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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
   Wealthfront Advisers LLC 31 - 2024-03-31 955,501 $89,043,000 14,748
   Leo Wealth LLC 2 - 2024-03-31 732,257 $68,123,000 43,678
   Verde Capital Management 2 - 2024-03-31 531,464 $49,527,000 38,944
   IMPACTfolio LLC 1 - 2024-03-31 431,070 $40,171,000 198,670
   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
   RAYMOND JAMES & ASSOCIATES 732 - 2024-03-31 236,318 $22,022,000 15,383
   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
   LPL FINANCIAL CORP 950 - 2024-03-31 212,125 $19,768,000 33,942
   HANSON INVESTMENT MANAGEMENT 5 - 2024-03-31 204,325 $19,041,000 17,124
   Clarity Asset Management Inc. 2 - 2024-03-31 167,029 $15,565,000 166,873
   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
   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
   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
   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
   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
   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
   LIBRA WEALTH LLC 10 - 2024-03-31 63,397 $5,908,000 2,215
   FINANCIAL ENGINES ADVISORS L.L.C. 106 - 2024-03-31 58,612 $5,462,000 6,136
   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
   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
   Stephens Consulting LLC 14 - 2024-03-31 39,513 $3,682,000 463
   MERCER GLOBAL ADVISORS INC /ADV 555 - 2024-03-31 39,075 $3,641,000 657
   GOULD ASSET MANAGEMENT LLC /CA/ 21 - 2024-03-31 36,693 $3,419,000 5,105
   MISSION WEALTH MANAGEMENT LLC 122 - 2024-03-31 35,691 $3,326,000 18,907
   Stonehearth Capital Management LLC 15 - 2024-03-31 34,715 $3,235,000 13,825
   PALISADES HUDSON ASSET MANAGEMENT L.P. 17 - 2024-03-31 33,058 $3,081,000 18,329
   RSM US WEALTH MANAGEMENT LLC 137 - 2024-03-31 32,520 $3,031,000 300
   CI Private Wealth LLC 848 - 2024-03-31 32,304 $3,010,000 178
   Northland Capital Management LLC 13 - 2024-03-31 31,931 $2,976,000 15
   Well Done LLC 37 - 2024-03-31 31,872 $2,970,000 3,262
   SAGEWORTH TRUST CO 30 - 2024-03-31 30,420 $2,835,000 8
   BLAIR WILLIAM & CO/IL 605 - 2024-03-31 29,798 $2,777,000 539
   Garrett Investment Advisors LLC 76 - 2024-03-31 27,899 $2,600,000 172
   My Personal CFO LLC 16 - 2024-03-31 27,726 $2,584,000 2
   M&T BANK CORP 571 - 2024-03-31 27,274 $2,542,000 11,862
   ST GERMAIN D J CO INC 118 - 2024-03-31 24,529 $2,286,000 847
   Brooklyn FI LLC 26 - 2024-03-31 24,398 $2,274,000 112
   SEAWARD MANAGEMENT CORP 113 - 2024-03-31 23,430 $2,183,000 850
   Fingerlakes Wealth Management Inc. 16 - 2024-03-31 22,309 $2,079,000 963
   Cornerstone Wealth Management LLC 129 - 2024-03-31 21,385 $1,993,000 310
   Goss Wealth Management LLC 703 - 2024-03-31 20,471 $1,908,000 1,612
   Johnson Bixby & Associates LLC 32 - 2024-03-31 19,902 $1,855,000 1,366
   CITADEL ADVISORS LLC 2537 - 2024-03-31 18,515 $1,725,000 15,881
   COLONY GROUP, LLC 511 - 2024-03-31 18,418 $1,716,000 1,134
   NewEdge Wealth LLC 351 - 2024-03-31 19,037 $1,702,000 1,180
   BARTLETT & CO. LLC 222 - 2023-12-31 18,880 $1,613,000 2,200
   Glenview Trust Co 216 - 2024-03-31 17,260 $1,608,000 924
   US FINANCIAL ADVISORS LLC 34 - 2024-03-31 17,092 $1,593,000 416
   Addison Advisors LLC 42 - 2024-03-31 16,326 $1,521,000 239
   DAVIS R M INC 132 - 2024-03-31 16,042 $1,495,000 1,319
   EVERETT HARRIS & CO /CA/ 114 - 2024-03-31 16,000 $1,491,000 7,000
   STIFEL FINANCIAL CORP 1941 - 2024-03-31 15,621 $1,456,000 2,016
   MULTIFINANCIAL SECURITIES CORP 986 - 2024-03-31 15,104 $1,408,000 6
   Baldrige Asset Management LLC 42 - 2023-03-31 19,472 $1,396,000 199
   CHERRYDALE WEALTH MANAGEMENT LLC 19 - 2024-03-31 14,239 $1,327,000 1,073
   Balanced Rock Investment Advisor 28 - 2024-03-31 14,223 $1,325,000 1,532
   TOWER RESEARCH CAPITAL LLC 411 - 2024-03-31 14,168 $1,320,000 12,621
   Pegasus Partners Ltd. 62 - 2024-03-31 14,083 $1,312,000 582
   COLONY GROUP LLC 397 - 2023-09-30 16,807 $1,264,000 780
   Arbor Investment Advisors LLC 39 - 2024-03-31 12,832 $1,196,000 952
   Tortoise Investment Management LLC 101 - 2024-03-31 12,687 $1,182,000 112
   KEATING WEALTH MANAGEMENT LLC 16 - 2024-03-31 12,091 $1,127,000 16
   Atlantic Trust Group LLC 642 - 2024-03-31 12,091 $1,123,000 41
   BEACON FINANCIAL PLANNING INC 16 - 2024-03-31 11,996 $1,118,000 29
   HAVERFORD TRUST CO 207 - 2024-03-31 11,831 $1,103,000 1,369
   GenTrust LLC 75 - 2024-03-31 11,814 $1,101,000 15
   Ervin Investment Management LLC 22 - 2024-03-31 11,376 $1,060,000 50
   GREAT VALLEY ADVISOR GROUP INC. 369 - 2024-03-31 10,924 $1,018,000 4,897
   WHITTIER TRUST CO OF NEVADA INC 281 - 2024-03-31 10,785 $1,005,000 1,450
   RENAISSANCE TECHNOLOGIES LLC 2485 - 2024-03-31 10,700 $997,000 100
   Mutual Advisors LLC 482 - 2024-03-31 10,248 $955,000 4,525
   Joel Isaacson & Co. LLC 141 - 2024-03-31 10,085 $940,000 24
   Sontag Advisory LLC 325 - 2024-03-31 10,089 $940,000 26
   Main Street Financial Solutions LLC 201 - 2024-03-31 9,715 $905,000 93
   Empower Advisory Group LLC 234 - 2024-03-31 9,699 $904,000 2,117
   Tradition Wealth Management LLC 160 - 2024-03-31 9,172 $855,000 3,843
   Selective Wealth Management 38 - 2024-03-31 9,335 $851,000 4,389
   NORTHEAST INVESTMENT MANAGEMENT 122 - 2024-03-31 8,796 $820,000 7
   BRAGG FINANCIAL ADVISORS INC 214 - 2024-03-31 8,733 $814,000 272
   THOMPSON DAVIS & CO. INC. 21 - 2024-03-31 8,424 $785,000 3,080
   Capstone Financial Advisors Inc. 66 - 2024-03-31 8,418 $784,000 55
  100 Records found
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