Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vanguard Esg International Stock Etf (VSGX)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 293    15
Total shares held : 
 18,805,528  
% of shares held : 
 70.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   54  
Amount of shares held : 
 -1,691,063  
% of shares held change : 
   -6.36%  
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 :
24
 267,884
 1.42%
 
Increased Positions :
124
 802,112
 4.27%
 
Unchanged Positions :
60
 638,251
 3.39%
 
Decreased Positions :
85
-2,719,596
-14.46%
 
Closed Positions :
9
-41,463
-0.22%
 
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
   VANGUARD GROUP INC 1395 - 2024-03-31 4,233,562 $243,303,000 -4,001,084
   CREATIVE PLANNING 105 - 2024-03-31 1,154,090 $66,326,000 -43,289
   Leo Wealth LLC 3 - 2024-03-31 791,666 $45,469,000 48,481
   BFT FINANCIAL GROUP LLC 5 - 2023-06-30 735,657 $39,035,000 14,054
   MORGAN STANLEY 2291 - 2024-03-31 497,113 $28,569,000 -40,993
   Crewe Advisors LLC 10 - 2024-03-31 447,251 $25,704,000 -15,508
   ROYAL BANK OF CANADA 1006 - 2024-03-31 444,372 $25,538,000 -11,157
   SCS CAPITAL MANAGEMENT LLC 31 - 2024-03-31 349,776 $20,102,000 -9,047
   UBS Group AG 1237 - 2024-03-31 322,674 $18,544,000 2,626
   BANK OF AMERICA CORP /DE/ 2068 - 2024-03-31 293,698 $16,879,000 -3,565
   Facet Wealth Inc. 28 - 2024-03-31 281,275 $16,117,000 6,865
   Refined Wealth Management 3 - 2024-03-31 268,592 $15,436,000 -4,358
   HPM Partners LLC 359 - 2024-03-31 255,213 $14,667,000 -7,850
   RAYMOND JAMES & ASSOCIATES 959 - 2024-03-31 246,480 $14,165,000 18,529
   SPINNAKER TRUST 26 - 2024-03-31 238,545 $13,709,000 -2,415
   HANSON INVESTMENT MANAGEMENT 8 - 2024-03-31 227,218 $13,058,000 33,644
   BTIM CORP. 185 - 2024-03-31 220,590 $12,677,000 17,898
   AMERIPRISE FINANCIAL INC 1671 - 2024-03-31 191,448 $11,002,000 1,916
   Platt Investment Counsel LLC 5 - 2024-03-31 181,546 $10,433,000 -61,054
   ENVESTNET ASSET MANAGEMENT INC 1524 - 2024-03-31 173,385 $9,964,000 -1,104
   Baird Financial Group Inc. 486 - 2024-03-31 162,900 $9,362,000 2,024
   MISSION WEALTH MANAGEMENT LLC 61 - 2024-03-31 154,861 $8,900,000 25,834
   FIDUCIARY TRUST CO 113 - 2024-03-31 147,258 $8,463,000 0
   PARTNERS CAPITAL INVESTMENT GROUP LLP 44 *New 2024-03-31 145,701 $8,373,000 145,701
   ANGELES INVESTMENT ADVISORS, LLC 21 - 2024-03-31 140,510 $8,075,000 3,825
   Stewardship Advisors LLC 7 - 2024-03-31 138,266 $7,946,000 -1,110
   GOLDMAN SACHS GROUP INC/ 2235 - 2024-03-31 136,442 $7,841,000 21,306
   Diversified Portfolios Inc. 21 - 2024-03-31 136,270 $7,831,000 1,022
   Charter Oak Capital Management LLC 15 - 2024-03-31 132,681 $7,625,000 2,259
   Skyline Advisors Inc. 12 - 2024-03-31 129,396 $7,436,000 1,107
   LifeGuide Financial Advisors LLC 8 - 2024-03-31 128,153 $7,365,000 7,903
   Apella Capital LLC 55 - 2024-03-31 114,009 $6,534,000 -9,264
   ADVISORY SERVICES NETWORK, LLC 179 - 2024-03-31 102,342 $5,882,000 -3,104
   OGOREK ANTHONY JOSEPH /NY/ /ADV 15 - 2024-03-31 102,232 $5,875,000 556
   CBIZ Investment Advisory Services LLC 15 - 2024-03-31 99,481 $5,717,000 5
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 30 - 2024-03-31 96,962 $5,572,000 -6,329
   Garde Capital Inc. 42 - 2023-12-31 96,126 $5,314,000 24,653
   MML INVESTORS SERVICES LLC 617 - 2024-03-31 91,479 $5,257,000 -4,013
   Orgel Wealth Management LLC 32 - 2024-03-31 88,069 $5,061,000 -2,203
   EMPIRICAL FINANCIAL SERVICES, LLC 110 - 2024-03-31 85,170 $4,895,000 538
   MARINER WEALTH ADVISORS, LLC 754 - 2024-03-31 82,294 $4,729,000 14,950
   White Lighthouse Investment Management Inc. 25 - 2024-03-31 76,116 $4,374,000 1,056
   HIGHTOWER ADVISORS, LLC 1015 - 2024-03-31 75,304 $4,325,000 -709
   LPL FINANCIAL CORP 1894 - 2024-03-31 73,992 $4,252,000 -114
   Beacon Pointe Advisors LLC 328 - 2024-03-31 73,574 $4,228,000 -310
   Quent Capital LLC 40 - 2024-03-31 70,650 $4,060,000 -2,098
