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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Mill Creek Capital Advisors LLC 25 - 2023-12-31 200,686 $17,070,000 0
   Ashford Advisors LLC 7 - 2024-03-31 37,901 $3,532,000 0
   WEBSTER BANK 60 - 2024-03-31 36,729 $3,423,000 0
   TORONTO DOMINION BANK 639 - 2023-12-31 39,445 $3,355,000 0
   JACOBSON & SCHMITT ADVISORS LLC 36 - 2024-03-31 32,455 $3,024,000 0
   WHITTIER TRUST CO 244 - 2024-03-31 29,014 $2,704,000 0
   NORTHERN TRUST CORP 2906 - 2023-12-31 27,288 $2,321,000 0
   EQUITABLE TRUST CO 123 - 2024-03-31 24,516 $2,285,000 0
   UMB BANK N A/MO 257 - 2024-03-31 19,183 $1,788,000 0
   SAPIENT CAPITAL LLC 150 - 2024-03-31 17,094 $1,593,000 0
   WealthCollab LLC 22 - 2024-03-31 15,981 $1,489,000 0
   Miracle Mile Advisors LLC 215 - 2024-03-31 15,896 $1,481,000 0
   BECKER CAPITAL MANAGEMENT INC 143 - 2023-12-31 17,146 $1,458,000 0
   VALMARK ADVISERS INC 216 - 2024-03-31 15,331 $1,429,000 0
   Values Added Financial LLC 26 - 2024-03-31 13,156 $1,226,000 0
   NATIONAL BANK OF CANADA /FI/ 969 - 2023-12-31 14,342 $1,208,000 0
   Shepherd Financial Partners LLC 88 - 2024-03-31 12,933 $1,205,000 0
   SEEDS INVESTOR LLC 25 - 2024-03-31 9,735 $907,000 0
   Greenspring Advisors LLC 30 - 2024-03-31 8,198 $764,000 0
   FIRST NATIONAL CORP /MA/ /ADV 88 - 2024-03-31 8,667 $737,000 0
   NOTTINGHAM ADVISORS INC 71 - 2023-12-31 8,250 $702,000 0
   Robertson Stephens Wealth Management LLC 259 - 2023-12-31 8,150 $693,000 0
   Benchmark Wealth Management LLC 27 - 2024-03-31 7,308 $681,000 0
   BALLENTINE FINN & COMPANY INC 341 - 2024-03-31 6,816 $635,000 0
   Lion Street Advisors LLC 92 - 2024-03-31 7,276 $619,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 186 - 2024-03-31 6,950 $612,000 0
   MERITAGE PORTFOLIO MANAGEMENT 231 - 2024-03-31 6,488 $605,000 0
   Rossmore Private Capital 148 - 2023-12-31 7,047 $599,000 0
   GOLDEN ROAD ADVISORS LLC 19 - 2024-03-31 5,946 $554,000 0
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 276 - 2024-03-31 5,942 $554,000 0
   KMG FIDUCIARY PARTNERS LLC 175 - 2024-03-31 5,900 $550,000 0
   Ameraudi Asset Management Inc. 34 - 2024-03-31 5,793 $540,000 0
   Passive Capital Management LLC. 34 - 2023-03-31 7,445 $534,000 0
   RAYMOND JAMES TRUST CO 740 - 2024-03-31 5,121 $477,000 0
   FRG Family Wealth Advisors LLC 103 - 2023-12-31 5,590 $475,000 0
   Peirce Capital Management LLC 27 - 2024-03-31 5,047 $470,000 0
   RAM Investment Partners LLC 43 - 2024-03-31 4,878 $455,000 0
   FINANCIAL ADVISORY GROUP 66 - 2024-03-31 4,805 $448,000 0
   Walkner Condon Financial Advisors LLC 174 - 2024-03-31 4,490 $418,000 0
   Baron Silver Stevens Financial Advisors LLC 74 - 2024-03-31 4,437 $413,000 0
   Abacus Planning Group Inc. 126 - 2024-03-31 4,135 $385,000 0
   INTEGRAL INVESTMENT ADVISORS INC. 107 - 2024-03-31 3,868 $360,000 0
   CITIZENS FINANCIAL GROUP INC/RI 316 - 2024-03-31 4,188 $356,000 0
   ACCESS FINANCIAL SERVICES INC. 79 - 2024-03-31 3,766 $351,000 0
   Pinnacle Wealth Management Advisory Group LLC 234 - 2024-03-31 3,724 $347,000 0
   Van Hulzen Asset Management LLC 252 - 2024-03-31 3,700 $345,000 0
   McLean Asset Management Corp 96 - 2024-03-31 3,743 $345,000 0
   Five Oceans Advisors 109 - 2024-03-31 3,515 $328,000 0
   TD Waterhouse Canada Inc. 693 - 2024-03-31 2,579 $308,000 0
