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 621 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
16,475
shares
|
$1.61 Million
0.28% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
16,203
shares
|
$1.58 Million
0.03% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
16,105
shares
|
$1.57 Million
0.03% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
16,000
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2024
Added 77.78%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
15,881
shares
|
$1.55 Million
1.38% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
15,722
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
15,562
shares
|
$1.52 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
15,501
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
15,273
shares
|
$1.49 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
15,238
shares
|
$1.49 Million
0.37% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
15,136
shares
|
$1.48 Million
0.12% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
14,467
shares
|
$1.41 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
14,373
shares
|
$1.4 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
14,348
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
14,083
shares
|
$1.37 Million
0.13% of portfolio
|
Q1 2024
Added 4.31%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
14,062
shares
|
$1.37 Million
0.85% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
13,687
shares
|
$1.33 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
13,618
shares
|
$1.33 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
13,013
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2024
Added 16.81%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,997
shares
|
$1.27 Million
0.19% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
12,933
shares
|
$1.26 Million
0.16% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
12,903
shares
|
$1.26 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
12,622
shares
|
$1.23 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,596
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
12,532
shares
|
$1.22 Million
0.53% of portfolio
|
Q4 2024
Reduced 6.22%
|