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Get Institutions for : 
Vanguard Esg International Stock Etf (VSGX)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 293    15
Total shares held : 
 18,805,528  
% of shares held : 
 70.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   54  
Amount of shares held : 
 -1,691,063  
% of shares held change : 
   -6.36%  
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 :
24
 267,884
 1.42%
 
Increased Positions :
124
 802,112
 4.27%
 
Unchanged Positions :
60
 638,251
 3.39%
 
Decreased Positions :
85
-2,719,596
-14.46%
 
Closed Positions :
9
-41,463
-0.22%
 
Guru Positions :
0
 0%
 
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 1023 - 2023-12-31 8,234,646 $455,211,000 625,485
   CREATIVE PLANNING 101 - 2023-12-31 1,197,379 $66,191,000 20,837
   Leo Wealth LLC 4 - 2023-12-31 743,185 $41,481,000 0
   BFT FINANCIAL GROUP LLC 5 - 2023-06-30 735,657 $39,035,000 14,054
   MORGAN STANLEY 2250 - 2023-12-31 538,106 $29,747,000 15,671
   Crewe Advisors LLC 8 - 2023-12-31 462,759 $25,581,000 -30,344
   ROYAL BANK OF CANADA 1004 - 2023-12-31 455,529 $25,182,000 1,684
   SCS CAPITAL MANAGEMENT LLC 30 - 2023-12-31 358,823 $19,836,000 29,358
   UBS Group AG 1144 - 2023-12-31 320,048 $17,692,000 -30,296
   BANK OF AMERICA CORP /DE/ 1953 - 2023-12-31 297,263 $16,433,000 -38,152
   Refined Wealth Management 3 - 2024-03-31 268,592 $15,436,000 -4,358
   Facet Wealth Inc. 27 - 2023-12-31 274,410 $15,054,000 29,918
   HPM Partners LLC - 2023-12-31 263,063 $14,542,000 218,497
   SPINNAKER TRUST 25 - 2023-12-31 240,960 $13,320,000 438
   RAYMOND JAMES & ASSOCIATES 971 - 2023-12-31 227,951 $12,601,000 30,555
   BTIM CORP. - 2023-12-31 202,692 $11,205,000 40,645
   HANSON INVESTMENT MANAGEMENT - 2023-12-31 193,574 $10,701,000 5,950
   AMERIPRISE FINANCIAL INC 1701 - 2023-12-31 189,532 $10,475,000 -23,780
   Platt Investment Counsel LLC 5 - 2024-03-31 181,546 $10,433,000 -61,054
   ENVESTNET ASSET MANAGEMENT INC 1463 - 2023-12-31 174,489 $9,646,000 -3,403
   Baird Financial Group Inc. 483 - 2023-12-31 160,876 $8,893,000 -596
   FIDUCIARY TRUST CO 107 - 2023-12-31 147,258 $8,140,000 1,432
   Stewardship Advisors LLC 7 - 2024-03-31 138,266 $7,946,000 -1,110
   ANGELES INVESTMENT ADVISORS, LLC 21 - 2023-12-31 136,685 $7,556,000 -38,508
   Diversified Portfolios Inc. 21 - 2023-12-31 135,248 $7,477,000 20,079
   Skyline Advisors Inc. 12 - 2024-03-31 129,396 $7,436,000 1,107
   LifeGuide Financial Advisors LLC 8 - 2024-03-31 128,153 $7,365,000 7,903
   Charter Oak Capital Management LLC - 2023-12-31 130,422 $7,210,000 2,215
   MISSION WEALTH MANAGEMENT LLC 57 - 2023-12-31 129,027 $7,133,000 -5,920
   JANE STREET GROUP LLC 1228 - 2023-12-31 119,916 $6,629,000 -199,583
   Apella Capital LLC 55 - 2024-03-31 114,009 $6,534,000 -9,264
   GOLDMAN SACHS GROUP INC/ 2396 - 2023-12-31 115,136 $6,365,000 -874
   ADVISORY SERVICES NETWORK, LLC 155 - 2023-12-31 105,446 $5,829,000 1,805
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 32 - 2023-12-31 103,291 $5,710,000 -7,642
   OGOREK ANTHONY JOSEPH /NY/ /ADV 16 - 2023-12-31 101,676 $5,620,000 1,011
   CBIZ Investment Advisory Services LLC 16 - 2023-12-31 99,476 $5,499,000 0
   Garde Capital Inc. 42 - 2023-12-31 96,126 $5,314,000 24,653
   MML INVESTORS SERVICES LLC 570 - 2023-12-31 95,492 $5,279,000 1,577
   Orgel Wealth Management LLC 32 - 2024-03-31 88,069 $5,061,000 -2,203
   EMPIRICAL FINANCIAL SERVICES, LLC 109 - 2023-12-31 84,632 $4,678,000 6,788
   HIGHTOWER ADVISORS, LLC 1042 - 2023-12-31 76,013 $4,206,000 6,638
   White Lighthouse Investment Management Inc. - 2023-12-31 75,060 $4,149,000 6,401
   LPL FINANCIAL CORP 1804 - 2023-12-31 74,106 $4,097,000 8,144
   Beacon Pointe Advisors LLC 321 - 2023-12-31 73,884 $4,084,000 -20,875
   Quent Capital LLC 39 - 2023-12-31 72,748 $4,022,000 5,698
   EVOKE WEALTH LLC 139 - 2023-12-31 69,985 $3,869,000 -5,820
