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Get Institutions for : 
Vanguard Esg Us Stock Etf (ESGV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 445    13
Total shares held : 
 28,202,035  
% of shares held : 
 74.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   60  
Amount of shares held : 
 542,985  
% of shares held change : 
   1.44%  
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 :
32
 475,895
 1.69%
 
Increased Positions :
181
 1,511,825
 5.36%
 
Unchanged Positions :
98
 1,126,104
 3.99%
 
Decreased Positions :
134
-1,193,786
-4.23%
 
Closed Positions :
19
-250,949
-0.89%
 
Guru Positions :
1
6,579
 0.02%
 
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
   VANGUARD GROUP INC 940 - 2024-03-31 6,035,410 $562,440,000 -3,075,633
   VISA FOUNDATION 1 - 2024-03-31 1,773,275 $165,251,000 -120,000
   CREATIVE PLANNING 77 - 2024-03-31 1,155,149 $107,648,000 -7,796
   Wealthfront Advisers LLC 31 - 2024-03-31 955,501 $89,043,000 14,748
   MORGAN STANLEY 1351 - 2024-03-31 853,759 $79,562,000 -4,134
   Leo Wealth LLC 2 - 2024-03-31 732,257 $68,123,000 43,678
   BFT FINANCIAL GROUP LLC 3 - 2023-06-30 673,002 $52,650,000 -23,178
   Verde Capital Management 2 - 2024-03-31 531,464 $49,527,000 38,944
   BANK OF AMERICA CORP /DE/ 1303 - 2024-03-31 513,751 $47,876,000 -15,243
   ANGELES INVESTMENT ADVISORS, LLC 12 - 2024-03-31 478,745 $44,614,000 -1,125
   IMPACTfolio LLC 1 - 2024-03-31 431,070 $40,171,000 198,670
   ROYAL BANK OF CANADA 826 - 2024-03-31 400,522 $37,325,000 -11,923
   Platt Investment Counsel LLC 1 - 2024-03-31 395,419 $36,849,000 -7,485
   AMERIPRISE FINANCIAL INC 954 - 2024-03-31 390,250 $36,399,000 -1,081
   Betterment LLC 52 - 2024-03-31 359,487 $33,501,000 -21,623
   RETIREMENT CAPITAL STRATEGIES 1 - 2024-03-31 348,865 $32,511,000 88,758
   Baird Financial Group Inc. 252 - 2024-03-31 338,031 $31,501,000 3,341
   Crewe Advisors LLC 6 - 2024-03-31 315,488 $29,400,000 530
   Facet Wealth Inc. 19 - 2024-03-31 320,900 $29,394,000 197
   UBS Group AG 1026 - 2024-03-31 295,637 $27,550,000 -9,973
   Financial Network Wealth Management LLC 2 - 2024-03-31 256,370 $23,478,000 -5,026
   SCS CAPITAL MANAGEMENT LLC 28 - 2024-03-31 244,607 $22,795,000 -9,197
   RAYMOND JAMES & ASSOCIATES 732 - 2024-03-31 236,318 $22,022,000 15,383
   Orgel Wealth Management LLC 26 - 2024-03-31 234,701 $21,872,000 -5,440
   ENVESTNET ASSET MANAGEMENT INC 1096 - 2024-03-31 218,754 $20,386,000 -11,465
   GOLDMAN SACHS GROUP INC/ 1525 - 2024-03-31 218,719 $20,382,000 -12,507
   HPM Partners LLC 291 - 2024-03-31 217,775 $20,294,000 -2,192
   BANK OF MONTREAL /CAN/ 666 - 2024-03-31 216,859 $20,226,000 -5,353
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 503 - 2024-03-31 216,036 $20,132,000 13,476
   PARTNERS CAPITAL INVESTMENT GROUP LLP 31 - 2024-03-31 213,037 $19,853,000 178,102
   MATHER GROUP, INC. 33 - 2024-03-31 232,767 $19,799,000 -1,258
   LPL FINANCIAL CORP 950 - 2024-03-31 212,125 $19,768,000 33,942
   Cedar Wealth Management LLC 4 - 2024-03-31 208,057 $19,389,000 -5,799
   HANSON INVESTMENT MANAGEMENT 5 - 2024-03-31 204,325 $19,041,000 17,124
   BOSTON COMMON ASSET MANAGEMENT LLC 59 *New 2024-03-31 199,493 $18,591,000 199,493
   Mill Creek Capital Advisors LLC 26 - 2024-03-31 187,351 $17,459,000 -13,335
   COMMONWEALTH EQUITY SERVICES LLC. 542 - 2024-03-31 186,614 $17,391,000 -30,836
   CAPROCK Group Inc. 17 - 2024-03-31 184,283 $17,173,000 -1,556
   Clarity Asset Management Inc. 2 - 2024-03-31 167,029 $15,565,000 166,873
   Diversified Portfolios Inc. 14 - 2024-03-31 152,126 $14,177,000 -5,072
   One Day In July LLC 17 - 2024-03-31 137,021 $12,769,000 3,957
   DOHJ LLC 7 - 2024-03-31 129,103 $12,031,000 7,302
   WELLS FARGO & CO/MN 1433 - 2024-03-31 126,398 $11,779,000 5,350
   ANDERSON FISHER LLC 13 - 2024-03-31 126,188 $11,759,000 4,505
   Garde Capital Inc. 28 - 2023-12-31 135,196 $11,500,000 37,548
   Skyline Advisors Inc. 7 - 2024-03-31 122,338 $11,401,000 -758
