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


Download
     
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  
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 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
   MORGAN STANLEY 1351 - 2024-03-31 853,759 $79,562,000 -4,134
   BFT FINANCIAL GROUP LLC 3 - 2023-06-30 673,002 $52,650,000 -23,178
   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
   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
   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
   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
   MATHER GROUP, INC. 33 - 2024-03-31 232,767 $19,799,000 -1,258
   Cedar Wealth Management LLC 4 - 2024-03-31 208,057 $19,389,000 -5,799
   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
   Diversified Portfolios Inc. 14 - 2024-03-31 152,126 $14,177,000 -5,072
   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
   EVOKE WEALTH LLC 43 - 2024-03-31 107,273 $9,997,000 -695
   Apella Capital LLC 44 - 2024-03-31 104,742 $9,654,000 -9,050
   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
   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
   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
   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
   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
   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
   BANK OF NEW YORK MELLON CORP 2453 - 2024-03-31 40,202 $3,746,000 -3,935
   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
   FTB Advisors Inc. 161 - 2024-03-31 37,842 $3,526,000 -1,409
   PFS INVESTMENTS INC. 272 - 2023-06-30 42,461 $3,327,000 -617
   McClarren Financial Advisors Inc. 11 - 2024-03-31 2,796 $3,169,000 -30,881
   AlTi Global Inc. 116 - 2024-03-31 32,095 $2,990,000 -4,840
   MML INVESTORS SERVICES LLC 878 - 2024-03-31 31,019 $2,891,000 -3,042
   JANNEY MONTGOMERY SCOTT LLC 986 - 2024-03-31 31,004 $2,889,000 -5,816
   FIDUCIARY TRUST CO 210 - 2024-03-31 30,746 $2,865,000 -1,675
   SageView Advisory Group LLC 93 - 2024-03-31 51,749 $2,596,000 -68,531
   Trademark Financial Management LLC 12 - 2024-03-31 26,540 $2,473,000 -16,433
   MAYPORT LLC 19 - 2024-03-31 25,839 $2,408,000 -3,239
   Topel & Distasi Wealth Management LLC 30 - 2024-03-31 24,391 $2,273,000 -48
   MODERA WEALTH MANAGEMENT, LLC 214 - 2024-03-31 24,155 $2,251,000 -254
   BB&T CORP 1244 - 2024-03-31 22,548 $2,101,000 -10,461
   Wealth Group Ltd 19 - 2024-03-31 18,255 $2,091,000 -6,481
   NORTHERN TRUST CORP 2952 - 2024-03-31 21,688 $2,021,000 -5,600
   Bell Investment Advisors Inc 34 - 2024-03-31 21,363 $1,991,000 -1,485
   Arjuna Capital 50 - 2024-03-31 21,144 $1,970,000 -759
   STATE BANK & TRUST 64 - 2024-03-31 19,465 $1,814,000 -644
   Larson Financial Group LLC 135 - 2024-03-31 18,166 $1,693,000 -1,026
   BARTLETT & CO. WEALTH MANAGEMENT LLC 215 - 2024-03-31 17,921 $1,670,000 -959
   MARSHALL FINANCIAL GROUP INC /ADV 25 - 2024-03-31 17,515 $1,632,000 -296
   Vermillion & White Wealth Management Group LLC 19 - 2024-03-31 17,455 $1,627,000 -223
   FIRST HAWAIIAN BANK 281 - 2024-03-31 17,390 $1,621,000 -54,282
   Leonard Rickey Investment Advisors P.L.L.C. 30 - 2024-03-31 16,899 $1,575,000 -235
   Laurel Wealth Planning LLC 26 - 2024-03-31 16,411 $1,529,000 -5,570
   West Financial Advisors LLC 30 - 2024-03-31 16,230 $1,512,000 -70
   RFG Advisory Group LLC 279 - 2024-03-31 16,189 $1,509,000 -1,681
   STRATEGIC POINT INVESTMENT ADVISORS LLC 25 - 2024-03-31 16,060 $1,497,000 -60
   Private Advisor Group LLC 988 - 2024-03-31 15,107 $1,408,000 -3,513
   FINANCIAL ARCHITECTS INC 107 - 2023-06-30 17,535 $1,374,000 -225
   MARINO STRAM & ASSOCIATES LLC 49 - 2024-03-31 14,375 $1,340,000 -106
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1113 - 2024-03-31 13,994 $1,304,000 -432
   Brickley Wealth Management 22 - 2024-03-31 13,329 $1,242,000 -28
   NATIONAL BANK OF CANADA /FI/ 945 - 2024-03-31 13,456 $1,239,000 -886
   PROFFITT & GOODSON INC 51 - 2024-03-31 13,047 $1,216,000 -913
   Snowden Capital Advisors LLC 444 - 2024-03-31 12,817 $1,194,000 -723
   WEDBUSH MORGAN SECURITIES INC 323 - 2024-03-31 12,811 $1,194,000 -668
   Stratos Wealth Partners LTD. 580 - 2024-03-31 12,614 $1,176,000 -79
   EP WEALTH ADVISORS, INC. 352 - 2024-03-31 12,376 $1,153,000 -7,138
   Lindbrook Capital LLC 119 - 2024-03-31 12,155 $1,133,000 -630
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2410 - 2024-03-31 12,030 $1,121,000 -68,684
   OHE FINANCIAL INC 114 - 2024-03-31 11,868 $1,106,000 -369
   Farther Finance Advisors LLC 231 - 2024-03-31 11,894 $1,105,000 -266
   JNBA FINANCIAL ADVISORS 88 - 2024-03-31 11,754 $1,095,000 -1,943
   HALBERT, HARGROVE/RUSSELL LLC 41 - 2024-03-31 10,666 $994,000 -10
   Dynamic Advisors Solutions LLC 450 - 2024-03-31 10,541 $982,000 -630
   Clearview Wealth Advisors LLC 21 - 2024-03-31 10,247 $955,000 -1,567
   BKD WEALTH ADVISORS LLC 214 - 2024-03-31 10,200 $951,000 -1,503
  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