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 |
|---|---|---|---|---|---|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
130,744
shares
|
$14.2 Million
2.42% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
123,262
shares
|
$13.4 Million
0.01% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
120,677
shares
|
$13.1 Million
5.05% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
112,675
shares
|
$12.3 Million
0.04% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
109,800
shares
|
$12 Million
0.01% of portfolio
|
Q3 2024
Added 39.71%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
103,431
shares
|
$11.3 Million
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
100,788
shares
|
$11 Million
0.28% of portfolio
|
Q3 2024
Added 20.62%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
96,787
shares
|
$10.5 Million
0.05% of portfolio
|
Q2 2023
Reduced 49.44%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
95,671
shares
|
$10.4 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
93,300
shares
|
$10.2 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
91,678
shares
|
$9.98 Million
3.66% of portfolio
|
Q3 2024
Added 69.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
90,805
shares
|
$9.89 Million
0.0% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
90,394
shares
|
$9.84 Million
6.78% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
85,248
shares
|
$9.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
84,964
shares
|
$9.25 Million
0.01% of portfolio
|
Q3 2024
Added 27.99%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
81,903
shares
|
$8.92 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
81,798
shares
|
$8.91 Million
0.02% of portfolio
|
Q3 2023
Reduced 4.53%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
81,191
shares
|
$8.84 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
79,779
shares
|
$8.69 Million
0.09% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
74,732
shares
|
$8.14 Million
3.83% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
70,126
shares
|
$7.63 Million
0.02% of portfolio
|
Q3 2024
Added 29.19%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
65,876
shares
|
$7.17 Million
6.46% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
65,716
shares
|
$7.15 Million
0.93% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
65,325
shares
|
$7.11 Million
0.01% of portfolio
|
Q3 2024
Added 22.73%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
65,076
shares
|
$7.08 Million
1.01% of portfolio
|
Q4 2024
Added 1.02%
|