   EVOKE WEALTH LLC 81 - 2024-03-31 69,775 $4,010,000 -210
   COMMONWEALTH EQUITY SERVICES LLC. 1331 - 2024-03-31 66,956 $3,848,000 4,341
   DOHJ LLC 26 - 2024-03-31 65,805 $3,782,000 57,748
   AMG NATIONAL TRUST BANK 120 - 2024-03-31 65,236 $3,749,000 1,204
   FINANCIAL NETWORK 759 - 2024-03-31 62,313 $3,581,000 77
   ANDERSON FISHER LLC 21 - 2024-03-31 61,397 $3,529,000 3,517
   NORTHERN TRUST CORP 2706 - 2024-03-31 58,451 $3,359,000 23,477
   Balanced Rock Investment Advisor 10 - 2024-03-31 57,930 $3,329,000 -1,552
   BUCKINGHAM ASSET MANAGEMENT, LLC 183 - 2024-03-31 57,782 $3,321,000 1,261
   LEDYARD NATIONAL BANK 67 - 2024-03-31 56,738 $3,261,000 78
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 786 - 2024-03-31 55,718 $3,202,000 214
   JANE STREET GROUP LLC 1705 - 2024-03-31 55,309 $3,179,000 -64,607
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1384 - 2024-03-31 54,843 $3,152,000 21,466
   BLUESTEM FINANCIAL ADVISORS LLC 13 - 2024-03-31 53,208 $3,058,000 522
   ST GERMAIN D J CO INC 108 - 2024-03-31 51,295 $2,948,000 2,280
   JONES FINANCIAL COMPANIES LLLP 172 - 2024-03-31 51,176 $2,941,000 3,743
   New Covenant Trust Company N.A. 9 - 2024-03-31 50,440 $2,899,000 0
   HALL KATHRYN A. 22 - 2024-03-31 49,802 $2,862,000 12
   DHK Financial Advisors Inc. 11 - 2024-03-31 46,688 $2,683,000 141
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 714 - 2024-03-31 46,168 $2,653,000 427
   Garrett Investment Advisors LLC 79 - 2024-03-31 44,604 $2,563,000 -754
   Pathstone Holdings LLC 821 - 2024-03-31 42,326 $2,432,000 -165
   CAPTRUST FINANCIAL ADVISORS 736 - 2024-03-31 41,262 $2,371,000 3,012
   MAYPORT LLC 20 - 2024-03-31 41,186 $2,367,000 0
   LIBRA WEALTH LLC 20 - 2024-03-31 40,701 $2,339,000 2,492
   Northland Capital Management LLC 18 - 2024-03-31 39,978 $2,298,000 2,417
   Silver Oak Advisory Group Inc. 13 - 2024-03-31 39,446 $2,267,000 3,316
   Bear Mountain Capital Inc. 20 - 2024-03-31 40,577 $2,226,000 -3,269
   BerganKDV Wealth Management LLC 79 - 2023-06-30 39,731 $2,110,000 13,860
   CI Private Wealth LLC 988 - 2024-03-31 36,662 $2,107,000 1,855
   DeDora Capital Inc. 38 - 2024-03-31 36,329 $2,088,000 9,645
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1238 - 2024-03-31 35,791 $2,057,000 -202
   PATHSTONE FAMILY OFFICE, LLC 468 *New 2023-09-30 40,759 $2,056,000 40,759
   Financial Network Wealth Management LLC 27 - 2024-03-31 35,575 $2,034,000 -52
   Boston Standard Wealth Management LLC 18 - 2024-03-31 35,211 $2,024,000 1,202
   GOULD ASSET MANAGEMENT LLC /CA/ 31 - 2024-03-31 34,737 $1,996,000 2,165
   Carr Financial Group Corp 34 - 2024-03-31 34,500 $1,983,000 8,000
   DAVIS R M INC 118 - 2024-03-31 34,405 $1,977,000 1,436
   Addison Advisors LLC 36 - 2024-03-31 34,142 $1,962,000 4,822
   HAVERFORD TRUST CO 176 - 2024-03-31 33,310 $1,914,000 -194
   BFSG LLC 110 - 2024-03-31 32,739 $1,882,000 9
   Monterey Private Wealth Inc. 25 - 2024-03-31 29,986 $1,723,000 1,082
   SageView Advisory Group LLC 133 - 2024-03-31 9,292 $1,697,000 -47,719
   Cresset Asset Management LLC 727 - 2024-03-31 28,887 $1,660,000 -701
   Brooklyn FI LLC 29 - 2024-03-31 28,800 $1,655,000 25
   VISTA CAPITAL PARTNERS, INC. 22 - 2024-03-31 27,740 $1,594,000 11
   Pallas Capital Advisors LLC 172 - 2024-03-31 27,093 $1,557,000 -307
   JACOBSON & SCHMITT ADVISORS LLC 41 - 2024-03-31 26,535 $1,525,000 0
   MARSHALL FINANCIAL GROUP INC /ADV 27 - 2024-03-31 26,307 $1,512,000 1,208
   SENTINEL TRUST CO LBA 63 - 2024-03-31 25,805 $1,483,000 3,170
   Treynor Bancshares Inc. 35 - 2024-03-31 25,307 $1,454,000 26
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 863 - 2023-09-30 27,992 $1,412,000 -6,964
   SAGEWORTH TRUST CO 39 - 2024-03-31 24,280 $1,395,000 178
   WARREN AVERETT ASSET MANAGEMENT, LLC 314 *New 2024-03-31 24,107 $1,385,000 24,107
  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