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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
6,147
 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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 728 - 2023-12-31 9,111,043 $774,985,000 881,613
   VISA FOUNDATION 1 - 2023-12-31 1,893,275 $161,042,000 -117,760
   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 - 2023-12-31 688,579 $60,717,000 0
   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
   AMERIPRISE FINANCIAL INC 964 - 2023-12-31 391,331 $33,483,000 1,939
   Betterment LLC 48 - 2023-12-31 381,110 $32,417,000 -7,063
   Baird Financial Group Inc. 259 - 2023-12-31 334,690 $28,469,000 18,353
   Facet Wealth Inc. 17 - 2023-12-31 320,703 $28,305,000 24,699
   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 1 - 2023-12-31 261,396 $22,234,000 -7,713
   RETIREMENT CAPITAL STRATEGIES 2 - 2023-12-31 260,107 $22,125,000 256,414
   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
   MATHER GROUP, INC. 33 - 2024-03-31 232,767 $19,799,000 -1,258
   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
   BANK OF MONTREAL /CAN/ 694 - 2023-12-31 222,212 $18,986,000 -34,104
   RAYMOND JAMES & ASSOCIATES 767 - 2023-12-31 220,935 $18,793,000 25,898
   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
   COMMONWEALTH EQUITY SERVICES LLC. 481 - 2023-12-31 217,450 $18,496,000 32,656
   Cedar Wealth Management LLC 4 - 2023-12-31 213,856 $18,191,000 -32,678
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 535 - 2023-12-31 202,560 $17,230,000 32,571
   Mill Creek Capital Advisors LLC 25 - 2023-12-31 200,686 $17,070,000 0
   HANSON INVESTMENT MANAGEMENT - 2023-12-31 187,201 $15,923,000 3,192
   CAPROCK Group Inc. 17 - 2023-12-31 185,839 $15,808,000 -7,125
   LPL FINANCIAL CORP 999 - 2023-12-31 178,183 $15,156,000 10,619
   Diversified Portfolios Inc. 13 - 2023-12-31 157,198 $13,371,000 -314
   Financial Connections Group Inc. - 2023-12-31 144,299 $12,274,000 144,299
   DOHJ LLC 7 - 2024-03-31 129,103 $12,031,000 7,302
   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
   One Day In July LLC 15 - 2023-12-31 133,064 $11,318,000 -1,084
   SageView Advisory Group LLC 22 *New 2023-12-31 120,280 $10,557,000 120,280
   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
   ANDERSON FISHER LLC 13 - 2023-12-31 121,683 $10,350,000 -1,725
   WELLS FARGO & CO/MN 1481 - 2023-12-31 121,048 $10,296,000 2,698
   Apella Capital LLC 44 - 2024-03-31 104,742 $9,654,000 -9,050
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 456 - 2023-12-31 102,114 $8,686,000 4,980
   Pathstone Holdings LLC 295 - 2023-12-31 97,184 $8,267,000 0
   Gemmer Asset Management LLC 31 - 2023-12-31 92,533 $7,871,000 24,920
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 912 - 2023-12-31 80,714 $6,866,000 -28,132
   BSW WEALTH PARTNERS - 2023-12-31 78,823 $6,705,000 4,646
   EQ LLC 6 - 2023-12-31 76,907 $6,542,000 -7,020
   J P MORGAN CHASE & CO 2288 - 2023-12-31 76,077 $6,471,000 39,657
   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
   BUCKINGHAM ASSET MANAGEMENT, LLC 128 - 2023-12-31 71,830 $6,110,000 19,348
   AMG NATIONAL TRUST BANK 77 - 2023-12-31 71,686 $6,098,000 404
   HIGHTOWER ADVISORS, LLC 880 - 2023-12-31 70,397 $5,990,000 3,441
   Affinity Capital Advisors LLC 18 - 2024-03-31 63,725 $5,938,000 -17,482
   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
   Parallel Advisors LLC 109 - 2023-12-31 65,843 $5,601,000 6,384
   Apexium Financial LP 34 - 2024-03-31 58,806 $5,480,000 -6,764
   Advisor Group Holdings Inc. 1152 - 2023-12-31 63,350 $5,389,000 -15,699
   LIBRA WEALTH LLC 8 - 2023-12-31 61,182 $5,204,000 -117
   REGATTA CAPITAL GROUP LLC - 2023-12-31 59,609 $5,070,000 -3,424
   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
   Charter Oak Capital Management LLC - 2023-12-31 54,132 $4,605,000 629
   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
   DHK Financial Advisors Inc. 8 - 2023-12-31 50,447 $4,291,000 -1,080
   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
   Brandywine Oak Private Wealth LLC 35 - 2023-12-31 45,951 $3,909,000 -3,771
   Beacon Pointe Advisors LLC 337 - 2023-12-31 45,911 $3,905,000 -2,322
   BANK OF NEW YORK MELLON CORP 2509 - 2023-12-31 44,137 $3,754,000 2,863
   Stephens Consulting LLC 14 - 2024-03-31 39,513 $3,682,000 463
   Trademark Financial Management LLC 8 - 2023-12-31 42,973 $3,655,000 0
   Merit Financial Group LLC 133 - 2023-12-31 40,393 $3,436,000 -2,360
   WEBSTER BANK 60 - 2024-03-31 36,729 $3,423,000 0
   Relyea Zuckerberg Hanson LLC 27 - 2023-12-31 39,580 $3,367,000 -3,042
   GPWM LLC 14 - 2023-12-31 39,535 $3,363,000 -1,284
   TORONTO DOMINION BANK 639 - 2023-12-31 39,445 $3,355,000 0
   FTB Advisors Inc. 167 - 2023-12-31 39,251 $3,339,000 -3,908
   PFS INVESTMENTS INC. 272 - 2023-06-30 42,461 $3,327,000 -617
   MERCER GLOBAL ADVISORS INC /ADV 588 - 2023-12-31 38,418 $3,268,000 2,094
   White Lighthouse Investment Management Inc. - 2023-12-31 38,067 $3,238,000 451
   Stonehearth Capital Management LLC 15 - 2024-03-31 34,715 $3,235,000 13,825
  100 Records found
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