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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
   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
   Diversified Portfolios Inc. 37 - 2024-03-31 37,495 $3,776,000 17,096
   Kades & Cheifetz LLC 12 - 2024-03-31 37,424 $3,769,000 17,906
   Taylor Cottrill Erickson & Associates Inc. 27 - 2024-03-31 26,580 $2,677,000 2,835
   Evanson Asset Management LLC 59 - 2024-03-31 25,091 $2,527,000 20,191
   Sterling Financial Planning Inc. 35 - 2024-03-31 21,691 $2,184,000 4,227
   Firestone Capital Management 40 - 2024-03-31 17,739 $1,786,000 1,047
   Silver Oak Advisory Group Inc. 17 - 2024-03-31 17,119 $1,724,000 1,201
   MAYPORT LLC 24 - 2024-03-31 16,530 $1,665,000 8,610
   COMMONWEALTH EQUITY SERVICES LLC. 2172 - 2024-03-31 10,646 $1,072,000 2,921
   Eldridge Investment Advisors Inc. 80 - 2024-03-31 10,462 $1,054,000 50
   Single Point Partners LLC 38 - 2024-03-31 9,864 $993,000 207
   Private Advisor Group LLC 1162 - 2024-03-31 9,816 $988,000 1,442
   Watchman Group Inc. 53 - 2024-03-31 8,025 $808,000 669
   SINECERA CAPITAL LLC 17 - 2024-03-31 7,784 $784,000 1,343
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1905 - 2024-03-31 7,620 $767,000 2,946
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2563 - 2024-03-31 4,563 $460,000 1,391
   HBK SORCE ADVISORY LLC 355 - 2024-03-31 4,539 $457,000 255
   AVAII WEALTH MANAGEMENT LLC 84 - 2024-03-31 3,676 $370,000 664
   Resources Investment Advisors Inc. 852 - 2024-03-31 3,519 $354,000 67
   CREATIVE FINANCIAL DESIGNS INC /ADV 326 - 2024-03-31 3,127 $315,000 1,047
   Advisor Group Holdings Inc. 3321 - 2024-03-31 2,972 $299,000 143
   UBS Group AG 4411 - 2023-12-31 2,509 $254,000 2,480
   CAROLINAS WEALTH CONSULTING LLC 156 - 2023-12-31 2,025 $205,000 13
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 232 - 2024-03-31 700 $70,000 400
  34 Records found
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