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Get Institutions for : 
Vanguard Short-term Tax-exempt Bond Etf (VTES)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 73    37
Total shares held : 
 2,121,741  
% of shares held : 
 23.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   53  
Amount of shares held : 
 1,115,132  
% of shares held change : 
   12.39%  
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 :
40
 293,959
 13.85%
 
Increased Positions :
22
 911,952
 42.98%
 
Unchanged Positions :
5
 4,362
 0.21%
 
Decreased Positions :
6
-12,388
-0.58%
 
Closed Positions :
3
-78,391
-3.69%
 
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
   JANE STREET GROUP LLC 125 - 2023-12-31 946,027 $95,937,000 690,876
   Wescott Financial Advisory Group LLC 3 - 2023-12-31 481,044 $48,783,000 25,344
   Beaird Harris Wealth Management LLC 19 - 2023-12-31 183,190 $18,577,000 154,778
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 564 *New 2024-03-31 70,531 $7,102,000 70,531
   CAPITAL INVESTMENT SERVICES OF AMERICA INC 39 - 2023-12-31 65,850 $6,678,000 35,650
   BANK OF MONTREAL /CAN/ 995 - 2023-12-31 61,500 $6,060,000 27,000
   Landmark Financial Advisors LLC 16 - 2023-12-31 53,118 $5,387,000 5,332
   RAYMOND JAMES & ASSOCIATES 1590 - 2024-03-31 48,793 $4,913,000 1,174
   BANK OF AMERICA CORP /DE/ 2902 - 2023-12-31 46,844 $4,750,000 46,744
   FINANCIAL COUNSELORS INC *New 2023-12-31 39,025 $3,958,000 39,025
   Evanson Asset Management LLC 59 - 2024-03-31 25,091 $2,527,000 20,191
   Taylor Cottrill Erickson & Associates Inc. 26 - 2023-12-31 23,745 $2,408,000 15,900
   Diversified Portfolios Inc. 49 *New 2023-12-31 20,399 $2,069,000 20,399
   Kades & Cheifetz LLC 20 *New 2023-12-31 19,518 $1,979,000 19,518
   Sterling Financial Planning Inc. 38 - 2023-12-31 17,464 $1,771,000 13,429
   Firestone Capital Management 39 - 2023-12-31 16,692 $1,693,000 13,804
   MAYPORT LLC 24 - 2024-03-31 16,530 $1,665,000 8,610
   Silver Oak Advisory Group Inc. 17 - 2023-12-31 15,918 $1,614,000 8,890
   FINANCIAL ENGINES ADVISORS L.L.C. 166 *New 2023-12-31 13,560 $1,375,000 13,560
   Sunesis Advisors LLC 25 *New 2023-12-31 11,984 $1,215,000 11,984
   Planning Center Inc. 26 - 2024-03-31 11,127 $1,120,000 -20,875
   Eldridge Investment Advisors Inc. 75 *New 2023-12-31 10,412 $1,056,000 10,412
   Single Point Partners LLC 38 - 2024-03-31 9,864 $993,000 207
   Bowman & Co S.C. 54 *New 2024-03-31 9,715 $978,000 9,715
   Cetera Investment Advisers 1183 - 2023-12-31 8,509 $863,000 -1,139
   Private Advisor Group LLC 1198 - 2023-12-31 8,374 $849,000 2,591
   SINECERA CAPITAL LLC 17 - 2024-03-31 7,784 $784,000 1,343
   COMMONWEALTH EQUITY SERVICES LLC. 2297 - 2023-12-31 7,725 $783,000 4,082
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1905 - 2024-03-31 7,620 $767,000 2,946
   Watchman Group Inc. 52 - 2023-12-31 7,356 $746,000 320
   Waldron LP 189 *New 2023-12-31 7,128 $722,000 7,128
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3272 *New 2023-12-31 6,984 $708,000 6,984
   RFP Financial Group LLC 47 - 2023-12-31 6,911 $701,000 -1,952
   Stone Point Wealth LLC - 2023-12-31 6,872 $697,000 2,919
   RCS Financial Planning LLC 45 - 2024-03-31 5,942 $598,000 0
   Walleye Trading Advisors LLC 1032 - 2023-12-31 5,559 $564,000 1,624
