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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,767
shares
|
$293,689
0.02% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Capital Management Corp
|
Oct 30, 2024 Q3 2024 |
2,745
shares
|
$291,354
0.06% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
2,724
shares
|
$289,125
0.06% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
2,724
shares
|
$289,125
0.05% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
2,709
shares
|
$287,533
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
2,709
shares
|
$287,533
0.16% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
2,680
shares
|
$284,455
0.0% of portfolio
|
Q3 2024
Reduced 18.29%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
2,675
shares
|
$283,924
0.07% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
2,664
shares
|
$282,756
0.05% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
2,620
shares
|
$278,086
0.05% of portfolio
|
Q2 2024
Reduced 41.65%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,617
shares
|
$277,768
0.03% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
2,598
shares
|
$275,751
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,592
shares
|
$275,114
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,590
shares
|
$274,902
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
2,523
shares
|
$267,791
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
2,485
shares
|
$263,757
0.0% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
2,480
shares
|
$263,227
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
2,460
shares
|
$261,104
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,455
shares
|
$260,573
0.07% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
2,448
shares
|
$259,830
0.06% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
2,433
shares
|
$258,238
0.02% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
2,420
shares
|
$256,858
0.07% of portfolio
|
Q2 2024
Added 3.42%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
2,415
shares
|
$256,328
0.04% of portfolio
|
Q3 2023
Added 3.65%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
2,410
shares
|
$255,797
0.11% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,392
shares
|
$253,886
0.0% of portfolio
|
Q2 2024
Added 4.64%
|