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 359 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
39,731
shares
|
$2.33 Million
0.21% of portfolio
|
Q2 2023
Added 53.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
38,112
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
37,234
shares
|
$2.18 Million
0.45% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
37,210
shares
|
$2.18 Million
0.27% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
36,949
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
35,903
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
35,364
shares
|
$2.07 Million
0.62% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
35,336
shares
|
$2.07 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
33,140
shares
|
$1.94 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
32,919
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
32,712
shares
|
$1.91 Million
0.43% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
32,458
shares
|
$1.9 Million
0.36% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
32,225
shares
|
$1.89 Million
0.7% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,113
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,944
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,804
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
29,566
shares
|
$1.73 Million
0.02% of portfolio
|
Q2 2022
Reduced 7.27%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
28,431
shares
|
$1.66 Million
0.53% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
28,099
shares
|
$1.64 Million
0.49% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
27,992
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2023
Reduced 19.92%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
27,909
shares
|
$1.63 Million
0.2% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
27,182
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
26,841
shares
|
$1.57 Million
0.49% of portfolio
|
Q3 2024
Reduced 12.4%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
26,780
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
25,769
shares
|
$1.51 Million
0.1% of portfolio
|
Q3 2024
Added 5.51%
|