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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
   Brio Consultants LLC 96 *Closed 2024-03-31 0 $0 -2,940
   Stonebridge Capital Advisors LLC 364 *Closed 2023-12-31 0 $0 -450
   Financial Services Advisory Inc 65 *Closed 2023-12-31 0 $0 -10,093
   Soundwatch Capital LLC 33 *Closed 2023-12-31 0 $0 -48,582
   FLOW TRADERS U.S. LLC 980 *Closed 2023-12-31 0 $0 -52,413
   Pensionmark Financial Group LLC 396 *Closed 2023-12-31 0 $0 -3,561
   BCJ Capital Management LLC 337 *Closed 2023-12-31 0 $0 -7,473
   JOHNSON INVESTMENT COUNSEL INC 719 *Closed 2023-12-31 0 $0 -2,830
   H D Vest Advisory Services 1574 *Closed 2023-12-31 0 $0 -3,042
   DHJJ Financial Advisors Ltd. 745 *Closed 2024-03-31 0 $0 -100
   VERITABLE LP 583 *Closed 2023-09-30 0 $0 -54,663
   ATTICUS WEALTH MANAGEMENT LLC 568 *Closed 2024-03-31 0 $0 -1,248
   Kalos Management Inc. 377 *Closed 2023-06-30 0 $0 -22
   ANCORA ADVISORS, LLC 1745 *Closed 2023-12-31 0 $0 -17
   GenWealth Group Inc. 72 *Closed 2024-03-31 0 $0 -27,397
   Financial Connections Group Inc. *Closed 2024-03-31 0 $0 -144,299
   COREPATH WEALTH PARTNERS LLC 39 *Closed 2024-03-31 0 $0 -3,165
   HEAD & ASSOCIATES LLC 675 *Closed 2023-12-31 0 $0 -30
   Buckingham Strategic Partners 468 *Closed 2023-12-31 0 $0 -5,514
   EdgeRock Capital LLC 347 *Closed 2023-12-31 0 $0 -3,028
   BAKER AVENUE ASSET MANAGEMENT, LP 1569 *Closed 2023-12-31 0 $0 -280
   Planning Capital Management Corp 699 *Closed 2024-03-31 0 $0 -71
   Perigon Wealth Management LLC 902 *Closed 2024-03-31 0 $0 -16,202
   American Financial Advisors LLC 155 *Closed 2024-03-31 0 $0 -3,367
   Front Row Advisors LLC 852 *Closed 2023-12-31 0 $0 -266

  25 Records found
  1    
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