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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
   VISA FOUNDATION 1 - 2023-12-31 1,893,275 $161,042,000 -117,760
   BFT FINANCIAL GROUP LLC 3 - 2023-06-30 673,002 $52,650,000 -23,178
   BANK OF AMERICA CORP /DE/ 1210 - 2023-12-31 528,994 $44,996,000 -10,245
   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 48 - 2023-12-31 381,110 $32,417,000 -7,063
   Crewe Advisors LLC 6 - 2023-12-31 314,958 $26,790,000 -31,170
   Financial Network Wealth Management LLC 1 - 2023-12-31 261,396 $22,234,000 -7,713
   Orgel Wealth Management LLC 26 - 2024-03-31 234,701 $21,872,000 -5,440
   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
   BANK OF MONTREAL /CAN/ 694 - 2023-12-31 222,212 $18,986,000 -34,104
   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
   Diversified Portfolios Inc. 13 - 2023-12-31 157,198 $13,371,000 -314
   Skyline Advisors Inc. 7 - 2024-03-31 122,338 $11,401,000 -758
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 912 - 2023-12-31 80,714 $6,866,000 -28,132
   BSW WEALTH PARTNERS 18 - 2024-03-31 73,648 $6,863,000 -5,175
   EQ LLC 6 - 2023-12-31 76,907 $6,542,000 -7,020
   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
   Affinity Capital Advisors LLC 18 - 2024-03-31 63,725 $5,938,000 -17,482
   CBIZ Investment Advisory Services LLC 15 - 2023-12-31 66,040 $5,617,000 -28,225
   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
   Charter Oak Capital Management LLC 20 - 2024-03-31 53,791 $5,013,000 -341
   FREESTONE CAPITAL HOLDINGS, LLC 79 - 2023-12-31 55,593 $4,729,000 -5,215
   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 2453 - 2024-03-31 40,202 $3,746,000 -3,935
   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
   Merit Financial Group LLC 133 - 2023-12-31 40,393 $3,436,000 -2,360
   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
   JANNEY MONTGOMERY SCOTT LLC 986 - 2024-03-31 31,004 $2,889,000 -5,816
   BB&T CORP 1081 - 2023-12-31 33,009 $2,808,000 -4,098
   FIDUCIARY TRUST CO 212 - 2023-12-31 32,421 $2,758,000 -708
   BLAIR WILLIAM & CO/IL 620 - 2023-12-31 29,259 $2,489,000 -14,473
   MAYPORT LLC 19 - 2024-03-31 25,839 $2,408,000 -3,239
   ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC 8 - 2023-12-31 25,909 $2,204,000 -2,824
   Topel & Distasi Wealth Management LLC 29 - 2023-12-31 24,439 $2,079,000 -206
   MODERA WEALTH MANAGEMENT, LLC 216 - 2023-12-31 24,409 $2,076,000 -651
   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
   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
   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
   Addison Advisors LLC 40 - 2023-12-31 16,087 $1,368,000 -4,144
   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
   PROFFITT & GOODSON INC 51 - 2024-03-31 13,047 $1,216,000 -913
   Stratos Wealth Partners LTD. 580 - 2024-03-31 12,614 $1,176,000 -79
   Snowden Capital Advisors LLC 398 - 2023-12-31 13,540 $1,152,000 -196
   WEDBUSH MORGAN SECURITIES INC 295 - 2023-12-31 13,479 $1,147,000 -425
   Lindbrook Capital LLC 119 - 2024-03-31 12,155 $1,133,000 -630
   JNBA FINANCIAL ADVISORS 88 - 2024-03-31 11,754 $1,095,000 -1,943
   OHE FINANCIAL INC 116 - 2023-12-31 12,237 $1,041,000 -566
   Farther Finance Advisors LLC 229 - 2023-12-31 12,160 $1,034,000 -537
   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
   Silver Oak Advisory Group Inc. 26 - 2024-03-31 10,044 $937,000 -56
   Adviser Investments LLC 319 - 2024-03-31 9,636 $898,000 -2,736
   TRUEFG LLC 16 - 2024-03-31 9,555 $890,000 -280
   Cherry Tree Wealth Management LLC 68 - 2024-03-31 9,474 $883,000 -415
   SMITHFIELD TRUST CO 154 - 2023-12-31 10,383 $881,000 -13
   Sontag Advisory LLC 336 - 2023-12-31 10,063 $856,000 -432
   Family CFO Inc 22 - 2024-03-31 9,114 $849,000 -12
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 780 - 2023-12-31 9,800 $834,000 -1,667
   TRUEPOINT, INC. 94 - 2023-12-31 9,577 $815,000 -626
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 616 - 2023-12-31 8,935 $760,000 -79
   CJM Wealth Advisers Ltd. 30 - 2024-03-31 8,002 $746,000 -548
   TWIN FOCUS CAPITAL PARTNERS, LLC 81 - 2023-12-31 8,758 $745,000 -241
   HARBOUR INVESTMENTS INC. 431 - 2023-12-31 8,715 $741,000 -3,415
   BRAGG FINANCIAL ADVISORS INC 219 - 2023-12-31 8,461 $720,000 -3
   Cascade Investment Advisors Inc. 88 - 2024-03-31 7,700 $718,000 -1,000
   Milestone Investment Advisors LLC 50 - 2023-12-31 8,365 $712,000 -1,698
   PRESILIUM PRIVATE WEALTH LLC 42 - 2024-03-31 7,641 $712,000 -603
   CAPITAL MANAGEMENT CORP /VA 51 - 2023-12-31 8,190 $697,000 -170
   CM WEALTH ADVISORS LLC 28 - 2023-12-31 7,910 $673,000 -153
   BRADLEY FOSTER & SARGENT INC/CT 324 - 2023-12-31 7,465 $635,000 -500
   Mokosak Advisory Group LLC 17 - 2024-03-31 5,880 $548,000 -965
   IFG Advisors LLC 69 - 2024-03-31 5,758 $537,000 -32
   Continuum Advisory LLC 272 - 2023-12-31 6,189 $526,000 -86
   THRIVENT FINANCIAL FOR LUTHERANS 2142 - 2023-12-31 5,706 $485,000 -233
   Tradition Wealth Management LLC 210 - 2023-12-31 5,329 $453,000 -7
  100 Records found
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