Institutional Ownership Vanguard World Fd Esg U.S. Sto (ESGV)
This table provides information about the institutional ownership of Vanguard World Fd Esg U.S. Sto (ESGV). We have compiled data on the 609 institutions that hold shares in the stock, with a total of 30.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
3,066,979
shares
|
$335 Million
0.01% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,725,810
shares
|
$188 Million
0.99% of portfolio
|
Q4 2024
Added 6293.55%
|
|
|
Visa Foundation
|
Feb 10, 2025 Q4 2024 |
1,626,275
shares
|
$177 Million
78.34% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,243,747
shares
|
$136 Million
0.13% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
821,613
shares
|
$89.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
693,539
shares
|
$75.7 Million
6.52% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
673,002
shares
|
$73.4 Million
6.02% of portfolio
|
Q2 2023
Reduced 3.33%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
562,572
shares
|
$61.4 Million
17.36% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
513,828
shares
|
$56.1 Million
40.27% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
504,516
shares
|
$55.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
501,757
shares
|
$54.8 Million
0.0% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Impac Tfolio, LLC
|
Jan 02, 2025 Q4 2024 |
455,587
shares
|
$49.7 Million
24.8% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
449,341
shares
|
$49 Million
2.28% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
419,747
shares
|
$45.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
414,023
shares
|
$45.2 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
392,661
shares
|
$42.8 Million
0.08% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Platt Investment Counsel, LLC
|
Jan 15, 2025 Q4 2024 |
379,168
shares
|
$41.4 Million
38.07% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
376,423
shares
|
$41.1 Million
1.07% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
358,826
shares
|
$39.2 Million
1.13% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
330,442
shares
|
$36.1 Million
0.68% of portfolio
|
Q3 2024
Added 17.25%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
318,867
shares
|
$34.8 Million
17.98% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
311,510
shares
|
$34 Million
4.61% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
305,047
shares
|
$33.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.67%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
285,451
shares
|
$31.1 Million
0.01% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
269,713
shares
|
$29.4 Million
0.37% of portfolio
|
Q4 2024
Added 1.44%
|