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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
   Northwest Capital Management Inc 13 - 2024-03-31 104,022 $5,154,000 0
   ZAZOVE ASSOCIATES LLC 4 - 2024-03-31 100,000 $4,955,000 0
   TD CAPITAL MANAGEMENT LLC 38 - 2024-03-31 67,806 $3,352,000 0
   YALE CAPITAL CORP 133 - 2024-03-31 57,110 $2,830,000 0
   HBW Advisory Services LLC 76 - 2024-03-31 43,342 $2,143,000 0
   BEESE FULMER INVESTMENT MANAGEMENT INC 109 - 2024-03-31 26,795 $1,328,000 0
   DORSEY & WHITNEY TRUST CO LLC 197 - 2024-03-31 24,212 $1,200,000 0
   Capstone Triton Financial Group LLC 50 - 2024-03-31 20,534 $1,017,000 0
   KLINGENSTEIN FIELDS & CO LLC 97 - 2024-03-31 19,233 $953,000 0
   TIAA TRUST NATIONAL ASSOCIATION 359 - 2024-03-31 18,469 $915,000 0
   TIAA FSB 340 - 2023-06-30 18,469 $908,000 0
   Peak Asset Management LLC 86 - 2024-03-31 14,418 $714,000 0
   CUTLER INVESTMENT COUNSEL LLC 84 - 2024-03-31 13,766 $682,000 0
   Financial Perspectives Inc 69 - 2024-03-31 11,017 $546,000 0
   WEALTHSOURCE PARTNERS LLC 329 - 2023-12-31 9,660 $478,000 0
   Bridgeworth LLC - 2023-12-31 9,066 $448,000 0
   Allegheny Financial Group LTD 134 - 2024-03-31 8,346 $414,000 0
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 118 - 2023-12-31 8,200 $405,000 0
   Parallel Advisors LLC 601 - 2024-03-31 7,925 $393,000 0
   RMB CAPITAL MANAGEMENT LLC 434 - 2023-12-31 6,574 $325,000 0
   DAVENPORT & CO LLC 926 - 2024-03-31 5,854 $290,000 0
   ROUNDVIEW CAPITAL LLC 291 - 2024-03-31 5,598 $277,000 0
   Integrys Wealth Advisors LLC 129 - 2024-03-31 5,000 $248,000 0
   Intercontinental Wealth Advisors LLC 286 - 2023-06-30 5,000 $246,000 0
   Pinnacle Wealth Management Advisory Group LLC 325 - 2024-03-31 4,250 $211,000 0
   Investment Advisory Group LLC 151 - 2024-03-31 4,218 $209,000 0
   Biechele Royce Advisors 59 - 2024-03-31 4,100 $204,000 0
   ALLEN INVESTMENT MANAGEMENT LLC 205 - 2024-03-31 4,089 $203,000 0
   Tradition Wealth Management LLC 375 - 2023-12-31 3,000 $148,000 0
   Blume Capital Management Inc. 118 - 2024-03-31 2,819 $140,000 0
   PRINCIPAL SECURITIES INC. 1203 - 2024-03-31 2,373 $118,000 0
   LGT Financial Advisors LLC 176 - 2024-03-31 2,000 $99,000 0
   Community Bank N.A. 239 - 2023-12-31 2,000 $99,000 0
   AllSquare Wealth Management LLC 159 - 2024-03-31 1,811 $90,000 0
   US BANCORP 2675 - 2024-03-31 1,000 $50,000 0
   IFP Advisors Inc 1833 - 2023-12-31 446 $22,000 0
   Hexagon Capital Partners LLC 723 - 2024-03-31 343 $17,000 0
   Sound Income Strategies LLC 655 - 2024-03-31 306 $15,000 0
   Farther Finance Advisors LLC 1457 - 2023-12-31 287 $14,000 0
   Pinnacle Bank 655 - 2024-03-31 200 $10,000 0
   JJJ Advisors Inc. 703 - 2024-03-31 181 $9,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 513 - 2024-03-31 48 $2,000 0
   Geneos Wealth Management Inc. 1887 - 2024-03-31 33 $2,000 0
   PROEQUITIES INC. 6644 - 2024-03-31 0 $0 0

  44 Records found
  1    
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