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 |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
253,990
shares
|
$25.3 Million
0.18% of portfolio
|
Q4 2024
Added 6188.44%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
251,085
shares
|
$25 Million
9.41% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
241,737
shares
|
$24.1 Million
0.01% of portfolio
|
Q4 2024
Added 40.57%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
241,631
shares
|
$24.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
231,149
shares
|
$23.1 Million
0.01% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
230,211
shares
|
$23 Million
0.04% of portfolio
|
Q4 2024
Added 22.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
227,524
shares
|
$22.7 Million
0.03% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
223,056
shares
|
$22.2 Million
0.0% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
218,287
shares
|
$21.8 Million
3.59% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
215,950
shares
|
$21.5 Million
1.49% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
213,005
shares
|
$21.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
209,736
shares
|
$20.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
206,205
shares
|
$20.6 Million
7.82% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
204,775
shares
|
$20.4 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
204,612
shares
|
$20.4 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
192,797
shares
|
$19.2 Million
0.05% of portfolio
|
Q4 2024
Added 106.64%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
184,249
shares
|
$18.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Mar 13, 2025 Q4 2024 |
176,371
shares
|
$17.6 Million
16.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
168,811
shares
|
$16.8 Million
0.43% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
166,714
shares
|
$16.6 Million
8.4% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
165,390
shares
|
$16.5 Million
11.29% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
146,370
shares
|
$14.6 Million
0.51% of portfolio
|
Q4 2024
Reduced 20.11%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
145,434
shares
|
$14.5 Million
6.57% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
143,009
shares
|
$14.3 Million
3.48% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
142,641
shares
|
$14.2 Million
0.02% of portfolio
|
Q4 2024
Added 67.88%
|