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 620 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,207
shares
|
$119,927
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,184
shares
|
$117,642
0.02% of portfolio
|
Q2 2024
Added 16.54%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1,173
shares
|
$116,549
0.05% of portfolio
|
Q3 2024
Reduced 25.57%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,154
shares
|
$114,661
0.0% of portfolio
|
Q4 2024
Added 135.99%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
1,142
shares
|
$113,469
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,090
shares
|
$108,302
0.04% of portfolio
|
Q3 2024
Added 63.91%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1,026
shares
|
$101,943
0.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
938
shares
|
$93,199
0.0% of portfolio
|
Q1 2024
Reduced 48.09%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
929
shares
|
$92,305
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
923
shares
|
$91,709
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
921
shares
|
$91,510
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
913
shares
|
$90,715
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
901
shares
|
$89,523
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
900
shares
|
$89,424
0.0% of portfolio
|
Q3 2022
Added 12.5%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
880
shares
|
$87,436
0.0% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
829
shares
|
$82,369
0.06% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
817
shares
|
$81,177
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
813
shares
|
$80,779
0.01% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
806
shares
|
$80,084
0.0% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
787
shares
|
$78,196
0.0% of portfolio
|
Q4 2024
Reduced 24.25%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
749
shares
|
$74,420
0.0% of portfolio
|
Q2 2024
Reduced 10.08%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
738
shares
|
$73,327
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
711
shares
|
$70,644
0.07% of portfolio
|
Q2 2023
Added 8.38%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
680
shares
|
$67,564
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
679
shares
|
$67,465
0.05% of portfolio
|
Q4 2024
Added 0.3%
|