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
   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
   Strategic Financial Group LLC - 2023-12-31 434,192 $21,466,000 -2,869
   InterOcean Capital Group LLC 49 - 2023-12-31 417,099 $20,621,000 -3,187
   Schulz Wealth LTD. 3 - 2024-03-31 227,228 $11,259,000 -23,742
   Coyle Financial Counsel Inc. 7 - 2023-12-31 211,964 $10,479,000 -2,496
   Ariel Capital Advisors LLC 9 - 2024-03-31 206,600 $10,237,000 -100
   Rockefeller Capital Management L.P. 501 - 2023-12-31 172,179 $8,513,000 -1,532
   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
   Scott Capital Advisors LLC 14 - 2024-03-31 149,550 $7,386,000 -687
   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
   ECLECTIC ASSOCIATES INC /ADV 5 - 2024-03-31 134,217 $6,650,000 -12,303
   MADISON WEALTH MANAGEMENT 20 - 2023-09-30 126,555 $6,225,000 -4,895
   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
   Annapolis Financial Services LLC 19 - 2024-03-31 106,579 $5,281,000 -4,688
   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
   Aberdeen Wealth Management LLC 5 - 2023-12-31 79,178 $3,915,000 -214
   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
   TAGStone Capital Inc. 17 - 2024-03-31 68,684 $3,403,000 -521
   CAPITAL INVESTMENT SERVICES OF AMERICA INC 47 - 2023-12-31 63,040 $3,117,000 -36,120
   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
   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
   PLANNING DIRECTIONS INC 12 - 2024-03-31 46,585 $2,308,000 -4,516
   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
   CHATHAM CAPITAL GROUP INC 87 - 2024-03-31 37,700 $1,868,000 -1,570
   NORTHWEST WEALTH MANAGEMENT LLC 49 - 2023-12-31 31,209 $1,543,000 -6,264
   KOCHIS FITZ/QUINTILE LLC 113 - 2024-03-31 30,370 $1,505,000 -4,775
   REGATTA CAPITAL GROUP LLC 59 - 2024-03-31 29,897 $1,481,000 -120,945
   CWS Financial Advisors LLC 22 - 2024-03-31 28,820 $1,428,000 -30
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 30 - 2024-03-31 28,468 $1,411,000 -467
   Ballentine Capital Advisors Inc 13 - 2024-03-31 28,425 $1,401,000 -1,616
   PEAPACK GLADSTONE FINANCIAL CORP 368 - 2024-03-31 27,200 $1,348,000 -4,300
   Applied Capital LLC 24 - 2024-03-31 26,752 $1,326,000 -9,785
   TriaGen Wealth Management LLC 55 - 2024-03-31 24,595 $1,219,000 -100
   Grant Street Asset Management Inc. 24 - 2024-03-31 23,582 $1,168,000 -737,039
   MODERA WEALTH MANAGEMENT, LLC 277 - 2023-12-31 23,260 $1,150,000 -382,885
   BARTLETT & CO. LLC 255 - 2023-12-31 23,256 $1,149,000 -1,669
   Leeward Financial Partners LLC 50 - 2024-03-31 23,026 $1,141,000 -21,140
   MANCHESTER CAPITAL MANAGEMENT LLC 103 - 2024-03-31 22,830 $1,131,000 -1,494
   WAGNER CAPITAL MANAGEMENT CORP 141 - 2024-03-31 22,221 $1,101,000 -500
   Baldrige Asset Management LLC 51 - 2023-03-31 22,160 $1,091,000 -1,975
   BARTLETT & CO. WEALTH MANAGEMENT LLC 258 - 2024-03-31 22,025 $1,091,000 -1,231
   Belpointe Asset Management LLC 242 - 2024-03-31 21,679 $1,074,000 -7,566
   WESCAP Management Group Inc. 53 - 2023-12-31 20,601 $1,019,000 -968
   Cresset Asset Management LLC 868 - 2023-12-31 20,476 $1,012,000 -476
