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 545 institutions that hold shares in the stock, with a total of 27.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
2,753,130
shares
|
$297 Million
0.01% of portfolio
|
Q3 2024
Reduced 59.1%
|
|
|
Visa Foundation
|
Nov 06, 2024 Q3 2024 |
1,721,275
shares
|
$186 Million
74.08% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,230,874
shares
|
$133 Million
0.12% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
1,181,274
shares
|
$127 Million
0.37% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
821,613
shares
|
$88.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
682,919
shares
|
$73.6 Million
6.34% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
673,002
shares
|
$72.6 Million
6.02% of portfolio
|
Q2 2023
Reduced 3.33%
|
|
|
Verde Capital Management
|
Oct 18, 2024 Q3 2024 |
549,824
shares
|
$59.3 Million
17.46% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Impac Tfolio, LLC
|
Oct 01, 2024 Q3 2024 |
457,426
shares
|
$49.3 Million
23.95% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
454,740
shares
|
$49 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.79%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
441,396
shares
|
$47.6 Million
2.31% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
422,517
shares
|
$45.6 Million
0.1% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
420,711
shares
|
$45.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Platt Investment Counsel, LLC
|
Oct 24, 2024 Q3 2024 |
411,198
shares
|
$44.3 Million
37.21% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
392,796
shares
|
$42.3 Million
0.68% of portfolio
|
Q3 2024
Added 22.38%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
385,801
shares
|
$41.6 Million
0.08% of portfolio
|
Q3 2024
Added 12.61%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
358,106
shares
|
$38.6 Million
1.01% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
357,484
shares
|
$38.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
330,442
shares
|
$35.6 Million
0.68% of portfolio
|
Q3 2024
Added 17.25%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
311,066
shares
|
$33.5 Million
3.68% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
281,462
shares
|
$30.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
265,888
shares
|
$28.7 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
265,140
shares
|
$28.6 Million
0.02% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
252,975
shares
|
$27.3 Million
9.22% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
244,063
shares
|
$26.3 Million
0.01% of portfolio
|
Q3 2024
Added 20.38%
|