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 616 institutions that hold shares in the stock, with a total of 30.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
298
shares
|
$32,544
0.02% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
298
shares
|
$32,544
0.0% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
280
shares
|
$30,578
0.0% of portfolio
|
Q3 2024
Added 143.48%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
267
shares
|
$29,159
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
250
shares
|
$27,302
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
246
shares
|
$26,865
0.01% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
241
shares
|
$26,319
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
237
shares
|
$25,882
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
234
shares
|
$25,555
0.0% of portfolio
|
Q4 2024
Reduced 11.7%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
230
shares
|
$25,118
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
224
shares
|
$24,463
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
220
shares
|
$24,026
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
217
shares
|
$23,698
0.04% of portfolio
|
Q3 2024
Added 102.8%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
215
shares
|
$23,480
0.0% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
200
shares
|
$21,842
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
200
shares
|
$21,842
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
199
shares
|
$21,732
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
188
shares
|
$20,531
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
172
shares
|
$18,784
0.0% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
168
shares
|
$18,347
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
136
shares
|
$14,852
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
131
shares
|
$14,306
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
125
shares
|
$13,651
0.0% of portfolio
|
Q4 2024
Reduced 38.42%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
103
shares
|
$11,248
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
97
shares
|
$10,593
0.0% of portfolio
|
Q4 2024
Added 14.12%
|