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 |
|---|---|---|---|---|---|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
5,474
shares
|
$590,151
0.14% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
5,336
shares
|
$575,274
0.03% of portfolio
|
Q3 2024
Reduced 26.79%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
5,327
shares
|
$574,303
0.16% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,268
shares
|
$567,943
0.0% of portfolio
|
Q3 2024
Added 50.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
5,234
shares
|
$564,277
0.0% of portfolio
|
Q3 2024
Added 22.84%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
5,149
shares
|
$555,113
0.26% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,121
shares
|
$552,095
0.01% of portfolio
|
Q2 2023
Reduced 3.21%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
5,059
shares
|
$545,410
0.06% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
5,026
shares
|
$541,853
0.19% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
4,980
shares
|
$536,893
0.07% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
4,940
shares
|
$532,581
0.02% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
4,890
shares
|
$527,190
0.02% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
4,878
shares
|
$525,897
0.13% of portfolio
|
Q1 2023
Reduced 21.51%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
4,817
shares
|
$519,320
0.35% of portfolio
|
Q3 2024
Added 11.48%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
4,805
shares
|
$518,027
0.08% of portfolio
|
Q1 2023
Added 6.66%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
4,780
shares
|
$515,331
0.11% of portfolio
|
Q3 2024
Reduced 17.3%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
4,777
shares
|
$515,008
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,715
shares
|
$508,324
0.02% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
4,712
shares
|
$508,000
0.04% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,698
shares
|
$506,491
0.11% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,678
shares
|
$504,335
0.02% of portfolio
|
Q2 2022
Reduced 7.62%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
4,673
shares
|
$503,796
0.01% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
4,621
shares
|
$498,190
0.04% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
4,611
shares
|
$497,111
0.02% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
4,587
shares
|
$494,524
0.17% of portfolio
|
Q3 2024
Added 0.15%
|