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 544 institutions that hold shares in the stock, with a total of 27.2 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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,462
shares
|
$792,016
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
7,296
shares
|
$774,397
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
7,265
shares
|
$771,107
1.0% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
7,250
shares
|
$769,515
0.09% of portfolio
|
Q2 2024
Reduced 12.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
7,227
shares
|
$767,073
0.01% of portfolio
|
Q3 2024
Added 71.83%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
7,186
shares
|
$762,722
0.04% of portfolio
|
Q3 2024
Reduced 15.23%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
7,174
shares
|
$761,448
0.02% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
7,169
shares
|
$760,917
0.03% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
7,124
shares
|
$756,141
0.21% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
7,087
shares
|
$752,214
0.12% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
7,047
shares
|
$747,968
0.09% of portfolio
|
Q2 2023
Reduced 6.46%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
6,999
shares
|
$742,873
0.0% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,960
shares
|
$738,734
0.61% of portfolio
|
Q1 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
6,950
shares
|
$737,673
0.01% of portfolio
|
Q1 2021
Added 24.89%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
6,950
shares
|
$737,673
0.45% of portfolio
|
Q2 2024
Reduced 9.74%
|
|
|
Benchmark Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
6,907
shares
|
$733,108
0.35% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
6,904
shares
|
$732,790
0.19% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
6,845
shares
|
$726,528
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
6,823
shares
|
$724,193
0.19% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,781
shares
|
$719,735
0.28% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
6,683
shares
|
$709,333
0.02% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
6,575
shares
|
$697,870
0.03% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
6,535
shares
|
$693,624
0.0% of portfolio
|
Q3 2024
Added 76.29%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
6,488
shares
|
$688,636
0.04% of portfolio
|
Q4 2022
Added 19.53%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
6,482
shares
|
$687,999
0.13% of portfolio
|
Q1 2024
New holding
|