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 |
|---|---|---|---|---|---|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
4,586
shares
|
$494,416
0.19% of portfolio
|
Q1 2024
Reduced 10.73%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,437
shares
|
$478,352
0.2% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
4,400
shares
|
$474,364
0.0% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
4,369
shares
|
$471,021
0.08% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,272
shares
|
$460,564
0.17% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
4,223
shares
|
$455,281
0.31% of portfolio
|
Q3 2024
Reduced 15.05%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,203
shares
|
$453,125
0.05% of portfolio
|
Q2 2023
Added 0.07%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 30, 2024 Q3 2024 |
4,186
shares
|
$451,292
0.34% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
4,146
shares
|
$446,980
0.03% of portfolio
|
Q3 2024
Added 10.38%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,090
shares
|
$440,942
0.01% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,062
shares
|
$437,924
0.09% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,053
shares
|
$436,953
0.02% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,039
shares
|
$435,444
0.1% of portfolio
|
Q2 2022
Added 26.61%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
4,039
shares
|
$435,444
0.17% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
4,014
shares
|
$432,749
0.29% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,011
shares
|
$432,425
0.01% of portfolio
|
Q2 2024
Reduced 46.92%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
3,984
shares
|
$429,515
0.08% of portfolio
|
Q2 2024
Added 14.25%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
3,983
shares
|
$429,407
0.25% of portfolio
|
Q3 2024
Added 86.91%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
3,981
shares
|
$429,191
0.07% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,940
shares
|
$424,771
0.02% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
3,901
shares
|
$420,566
0.04% of portfolio
|
Q2 2024
Added 4.75%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
3,894
shares
|
$419,812
0.08% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
3,879
shares
|
$418,194
0.0% of portfolio
|
Q1 2024
Reduced 1.92%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,817
shares
|
$411,510
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,809
shares
|
$410,648
0.0% of portfolio
|
Q3 2024
Added 36.47%
|