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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
70
shares
|
$7,644
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
65
shares
|
$7,098
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
62
shares
|
$6,771
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
60
shares
|
$6,552
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
43
shares
|
$4,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
41
shares
|
$4,477
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
30
shares
|
$3,276
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
29
shares
|
$3,167
0.0% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
28
shares
|
$3,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
28
shares
|
$3,057
0.0% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
25
shares
|
$2,730
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
23
shares
|
$2,511
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
12
shares
|
$1,310
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
10
shares
|
$1,092
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
4
shares
|
$436
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
4
shares
|
$436
0.0% of portfolio
|
Q1 2024
Reduced 89.47%
|