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 544 institutions that hold shares in the stock, with a total of 27.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
25,849
shares
|
$2.68 Million
0.85% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
25,732
shares
|
$2.67 Million
2.07% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
24,891
shares
|
$2.58 Million
1.05% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
24,812
shares
|
$2.58 Million
0.03% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
24,439
shares
|
$2.54 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
24,338
shares
|
$2.53 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
24,068
shares
|
$2.5 Million
0.71% of portfolio
|
Q2 2024
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
23,600
shares
|
$2.45 Million
0.07% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
23,037
shares
|
$2.39 Million
1.96% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
22,930
shares
|
$2.38 Million
0.03% of portfolio
|
Q3 2024
Added 18.16%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
22,915
shares
|
$2.38 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
22,734
shares
|
$2.36 Million
0.02% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
21,688
shares
|
$2.25 Million
0.0% of portfolio
|
Q1 2024
Reduced 20.52%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
21,618
shares
|
$2.24 Million
0.04% of portfolio
|
Q3 2024
Added 19.75%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
21,533
shares
|
$2.24 Million
0.48% of portfolio
|
Q3 2022
Reduced 0.96%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
21,444
shares
|
$2.23 Million
1.56% of portfolio
|
Q3 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
21,408
shares
|
$2.22 Million
0.42% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
21,373
shares
|
$2.22 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
21,349
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2024
Added 40.56%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
21,286
shares
|
$2.21 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
20,648
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
20,632
shares
|
$2.14 Million
0.42% of portfolio
|
Q3 2024
Added 197.42%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
20,582
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
20,078
shares
|
$2.08 Million
0.12% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
19,952
shares
|
$2.07 Million
0.04% of portfolio
|
Q3 2024
Added 4.81%
|