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 544 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
7,465
shares
|
$775,090
0.01% of portfolio
|
Q2 2024
Reduced 4.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,462
shares
|
$774,779
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
7,349
shares
|
$763,046
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
7,296
shares
|
$757,543
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
7,265
shares
|
$754,324
1.0% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
7,250
shares
|
$752,767
0.09% of portfolio
|
Q2 2024
Reduced 12.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
7,227
shares
|
$750,379
0.01% of portfolio
|
Q3 2024
Added 71.83%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
7,186
shares
|
$746,122
0.04% of portfolio
|
Q3 2024
Reduced 15.23%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
7,169
shares
|
$744,357
0.03% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
7,124
shares
|
$739,684
0.21% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
7,087
shares
|
$735,843
0.12% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
7,047
shares
|
$731,690
0.09% of portfolio
|
Q2 2023
Reduced 6.46%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
6,999
shares
|
$726,706
0.0% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,960
shares
|
$722,656
0.61% of portfolio
|
Q1 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
6,950
shares
|
$721,618
0.01% of portfolio
|
Q1 2021
Added 24.89%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
6,950
shares
|
$721,618
0.45% of portfolio
|
Q2 2024
Reduced 9.74%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
6,904
shares
|
$716,842
0.19% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
6,845
shares
|
$710,716
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
6,823
shares
|
$708,432
0.19% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,781
shares
|
$704,071
0.28% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
6,683
shares
|
$693,895
0.02% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
6,590
shares
|
$684,239
0.23% of portfolio
|
Q4 2024
Added 103.14%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
6,575
shares
|
$682,682
0.03% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
6,568
shares
|
$681,955
0.34% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
6,535
shares
|
$678,529
0.0% of portfolio
|
Q3 2024
Added 76.29%
|