   LAKE STREET ADVISORS GROUP LLC 37 - 2024-03-31 121,409 $11,314,000 -2,408
   REGATTA CAPITAL GROUP LLC 9 - 2024-03-31 118,748 $11,066,000 59,139
   LifeGuide Financial Advisors LLC 6 - 2024-03-31 111,814 $10,420,000 5,047
   EVOKE WEALTH LLC 43 - 2024-03-31 107,273 $9,997,000 -695
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 457 - 2024-03-31 106,632 $9,937,000 4,518
   FRANKLIN RESOURCES INC 1013 - 2024-03-31 105,428 $9,825,000 1,134
   Apella Capital LLC 44 - 2024-03-31 104,742 $9,654,000 -9,050
   Gemmer Asset Management LLC 25 - 2024-03-31 103,520 $9,647,000 10,987
   JONES FINANCIAL COMPANIES LLLP 122 - 2024-03-31 96,096 $8,955,000 13,014
   Pathstone Holdings LLC 371 - 2024-03-31 86,085 $8,022,000 -11,099
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 470 - 2024-03-31 82,535 $7,692,000 -1,712
   EQ LLC 6 - 2024-03-31 78,762 $7,340,000 1,855
   PATHSTONE FAMILY OFFICE, LLC 210 - 2023-09-30 96,787 $7,280,000 47,849
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 23 - 2024-03-31 76,733 $7,151,000 -6,570
   BSW WEALTH PARTNERS 18 - 2024-03-31 73,648 $6,863,000 -5,175
   BUCKINGHAM ASSET MANAGEMENT, LLC 124 - 2024-03-31 73,129 $6,815,000 1,299
   AMG NATIONAL TRUST BANK 76 - 2024-03-31 71,944 $6,704,000 258
   New Covenant Trust Company N.A. 3 - 2024-03-31 69,411 $6,468,000 0
   HIGHTOWER ADVISORS, LLC 858 - 2024-03-31 67,501 $6,293,000 -2,896
   Boston Standard Wealth Management LLC 12 - 2024-03-31 67,037 $6,247,000 -1,847
   CBIZ Investment Advisory Services LLC 14 - 2024-03-31 66,038 $6,154,000 -2
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 463 - 2023-09-30 81,798 $6,153,000 -3,885
   Cresset Asset Management LLC 344 - 2024-03-31 65,223 $6,078,000 -3,481
   J P MORGAN CHASE & CO 2343 - 2024-03-31 65,043 $6,061,000 -11,034
   Affinity Capital Advisors LLC 18 - 2024-03-31 63,725 $5,938,000 -17,482
   LIBRA WEALTH LLC 10 - 2024-03-31 63,397 $5,908,000 2,215
   Advisor Group Holdings Inc. 973 - 2024-03-31 58,834 $5,483,000 -4,516
   Apexium Financial LP 34 - 2024-03-31 58,806 $5,480,000 -6,764
   FINANCIAL ENGINES ADVISORS L.L.C. 106 - 2024-03-31 58,612 $5,462,000 6,136
   Parallel Advisors LLC 113 - 2024-03-31 58,334 $5,436,000 -7,509
   FREESTONE CAPITAL HOLDINGS, LLC 84 - 2024-03-31 55,004 $5,126,000 -589
   Charter Oak Capital Management LLC 20 - 2024-03-31 53,791 $5,013,000 -341
   Atlantic Private Wealth LLC 6 - 2024-03-31 52,407 $4,884,000 -158
   DAVIDSON D A & CO 305 - 2024-03-31 51,419 $4,792,000 -244
   DHK Financial Advisors Inc. 7 - 2024-03-31 50,507 $4,707,000 60
   FINANCIAL NETWORK 651 - 2024-03-31 50,340 $4,691,000 398
   Relyea Zuckerberg Hanson LLC 24 - 2024-03-31 49,972 $4,657,000 10,392
   Beacon Pointe Advisors LLC 316 - 2024-03-31 47,259 $4,404,000 1,348
   Brandywine Oak Private Wealth LLC 35 - 2024-03-31 46,330 $4,317,000 379
   Patriot Investment Management Inc. 45 - 2024-03-31 44,155 $4,115,000 -124
   Monterey Private Wealth Inc. 16 - 2024-03-31 43,994 $4,100,000 -170
   JANE STREET GROUP LLC 1528 *New 2024-03-31 41,133 $3,833,000 41,133
   White Lighthouse Investment Management Inc. 28 - 2024-03-31 40,545 $3,778,000 2,478
   Soundwatch Capital LLC 5 - 2024-03-31 40,407 $3,753,000 40,407
   MARINER WEALTH ADVISORS, LLC 838 - 2024-03-31 40,242 $3,750,000 10,160
   BANK OF NEW YORK MELLON CORP 2453 - 2024-03-31 40,202 $3,746,000 -3,935
   Stephens Consulting LLC 14 - 2024-03-31 39,513 $3,682,000 463
   TORONTO DOMINION BANK 588 - 2024-03-31 39,445 $3,676,000 0
   MERCER GLOBAL ADVISORS INC /ADV 555 - 2024-03-31 39,075 $3,641,000 657
   Merit Financial Group LLC 180 - 2024-03-31 39,971 $3,621,000 -422
   GPWM LLC 13 - 2024-03-31 38,573 $3,595,000 -962
   Ashford Advisors LLC 7 - 2024-03-31 37,901 $3,532,000 0
   FTB Advisors Inc. 161 - 2024-03-31 37,842 $3,526,000 -1,409
   WEBSTER BANK 60 - 2024-03-31 36,729 $3,423,000 0
  100 Records found
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