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 |
|---|---|---|---|---|---|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
25,849
shares
|
$2.81 Million
0.85% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
25,797
shares
|
$2.81 Million
0.29% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
25,732
shares
|
$2.8 Million
2.07% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
24,891
shares
|
$2.71 Million
1.05% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
24,812
shares
|
$2.7 Million
0.03% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
24,338
shares
|
$2.65 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
24,068
shares
|
$2.62 Million
0.71% of portfolio
|
Q2 2024
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
23,600
shares
|
$2.57 Million
0.07% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
23,037
shares
|
$2.51 Million
1.96% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
22,930
shares
|
$2.5 Million
0.03% of portfolio
|
Q3 2024
Added 18.16%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
22,915
shares
|
$2.49 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
22,734
shares
|
$2.48 Million
0.02% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
21,703
shares
|
$2.36 Million
0.14% of portfolio
|
Q4 2024
Added 14.48%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
21,688
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2024
Reduced 20.52%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
21,618
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2024
Added 19.75%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
21,533
shares
|
$2.34 Million
0.48% of portfolio
|
Q3 2022
Reduced 0.96%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
21,444
shares
|
$2.33 Million
1.56% of portfolio
|
Q1 2024
Reduced 39.8%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
21,349
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2024
Added 40.56%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
21,286
shares
|
$2.32 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
20,648
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
20,582
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
20,372
shares
|
$2.22 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
20,325
shares
|
$2.21 Million
0.34% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
20,213
shares
|
$2.2 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
20,078
shares
|
$2.19 Million
0.12% of portfolio
|
Q3 2024
Reduced 9.39%
|