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 612 institutions that hold shares in the stock, with a total of 30.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
3,743
shares
|
$408,773
0.12% of portfolio
|
Q4 2022
Added 1.63%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
3,710
shares
|
$405,169
0.02% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,700
shares
|
$404,077
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,691
shares
|
$403,094
0.0% of portfolio
|
Q3 2022
Added 0.11%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,636
shares
|
$397,087
0.14% of portfolio
|
Q1 2023
Added 0.28%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
3,610
shares
|
$394,248
0.06% of portfolio
|
Q4 2024
Added 46.75%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,606
shares
|
$393,811
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
3,586
shares
|
$391,627
0.12% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
3,530
shares
|
$385,511
0.1% of portfolio
|
Q4 2024
Added 43.79%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
3,526
shares
|
$385,074
0.07% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
3,521
shares
|
$384,528
0.19% of portfolio
|
Q4 2024
Added 29.97%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
3,511
shares
|
$383,436
0.09% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
3,501
shares
|
$382,344
0.31% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
3,453
shares
|
$377,102
0.07% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
3,427
shares
|
$374,262
0.0% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
3,416
shares
|
$373,061
0.18% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,378
shares
|
$368,911
0.06% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,375
shares
|
$368,583
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
3,368
shares
|
$367,819
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
3,364
shares
|
$367,382
0.03% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
3,349
shares
|
$365,744
0.03% of portfolio
|
Q1 2024
Added 2.92%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
3,347
shares
|
$365,525
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
3,328
shares
|
$363,450
0.01% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
3,293
shares
|
$359,628
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
3,275
shares
|
$357,662
0.02% of portfolio
|
Q4 2024
Reduced 9.66%
|