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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
   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
   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
   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
   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
   AE Wealth Management LLC 374 - 2023-12-31 221,206 $10,972,000 93,136
   CI Private Wealth LLC 517 - 2024-03-31 207,914 $10,302,000 9,822
   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
   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
   FINANCIAL NETWORK 422 - 2023-12-31 153,997 $7,614,000 41,112
   ROYAL BANK OF CANADA 1650 - 2023-12-31 148,104 $7,322,000 6,873
   MONUMENTAL FINANCIAL GROUP INC. 9 - 2024-03-31 139,539 $6,914,000 11,011
   LOWE BROCKENBROUGH & CO INC 62 - 2023-12-31 128,100 $6,333,000 46,450
   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
   Chicago Partners Investment Group LLC 102 - 2024-03-31 104,583 $5,170,000 920
   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
   SALEM INVESTMENT COUNSELORS INC 103 - 2024-03-31 79,637 $3,946,000 2,260
   SAGE RHINO CAPITAL LLC 35 - 2024-03-31 78,821 $3,906,000 2,106
   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
   Kraft Davis & Associates LLC 27 - 2023-12-31 63,973 $3,174,000 45,596
   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
   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
   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
   Joseph Group Capital Management 18 - 2023-12-31 44,965 $2,223,000 9,821
   Roble Belko & Company Inc 38 - 2024-03-31 41,365 $2,050,000 687
   New Capital Management LP 19 - 2024-03-31 41,143 $2,039,000 389
   Compass Financial Group Inc. 26 - 2024-03-31 40,186 $1,991,000 26
   U.S. Capital Wealth Advisors LLC 253 - 2024-03-31 36,772 $1,822,000 1,092
   OHE FINANCIAL INC 78 - 2023-12-31 36,522 $1,806,000 95
   WARREN AVERETT ASSET MANAGEMENT, LLC 166 - 2023-12-31 34,891 $1,725,000 17,115
   GUARANTY TRUST CO OF MISSOURI /MO/ 262 - 2024-03-31 31,345 $1,553,000 25,038
   Anson Capital Inc. 15 - 2024-03-31 29,634 $1,468,000 11,558
   Ballew Advisors Inc 25 - 2024-03-31 28,563 $1,408,000 580
   Resources Investment Advisors Inc. 430 - 2024-03-31 26,318 $1,304,000 6,281
   Willow Creek Wealth Management Inc. 59 - 2023-12-31 25,682 $1,270,000 2,066
   Lebenthal Global Advisors LLC 46 - 2024-03-31 23,684 $1,174,000 67
   SOL CAPITAL MANAGEMENT CO 151 - 2024-03-31 22,375 $1,109,000 3,025
   Rappaport Reiches Capital Management LLC 41 - 2024-03-31 21,920 $1,086,000 18
   Atria Wealth Solutions Inc. 833 - 2023-12-31 21,171 $1,047,000 7,303
   Quadcap Wealth Management LLC 108 - 2024-03-31 18,581 $921,000 14,482
   Kestra Advisory Services LLC 1179 - 2023-12-31 18,087 $894,000 4,396
   Clarius Group LLC 138 - 2024-03-31 17,861 $885,000 11,637
   MAINSAIL ASSET MANAGEMENT LLC 15 - 2024-03-31 16,994 $842,000 5,367
   Ruedi Wealth Management Inc. 29 - 2024-03-31 16,175 $801,000 136
   COMERICA BANK 1640 - 2023-12-31 15,964 $789,000 8,863
   Lakewood Asset Management LLC 58 - 2024-03-31 13,907 $689,000 155
   Compass Financial Group INC/SD 41 - 2024-03-31 13,860 $687,000 1,657
   Core Wealth Advisors Inc. 29 - 2023-12-31 13,735 $679,000 57
   GSG Advisors LLC 51 - 2024-03-31 13,748 $678,000 5,837
   MULTIFINANCIAL SECURITIES CORP 966 - 2023-12-31 13,521 $668,000 4,165
   Latitude Advisors LLC 52 - 2024-03-31 13,456 $667,000 211
   St. James Investment Advisors LLC 38 - 2022-12-31 12,880 $631,000 8,371
   FLOW TRADERS U.S. LLC 450 - 2023-12-31 11,934 $590,000 11,934
   Laidlaw Wealth Management LLC 115 - 2023-12-31 11,505 $569,000 7
   Greenspring Advisors LLC 37 - 2024-03-31 11,059 $548,000 908
   Cetera Investment Advisers 1439 - 2023-12-31 11,045 $546,000 2,003
   BLUE CREEK INVESTMENT PARTNERS LLC 186 - 2024-03-31 10,919 $541,000 50
   BUCKINGHAM ASSET MANAGEMENT, LLC 455 - 2024-03-31 10,257 $508,000 32
   Beacon Pointe Advisors LLC 898 - 2023-12-31 9,874 $488,000 4,595
   Exeter Financial LLC 72 - 2024-03-31 9,493 $469,000 1,221
   Lokken Investment Group LLC 81 - 2023-12-31 9,312 $460,000 2,212
   CENTRAL VALLEY ADVISORS LLC 87 - 2024-03-31 8,963 $444,000 31
   Patriot Investment Management Inc. 177 - 2024-03-31 8,378 $415,000 1,624
   Pinnacle Wealth Planning Services Inc. 236 - 2024-03-31 7,743 $384,000 1,637
   RHS Financial LLC 79 - 2024-03-31 7,701 $382,000 3,216
   Prime Capital Investment Advisors LLC - 2023-12-31 7,635 $377,000 1,322
   Cardinal Point Capital Management ULC 55 - 2024-03-31 7,390 $366,000 7,390
   WNY Asset Management LLC 177 - 2024-03-31 7,021 $348,000 9
   Evanson Asset Management LLC 220 - 2024-03-31 7,000 $347,000 1,000
   RAYMOND JAMES & ASSOCIATES 3292 - 2024-03-31 6,486 $321,000 1,236
   BENJAMIN F. EDWARDS & COMPANY INC. 759 - 2024-03-31 6,411 $318,000 3,081
   Madrona Financial Services LLC 63 - 2024-03-31 6,408 $318,000 1,987
   Chandler Asset Management Inc. 23 - 2023-12-31 6,385 $316,000 510
   Ten Capital Wealth Advisors LLC 97 - 2023-06-30 6,222 $305,000 2,541
  100 Records found
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