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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
15,516
shares
|
$1.67 Million
0.02% of portfolio
|
Q2 2024
Added 1.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
15,476
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
15,213
shares
|
$1.64 Million
0.15% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
14,721
shares
|
$1.59 Million
0.06% of portfolio
|
Q3 2024
Added 61.72%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
14,348
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
14,216
shares
|
$1.53 Million
0.05% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
14,096
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
14,083
shares
|
$1.52 Million
0.13% of portfolio
|
Q1 2024
Added 4.31%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
14,027
shares
|
$1.51 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
13,871
shares
|
$1.5 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
13,839
shares
|
$1.49 Million
0.89% of portfolio
|
Q2 2024
Added 5.19%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
13,456
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.18%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
13,438
shares
|
$1.45 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
13,363
shares
|
$1.44 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
13,284
shares
|
$1.43 Million
0.42% of portfolio
|
Q3 2024
Reduced 17.6%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
12,964
shares
|
$1.4 Million
0.17% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
12,933
shares
|
$1.39 Million
0.16% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
12,849
shares
|
$1.39 Million
1.02% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,797
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
12,738
shares
|
$1.37 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
12,615
shares
|
$1.36 Million
0.26% of portfolio
|
Q2 2024
Reduced 5.36%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
12,521
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
12,518
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
12,478
shares
|
$1.35 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 08, 2024 Q3 2024 |
12,265
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 22.32%
|