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 |
|---|---|---|---|---|---|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
2,850
shares
|
$310,279
0.14% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
2,850
shares
|
$310,279
0.02% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
2,843
shares
|
$309,517
0.05% of portfolio
|
Q3 2024
Added 27.03%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Nov 14, 2024 Q3 2024 |
2,838
shares
|
$308,973
0.13% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
2,827
shares
|
$307,775
0.03% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
2,814
shares
|
$306,360
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
2,809
shares
|
$305,815
0.0% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
2,801
shares
|
$304,944
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
2,777
shares
|
$302,331
0.04% of portfolio
|
Q3 2023
Added 1.09%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,767
shares
|
$301,243
0.02% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Capital Management Corp
|
Oct 30, 2024 Q3 2024 |
2,745
shares
|
$298,848
0.06% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
2,724
shares
|
$296,561
0.05% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
2,724
shares
|
$296,561
0.06% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
2,709
shares
|
$294,928
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
2,680
shares
|
$291,771
0.0% of portfolio
|
Q3 2024
Reduced 18.29%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
2,675
shares
|
$291,227
0.07% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
2,655
shares
|
$289,049
0.19% of portfolio
|
Q4 2024
Reduced 33.34%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
2,620
shares
|
$285,239
0.05% of portfolio
|
Q2 2024
Reduced 41.65%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,617
shares
|
$284,912
0.03% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
2,598
shares
|
$282,844
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,592
shares
|
$282,191
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,590
shares
|
$281,973
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
2,553
shares
|
$277,945
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,549
shares
|
$277,509
0.01% of portfolio
|
Q4 2024
Reduced 31.16%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
2,546
shares
|
$277,183
0.14% of portfolio
|
Q4 2024
New holding
|