   TOCQUEVILLE ASSET MANAGEMENT LP 449 - 2024-03-31 3,280 $306,000 0
   Zhang Financial LLC 221 - 2024-03-31 3,287 $306,000 0
   LEGACY PRIVATE TRUST CO. 199 - 2024-03-31 3,280 $306,000 0
   ARMSTRONG ADVISORY GROUP INC 139 - 2024-03-31 3,509 $298,000 0
   SENTINEL PENSION ADVISORS INC 80 - 2023-12-31 3,486 $297,000 0
   PARK NATIONAL CORP /OH/ 244 - 2024-03-31 3,005 $280,000 0
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 133 - 2023-12-31 3,250 $276,000 0
   Waypoint Wealth Partners Inc. 65 - 2024-03-31 2,730 $254,000 0
   Greytown Advisors Inc. 68 - 2023-12-31 2,910 $248,000 0
   Kades & Cheifetz LLC 78 - 2024-03-31 2,655 $247,000 0
   Mengis Capital Management Inc. 156 - 2024-03-31 2,876 $245,000 0
   D. SCOTT NEAL INC. 58 - 2024-03-31 2,618 $244,000 0
   IEQ CAPITAL LLC 827 - 2024-03-31 2,592 $242,000 0
   Blue Barn Wealth LLC 104 - 2024-03-31 2,599 $242,000 0
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 126 - 2024-03-31 2,523 $235,000 0
   Quent Capital LLC 295 - 2024-03-31 2,480 $231,000 0
   RB Capital Management LLC 157 - 2023-12-31 2,709 $230,000 0
   YorkBridge Wealth Partners LLC 238 - 2022-12-31 3,375 $222,000 0
   Concord Wealth Partners 200 - 2024-03-31 2,356 $220,000 0
   Round Rock Advisors LLC 176 - 2024-03-31 2,355 $219,000 0
   AYRSHIRE ASSOCIATES INC 178 - 2023-12-31 2,415 $205,000 0
   SALEM INVESTMENT COUNSELORS INC 354 - 2024-03-31 2,170 $202,000 0
   OXFORD FINANCIAL GROUP LTD 230 - 2023-12-31 2,205 $188,000 0
   Carolina Wealth Advisors LLC 63 - 2024-03-31 1,878 $175,000 0
   SUMITOMO MITSUI FINANCIAL GROUP INC. 121 - 2023-12-31 1,807 $154,000 0
   PARKSIDE FINANCIAL BANK & TRUST 406 - 2024-03-31 1,627 $152,000 0
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 72 - 2024-03-31 1,576 $147,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 683 - 2024-03-31 103,431 $103,000 0
   HANSON MCCLAIN, INC. 1027 - 2024-03-31 1,028 $96,000 0
   TRUST CO OF VERMONT 409 - 2024-03-31 900 $84,000 0
   Spire Wealth Management 1107 - 2024-03-31 750 $70,000 0
   WFA of San Diego LLC 144 - 2023-09-30 921 $69,000 0
   Piscataqua Savings Bank 136 - 2024-03-31 711 $66,000 0
   GRAND WEALTH MANAGEMENT LLC 56 - 2024-03-31 659 $61,000 0
   PRIVATE TRUST CO NA 1081 - 2024-03-31 580 $54,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 269 - 2023-06-30 624 $49,000 0
   Atlantic Edge Private Wealth Management LLC 202 - 2024-03-31 465 $43,000 0
   BDO Wealth Advisors LLC 483 - 2023-06-30 465 $36,000 0
   Roble Belko & Company Inc 184 - 2024-03-31 391 $36,000 0
   Wells Financial Advisors INC 55 - 2023-12-31 400 $34,000 0
   Winch Advisory Services LLC 173 - 2023-12-31 387 $33,000 0
   Evolution Advisers Inc. 121 - 2024-03-31 199 $19,000 0
   PRINCIPAL SECURITIES INC. 2099 - 2024-03-31 168 $16,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1040 - 2024-03-31 165 $15,000 0
   GPS Wealth Strategies Group LLC 796 - 2024-03-31 150 $14,000 0
   FIRST MANHATTAN CO 1079 - 2023-12-31 140 $12,000 0
   City State Bank 491 - 2024-03-31 100 $9,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 361 - 2023-12-31 60 $5,000 0
   BFSG LLC 569 - 2024-03-31 32 $3,000 0
   GRADIENT INVESTMENTS LLC 1775 - 2024-03-31 2 $0 0
  99 Records found
  1    
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