 22,127 $1,695,000 -2,048
   Advisor Group Holdings Inc. 2019 - 2023-12-31 21,238 $1,646,000 1,843
   JANE STREET GROUP LLC 2727 - 2023-12-31 19,411 $1,504,000 -187,348
   LAKE STREET ADVISORS GROUP LLC 89 *New 2023-12-31 19,076 $1,478,000 19,076
   Private Advisor Group LLC - 2024-03-31 15,809 $1,211,000 -1,337
   Fort Point Capital Partners LLC 85 - 2023-12-31 15,601 $1,209,000 -929
   Semmax Financial Advisors Inc. 68 - 2023-12-31 15,211 $1,149,000 12,855
   CREATIVE PLANNING 1171 - 2023-12-31 14,321 $1,110,000 -3,802
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1738 - 2024-03-31 12,661 $970,000 1,524
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2123 - 2024-03-31 11,573 $887,000 370
   Chicago Partners Investment Group LLC 341 - 2024-03-31 11,474 $857,000 121
   Rockefeller Capital Management L.P. 1200 *New 2023-12-31 10,869 $842,000 10,869
   HARBOUR INVESTMENTS INC. 405 - 2023-12-31 10,667 $827,000 -1,055
   NATIONAL BANK OF CANADA /FI/ 1063 - 2023-12-31 9,529 $734,000 0
   BNP PARIBAS 191 - 2024-03-31 8,386 $643,000 0
   RFG Advisory Group LLC 475 *New 2024-03-31 7,626 $584,000 7,626
   Pinnacle Bank 89 - 2024-03-31 7,585 $581,000 0
   SAX WEALTH ADVISORS LLC 118 - 2023-12-31 6,658 $516,000 -54
   Mutual Advisors LLC - 2024-03-31 5,876 $450,000 -52
   STEPHENS INC /AR/ 782 - 2023-12-31 5,800 $449,000 -8,316
   FIERA SCEPTRE INC. 419 - 2024-03-31 5,476 $420,000 -80
   MARINER WEALTH ADVISORS, LLC 2060 - 2023-12-31 5,420 $420,000 -665
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4001 - 2023-12-31 5,382 $417,000 5,382
   Pinnacle Financial Group LLC / IL 52 *New 2023-12-31 4,835 $375,000 4,835
   Sharkey Howes & Javer 92 - 2024-03-31 4,736 $363,000 -8,390
   SEAMOUNT FINANCIAL GROUP INC 67 - 2024-03-31 4,737 $363,000 49
   BB&T CORP 2134 *New 2023-12-31 4,646 $360,000 4,646
   ALTFEST L J & CO INC 234 - 2024-03-31 4,633 $355,000 356
   MATHER GROUP, INC. 403 - 2024-03-31 4,520 $350,000 0
   MAYPORT LLC 65 *New 2024-03-31 4,449 $341,000 4,449
   Bristlecone Advisors LLC 219 - 2024-03-31 4,432 $340,000 -126
   OneAscent Wealth Management LLC 115 - 2024-03-31 4,254 $326,000 -204
   Kovack Advisors Inc. 349 - 2024-03-31 3,918 $300,000 -1,250
   Investment Advisory Group LLC - 2024-03-31 3,839 $294,000 0
   BUSEY TRUST CO 290 *New 2024-03-31 3,825 $293,000 3,825
   Peachtree Investment Partners LLC 73 - 2023-12-31 3,632 $281,000 0
   CITADEL ADVISORS LLC 4243 - 2023-12-31 3,191 $247,000 -18,713
   Caitlin John LLC 102 - 2023-12-31 3,164 $245,000 0
   Winthrop Capital Management LLC 117 - 2023-12-31 3,070 $238,000 0
   Checchi Capital Advisers LLC 524 - 2024-03-31 2,830 $217,000 0
   Dupree Financial Group LLC 59 - 2024-03-31 2,692 $206,000 -31
   MERCER GLOBAL ADVISORS INC /ADV 1840 - 2023-12-31 2,601 $202,000 -1,914
   COMMONWEALTH EQUITY SERVICES LLC. 3573 - 2024-03-31 2,638 $202,000 -1,946
   Archer Investment Corp 250 - 2023-12-31 1,791 $139,000 -3,138
   ANCORA ADVISORS, LLC 711 - 2023-12-31 1,700 $132,000 0
   PROFFITT & GOODSON INC 121 *New 2024-03-31 1,578 $121,000 1,578
   RICHARDSON FINANCIAL SERVICES INC. *New 2024-03-31 1,491 $114,000 1,491
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 1,030 $79,000 0
   Larson Financial Group LLC - 2024-03-31 974 $75,000 6
   HARVEST GROUP WEALTH MANAGEMENT LLC 60 - 2023-03-31 884 $68,000 -1,104
   REDMONT WEALTH ADVISORS LLC 87 *New 2024-03-31 745 $57,000 745
   Long Island Wealth Management Inc. 131 - 2023-12-31 640 $50,000 0
   COMERICA BANK 2715 - 2023-12-31 622 $48,000 -195,289
   Qube Research & Technologies Ltd 2917 - 2023-12-31 570 $44,000 0
   Davis Capital Management 138 - 2024-03-31 570 $43,000 -11
   ADVISORY SERVICES NETWORK, LLC 2080 *New 2023-12-31 543 $42,000 543
   NBC SECURITIES INC. 1221 - 2024-03-31 474 $36,000 0
   Bay Harbor Wealth Management LLC 111 *New 2024-03-31 401 $31,000 401
   OGOREK ANTHONY JOSEPH /NY/ /ADV 174 - 2024-03-31 245 $18,000 0
   Covestor Ltd 1349 - 2023-12-31 182 $14,000 0
   ELEVATE WEALTH ADVISORY INC 100 - 2024-03-31 185 $14,000 0
   CITIGROUP INC 4244 - 2023-12-31 100 $8,000 0
   Geneos Wealth Management Inc. - 2024-03-31 100 $8,000 -171
   Opal Wealth Advisors LLC 257 *New 2024-03-31 90 $7,000 90
   Sunbelt Securities Inc. 1281 - 2024-03-31 85 $7,000 0
   Global Retirement Partners LLC 2246 - 2024-03-31 90 $7,000 10
   AYRSHIRE ASSOCIATES INC 471 *New 2023-12-31 74 $6,000 74
   Ronald Blue Trust Inc. *New 2024-03-31 75 $6,000 75
   TOWER RESEARCH CAPITAL LLC 4971 *New 2023-12-31 56 $4,000 56
   PRIVATE TRUST CO NA 1984 - 2024-03-31 55 $4,000 0
   BANK OF MONTREAL /CAN/ 3272 - 2023-12-31 35 $3,000 -465
  100 Records found
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