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 |
|---|---|---|---|---|---|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
2,232
shares
|
$242,997
0.06% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,227
shares
|
$242,453
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
2,222
shares
|
$241,909
0.13% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
2,215
shares
|
$241,147
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
2,200
shares
|
$239,514
0.05% of portfolio
|
Q1 2024
Reduced 25.63%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
2,197
shares
|
$239,187
0.03% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
2,189
shares
|
$238,316
0.01% of portfolio
|
Q4 2024
Reduced 84.6%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,175
shares
|
$236,792
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,170
shares
|
$236,247
0.01% of portfolio
|
Q4 2023
Added 66.92%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
2,152
shares
|
$234,288
0.06% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,140
shares
|
$232,981
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
2,062
shares
|
$224,489
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
2,043
shares
|
$222,421
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
2,019
shares
|
$219,808
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,997
shares
|
$217,413
0.01% of portfolio
|
Q2 2024
Reduced 9.43%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,976
shares
|
$215,127
0.01% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,975
shares
|
$215,018
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
1,969
shares
|
$214,365
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
1,957
shares
|
$213,058
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
1,954
shares
|
$212,731
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
1,932
shares
|
$210,336
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,931
shares
|
$210,227
0.1% of portfolio
|
Q4 2024
Reduced 37.65%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,906
shares
|
$207,506
0.0% of portfolio
|
Q3 2024
Added 475.83%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,801
shares
|
$196,074
0.0% of portfolio
|
Q3 2024
Added 54.59%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,751
shares
|
$190,631
0.03% of portfolio
|
Q3 2024
Added 0.06%
|