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Get Institutions for : 
Vanguard Ultrashort Bond Etf (VUSB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WealthPlan Investment Management LLC 42 *New 2023-12-31 130,106 $6,432,000 130,106
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 148 *New 2024-03-31 66,415 $3,291,000 66,415
   BUSEY TRUST CO 129 *New 2024-03-31 50,353 $2,495,000 50,353
   TIEDEMANN WEALTH MANAGEMENT, LLC 74 *New 2023-09-30 40,600 $1,997,000 40,600
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 288 *New 2024-03-31 29,691 $1,471,000 29,691
   Capital Square LLC 38 *New 2024-03-31 23,554 $1,167,000 23,554
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2375 *New 2024-03-31 23,130 $1,146,000 23,130
   Integrated Wealth Concepts LLC 679 *New 2023-12-31 22,547 $1,115,000 22,547
   Fortis Group Advisors LLC 95 *New 2024-03-31 19,353 $959,000 19,353
   COLONY GROUP, LLC 478 *New 2023-12-31 17,308 $856,000 17,308
   BRASADA CAPITAL MANAGEMENT LP 107 *New 2023-12-31 12,923 $639,000 12,923
   Sheets Smith Investment Management 22 *New 2022-12-31 12,760 $626,000 12,760
   Global Assets Advisory LLC 307 *New 2024-03-31 28,988 $588,000 28,988
   SIGNALPOINT ASSET MANAGEMENT, LLC 132 *New 2024-03-31 11,266 $558,000 11,266
   LINCOLN NATIONAL CORP 702 *New 2024-03-31 11,136 $552,000 11,136
   Beaird Harris Wealth Management LLC 67 *New 2023-12-31 9,791 $484,000 9,791
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 202 *New 2024-03-31 9,330 $461,000 9,330
   Integrated Advisors Network LLC 489 *New 2024-03-31 8,850 $439,000 8,850
   Joel Isaacson & Co. LLC 244 *New 2024-03-31 7,500 $372,000 7,500
   BSC PRIVATE WEALTH MANAGEMENT LLC 124 *New 2024-03-31 6,864 $340,000 6,864
   BB&T CORP 2187 *New 2023-12-31 6,801 $336,000 6,801
   MILLENNIUM MANAGEMENT LLC 3313 *New 2023-12-31 5,656 $280,000 5,656
   Wealthcare Advisory Partners LLC 702 *New 2024-03-31 5,261 $261,000 5,261
   Ausdal Financial Partners Inc. 433 *New 2024-03-31 4,225 $209,000 4,225
   CFS Investment Advisory Services LLC 144 *New 2023-12-31 4,228 $209,000 4,228
   CULBERTSON A N & CO INC 120 *New 2024-03-31 4,150 $206,000 4,150
   Anchor Investment Management LLC 433 *New 2023-12-31 2,149 $106,000 2,149
   CREATIVE FINANCIAL DESIGNS INC /ADV 649 *New 2024-03-31 1,350 $67,000 1,350
   TD Waterhouse Canada Inc. 981 *New 2024-03-31 1,381 $67,000 1,381
   Rockbridge Investment Management LCC 225 *New 2023-12-31 1,163 $57,000 1,163
  30 Records found
  1    
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