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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Sunesis Advisors LLC 24 - 2024-03-31 11,984 $1,207,000 0
   RCS Financial Planning LLC 45 - 2024-03-31 5,942 $598,000 0
   Francis Financial Inc. 42 - 2024-03-31 4,599 $463,000 0
   PrairieView Partners LLC 88 - 2024-03-31 3,883 $392,000 0
   FinTrust Capital Advisors LLC 219 - 2024-03-31 3,050 $307,000 0
   Level Financial Advisors Inc. 70 - 2024-03-31 2,292 $231,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1233 - 2024-03-31 500 $50,000 0
   ANCORA ADVISORS, LLC 982 - 2023-12-31 348 $35,000 0
   HARBOUR INVESTMENTS INC. 1765 - 2023-12-31 250 $25,000 0
   PROEQUITIES INC. 5092 - 2024-03-31 0 $0 0

  10 Records found
  1    
  Page 1 of 1
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