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 |
|---|---|---|---|---|---|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
73,889
shares
|
$7.34 Million
3.65% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
66,316
shares
|
$6.59 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
65,716
shares
|
$6.53 Million
0.93% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
65,151
shares
|
$6.47 Million
6.82% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
65,076
shares
|
$6.47 Million
1.01% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
60,604
shares
|
$6.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
59,837
shares
|
$5.95 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.67%
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
59,634
shares
|
$5.93 Million
2.46% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
59,059
shares
|
$5.87 Million
0.41% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
59,019
shares
|
$5.86 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
58,163
shares
|
$5.78 Million
0.07% of portfolio
|
Q4 2024
Added 18.46%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
55,174
shares
|
$5.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
55,073
shares
|
$5.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
54,857
shares
|
$5.45 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
53,814
shares
|
$5.35 Million
0.26% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
52,981
shares
|
$5.26 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
50,705
shares
|
$5.04 Million
1.01% of portfolio
|
Q4 2024
Reduced 9.87%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
49,081
shares
|
$4.88 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
47,903
shares
|
$4.76 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
47,022
shares
|
$4.67 Million
1.23% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
46,759
shares
|
$4.65 Million
2.32% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
46,556
shares
|
$4.63 Million
0.37% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
45,277
shares
|
$4.5 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
44,936
shares
|
$4.46 Million
1.56% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
44,868
shares
|
$4.46 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.17%
|