Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard Ultrashort Bond Etf (VUSB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 271    15
Total shares held : 
 41,239,660  
% of shares held : 
 45.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -23  
Amount of shares held : 
 170,688  
% of shares held change : 
   0.19%  
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 :
18
 310,680
 0.75%
 
Increased Positions :
99
 4,213,784
 10.22%
 
Unchanged Positions :
47
 1,103,613
 2.68%
 
Decreased Positions :
107
-2,345,940
-5.69%
 
Closed Positions :
33
-2,007,836
-4.87%
 
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
   J P MORGAN CHASE & CO 259 - 2024-03-31 15,900,091 $787,850,000 103,701
   WHARTON BUSINESS GROUP, LLC 1 - 2023-12-31 4,357,674 $215,443,000 29,880
   RENAISSANCE TECHNOLOGIES LLC 200 - 2023-12-31 1,513,107 $74,808,000 680,934
   Ronald Blue Trust Inc. 25 - 2024-03-31 1,498,364 $74,244,000 59,922
   WELLS FARGO & CO/MN 649 - 2024-03-31 1,223,626 $60,631,000 138,440
   Efficient Wealth Management LLC 2 - 2024-03-31 1,054,151 $52,234,000 19,423
   Colony Family Offices LLC 2 - 2024-03-31 853,800 $42,306,000 -12,288
   Pacific Center for Financial Services 2 - 2023-12-31 747,433 $36,953,000 -14,355
   LPL FINANCIAL CORP 689 - 2024-03-31 696,480 $34,511,000 72,733
   Fortis Advisors LLC 1 - 2023-12-31 442,474 $21,876,000 12,276
   Strategic Financial Group LLC - 2023-12-31 434,192 $21,466,000 -2,869
   David Kennon Inc 3 - 2024-03-31 428,768 $21,245,000 5,935
   Capital Analysts Inc. 17 - 2023-12-31 429,506 $21,234,000 126,278
   InterOcean Capital Group LLC 49 - 2023-12-31 417,099 $20,621,000 -3,187
   Red Wave Investments LLC 2 - 2023-12-31 388,250 $19,195,000 136,900
   NewEdge Wealth LLC 76 - 2024-03-31 328,002 $16,177,000 73,847
   HIGHTOWER ADVISORS, LLC 560 - 2024-03-31 297,683 $14,742,000 259,580
   HORIZON ASSET MANAGEMENT INC/NY 41 - 2023-12-31 291,631 $14,418,000 13,379
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 354 - 2024-03-31 266,720 $13,216,000 18,815
   Betterment LLC 74 - 2024-03-31 264,182 $13,090,000 29,017
   STIFEL FINANCIAL CORP 686 - 2023-12-31 255,792 $12,646,000 41,205
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 17 - 2024-03-31 229,580 $11,376,000 3,514
   Schulz Wealth LTD. 3 - 2024-03-31 227,228 $11,259,000 -23,742
   AE Wealth Management LLC 374 - 2023-12-31 221,206 $10,972,000 93,136
   Coyle Financial Counsel Inc. 7 - 2023-12-31 211,964 $10,479,000 -2,496
   CI Private Wealth LLC 517 - 2024-03-31 207,914 $10,302,000 9,822
   Ariel Capital Advisors LLC 9 - 2024-03-31 206,600 $10,237,000 -100
   Fonville Wealth Management LLC 3 - 2024-03-31 201,609 $9,990,000 30,694
   BANK OF AMERICA CORP /DE/ 2455 - 2023-12-31 184,715 $9,132,000 147,805
   Rockefeller Capital Management L.P. 501 - 2023-12-31 172,179 $8,513,000 -1,532
   HB Wealth Management LLC 100 - 2024-03-31 171,604 $8,503,000 21,476
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 529 - 2024-03-31 163,756 $8,114,000 34,977
   Advisor Group Holdings Inc. 779 - 2024-03-31 163,727 $8,113,000 -43,696
   COMMONWEALTH EQUITY SERVICES LLC. 905 - 2024-03-31 158,147 $7,836,000 -2,687
   NVWM LLC 6 - 2024-03-31 154,366 $7,649,000 -7,827
   FINANCIAL NETWORK 422 - 2023-12-31 153,997 $7,614,000 41,112
   Scott Capital Advisors LLC 14 - 2024-03-31 149,550 $7,386,000 -687
   ROYAL BANK OF CANADA 1650 - 2023-12-31 148,104 $7,322,000 6,873
   WEBSTERROGERS FINANCIAL ADVISORS LLC 14 - 2023-12-31 144,084 $7,124,000 -65,766
   BLAIR WILLIAM & CO/IL 394 - 2024-03-31 140,702 $6,972,000 -12,575
   MONUMENTAL FINANCIAL GROUP INC. 9 - 2024-03-31 139,539 $6,914,000 11,011
   ECLECTIC ASSOCIATES INC /ADV 5 - 2024-03-31 134,217 $6,650,000 -12,303
   WealthPlan Investment Management LLC 42 *New 2023-12-31 130,106 $6,432,000 130,106
   LOWE BROCKENBROUGH & CO INC 62 - 2023-12-31 128,100 $6,333,000 46,450
   MADISON WEALTH MANAGEMENT 20 - 2023-09-30 126,555 $6,225,000 -4,895
   FOCUS FINANCIAL NETWORK INC /ADV 97 - 2023-12-31 125,634 $6,211,000 0
