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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
19,952
shares
|
$2.15 Million
0.04% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
19,737
shares
|
$2.13 Million
0.32% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,472
shares
|
$2.1 Million
0.57% of portfolio
|
Q1 2023
Added 1.03%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
19,183
shares
|
$2.07 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
18,958
shares
|
$2.04 Million
0.12% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
18,880
shares
|
$2.04 Million
0.03% of portfolio
|
Q4 2023
Added 13.19%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
18,691
shares
|
$2.02 Million
0.57% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
18,060
shares
|
$1.95 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
18,026
shares
|
$1.94 Million
0.04% of portfolio
|
Q3 2024
Added 100.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
17,870
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2024
Added 29.54%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
17,869
shares
|
$1.93 Million
0.53% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
17,535
shares
|
$1.89 Million
0.21% of portfolio
|
Q2 2023
Reduced 1.27%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
17,503
shares
|
$1.89 Million
1.25% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
17,292
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
17,181
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
17,099
shares
|
$1.84 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
17,034
shares
|
$1.84 Million
1.28% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
17,021
shares
|
$1.84 Million
1.13% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,807
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2023
Added 4.87%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
16,208
shares
|
$1.75 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
16,150
shares
|
$1.74 Million
0.27% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
16,087
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
16,000
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2024
Added 77.78%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
15,853
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
15,639
shares
|
$1.69 Million
0.08% of portfolio
|
Q3 2024
Added 61.94%
|