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 $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
2,019
shares
|
$215,124
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,997
shares
|
$212,780
0.01% of portfolio
|
Q2 2024
Reduced 9.43%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,976
shares
|
$210,542
0.01% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
1,969
shares
|
$209,796
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,906
shares
|
$203,084
0.0% of portfolio
|
Q3 2024
Added 475.83%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,801
shares
|
$191,896
0.0% of portfolio
|
Q3 2024
Added 54.59%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,769
shares
|
$188,486
0.09% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
1,751
shares
|
$186,569
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,634
shares
|
$174,102
0.04% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,627
shares
|
$173,356
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,524
shares
|
$162,382
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,497
shares
|
$159,505
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,456
shares
|
$155,136
0.01% of portfolio
|
Q4 2022
Added 0.48%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,424
shares
|
$151,727
0.09% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
1,300
shares
|
$138,515
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,263
shares
|
$134,572
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,210
shares
|
$128,925
0.04% of portfolio
|
Q1 2024
Reduced 7.21%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,184
shares
|
$126,155
0.02% of portfolio
|
Q2 2024
Added 16.54%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,173
shares
|
$124,983
0.05% of portfolio
|
Q3 2024
Reduced 25.57%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
1,142
shares
|
$121,680
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
1,100
shares
|
$117,205
0.01% of portfolio
|
Q2 2024
Reduced 44.3%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
1,090
shares
|
$116,139
0.03% of portfolio
|
Q3 2024
Added 63.91%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,039
shares
|
$110,705
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
1,029
shares
|
$109,639
0.03% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,026
shares
|
$109,320
0.0% of portfolio
|
Q3 2024
New holding
|