   FLOW TRADERS U.S. LLC 469 - 2023-12-31 5,121 $519,000 5,121
   Francis Financial Inc. 42 - 2024-03-31 4,599 $463,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2563 - 2024-03-31 4,563 $460,000 1,391
   HBK SORCE ADVISORY LLC *New 2023-12-31 4,284 $434,000 4,284
   EMPIRICAL FINANCIAL SERVICES, LLC 345 *New 2023-12-31 4,169 $423,000 4,169
   FIDUCIARY TRUST CO 487 *New 2023-12-31 3,977 $403,000 3,977
   PrairieView Partners LLC - 2023-12-31 3,883 $394,000 3,877
   Life Planning Partners Inc 45 *New 2023-12-31 3,818 $387,000 3,818
   DAYMARK WEALTH PARTNERS LLC 303 *New 2024-03-31 3,771 $380,000 3,771
   CI Private Wealth LLC 1760 *New 2023-12-31 3,610 $366,000 3,610
   Laurel Wealth Advisors LLC 135 *New 2023-12-31 3,451 $350,000 3,451
   Resources Investment Advisors Inc. 854 *New 2023-12-31 3,452 $350,000 3,452
   Integrity Wealth Solutions LLC 69 - 2024-03-31 3,430 $345,000 -234
   RAYMOND JAMES TRUST CO 952 - 2024-03-31 3,096 $312,000 -1,416
   FinTrust Capital Advisors LLC 218 *New 2023-12-31 3,050 $309,000 3,050
   AVAII WEALTH MANAGEMENT LLC 107 *New 2023-12-31 3,012 $305,000 3,012
   MISSION WEALTH MANAGEMENT LLC 453 *New 2023-12-31 2,890 $293,000 2,890
   Advisor Group Holdings Inc. 3617 - 2023-12-31 2,829 $287,000 335
   UBS Group AG 4411 - 2023-12-31 2,509 $254,000 2,480
   BROWN WEALTH MANAGEMENT LLC 72 *New 2023-12-31 2,507 $254,000 2,507
   Ritter Daniher Financial Advisory LLC / DE 69 *New 2023-12-31 2,450 $248,000 2,450
   Lakewood Asset Management LLC 100 *New 2024-03-31 2,409 $243,000 2,409
   Grant Street Asset Management Inc. *New 2023-12-31 2,291 $232,000 2,291
   Level Financial Advisors Inc. 70 - 2024-03-31 2,292 $231,000 0
   ENVESTNET ASSET MANAGEMENT INC 3730 - 2023-12-31 2,280 $231,000 -2,297
   TOWNSQUARE CAPITAL LLC 1017 *New 2023-12-31 2,203 $223,000 2,203
   FINANCIAL NETWORK 2448 *New 2023-12-31 2,185 $222,000 2,185
   Main Street Financial Solutions LLC 474 *New 2024-03-31 2,168 $218,000 2,168
   CREATIVE FINANCIAL DESIGNS INC /ADV 374 *New 2023-12-31 2,080 $211,000 2,080
   CAROLINAS WEALTH CONSULTING LLC 156 - 2023-12-31 2,025 $205,000 13
   CAMBRIDGE TRUST CO 351 *New 2023-12-31 882 $89,000 882
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 232 - 2024-03-31 700 $70,000 400
   Farther Finance Advisors LLC 1026 *New 2023-12-31 500 $51,000 500
   Nelson Van Denburg & Campbell Wealth Management Gr 721 *New 2023-12-31 500 $51,000 500
   ANCORA ADVISORS, LLC 982 - 2023-12-31 348 $35,000 0
   Annapolis Financial Services LLC 198 *New 2024-03-31 268 $27,000 268
   HARBOUR INVESTMENTS INC. 1765 - 2023-12-31 250 $25,000 0
   MORGAN STANLEY 6483 *New 2023-12-31 76 $8,000 76
   Penserra Capital Management LLC 1163 *New 2023-12-31 73 $7,000 73
   J P MORGAN CHASE & CO 5552 *Closed 2023-12-31 0 $0 -67,816
   PROEQUITIES INC. 6218 - 2023-12-31 0 $0 0
   FMR LLC 5089 *New 2023-12-31 1 $0 1
   FC Advisory LLC 97 *Closed 2024-03-31 0 $0 -2,746
   RETIREMENT PLANNING GROUP 216 *Closed 2024-03-31 0 $0 -1,977
   Richardson Capital Management LLC 169 *Closed 2024-03-31 0 $0 -100
   OLD MISSION CAPITAL LLC 1079 *Closed 2023-12-31 0 $0 -6,180
   Emerald Investment Partners LLC *Closed 2023-12-31 0 $0 -4,395
  83 Records found
  1    
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