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 |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
938
shares
|
$99,943
0.0% of portfolio
|
Q1 2024
Reduced 48.09%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
921
shares
|
$98,132
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
915
shares
|
$97,493
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
901
shares
|
$96,001
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
900
shares
|
$95,895
0.0% of portfolio
|
Q3 2022
Added 12.5%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
829
shares
|
$88,329
0.06% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
817
shares
|
$87,051
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
806
shares
|
$85,879
0.0% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
749
shares
|
$79,805
0.0% of portfolio
|
Q2 2024
Reduced 10.08%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
745
shares
|
$79,379
0.01% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
711
shares
|
$75,757
0.06% of portfolio
|
Q2 2023
Added 8.38%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
680
shares
|
$72,454
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
677
shares
|
$72,134
0.05% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
624
shares
|
$66,487
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
608
shares
|
$64,782
0.03% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
581
shares
|
$61,905
0.02% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
580
shares
|
$61,799
0.01% of portfolio
|
Q1 2023
Reduced 5.07%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
543
shares
|
$57,856
0.0% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
523
shares
|
$55,725
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
516
shares
|
$54,979
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
513
shares
|
$54,660
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
502
shares
|
$53,488
0.0% of portfolio
|
Q3 2024
Added 638.24%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
492
shares
|
$52,422
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
489
shares
|
$52,102
0.0% of portfolio
|
Q3 2024
Added 294.35%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
471
shares
|
$50,185
0.02% of portfolio
|
Q3 2024
New holding
|