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 |
|---|---|---|---|---|---|
|
Ashford Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
37,901
shares
|
$4.09 Million
0.9% of portfolio
|
Q1 2023
Reduced 29.46%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
37,576
shares
|
$4.05 Million
0.82% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
36,729
shares
|
$3.96 Million
0.4% of portfolio
|
Q4 2023
Added 0.82%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
36,571
shares
|
$3.94 Million
1.5% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Gpwm LLC
|
Oct 25, 2024 Q3 2024 |
35,682
shares
|
$3.85 Million
2.58% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
34,842
shares
|
$3.76 Million
0.01% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
34,065
shares
|
$3.67 Million
0.1% of portfolio
|
Q2 2024
Reduced 9.98%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
33,861
shares
|
$3.65 Million
0.0% of portfolio
|
Q3 2024
Added 28.97%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
33,671
shares
|
$3.63 Million
0.05% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
33,354
shares
|
$3.6 Million
0.9% of portfolio
|
Q3 2024
Added 60.73%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
33,254
shares
|
$3.59 Million
1.43% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
32,961
shares
|
$3.55 Million
0.07% of portfolio
|
Q3 2024
Reduced 16.59%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
32,783
shares
|
$3.53 Million
4.86% of portfolio
|
Q3 2024
Added 960.6%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
32,750
shares
|
$3.53 Million
0.19% of portfolio
|
Q3 2022
Reduced 0.02%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
32,714
shares
|
$3.53 Million
0.2% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
32,583
shares
|
$3.51 Million
0.01% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
31,574
shares
|
$3.4 Million
0.59% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
30,746
shares
|
$3.31 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.17%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
30,309
shares
|
$3.27 Million
0.05% of portfolio
|
Q3 2024
Reduced 24.27%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
29,014
shares
|
$3.13 Million
0.04% of portfolio
|
Q1 2021
Added 60.62%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
28,449
shares
|
$3.07 Million
0.06% of portfolio
|
Q3 2024
Added 66.43%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
27,552
shares
|
$2.97 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
27,391
shares
|
$2.95 Million
0.57% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
27,274
shares
|
$2.94 Million
0.01% of portfolio
|
Q1 2024
Added 76.97%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
27,195
shares
|
$2.93 Million
0.8% of portfolio
|
Q3 2024
Added 8.61%
|