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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  
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
   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
   BANK OF AMERICA CORP /DE/ 2068 - 2024-03-31 293,698 $16,879,000 -3,565
   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
   SPINNAKER TRUST 26 - 2024-03-31 238,545 $13,709,000 -2,415
   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
   Stewardship Advisors LLC 7 - 2024-03-31 138,266 $7,946,000 -1,110
   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
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 30 - 2024-03-31 96,962 $5,572,000 -6,329
   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
   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
   Balanced Rock Investment Advisor 10 - 2024-03-31 57,930 $3,329,000 -1,552
   JANE STREET GROUP LLC 1705 - 2024-03-31 55,309 $3,179,000 -64,607
   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
   Bear Mountain Capital Inc. 20 - 2024-03-31 40,577 $2,226,000 -3,269
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1238 - 2024-03-31 35,791 $2,057,000 -202
   Financial Network Wealth Management LLC 27 - 2024-03-31 35,575 $2,034,000 -52
   HAVERFORD TRUST CO 176 - 2024-03-31 33,310 $1,914,000 -194
   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
   Pallas Capital Advisors LLC 172 - 2024-03-31 27,093 $1,557,000 -307
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 863 - 2023-09-30 27,992 $1,412,000 -6,964
   Bell Investment Advisors Inc 42 - 2024-03-31 24,064 $1,383,000 -318
   Advisor Group Holdings Inc. 2036 - 2024-03-31 23,232 $1,335,000 -986
   FINANCIAL ARCHITECTS INC 115 - 2023-06-30 24,354 $1,293,000 -1,378
   JNBA FINANCIAL ADVISORS 85 - 2024-03-31 20,340 $1,169,000 -1,830
   Financial Council Asset Management Inc 28 - 2024-03-31 19,188 $1,103,000 -199
   Opes Wealth Management LLC 58 - 2024-03-31 18,408 $1,058,000 -719
   Chicago Partners Investment Group LLC 324 - 2024-03-31 16,880 $940,000 -673
   NATIONAL BANK OF CANADA /FI/ 995 - 2024-03-31 15,957 $917,000 -498
   RFG Advisory Group LLC 377 - 2024-03-31 15,636 $899,000 -623
   McClarren Financial Advisors Inc. 27 - 2024-03-31 633 $887,000 -14,727
   Optas LLC 63 - 2024-03-31 14,189 $815,000 -261
   MERRIMAN WEALTH MANAGEMENT, LLC 107 - 2024-03-31 13,725 $789,000 -774
   J P MORGAN CHASE & CO 3497 - 2024-03-31 13,554 $779,000 -15,133
   One Day In July LLC 70 - 2024-03-31 13,200 $759,000 -241
   AUTUS ASSET MANAGEMENT, LLC 95 - 2022-12-31 14,442 $710,000 -825
   Tradition Wealth Management LLC 173 - 2024-03-31 11,989 $689,000 -494
   NOTTINGHAM ADVISORS INC 75 - 2024-03-31 11,750 $675,000 -450
   Larson Financial Group LLC 206 - 2024-03-31 10,666 $613,000 -884
   CHERRYDALE WEALTH MANAGEMENT LLC 31 - 2024-03-31 10,589 $609,000 -2,350
   YCMNET ADVISORS INC 140 - 2024-03-31 10,555 $607,000 -3,775
   Johnson Bixby & Associates LLC 59 - 2024-03-31 10,487 $603,000 -2
   SUMMIT INVESTMENT ADVISORS INC 769 - 2024-03-31 9,780 $562,000 -38
   Geneos Wealth Management Inc. 479 - 2024-03-31 9,353 $538,000 -456
   FIRST UNITED BANK TRUST/ 99 - 2024-03-31 9,234 $531,000 -1,683
   STRATEGIC POINT INVESTMENT ADVISORS LLC 27 - 2024-03-31 9,165 $527,000 -70
   Baldrige Asset Management LLC 70 - 2023-03-31 9,470 $496,000 -13
   Private Advisor Group LLC 1519 - 2024-03-31 8,615 $495,000 -325
   PINNACLE ASSOCIATES LTD 598 - 2024-03-31 8,106 $466,000 -337
   MERCER GLOBAL ADVISORS INC /ADV 1333 - 2024-03-31 7,806 $449,000 -577
   Pinnacle Wealth Management Advisory Group LLC 212 - 2024-03-31 7,208 $414,000 -434
   SMITHFIELD TRUST CO 224 - 2024-03-31 7,219 $414,000 -85
   RS CRUM INC. 56 - 2024-03-31 6,325 $363,000 -350
   Foster Group Inc. 147 - 2024-03-31 6,192 $356,000 -274
   KilterHowling LLC 30 - 2024-03-31 6,013 $346,000 -44
   Affinity Capital Advisors LLC 115 - 2024-03-31 5,762 $331,000 -30
   Valeo Financial Advisors LLC 483 - 2024-03-31 5,732 $319,000 -155
   LAKE STREET ADVISORS GROUP LLC 451 - 2024-03-31 5,407 $311,000 -1,649
   ICONIQ CAPITAL, LLC 55 - 2024-03-31 7,502 $280,000 -2,385
   BKD WEALTH ADVISORS LLC 355 - 2024-03-31 4,724 $271,000 -840
   Carson Advisory Inc. 126 - 2024-03-31 4,700 $270,000 -400
   Laurel Wealth Planning LLC 49 - 2024-03-31 4,609 $265,000 -53
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 912 - 2024-03-31 4,582 $263,000 -85
   Adviser Investments LLC 497 - 2024-03-31 4,107 $236,000 -178
   APPLETON PARTNERS INC/MA 253 - 2024-03-31 4,029 $232,000 -545
   BANK OF MONTREAL /CAN/ 2580 - 2024-03-31 3,881 $223,000 -233
   Kestra Advisory Services LLC 2220 - 2024-03-31 3,686 $212,000 -250
   CARDIFF PARK ADVISORS LLC 280 - 2024-03-31 2,033 $117,000 -417
   EP WEALTH ADVISORS, INC. 791 - 2024-03-31 2,020 $116,000 -6
   Milestone Investment Advisors LLC 96 - 2024-03-31 1,039 $60,000 -4
   Fortis Group Advisors LLC 234 - 2024-03-31 644 $37,000 -644
   American Capital Advisory LLC 215 - 2024-03-31 277 $15,000 -25
   BNP PARIBAS ARBITRAGE SA 3072 - 2024-03-31 4 $0 -5
  87 Records found
  1    
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