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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
2,341
shares
|
$232,695
0.04% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
2,252
shares
|
$223,848
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
2,232
shares
|
$221,860
0.06% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
2,222
shares
|
$220,866
0.13% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
2,209
shares
|
$219,574
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
2,200
shares
|
$218,680
0.05% of portfolio
|
Q1 2024
Reduced 25.63%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
2,200
shares
|
$218,680
0.09% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
2,189
shares
|
$217,586
0.01% of portfolio
|
Q4 2024
Reduced 84.6%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
2,183
shares
|
$216,990
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,175
shares
|
$216,195
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
2,175
shares
|
$216,195
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,170
shares
|
$215,698
0.01% of portfolio
|
Q4 2023
Added 66.92%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
2,165
shares
|
$215,201
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
2,158
shares
|
$214,505
0.06% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Members Wealth LLC
Media, PA |
Mar 17, 2025 Q4 2024 |
2,140
shares
|
$212,716
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,140
shares
|
$212,716
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
2,133
shares
|
$212,020
0.11% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
2,062
shares
|
$204,962
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
2,043
shares
|
$203,074
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
2,019
shares
|
$200,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,997
shares
|
$198,501
0.01% of portfolio
|
Q2 2024
Reduced 9.43%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
1,982
shares
|
$197,010
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,981
shares
|
$196,911
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,975
shares
|
$196,315
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
1,959
shares
|
$194,724
0.01% of portfolio
|
Q4 2024
New holding
|