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


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   UBS Group AG 1237 - 2024-03-31 322,674 $18,544,000 2,626
   Facet Wealth Inc. 28 - 2024-03-31 281,275 $16,117,000 6,865
   RAYMOND JAMES & ASSOCIATES 959 - 2024-03-31 246,480 $14,165,000 18,529
   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
   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
   ANGELES INVESTMENT ADVISORS, LLC 21 - 2024-03-31 140,510 $8,075,000 3,825
   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
   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
   Garde Capital Inc. 42 - 2023-12-31 96,126 $5,314,000 24,653
   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
   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
   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
   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
   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
   CAPTRUST FINANCIAL ADVISORS 736 - 2024-03-31 41,262 $2,371,000 3,012
   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
   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
   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
   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
   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
   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
   SAGEWORTH TRUST CO 39 - 2024-03-31 24,280 $1,395,000 178
   West Financial Advisors LLC 32 - 2024-03-31 23,777 $1,366,000 27
   Wealthfront Advisers LLC 558 - 2024-03-31 23,318 $1,340,000 3,211
   Global Strategic Investment Solutions LLC 64 - 2024-03-31 22,510 $1,294,000 122
   Topel & Distasi Wealth Management LLC 46 - 2024-03-31 18,198 $1,046,000 1,256
   Hardy Reed LLC 44 - 2024-03-31 17,924 $1,030,000 527
   Family CFO Inc 21 - 2024-03-31 17,926 $1,030,000 3,515
   LINCOLN NATIONAL CORP 552 - 2024-03-31 15,478 $890,000 85
   Parallel Advisors LLC 387 - 2024-03-31 15,464 $889,000 1,640
   Goss Wealth Management LLC 1051 - 2024-03-31 15,201 $874,000 2,483
   Corrigan Financial Inc. 38 - 2024-03-31 15,110 $868,000 520
   Operose Advisors LLC 48 - 2024-03-31 14,624 $840,000 3
   WealthCollab LLC 32 - 2024-03-31 14,024 $806,000 1,382
   Betterment LLC 223 - 2024-03-31 13,733 $789,000 1,052
   CWM LLC 978 - 2024-03-31 12,632 $726,000 1,066
   HARBOUR INVESTMENTS INC. 437 - 2023-12-31 13,111 $725,000 713
   Vista Private Wealth Partners. LLC 45 - 2024-03-31 12,360 $721,000 5,714
   FRANKLIN RESOURCES INC 1976 - 2024-03-31 12,271 $705,000 68
   Sageworth Trust Co of South Dakota 25 - 2024-03-31 12,238 $703,000 278
   Dynamic Advisors Solutions LLC 523 - 2024-03-31 11,956 $687,000 141
   MODERA WEALTH MANAGEMENT, LLC 358 - 2024-03-31 11,638 $669,000 92
   MBE Wealth Management LLC 41 - 2024-03-31 11,261 $647,000 84
   TRUEPOINT, INC. 74 - 2024-03-31 10,941 $629,000 111
   PURE FINANCIAL ADVISORS, INC. 172 - 2024-03-31 10,855 $624,000 78
   Well Done LLC 102 - 2024-03-31 10,534 $605,000 115
   HANSON MCCLAIN, INC. 514 - 2024-03-31 10,156 $584,000 13
   Cornerstone Wealth Management LLC 307 - 2024-03-31 10,011 $575,000 390
   Ramirez Asset Management Inc. 158 - 2024-03-31 9,837 $565,000 522
   Round Rock Advisors LLC 111 - 2024-03-31 9,732 $559,000 10
   FINANCEWARE, INC. 53 - 2024-03-31 8,427 $484,000 1,135
   LexAurum Advisors LLC 156 - 2024-03-31 8,209 $472,000 1,535
   TWIN FOCUS CAPITAL PARTNERS, LLC 97 - 2024-03-31 7,949 $457,000 12
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 140 - 2024-03-31 7,564 $435,000 22
   TIEDEMANN WEALTH MANAGEMENT, LLC 180 - 2023-09-30 8,475 $427,000 740
   DAVIDSON D A & CO 1055 - 2024-03-31 7,011 $403,000 515
   MONETA GROUP INVESTMENT ADVISORS INC 374 - 2023-12-31 7,250 $401,000 15
   McCarthy Grittinger Financial Group LLC 20 - 2024-03-31 6,942 $399,000 99
   Empower Advisory Group LLC 354 - 2024-03-31 6,634 $381,000 1,194
   THOMAS WHITE INTERNATIONAL LTD 184 - 2023-06-30 6,924 $368,000 1,223
   IFG Advisors LLC 89 - 2024-03-31 6,304 $362,000 34
   Patriot Investment Management Inc. 192 - 2024-03-31 6,025 $346,000 54
   Cherry Tree Wealth Management LLC 119 - 2024-03-31 5,895 $339,000 256
   STIFEL FINANCIAL CORP 2849 - 2024-03-31 5,733 $329,000 862
  100 Records found
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