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
6,147
 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 71 - 2023-12-31 1,162,945 $98,920,000 48,822
   Wealthfront Advisers LLC 31 - 2024-03-31 955,501 $89,043,000 14,748
   MORGAN STANLEY 1376 - 2023-12-31 857,893 $72,972,000 46,342
   Leo Wealth LLC 2 - 2024-03-31 732,257 $68,123,000 43,678
   BFT FINANCIAL GROUP LLC 3 - 2023-06-30 673,002 $52,650,000 -23,178
   Verde Capital Management 2 - 2024-03-31 531,464 $49,527,000 38,944
   BANK OF AMERICA CORP /DE/ 1210 - 2023-12-31 528,994 $44,996,000 -10,245
   ANGELES INVESTMENT ADVISORS, LLC 10 - 2023-12-31 479,870 $40,818,000 21,312
   IMPACTfolio LLC 1 - 2024-03-31 431,070 $40,171,000 198,670
   Platt Investment Counsel LLC 1 - 2024-03-31 395,419 $36,849,000 -7,485
   ROYAL BANK OF CANADA 833 - 2023-12-31 412,445 $35,082,000 -3,004
   Betterment LLC 52 - 2024-03-31 359,487 $33,501,000 -21,623
   AMERIPRISE FINANCIAL INC 964 - 2023-12-31 391,331 $33,483,000 1,939
   Facet Wealth Inc. 19 - 2024-03-31 320,900 $29,394,000 197
   Baird Financial Group Inc. 259 - 2023-12-31 334,690 $28,469,000 18,353
   Crewe Advisors LLC 6 - 2023-12-31 314,958 $26,790,000 -31,170
   UBS Group AG 976 - 2023-12-31 305,610 $25,995,000 6,267
   Financial Network Wealth Management LLC 2 - 2024-03-31 256,370 $23,478,000 -5,026
   RETIREMENT CAPITAL STRATEGIES 2 - 2023-12-31 260,107 $22,125,000 256,414
   RAYMOND JAMES & ASSOCIATES 732 - 2024-03-31 236,318 $22,022,000 15,383
   Orgel Wealth Management LLC 26 - 2024-03-31 234,701 $21,872,000 -5,440
   SCS CAPITAL MANAGEMENT LLC 29 - 2023-12-31 253,804 $21,589,000 14,549
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 503 - 2024-03-31 216,036 $20,132,000 13,476
   MATHER GROUP, INC. 33 - 2024-03-31 232,767 $19,799,000 -1,258
   LPL FINANCIAL CORP 950 - 2024-03-31 212,125 $19,768,000 33,942
   GOLDMAN SACHS GROUP INC/ 1563 - 2023-12-31 231,226 $19,668,000 -1,531
   ENVESTNET ASSET MANAGEMENT INC 1046 - 2023-12-31 230,219 $19,582,000 8,695
   HANSON INVESTMENT MANAGEMENT 5 - 2024-03-31 204,325 $19,041,000 17,124
   BANK OF MONTREAL /CAN/ 694 - 2023-12-31 222,212 $18,986,000 -34,104
   HPM Partners LLC - 2023-12-31 219,967 $18,710,000 190,073
   BOSTON COMMON ASSET MANAGEMENT LLC 59 *New 2024-03-31 199,493 $18,591,000 199,493
   Cedar Wealth Management LLC 4 - 2023-12-31 213,856 $18,191,000 -32,678
   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
   Mill Creek Capital Advisors LLC 25 - 2023-12-31 200,686 $17,070,000 0
   Diversified Portfolios Inc. 14 - 2024-03-31 152,126 $14,177,000 -5,072
   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
   Skyline Advisors Inc. 7 - 2024-03-31 122,338 $11,401,000 -758
   REGATTA CAPITAL GROUP LLC 9 - 2024-03-31 118,748 $11,066,000 59,139
   LAKE STREET ADVISORS GROUP LLC 29 - 2023-12-31 123,817 $10,532,000 2,027
   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
   Apella Capital LLC 44 - 2024-03-31 104,742 $9,654,000 -9,050
   Gemmer Asset Management LLC 25 - 2024-03-31 103,520 $9,647,000 10,987
   EVOKE WEALTH LLC 51 - 2023-12-31 107,968 $9,184,000 -23,444
   FRANKLIN RESOURCES INC 908 - 2023-12-31 104,294 $8,871,000 14,720
   Pathstone Holdings LLC 295 - 2023-12-31 97,184 $8,267,000 0
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 456 - 2023-12-31 84,247 $7,166,000 4,456
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 29 - 2023-12-31 83,303 $7,086,000 55,579
   JONES FINANCIAL COMPANIES LLLP 123 - 2023-12-31 83,082 $7,067,000 10,042
   BSW WEALTH PARTNERS 18 - 2024-03-31 73,648 $6,863,000 -5,175
   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
   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
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 463 - 2023-09-30 81,798 $6,153,000 -3,885
   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
   LIBRA WEALTH LLC 10 - 2024-03-31 63,397 $5,908,000 2,215
   Cresset Asset Management LLC 301 - 2023-12-31 68,704 $5,844,000 47,113
   CBIZ Investment Advisory Services LLC 15 - 2023-12-31 66,040 $5,617,000 -28,225
   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
   Charter Oak Capital Management LLC 20 - 2024-03-31 53,791 $5,013,000 -341
   FIRST AMERICAN TRUST CO 62 *New 2023-12-31 64,166 $4,731,000 64,166
   FREESTONE CAPITAL HOLDINGS, LLC 79 - 2023-12-31 55,593 $4,729,000 -5,215
   DHK Financial Advisors Inc. 7 - 2024-03-31 50,507 $4,707,000 60
   Relyea Zuckerberg Hanson LLC 24 - 2024-03-31 49,972 $4,657,000 10,392
   Atlantic Private Wealth LLC 5 - 2023-12-31 52,565 $4,471,000 1
   FINANCIAL ENGINES ADVISORS L.L.C. 104 - 2023-12-31 52,476 $4,464,000 5,942
   DAVIDSON D A & CO 309 - 2023-12-31 51,663 $4,395,000 1,957
   Brandywine Oak Private Wealth LLC 35 - 2024-03-31 46,330 $4,317,000 379
   FINANCIAL NETWORK 643 - 2023-12-31 49,942 $4,248,000 -410
   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
   Beacon Pointe Advisors LLC 337 - 2023-12-31 45,911 $3,905,000 -2,322
   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
   BANK OF NEW YORK MELLON CORP 2453 - 2024-03-31 40,202 $3,746,000 -3,935
   Stephens Consulting LLC 14 - 2024-03-31 39,513 $3,682,000 463
   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
   Ashford Advisors LLC 7 - 2024-03-31 37,901 $3,532,000 0
   FTB Advisors Inc. 161 - 2024-03-31 37,842 $3,526,000 -1,409
   WEBSTER BANK 60 - 2024-03-31 36,729 $3,423,000 0
   GOULD ASSET MANAGEMENT LLC /CA/ 21 - 2024-03-31 36,693 $3,419,000 5,105
   TORONTO DOMINION BANK 639 - 2023-12-31 39,445 $3,355,000 0
   PFS INVESTMENTS INC. 272 - 2023-06-30 42,461 $3,327,000 -617
   MISSION WEALTH MANAGEMENT LLC 122 - 2024-03-31 35,691 $3,326,000 18,907
   MERCER GLOBAL ADVISORS INC /ADV 588 - 2023-12-31 38,418 $3,268,000 2,094
   Stonehearth Capital Management LLC 15 - 2024-03-31 34,715 $3,235,000 13,825
  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