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 565 institutions that hold shares in the stock, with a total of 27.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,698
shares
|
$511,471
0.11% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,678
shares
|
$509,293
0.02% of portfolio
|
Q2 2022
Reduced 7.62%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
4,673
shares
|
$508,749
0.01% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
4,621
shares
|
$503,088
0.04% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
4,587
shares
|
$499,386
0.17% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
4,400
shares
|
$479,028
0.0% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,369
shares
|
$475,653
0.08% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,315
shares
|
$469,774
0.02% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,272
shares
|
$465,092
0.17% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
4,234
shares
|
$460,955
0.31% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
4,223
shares
|
$459,758
0.18% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,203
shares
|
$457,580
0.05% of portfolio
|
Q2 2023
Added 0.07%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 30, 2024 Q3 2024 |
4,186
shares
|
$455,729
0.34% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
4,148
shares
|
$451,592
0.0% of portfolio
|
Q4 2024
Added 85.34%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
4,146
shares
|
$451,375
0.03% of portfolio
|
Q3 2024
Added 10.38%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
4,093
shares
|
$445,604
0.08% of portfolio
|
Q4 2024
Added 14.39%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,090
shares
|
$445,278
0.01% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
4,088
shares
|
$445,060
0.08% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,062
shares
|
$442,229
0.09% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
4,039
shares
|
$439,725
0.17% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,039
shares
|
$439,725
0.1% of portfolio
|
Q2 2022
Added 26.61%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
4,014
shares
|
$437,004
0.29% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,011
shares
|
$436,677
0.01% of portfolio
|
Q2 2024
Reduced 46.92%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
3,981
shares
|
$433,411
0.07% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,940
shares
|
$428,947
0.02% of portfolio
|
Q3 2024
Reduced 0.25%
|