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 $2.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
5,062
shares
|
$503,162
0.07% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
5,038
shares
|
$500,777
0.02% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
5,018
shares
|
$498,789
0.03% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
4,890
shares
|
$486,066
0.02% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
4,878
shares
|
$484,873
0.13% of portfolio
|
Q1 2023
Reduced 21.51%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
4,874
shares
|
$484,475
0.0% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,849
shares
|
$481,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
4,805
shares
|
$477,617
0.08% of portfolio
|
Q1 2023
Added 6.66%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
4,800
shares
|
$477,120
0.04% of portfolio
|
Q4 2024
Added 336.36%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,787
shares
|
$475,827
0.22% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
4,754
shares
|
$472,547
0.02% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
4,725
shares
|
$469,665
0.04% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,715
shares
|
$468,671
0.02% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
4,712
shares
|
$468,372
0.04% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
4,686
shares
|
$465,788
0.03% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,678
shares
|
$464,993
0.02% of portfolio
|
Q2 2022
Reduced 7.62%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
4,594
shares
|
$456,643
0.18% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,431
shares
|
$440,441
0.0% of portfolio
|
Q4 2024
Reduced 38.69%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
4,405
shares
|
$437,857
0.11% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,369
shares
|
$434,278
0.08% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,355
shares
|
$432,887
0.0% of portfolio
|
Q4 2024
Added 141.81%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
4,344
shares
|
$431,793
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,315
shares
|
$428,911
0.02% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
4,276
shares
|
$425,034
0.18% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
4,265
shares
|
$423,941
0.0% of portfolio
|
Q4 2024
Reduced 68.3%
|