Institutional Ownership Vanguard World Fd Esg Intl Stk (VSGX)
This table provides information about the institutional ownership of Vanguard World Fd Esg Intl Stk (VSGX). We have compiled data on the 446 institutions that hold shares in the stock, with a total of 22.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
3,819,560
shares
|
$269 Million
0.0% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,617,562
shares
|
$114 Million
0.01% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,292,899
shares
|
$91.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
840,991
shares
|
$59.3 Million
4.37% of portfolio
|
Q4 2025
Added 36.15%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
735,657
shares
|
$51.8 Million
4.46% of portfolio
|
Q2 2023
Added 1.95%
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
573,800
shares
|
$40.4 Million
38.26% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
566,477
shares
|
$39.9 Million
0.01% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
494,475
shares
|
$34.8 Million
3.47% of portfolio
|
Q3 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
457,022
shares
|
$32.2 Million
0.35% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
379,428
shares
|
$26.7 Million
0.01% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Boston Trust Walden Corp
|
Jan 28, 2026 Q4 2025 |
344,906
shares
|
$24.3 Million
0.19% of portfolio
|
Q4 2025
Added 13.66%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
305,871
shares
|
$21.6 Million
0.44% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
Nov 05, 2025 Q3 2025 |
289,930
shares
|
$20.4 Million
11.05% of portfolio
|
Q3 2025
Added 11.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
276,785
shares
|
$19.5 Million
0.01% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jan 26, 2026 Q4 2025 |
268,597
shares
|
$18.9 Million
7.51% of portfolio
|
Q4 2025
Reduced 2.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
256,356
shares
|
$18.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
255,488
shares
|
$18 Million
0.0% of portfolio
|
Q3 2025
Added 18.87%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
238,742
shares
|
$16.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Refined Wealth Management
|
Jan 15, 2026 Q4 2025 |
238,673
shares
|
$16.8 Million
11.38% of portfolio
|
Q4 2025
Reduced 0.89%
|
|
|
Hanson & Doremus Investment Management
|
Jan 20, 2026 Q4 2025 |
234,527
shares
|
$16.5 Million
2.02% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
228,021
shares
|
$16.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 05, 2026 Q4 2025 |
191,546
shares
|
$13.5 Million
6.07% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
179,251
shares
|
$12.6 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
178,305
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
166,693
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|