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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
   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
   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
   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
   RAYMOND JAMES & ASSOCIATES 959 - 2024-03-31 246,480 $14,165,000 18,529
   SPINNAKER TRUST 25 - 2023-12-31 240,960 $13,320,000 438
   HANSON INVESTMENT MANAGEMENT 8 - 2024-03-31 227,218 $13,058,000 33,644
   BTIM CORP. 185 - 2024-03-31 220,590 $12,677,000 17,898
   MISSION WEALTH MANAGEMENT LLC - 2024-03-31 154,861 $8,900,000 25,834
   FIDUCIARY TRUST CO 107 - 2023-12-31 147,258 $8,140,000 1,432
   Charter Oak Capital Management LLC 15 - 2024-03-31 132,681 $7,625,000 2,259
   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
   OGOREK ANTHONY JOSEPH /NY/ /ADV 15 - 2024-03-31 102,232 $5,875,000 556
   ADVISORY SERVICES NETWORK, LLC 155 - 2023-12-31 105,446 $5,829,000 1,805
   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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 1331 - 2024-03-31 66,956 $3,848,000 4,341
   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
   AMG NATIONAL TRUST BANK 128 - 2023-12-31 64,032 $3,540,000 222
   ANDERSON FISHER LLC 21 - 2024-03-31 61,397 $3,529,000 3,517
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 786 - 2024-03-31 55,718 $3,202,000 214
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1384 - 2024-03-31 54,843 $3,152,000 21,466
   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
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 703 - 2023-12-31 45,741 $2,529,000 4,906
   LIBRA WEALTH LLC - 2024-03-31 40,701 $2,339,000 2,492
   Northland Capital Management LLC 18 - 2024-03-31 39,978 $2,298,000 2,417
   Silver Oak Advisory Group Inc. 13 - 2024-03-31 39,446 $2,267,000 3,316
   CAPTRUST FINANCIAL ADVISORS 879 - 2023-12-31 38,250 $2,114,000 6,831
   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
   Boston Standard Wealth Management LLC 18 - 2024-03-31 35,211 $2,024,000 1,202
   GOULD ASSET MANAGEMENT LLC /CA/ - 2024-03-31 34,737 $1,996,000 2,165
   Carr Financial Group Corp 34 - 2024-03-31 34,500 $1,983,000 8,000
   CI Private Wealth LLC 1017 - 2023-12-31 34,807 $1,924,000 1,780
   BFSG LLC 110 - 2024-03-31 32,739 $1,882,000 9
   DAVIS R M INC 124 - 2023-12-31 32,969 $1,823,000 5,695
   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
   VISTA CAPITAL PARTNERS, INC. - 2024-03-31 27,740 $1,594,000 11
   J P MORGAN CHASE & CO 3086 - 2023-12-31 28,687 $1,586,000 15,598
   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
   Bell Investment Advisors Inc 42 - 2023-12-31 24,382 $1,348,000 1,218
   Wealthfront Advisers LLC 558 - 2024-03-31 23,318 $1,340,000 3,211
   Global Strategic Investment Solutions LLC 64 - 2024-03-31 22,510 $1,294,000 122
   SENTINEL TRUST CO LBA 65 - 2023-12-31 22,635 $1,251,000 2,827
   Hardy Reed LLC - 2024-03-31 17,924 $1,030,000 527
   Family CFO Inc 21 - 2024-03-31 17,926 $1,030,000 3,515
   Topel & Distasi Wealth Management LLC 45 - 2023-12-31 16,942 $937,000 78
   LINCOLN NATIONAL CORP - 2024-03-31 15,478 $890,000 85
   Corrigan Financial Inc. 38 - 2024-03-31 15,110 $868,000 520
   Operose Advisors LLC 34 - 2023-12-31 14,621 $808,000 2,369
   YCMNET ADVISORS INC 130 - 2023-12-31 14,330 $792,000 14,330
   CWM LLC 978 - 2024-03-31 12,632 $726,000 1,066
   HARBOUR INVESTMENTS INC. 437 - 2023-12-31 13,111 $725,000 713
   Sageworth Trust Co of South Dakota 25 - 2024-03-31 12,238 $703,000 278
   Betterment LLC 208 - 2023-12-31 12,681 $701,000 614
   Tradition Wealth Management LLC 147 - 2023-12-31 12,483 $690,000 626
   Dynamic Advisors Solutions LLC 523 - 2024-03-31 11,956 $687,000 141
   MBE Wealth Management LLC 41 - 2024-03-31 11,261 $647,000 84
   MODERA WEALTH MANAGEMENT, LLC 343 - 2023-12-31 11,546 $638,000 11,546
   PURE FINANCIAL ADVISORS, INC. 172 - 2024-03-31 10,855 $624,000 78
   Well Done LLC 102 - 2024-03-31 10,534 $605,000 115
   TRUEPOINT, INC. 117 - 2023-12-31 10,830 $599,000 31
   HANSON MCCLAIN, INC. 514 - 2024-03-31 10,156 $584,000 13
   Cornerstone Wealth Management LLC 307 - 2024-03-31 10,011 $575,000 390
   Round Rock Advisors LLC 111 - 2024-03-31 9,732 $559,000 10
   Ramirez Asset Management Inc. 172 - 2023-12-31 9,315 $515,000 1,335
   STRATEGIC POINT INVESTMENT ADVISORS LLC 28 - 2023-12-31 9,235 $511,000 515
   FINANCEWARE, INC. 53 - 2024-03-31 8,427 $484,000 1,135
   LexAurum Advisors LLC 156 - 2024-03-31 8,209 $472,000 1,535
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 140 - 2024-03-31 7,564 $435,000 22
   TIEDEMANN WEALTH MANAGEMENT, LLC 180 - 2023-09-30 8,475 $427,000 740
   MONETA GROUP INVESTMENT ADVISORS INC 374 - 2023-12-31 7,250 $401,000 15
   McCarthy Grittinger Financial Group LLC 20 - 2024-03-31 6,942 $399,000 99
   LINSCOMB & WILLIAMS INC 224 - 2023-12-31 7,207 $398,000 479
   Empower Advisory Group LLC 354 - 2024-03-31 6,634 $381,000 1,194
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 174 - 2023-12-31 6,894 $381,000 2,071
   THOMAS WHITE INTERNATIONAL LTD 184 - 2023-06-30 6,924 $368,000 1,223
   IFG Advisors LLC 89 - 2024-03-31 6,304 $362,000 34
   Vista Private Wealth Partners. LLC 56 - 2023-12-31 6,646 $361,000 124
   DAVIDSON D A & CO 1062 - 2023-12-31 6,496 $359,000 38
  100 Records found
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