VSDB Institutional Ownership
Vanguard Short Duration Bond ETF
1W: -0.1%
YTD: -1.5%
$74.47
+0.01 (+0.01%)
Overview
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Institutional Ownership — VSDB
59
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
710M
Total Invested
15
New Positions
22
Increased
14
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (59 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | 8,199,393 | $611M | +4,710,224 | +135.0% | 2Q | SEC ↗ |
| 2 | Beaird Harris Wealth Management, LLC | 203,992 | $15M | +69,337 | +51.5% | 3Q | SEC ↗ |
| 3 | CGN Advisors LLC | 94,661 | $7M | +23,647 | +33.3% | 2Q | SEC ↗ |
| 4 | Werba Rubin Papier Wealth Management | 92,933 | $7M | +26,241 | +39.3% | 4Q | SEC ↗ |
| 5 | TD Capital Management LLC NEW | 81,727 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Keystone Financial Group, Inc. | 60,314 | $4M | +12,058 | +25.0% | 4Q | SEC ↗ |
| 7 | Entruity Wealth, LLC NEW | 60,268 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Bell Bank NEW | 55,494 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Integrated Wealth Concepts LLC | 44,866 | $3M | -11,104 | -19.8% | 2Q | SEC ↗ |
| 10 | Pinnacle Financial Group, LLC / IL | 40,697 | $3M | +2,015 | +5.2% | 5Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 26,562 | $2M | +7,930 | +42.6% | 3Q | SEC ↗ |
| 12 | TD Waterhouse Canada Inc. | 21,881 | $2M | -5,487 | -20.0% | 3Q | SEC ↗ |
| 13 | Robertson Stephens Wealth Management, | 21,227 | $2M | +200 | +1.0% | 5Q | SEC ↗ |
| 14 | Sanctuary Advisors, LLC | 21,156 | $2M | +958 | +4.7% | 5Q | SEC ↗ |
| 15 | Eldridge Investment Advisors, Inc. | 16,440 | $1M | +5,638 | +52.2% | 2Q | SEC ↗ |
| 16 | North Star Investment Management Corp. | 16,249 | $1M | -585 | -3.5% | 4Q | SEC ↗ |
| 17 | Mills Wealth Advisors LLC | 14,509 | $1M | -2,805 | -16.2% | 5Q | SEC ↗ |
| 18 | Balboa Wealth Partners NEW | 14,337 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 19 | HAZLETT, BURT & WATSON, INC. | 13,783 | $1M | +3,287 | +31.3% | 4Q | SEC ↗ |
| 20 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 12,998 | $968K | — | +0.0% | 2Q | SEC ↗ |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 12,399 | $923K | +2,629 | +26.9% | 3Q | SEC ↗ |
| 22 | American Investment Services, Inc. | 11,913 | $887K | +1,079 | +10.0% | 3Q | SEC ↗ |
| 23 | Englebert Financial Advisers, LLC | 11,902 | $886K | -4,957 | -29.4% | 2Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC | 11,889 | $885K | -1,310 | -9.9% | 2Q | SEC ↗ |
| 25 | STEEL GROVE CAPITAL ADVISORS, LLC | 11,500 | $856K | +7,000 | +155.6% | 2Q | SEC ↗ |
| 26 | LPL Financial LLC | 11,052 | $823K | +5,499 | +99.0% | 3Q | SEC ↗ |
| 27 | Prospera Financial Services Inc | 10,560 | $786K | -400 | -3.6% | 5Q | SEC ↗ |
| 28 | AQR CAPITAL MANAGEMENT LLC | 10,044 | $748K | — | +0.0% | 3Q | SEC ↗ |
| 29 | Worth Asset Management, LLC NEW | 9,541 | $711K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Betterment LLC | 7,050 | $525K | -577 | -7.6% | 2Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 6,848 | $510K | +129 | +1.9% | 4Q | SEC ↗ |