   Landmark Financial Advisors LLC 38 - 2023-12-31 20,464 $1,012,000 -12,052
   PARTNERS CAPITAL INVESTMENT GROUP LLP 138 - 2023-12-31 20,296 $1,003,000 -20,429
   Willis Johnson & Associates Inc. 61 - 2024-03-31 20,117 $997,000 -26,547
   Apella Capital LLC 139 - 2024-03-31 19,453 $961,000 -2,426
   CGC Financial Services LLC 14 - 2024-03-31 18,904 $937,000 -584
   Gladstone Institutional Advisory LLC 300 - 2023-12-31 18,705 $925,000 -4,474
   COLONY GROUP LLC 440 - 2023-09-30 18,805 $925,000 -5,972
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 56 - 2024-03-31 17,650 $875,000 -11,839
   MORGAN STANLEY 4861 - 2023-12-31 16,922 $837,000 -4,132
   Cypress Point Wealth Management LLC 42 - 2024-03-31 16,594 $822,000 -476
   Life Planning Partners Inc 27 - 2024-03-31 15,967 $791,000 -200
   KESTRA PRIVATE WEALTH SERVICES LLC 636 - 2024-03-31 15,355 $761,000 -11,199
   Gradient Capital Advisors LLC 71 - 2024-03-31 15,151 $751,000 -2,532
   JANNEY MONTGOMERY SCOTT LLC 1716 - 2024-03-31 14,100 $699,000 -856
   CARDIFF PARK ADVISORS LLC 122 - 2023-12-31 13,927 $689,000 -397
   Comprehensive Portfolio Management LLC 466 - 2024-03-31 13,052 $647,000 -1,513
   SUMMIT ASSET MANAGEMENT, LLC 80 - 2024-03-31 12,830 $636,000 -2,200
   Relative Value Partners Group LLC 180 - 2023-12-31 11,981 $592,000 -6,036
   Private Advisor Group LLC 1414 - 2024-03-31 11,919 $590,000 -13,692
   SJS Investment Consulting Inc. 42 - 2024-03-31 11,632 $576,000 -1,064
   Apexium Financial LP 146 - 2024-03-31 9,276 $460,000 -200
   REGAL INVESTMENT ADVISORS, LLC 340 - 2023-12-31 9,275 $459,000 -589
   GOFEN & GLOSSBERG LLC /IL/ 358 - 2022-12-31 8,500 $417,000 -2,700
   Brookstone Capital Management 688 - 2024-03-31 7,532 $373,000 -269
   PFG Advisors 472 - 2024-03-31 7,423 $368,000 -1,809
   We Are One Seven LLC 657 - 2023-12-31 6,988 $345,000 -1,181
   ROBINSON SMITH WEALTH ADVISORS LLC 58 - 2024-03-31 6,931 $343,000 -268
   NOTTINGHAM ADVISORS INC 102 - 2023-12-31 6,771 $335,000 -1,060
   BATH SAVINGS TRUST CO 136 - 2024-03-31 6,230 $309,000 -150
   PETTYJOHN CO 157 - 2024-03-31 6,238 $309,000 -150
   HANSON MCCLAIN, INC. 662 - 2024-03-31 6,070 $301,000 -2,618
   HBK SORCE ADVISORY LLC 456 - 2024-03-31 5,887 $292,000 -11,188
   Cardinal Point Wealth Management Partners LLC 65 - 2023-03-31 5,810 $286,000 -2,040
   AdvisorNet Financial Inc 409 - 2024-03-31 5,704 $283,000 -1,600
   BARLOW WEALTH PARTNERS INC. 128 - 2024-03-31 5,080 $251,000 -586
   One Degree Advisors Inc 48 - 2024-03-31 5,010 $249,000 -22,469
   HPM Partners LLC - 2023-12-31 4,674 $231,000 -1,224
   Galvin Gaustad & Stein LLC 176 - 2024-03-31 4,450 $220,000 -1,302
   PINNACLE ASSOCIATES LTD 785 - 2024-03-31 4,250 $211,000 -310
   Fullen Financial Group 59 - 2023-03-31 4,229 $208,000 -1,003
   NavPoint Financial Inc. 45 - 2024-03-31 4,123 $204,000 -2,967
   CVA Family Office LLC 247 - 2024-03-31 4,011 $199,000 -6,495
   McIlrath & Eck LLC 122 - 2024-03-31 3,649 $181,000 -2,702
   BBJS FINANCIAL ADVISORS LLC 49 - 2024-03-31 3,041 $151,000 -51,933
  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