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 |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
2,523
shares
|
$274,679
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,505
shares
|
$272,719
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
2,486
shares
|
$270,650
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
2,485
shares
|
$270,541
0.01% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
2,480
shares
|
$269,997
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
2,460
shares
|
$267,820
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
2,448
shares
|
$266,513
0.06% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
2,427
shares
|
$264,227
0.02% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
2,420
shares
|
$263,465
0.07% of portfolio
|
Q2 2024
Added 3.42%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
2,418
shares
|
$263,247
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
2,415
shares
|
$262,921
0.04% of portfolio
|
Q3 2023
Added 3.65%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
2,410
shares
|
$262,376
0.11% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
2,403
shares
|
$261,614
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,392
shares
|
$260,417
0.0% of portfolio
|
Q2 2024
Added 4.64%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
2,390
shares
|
$260,199
0.0% of portfolio
|
Q3 2024
Reduced 55.65%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
2,378
shares
|
$258,892
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,355
shares
|
$256,388
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
2,347
shares
|
$255,517
0.13% of portfolio
|
Q2 2024
Reduced 9.7%
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
2,345
shares
|
$255,300
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,341
shares
|
$254,864
0.04% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,278
shares
|
$248,005
0.11% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
2,257
shares
|
$245,719
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
2,252
shares
|
$245,175
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,252
shares
|
$245,175
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
2,250
shares
|
$244,957
0.1% of portfolio
|
Q4 2023
New holding
|