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 620 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 $2.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
6,949
shares
|
$690,730
0.01% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
6,857
shares
|
$681,585
0.07% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
6,845
shares
|
$680,393
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
6,839
shares
|
$679,796
0.01% of portfolio
|
Q4 2024
Reduced 19.07%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
6,695
shares
|
$665,483
0.12% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
6,683
shares
|
$664,290
0.03% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
6,681
shares
|
$664,091
0.04% of portfolio
|
Q4 2024
Added 86.36%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Feb 05, 2025 Q4 2024 |
6,625
shares
|
$658,525
0.41% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
6,590
shares
|
$655,046
0.23% of portfolio
|
Q4 2024
Added 103.14%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
6,568
shares
|
$652,859
0.34% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
6,555
shares
|
$651,567
0.03% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
6,488
shares
|
$644,907
0.04% of portfolio
|
Q4 2022
Added 19.53%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
6,482
shares
|
$644,310
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
6,349
shares
|
$631,090
0.01% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
6,337
shares
|
$629,897
0.09% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
6,332
shares
|
$629,400
0.1% of portfolio
|
Q3 2024
Reduced 13.86%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
6,211
shares
|
$617,373
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
6,208
shares
|
$617,075
0.13% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
6,142
shares
|
$610,514
0.42% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
6,058
shares
|
$602,165
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
6,048
shares
|
$601,171
0.11% of portfolio
|
Q3 2024
Added 17.16%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,035
shares
|
$599,879
0.13% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
5,997
shares
|
$596,101
0.08% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,968
shares
|
$593,219
0.02% of portfolio
|
Q2 2020
Added 42.98%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
5,959
shares
|
$592,324
0.22% of portfolio
|
Q4 2024
New holding
|