   Kathmere Capital Management LLC 35 - 2024-03-31 121,094 $6,000,000 -5,939
   AlphaCore Capital LLC 23 - 2023-12-31 120,000 $5,933,000 -40,000
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1065 - 2024-03-31 112,853 $5,592,000 37,412
   Steward Partners Investment Advisory LLC 261 - 2023-12-31 111,999 $5,537,000 91,154
   Roberts Wealth Advisors LLC 11 - 2024-03-31 111,967 $5,525,000 55,305
   Annapolis Financial Services LLC 19 - 2024-03-31 106,579 $5,281,000 -4,688
   Chicago Partners Investment Group LLC 102 - 2024-03-31 104,583 $5,170,000 920
   Northwest Capital Management Inc 13 - 2024-03-31 104,022 $5,154,000 0
   CWM LLC 412 - 2024-03-31 104,023 $5,154,000 1
   ZAZOVE ASSOCIATES LLC 4 - 2024-03-31 100,000 $4,955,000 0
   McClarren Financial Advisors Inc. 8 - 2024-03-31 6,392 $4,911,000 -72,938
   MARINER WEALTH ADVISORS, LLC 683 - 2023-12-31 99,118 $4,900,000 -5,130
   CREATIVE PLANNING 583 - 2023-12-31 94,016 $4,648,000 -20,154
   Pine Harbor Wealth Management LLC 9 - 2023-12-31 92,157 $4,556,000 0
   MML INVESTORS SERVICES LLC 654 - 2023-12-31 90,009 $4,450,000 40,136
   BANK OF MONTREAL /CAN/ 1088 - 2023-12-31 88,400 $4,370,000 55,394
   ADVISORY RESEARCH INC 38 - 2023-12-31 87,535 $4,328,000 4,060
   Focus Financial Network Inc. 89 - 2024-03-31 84,265 $4,160,000 0
   SALEM INVESTMENT COUNSELORS INC 103 - 2024-03-31 79,637 $3,946,000 2,260
   Aberdeen Wealth Management LLC 5 - 2023-12-31 79,178 $3,915,000 -214
   SAGE RHINO CAPITAL LLC 35 - 2024-03-31 78,821 $3,906,000 2,106
   American Trust 59 - 2023-12-31 78,607 $3,886,000 -9,411
   SP Asset Management LLC 50 - 2024-03-31 76,164 $3,774,000 -33,899
   MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 53 - 2024-03-31 76,083 $3,770,000 -3,556
   Signature Wealth Management Group 23 - 2024-03-31 71,828 $3,547,000 7,181
   TruWealth Advisors LLC 58 - 2024-03-31 69,604 $3,449,000 19,841
   TAGStone Capital Inc. 17 - 2024-03-31 68,684 $3,403,000 -521
   TD CAPITAL MANAGEMENT LLC 38 - 2024-03-31 67,806 $3,352,000 0
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 148 *New 2024-03-31 66,415 $3,291,000 66,415
   Kraft Davis & Associates LLC 27 - 2023-12-31 63,973 $3,174,000 45,596
   CAPITAL INVESTMENT SERVICES OF AMERICA INC 47 - 2023-12-31 63,040 $3,117,000 -36,120
   PALISADES HUDSON ASSET MANAGEMENT L.P. 18 - 2024-03-31 61,871 $3,066,000 1,747
   MorganRosel Wealth Management LLC 21 - 2024-03-31 60,484 $2,997,000 19,206
   NAPLES GLOBAL ADVISORS LLC 97 - 2024-03-31 58,125 $2,880,000 -15,325
   VALMARK ADVISERS INC 134 - 2024-03-31 57,602 $2,854,000 -610
   YALE CAPITAL CORP 133 - 2024-03-31 57,110 $2,830,000 0
   Bouchey Financial Group Ltd 32 - 2024-03-31 56,674 $2,808,000 -15,487
   FRONT BARNETT ASSOCIATES LLC 43 - 2023-09-30 55,749 $2,742,000 -32,050
   KITCHING PARTNERS LLC 7 - 2023-12-31 54,190 $2,679,000 0
   Equity Investment Corp Acquisition Inc 45 - 2024-03-31 53,907 $2,671,000 8,661
   Axiom Advisory LLC 14 - 2024-03-31 51,949 $2,574,000 1,750
   HTG Investment Advisors Inc. 16 - 2024-03-31 50,880 $2,521,000 1,459
   BUSEY TRUST CO 129 *New 2024-03-31 50,353 $2,495,000 50,353
   ADAR1 Capital Management LLC 24 - 2023-12-31 50,206 $2,482,000 0
   Streettalk Advisors LLC 96 - 2024-03-31 49,887 $2,472,000 2,079
   Strategic Investment Solutions Inc. /IL 27 - 2023-12-31 48,592 $2,402,000 32,090
   ENVESTNET ASSET MANAGEMENT INC 2345 - 2023-12-31 48,370 $2,391,000 10,172
   CHESLEY TAFT & ASSOCIATES LLC/IL 126 - 2024-03-31 46,605 $2,309,000 1,993
   PLANNING DIRECTIONS INC 12 - 2024-03-31 46,585 $2,308,000 -4,516
   Joseph Group Capital Management 18 - 2023-12-31 44,965 $2,223,000 9,821
   Ameritas Advisory Services LLC 163 - 2023-12-31 43,861 $2,168,000 -8,461
   MontVue Capital Management Inc. 12 - 2024-03-31 43,308 $2,146,000 -2,215
   HBW Advisory Services LLC 76 - 2024-03-31 43,342 $2,143,000 0
   Roble Belko & Company Inc 38 - 2024-03-31 41,365 $2,050,000 687
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us