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 |
|---|---|---|---|---|---|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,698
shares
|
$184,861
0.1% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,634
shares
|
$177,893
0.04% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,627
shares
|
$177,131
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,524
shares
|
$165,917
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,456
shares
|
$158,514
0.01% of portfolio
|
Q4 2022
Added 0.48%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,449
shares
|
$157,752
0.0% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,424
shares
|
$155,030
0.09% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,263
shares
|
$137,502
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,210
shares
|
$131,732
0.04% of portfolio
|
Q1 2024
Reduced 7.21%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,184
shares
|
$128,902
0.02% of portfolio
|
Q2 2024
Added 16.54%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,173
shares
|
$127,704
0.05% of portfolio
|
Q3 2024
Reduced 25.57%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
1,142
shares
|
$124,329
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
1,090
shares
|
$118,668
0.03% of portfolio
|
Q3 2024
Added 63.91%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,039
shares
|
$113,115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1,026
shares
|
$111,700
0.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,026
shares
|
$111,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
938
shares
|
$102,120
0.0% of portfolio
|
Q1 2024
Reduced 48.09%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
921
shares
|
$100,269
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
915
shares
|
$99,616
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
901
shares
|
$98,091
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
900
shares
|
$97,983
0.0% of portfolio
|
Q3 2022
Added 12.5%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
829
shares
|
$90,253
0.06% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
817
shares
|
$88,946
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
813
shares
|
$88,511
0.01% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
806
shares
|
$87,749
0.0% of portfolio
|
Q2 2024
Added 0.12%
|