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 $2.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
9,178
shares
|
$989,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
9,065
shares
|
$977,297
0.3% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
9,033
shares
|
$973,847
0.03% of portfolio
|
Q3 2024
Reduced 13.66%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
8,994
shares
|
$969,643
0.04% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
8,943
shares
|
$964,144
0.38% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
8,911
shares
|
$960,694
0.08% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
8,656
shares
|
$933,203
0.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
8,595
shares
|
$926,626
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,456
shares
|
$911,641
0.01% of portfolio
|
Q3 2022
Added 62.49%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
8,450
shares
|
$910,994
0.02% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
8,406
shares
|
$906,250
0.05% of portfolio
|
Q3 2024
Added 155.73%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
8,373
shares
|
$902,693
0.02% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
8,301
shares
|
$894,930
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,198
shares
|
$883,826
0.19% of portfolio
|
Q2 2023
Reduced 15.61%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
8,124
shares
|
$875,848
0.63% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
8,008
shares
|
$863,342
0.28% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
7,947
shares
|
$856,766
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
7,922
shares
|
$854,070
0.08% of portfolio
|
Q1 2024
Reduced 9.07%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
7,910
shares
|
$852,777
0.26% of portfolio
|
Q4 2023
Reduced 1.9%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,848
shares
|
$846,092
0.13% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
7,827
shares
|
$843,828
0.01% of portfolio
|
Q1 2024
Added 1.52%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,730
shares
|
$833,371
0.03% of portfolio
|
Q3 2023
Added 20.12%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
7,614
shares
|
$820,865
0.18% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
7,601
shares
|
$819,463
0.02% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
7,487
shares
|
$807,173
0.27% of portfolio
|
Q3 2024
Reduced 2.55%
|