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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
   Crewe Advisors LLC 8 - 2023-12-31 462,759 $25,581,000 -30,344
   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
   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
   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
   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
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 32 - 2023-12-31 103,291 $5,710,000 -7,642
   Orgel Wealth Management LLC 32 - 2024-03-31 88,069 $5,061,000 -2,203
   Beacon Pointe Advisors LLC 321 - 2023-12-31 73,884 $4,084,000 -20,875
   Quent Capital LLC - 2024-03-31 70,650 $4,060,000 -2,098
   EVOKE WEALTH LLC 139 - 2023-12-31 69,985 $3,869,000 -5,820
   FINANCIAL NETWORK 742 - 2023-12-31 62,236 $3,440,000 -38
   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
   Bear Mountain Capital Inc. 20 - 2024-03-31 40,577 $2,226,000 -3,269
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1238 - 2024-03-31 35,791 $2,057,000 -202
   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
   HAVERFORD TRUST CO - 2024-03-31 33,310 $1,914,000 -194
   Addison Advisors LLC 35 - 2023-12-31 29,320 $1,621,000 -18,602
   Pallas Capital Advisors LLC 172 - 2024-03-31 27,093 $1,557,000 -307
   OLD MISSION CAPITAL LLC 326 - 2023-12-31 27,463 $1,518,000 -131,461
   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
   Advisor Group Holdings Inc. 2209 - 2023-12-31 24,218 $1,339,000 -7,677
   FINANCIAL ARCHITECTS INC 115 - 2023-06-30 24,354 $1,293,000 -1,378
   JNBA FINANCIAL ADVISORS 85 - 2024-03-31 20,340 $1,169,000 -1,830
   CITADEL ADVISORS LLC 2844 - 2023-12-31 19,795 $1,094,000 -14,814
   Opes Wealth Management LLC 58 - 2024-03-31 18,408 $1,058,000 -719
   Chicago Partners Investment Group LLC 324 - 2024-03-31 16,880 $940,000 -673
   FLOW TRADERS U.S. LLC 349 - 2023-12-31 16,719 $924,000 -1,155,899
   ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC 16 - 2023-12-31 16,553 $915,000 -1,848
   RFG Advisory Group LLC 377 - 2024-03-31 15,636 $899,000 -623
   McClarren Financial Advisors Inc. 27 - 2024-03-31 633 $887,000 -14,727
   Optas LLC 63 - 2024-03-31 14,189 $815,000 -261
   Parallel Advisors LLC 386 - 2023-12-31 13,824 $764,000 -1,015
   One Day In July LLC 70 - 2024-03-31 13,200 $759,000 -241
   AUTUS ASSET MANAGEMENT, LLC 95 - 2022-12-31 14,442 $710,000 -825
   Goss Wealth Management LLC 1115 - 2023-12-31 12,718 $688,000 -901
   BB&T CORP 1771 - 2023-12-31 12,318 $681,000 -2,438
   FRANKLIN RESOURCES INC 1741 - 2023-12-31 12,203 $675,000 -388
   Larson Financial Group LLC - 2024-03-31 10,666 $613,000 -884
   CHERRYDALE WEALTH MANAGEMENT LLC 31 - 2024-03-31 10,589 $609,000 -2,350
   Johnson Bixby & Associates LLC 59 - 2024-03-31 10,487 $603,000 -2
   SUMMIT INVESTMENT ADVISORS INC 765 - 2023-12-31 9,818 $543,000 -21
   Geneos Wealth Management Inc. - 2024-03-31 9,353 $538,000 -456
   FIRST UNITED BANK TRUST/ - 2024-03-31 9,234 $531,000 -1,683
   Baldrige Asset Management LLC 70 - 2023-03-31 9,470 $496,000 -13
   Private Advisor Group LLC - 2024-03-31 8,615 $495,000 -325
   PINNACLE ASSOCIATES LTD 598 - 2024-03-31 8,106 $466,000 -337
   MERCER GLOBAL ADVISORS INC /ADV 1362 - 2023-12-31 8,383 $463,000 -100
   TWIN FOCUS CAPITAL PARTNERS, LLC 99 - 2023-12-31 7,937 $439,000 -76
   Pinnacle Wealth Management Advisory Group LLC - 2024-03-31 7,208 $414,000 -434
   SMITHFIELD TRUST CO 222 - 2023-12-31 7,304 $403,000 -50
   TCG Advisory Services LLC 264 - 2023-12-31 7,135 $394,000 -189
   LAKE STREET ADVISORS GROUP LLC 235 - 2023-12-31 7,056 $390,000 -8,750
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4188 - 2023-12-31 6,562 $363,000 -5,691
   Foster Group Inc. 147 - 2024-03-31 6,192 $356,000 -274
   Affinity Capital Advisors LLC 115 - 2024-03-31 5,762 $331,000 -30
   Valeo Financial Advisors LLC 483 - 2024-03-31 5,732 $319,000 -155
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 416 - 2023-12-31 5,630 $311,000 -579
   Farther Finance Advisors LLC 469 - 2023-12-31 5,077 $281,000 -1,363
   BKD WEALTH ADVISORS LLC 355 - 2024-03-31 4,724 $271,000 -840
   Carson Advisory Inc. - 2024-03-31 4,700 $270,000 -400
   M&T BANK CORP 1369 - 2023-12-31 4,850 $268,000 -257
   RICHARD BERNSTEIN ADVISORS LLC 201 - 2023-12-31 4,809 $266,000 -1,155
   Laurel Wealth Planning LLC 49 - 2024-03-31 4,609 $265,000 -53
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 916 - 2023-12-31 4,667 $258,000 -36
   Adviser Investments LLC - 2024-03-31 4,107 $236,000 -178
   APPLETON PARTNERS INC/MA 253 - 2024-03-31 4,029 $232,000 -545
   WETHERBY ASSET MANAGEMENT INC 809 - 2023-12-31 4,181 $231,000 -1,101
   Buckingham Strategic Partners 384 - 2023-12-31 3,882 $215,000 -3,486
   NewEdge Wealth LLC 697 - 2023-12-31 3,848 $213,000 -5,663
   Equitable Holdings Inc. 1046 - 2023-12-31 3,820 $211,000 -13,408
   EP WEALTH ADVISORS, INC. 779 - 2023-12-31 2,026 $112,000 -410
   COMERICA BANK 2507 - 2023-12-31 1,705 $94,000 -830
   CITIGROUP INC 3415 - 2023-12-31 1,288 $71,000 -124
   Milestone Investment Advisors LLC 91 - 2023-12-31 1,043 $58,000 -98
   Fortis Group Advisors LLC - 2024-03-31 644 $37,000 -644
   DT INVESTMENT PARTNERS, LLC 269 - 2023-12-31 438 $24,000 -306
   American Capital Advisory LLC 215 - 2024-03-31 277 $15,000 -25
   FMR LLC 4600 - 2023-12-31 18 $1,000 -22,859
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 4 $0 -5

  90 Records found
  1    
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