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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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 564 *New 2024-03-31 70,531 $7,102,000 70,531
   JNB Advisors LLC 134 *New 2024-03-31 16,400 $1,651,000 16,400
   FINANCIAL ENGINES ADVISORS L.L.C. 166 *New 2023-12-31 13,560 $1,375,000 13,560
   HAVERFORD TRUST CO 210 *New 2024-03-31 10,500 $1,057,000 10,500
   Bowman & Co S.C. 54 *New 2024-03-31 9,715 $978,000 9,715
   Integrated Advisors Network LLC 449 *New 2024-03-31 5,112 $515,000 5,112
   LPL FINANCIAL CORP 3765 *New 2024-03-31 4,659 $469,000 4,659
   EnRich Financial Partners LLC 32 *New 2024-03-31 4,024 $405,000 4,024
   FIDUCIARY TRUST CO 487 *New 2023-12-31 3,977 $403,000 3,977
   DAYMARK WEALTH PARTNERS LLC 303 *New 2024-03-31 3,771 $380,000 3,771
   Laurel Wealth Advisors LLC 135 *New 2023-12-31 3,451 $350,000 3,451
   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
   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
   CAMBRIDGE TRUST CO 351 *New 2023-12-31 882 $89,000 882
   Farther Finance Advisors LLC 1026 *New 2023-12-31 500 $51,000 500
   Annapolis Financial Services LLC 198 *New 2024-03-31 268 $27,000 268
   BENJAMIN F. EDWARDS & COMPANY INC. 1503 *New 2024-03-31 208 $21,000 208
   Atlantic Trust Group LLC 2046 *New 2024-03-31 200 $20,000 200
   MORGAN STANLEY 6483 *New 2023-12-31 76 $8,000 76
   Penserra Capital Management LLC 1163 *New 2023-12-31 73 $7,000 73
   FMR LLC 5089 *New 2023-12-31 1 $0 1
  25 Records found
  1    
  Page 1 of 1
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