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 500 institutions that hold shares in the stock, with a total of 29.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.72 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
6,035,410
shares
|
$562 Million
0.01% of portfolio
|
Q1 2024
Reduced 33.76%
|
|
Visa Foundation
|
May 08, 2024 Q1 2024 |
1,773,275
shares
|
$165 Million
100.0% of portfolio
|
Q1 2024
Reduced 6.34%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,155,149
shares
|
$108 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
955,501
shares
|
$88.9 Million
0.31% of portfolio
|
Q1 2024
Added 1.57%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
853,759
shares
|
$79.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
Leo Wealth, LLC
Hurst, TX |
May 09, 2024 Q1 2024 |
732,257
shares
|
$68.2 Million
6.97% of portfolio
|
Q1 2024
Added 6.34%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
673,002
shares
|
$62.6 Million
6.02% of portfolio
|
Q2 2023
Reduced 3.33%
|
|
Verde Capital Management
|
Apr 15, 2024 Q1 2024 |
531,464
shares
|
$49.5 Million
16.96% of portfolio
|
Q1 2024
Added 7.91%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
513,751
shares
|
$47.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.88%
|
|
Angeles Investment Advisors, LLC
|
May 14, 2024 Q1 2024 |
478,745
shares
|
$44.6 Million
2.38% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
Impac Tfolio, LLC
|
Apr 01, 2024 Q1 2024 |
431,070
shares
|
$40.1 Million
24.28% of portfolio
|
Q1 2024
Added 85.49%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
400,522
shares
|
$37.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.89%
|
|
Platt Investment Counsel, LLC
|
Apr 19, 2024 Q1 2024 |
395,419
shares
|
$36.8 Million
35.25% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
390,250
shares
|
$36.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
359,487
shares
|
$33.5 Million
0.09% of portfolio
|
Q1 2024
Reduced 5.67%
|
|
Retirement Capital Strategies
|
May 13, 2024 Q1 2024 |
348,865
shares
|
$32.5 Million
13.3% of portfolio
|
Q1 2024
Added 34.12%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
338,031
shares
|
$31.5 Million
0.07% of portfolio
|
Q1 2024
Added 1.0%
|
|
Facet Wealth, Inc.
|
May 07, 2024 Q1 2024 |
320,900
shares
|
$29.9 Million
1.0% of portfolio
|
Q1 2024
Added 0.06%
|
|
Crewe Advisors LLC
|
May 13, 2024 Q1 2024 |
315,488
shares
|
$29.4 Million
3.43% of portfolio
|
Q1 2024
Added 0.17%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
295,637
shares
|
$27.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.26%
|
|
Financial Network Wealth Management LLC
Draper, UT |
May 09, 2024 Q1 2024 |
256,370
shares
|
$23.9 Million
11.11% of portfolio
|
Q1 2024
Reduced 1.92%
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2024 Q1 2024 |
244,607
shares
|
$22.8 Million
0.49% of portfolio
|
Q1 2024
Reduced 3.62%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
236,318
shares
|
$22 Million
0.02% of portfolio
|
Q1 2024
Added 6.96%
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
234,701
shares
|
$21.8 Million
0.62% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
232,767
shares
|
$21.7 Million
0.33% of portfolio
|
Q1 2024
Reduced 0.54%
|