   DOHJ LLC 26 - 2024-03-31 65,805 $3,782,000 57,748
   MARINER WEALTH ADVISORS, LLC 794 - 2023-12-31 67,344 $3,723,000 2,563
   Financial Connections Group Inc. - 2023-12-31 65,235 $3,606,000 65,235
   AMG NATIONAL TRUST BANK 128 - 2023-12-31 64,032 $3,540,000 222
   COMMONWEALTH EQUITY SERVICES LLC. 1305 - 2023-12-31 62,615 $3,461,000 -1,609
   FINANCIAL NETWORK 742 - 2023-12-31 62,236 $3,440,000 -38
   Balanced Rock Investment Advisor 9 - 2023-12-31 59,482 $3,288,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 786 - 2024-03-31 55,718 $3,202,000 214
   ANDERSON FISHER LLC 22 - 2023-12-31 57,880 $3,200,000 -11,157
   LEDYARD NATIONAL BANK 65 - 2023-12-31 56,660 $3,132,000 813
   BUCKINGHAM ASSET MANAGEMENT, LLC 184 - 2023-12-31 56,521 $3,124,000 25,130
   SageView Advisory Group LLC 74 *New 2023-12-31 57,011 $3,119,000 57,011
   BLUESTEM FINANCIAL ADVISORS LLC 13 - 2024-03-31 53,208 $3,058,000 522
   ST GERMAIN D J CO INC 108 - 2024-03-31 51,295 $2,948,000 2,280
   HALL KATHRYN A. 22 - 2023-12-31 49,790 $2,752,000 23
   JONES FINANCIAL COMPANIES LLLP 155 - 2023-12-31 47,433 $2,622,000 6,471
   DHK Financial Advisors Inc. 13 - 2023-12-31 46,547 $2,573,000 -4,056
   Garrett Investment Advisors LLC 79 - 2024-03-31 44,604 $2,563,000 -754
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 703 - 2023-12-31 45,741 $2,529,000 4,906
   Bear Mountain Capital Inc. 18 - 2023-12-31 43,846 $2,361,000 0
   Pathstone Holdings LLC 681 - 2023-12-31 42,491 $2,349,000 0
   Northland Capital Management LLC 18 - 2024-03-31 39,978 $2,298,000 2,417
   MAYPORT LLC 19 *New 2023-12-31 41,186 $2,277,000 41,186
   CAPTRUST FINANCIAL ADVISORS 879 - 2023-12-31 38,250 $2,114,000 6,831
   LIBRA WEALTH LLC 18 - 2023-12-31 38,209 $2,112,000 2,099
   BerganKDV Wealth Management LLC 79 - 2023-06-30 39,731 $2,110,000 13,860
   DeDora Capital Inc. 38 - 2024-03-31 36,329 $2,088,000 9,645
   PATHSTONE FAMILY OFFICE, LLC 468 *New 2023-09-30 40,759 $2,056,000 40,759
   Boston Standard Wealth Management LLC 18 - 2024-03-31 35,211 $2,024,000 1,202
   Silver Oak Advisory Group Inc. 15 - 2023-12-31 36,130 $1,997,000 2,413
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1187 - 2023-12-31 35,993 $1,990,000 4,054
   Financial Network Wealth Management LLC 25 - 2023-12-31 35,627 $1,969,000 -165
   NORTHERN TRUST CORP 3011 - 2023-12-31 34,974 $1,933,000 -5,450
   CI Private Wealth LLC 1017 - 2023-12-31 34,807 $1,924,000 1,780
   HAVERFORD TRUST CO 173 - 2023-12-31 33,504 $1,852,000 612
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1598 - 2023-12-31 33,377 $1,845,000 168
   DAVIS R M INC 124 - 2023-12-31 32,969 $1,823,000 5,695
   BFSG LLC 109 - 2023-12-31 32,730 $1,809,000 578
   GOULD ASSET MANAGEMENT LLC /CA/ 29 - 2023-12-31 32,572 $1,801,000 3,025
   Monterey Private Wealth Inc. 25 - 2024-03-31 29,986 $1,723,000 1,082
   Brooklyn FI LLC 29 - 2024-03-31 28,800 $1,655,000 25
   Cresset Asset Management LLC 668 - 2023-12-31 29,588 $1,636,000 21,168
   Addison Advisors LLC 35 - 2023-12-31 29,320 $1,621,000 -18,602
   J P MORGAN CHASE & CO 3086 - 2023-12-31 28,687 $1,586,000 15,598
   Pallas Capital Advisors LLC 172 - 2024-03-31 27,093 $1,557,000 -307
   VISTA CAPITAL PARTNERS, INC. 21 - 2023-12-31 27,729 $1,533,000 0
   OLD MISSION CAPITAL LLC 326 - 2023-12-31 27,463 $1,518,000 -131,461
   JACOBSON & SCHMITT ADVISORS LLC 41 *New 2023-12-31 26,535 $1,467,000 26,535
   Carr Financial Group Corp - 2023-12-31 26,500 $1,465,000 1,000
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 863 - 2023-09-30 27,992 $1,412,000 -6,964
   Treynor Bancshares Inc. 37 - 2023-12-31 25,281 $1,398,000 -14,835
   SAGEWORTH TRUST CO 39 - 2024-03-31 24,280 $1,395,000 178
   MARSHALL FINANCIAL GROUP INC /ADV 28 - 2023-12-31 25,099 $1,387,000 8,072
   West Financial Advisors LLC 32 - 2024-03-31 23,777 $1,366,000 27
  100 Records found
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