| 32 | Essex Financial Services, Inc. NEW | 5,690 | $424K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Crusonia Wealth Advisors LLC NEW | 5,545 | $413K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Mariner, LLC | 5,418 | $403K | -1,405 | -20.6% | 2Q | SEC ↗ |
| 35 | Focus Partners Advisor Solutions, LLC | 5,100 | $380K | — | +0.0% | 3Q | SEC ↗ |
| 36 | FLAGSHIP HARBOR ADVISORS, LLC | 4,585 | $341K | +245 | +5.6% | 2Q | SEC ↗ |
| 37 | Concurrent Investment Advisors, LLC NEW | 4,503 | $335K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Farther Finance Advisors, LLC | 4,344 | $323K | +2,795 | +180.4% | 2Q | SEC ↗ |
| 39 | Cambridge Investment Research Advisors | 4,172 | $311K | +566 | +15.7% | 3Q | SEC ↗ |
| 40 | ENVESTNET ASSET MANAGEMENT INC NEW | 4,013 | $299K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Gutierrez Wealth Advisory, LLC | 3,819 | $284K | +30 | +0.8% | 3Q | SEC ↗ |
| 42 | Burton Enright Welch NEW | 3,596 | $268K | — | +0.0% | 1Q | SEC ↗ |
| 43 | MML INVESTORS SERVICES, LLC NEW | 3,416 | $254K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Aegis Wealth Management LLC | 3,275 | $244K | — | +0.0% | 3Q | SEC ↗ |
| 45 | HBK Sorce Advisory LLC | 3,265 | $243K | — | +0.0% | 3Q | SEC ↗ |
| 46 | Concord Wealth Partners | 3,060 | $228K | +29 | +1.0% | 5Q | SEC ↗ |
| 47 | CRA Financial Services, LLC NEW | 2,671 | $199K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Aptus Capital Advisors, LLC | 2,446 | $182K | -628 | -20.4% | 2Q | SEC ↗ |
| 49 | Cornerstone National Bank & Trust Co | 2,151 | $160K | — | +0.0% | 2Q | SEC ↗ |
| 50 | OSAIC HOLDINGS, INC. NEW | 820 | $61K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| TD Capital Management LLC | 81,727 | $6M |
| Entruity Wealth, LLC | 60,268 | $4M |
| Bell Bank | 55,494 | $4M |
| Balboa Wealth Partners | 14,337 | $1M |
| Worth Asset Management, LLC | 9,541 | $711K |
| Essex Financial Services, Inc. | 5,690 | $424K |
| Crusonia Wealth Advisors LLC | 5,545 | $413K |
| Concurrent Investment Advisors, LLC | 4,503 | $335K |
| ENVESTNET ASSET MANAGEMENT INC | 4,013 | $299K |
| Burton Enright Welch | 3,596 | $268K |
| MML INVESTORS SERVICES, LLC | 3,416 | $254K |
| CRA Financial Services, LLC | 2,671 | $199K |
| OSAIC HOLDINGS, INC. | 820 | $61K |
| MORGAN STANLEY | 359 | $27K |
| Blue Trust, Inc. | 324 | $24K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 14,875 | $1M |
| Talisman Wealth Advisors LLC | 3,970 | $296K |
| SJS Investment Consulting Inc. | 3,916 | $292K |
Biggest Increases (20)
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Integrated Wealth Concepts LLC | -11,104 | -19.8% | 44,866 |
| TD Waterhouse Canada Inc. | -5,487 | -20.0% | 21,881 |
| Englebert Financial Advisers, LLC | -4,957 | -29.4% | 11,902 |
| Mills Wealth Advisors LLC | -2,805 | -16.2% | 14,509 |
| Mariner, LLC | -1,405 | -20.6% | 5,418 |
| CITADEL ADVISORS LLC | -1,310 | -9.9% | 11,889 |
| Aptus Capital Advisors, LLC | -628 | -20.4% | 2,446 |
| North Star Investment Management Co | -585 | -3.5% | 16,249 |
| Betterment LLC | -577 | -7.6% | 7,050 |
| Prospera Financial Services Inc | -400 | -3.6% | 10,560 |
| VANGUARD ADVISERS INC | -153 | -61.4% | 96 |