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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
   CBIZ Investment Advisory Services LLC 16 - 2023-12-31 99,476 $5,499,000 0
   MAYPORT LLC 20 - 2024-03-31 41,186 $2,367,000 0
   CAPROCK Group Inc. - 2024-03-31 23,636 $1,358,000 0
   UMB BANK N A/MO 305 - 2024-03-31 20,420 $1,174,000 0
   RSM US WEALTH MANAGEMENT LLC 279 - 2024-03-31 17,079 $982,000 0
   NATIONAL BANK OF CANADA /FI/ 1033 - 2023-12-31 16,455 $898,000 0
   MERRIMAN WEALTH MANAGEMENT, LLC 107 - 2023-12-31 14,499 $802,000 0
   MATHER GROUP, INC. 255 - 2024-03-31 14,428 $798,000 0
   NOTTINGHAM ADVISORS INC 72 - 2023-12-31 12,200 $674,000 0
   Values Added Financial LLC 43 - 2024-03-31 10,341 $594,000 0
   BARTLETT & CO. LLC 328 - 2023-12-31 10,105 $558,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 328 - 2023-12-31 10,105 $558,000 0
   PEAPACK GLADSTONE FINANCIAL CORP 465 - 2023-12-31 10,000 $553,000 0
   FINANCIAL COUNSELORS INC 411 - 2024-03-31 8,767 $504,000 0
   Brickley Wealth Management 33 - 2024-03-31 7,640 $439,000 0
   WEBSTER BANK 165 - 2024-03-31 7,625 $438,000 0
   WEST COAST FINANCIAL LLC 115 - 2024-03-31 6,509 $374,000 0
   RS CRUM INC. 53 - 2023-12-31 6,675 $369,000 0
   SAPIENT CAPITAL LLC 274 - 2024-03-31 6,188 $356,000 0
   BALLENTINE FINN & COMPANY INC 504 - 2024-03-31 5,741 $330,000 0
   Stokes Family Office LLC 164 - 2023-12-31 5,900 $326,000 0
   McLean Asset Management Corp 106 - 2024-03-31 5,262 $302,000 0
   Resonant Capital Advisors LLC - 2024-03-31 5,216 $300,000 0
   GRAND WEALTH MANAGEMENT LLC 35 - 2023-12-31 5,402 $299,000 0
   Level Financial Advisors Inc. 62 - 2024-03-31 4,929 $283,000 0
   Lindbrook Capital LLC 297 - 2024-03-31 4,889 $281,000 0
   Bristlecone Advisors LLC 239 - 2024-03-31 4,860 $279,000 0
   HBK SORCE ADVISORY LLC - 2023-12-31 4,878 $270,000 0
   CJM Wealth Advisers Ltd. 55 - 2024-03-31 4,555 $262,000 0
   Column Capital Advisors LLC 122 - 2023-09-30 5,111 $258,000 0
   Gilbert & Cook Inc. 203 - 2024-03-31 4,346 $250,000 0
   Rothschild & Co Wealth Management UK Ltd 33 - 2024-03-31 4,342 $250,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 4,270 $245,000 0
   Passive Capital Management LLC. 52 - 2023-03-31 4,370 $229,000 0
   Zhang Financial LLC 253 - 2024-03-31 3,835 $220,000 0
   Benchmark Wealth Management LLC 48 - 2024-03-31 3,762 $216,000 0
   PROEQUITIES INC. - 2024-03-31 3,720 $214,000 0
   EQUITABLE TRUST CO 410 - 2024-03-31 3,716 $214,000 0
   Elwood & Goetz Wealth Advisory Group LLC 83 - 2024-03-31 3,699 $213,000 0
   Coastal Capital Group Inc. 92 - 2023-06-30 3,980 $211,000 0
   PNC FINANCIAL SERVICES GROUP INC 2318 - 2023-12-31 2,848 $157,000 0
   CARDIFF PARK ADVISORS LLC 247 - 2023-12-31 2,450 $135,000 0
   Northwest Capital Management Inc 162 - 2024-03-31 2,252 $129,000 0
   Rockbridge Investment Management LCC 162 - 2023-12-31 2,046 $113,000 0
   US BANCORP 2288 - 2023-12-31 2,029 $112,000 0
   AllSquare Wealth Management LLC 153 - 2023-12-31 1,655 $91,000 0
   OXFORD FINANCIAL GROUP LTD 253 - 2023-12-31 1,486 $82,000 0
   HARBOR INVESTMENT ADVISORY LLC 505 - 2024-03-31 1,275 $73,000 0
   WFA of San Diego LLC 164 - 2023-09-30 1,047 $53,000 0
   JFS WEALTH ADVISORS, LLC - 2024-03-31 867 $50,000 0
   Sargent Bickham Lagudis LLC 434 - 2022-12-31 997 $49,000 0
   GLENMEDE TRUST CO NA 1233 - 2023-12-31 675 $37,000 0
   Wells Financial Advisors INC 54 - 2023-12-31 615 $34,000 0
   VALLEY NATIONAL ADVISERS INC 476 - 2024-03-31 503 $28,000 0
   BANGOR SAVINGS BANK 342 - 2024-03-31 450 $26,000 0
   Piscataqua Savings Bank 225 - 2024-03-31 390 $22,000 0
   PRIVATE TRUST CO NA 1427 - 2024-03-31 350 $20,000 0
   AYRSHIRE ASSOCIATES INC 438 - 2023-12-31 201 $11,000 0
   Carmichael Hill & Associates Inc. 519 - 2024-03-31 124 $7,000 0
   WETZEL INVESTMENT ADVISORS INC. 606 - 2024-03-31 125 $7,000 0
   McIlrath & Eck LLC 637 - 2023-12-31 110 $6,000 0
   Global Retirement Partners LLC 2294 - 2024-03-31 101 $6,000 0
   City State Bank 547 - 2024-03-31 100 $6,000 0
   TOWER RESEARCH CAPITAL LLC 5177 - 2023-12-31 62 $3,000 0
   Rice Partnership LLC 125 - 2023-12-31 19 $1,000 0

  65 Records found
  1    
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