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 $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
64,416
shares
|
$6.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
63,964
shares
|
$6.9 Million
0.99% of portfolio
|
Q2 2024
Added 4.82%
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
61,986
shares
|
$6.68 Million
2.53% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
60,272
shares
|
$6.5 Million
0.01% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
59,130
shares
|
$6.37 Million
0.02% of portfolio
|
Q3 2024
Added 96.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
58,893
shares
|
$6.35 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
58,418
shares
|
$6.3 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
57,801
shares
|
$6.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
56,260
shares
|
$6.07 Million
1.11% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
55,065
shares
|
$5.94 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
53,722
shares
|
$5.79 Million
0.05% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
50,507
shares
|
$5.45 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
49,100
shares
|
$5.29 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
49,041
shares
|
$5.29 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
46,731
shares
|
$5.04 Million
2.19% of portfolio
|
Q3 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
46,178
shares
|
$4.98 Million
0.16% of portfolio
|
Q2 2024
Reduced 8.02%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
45,864
shares
|
$4.94 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
44,812
shares
|
$4.83 Million
1.56% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
44,461
shares
|
$4.79 Million
1.15% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
44,064
shares
|
$4.75 Million
0.33% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
44,043
shares
|
$4.75 Million
3.42% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
42,461
shares
|
$4.58 Million
0.05% of portfolio
|
Q2 2023
Reduced 1.43%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
40,640
shares
|
$4.38 Million
0.74% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
39,345
shares
|
$4.24 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
39,253
shares
|
$4.23 Million
0.63% of portfolio
|
Q3 2024
Added 3.91%
|