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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
445
shares
|
$47,232
0.01% of portfolio
|
Q4 2020
Reduced 1.12%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
436
shares
|
$46,277
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
400
shares
|
$42,456
0.05% of portfolio
|
Q2 2023
Reduced 39.76%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
400
shares
|
$42,456
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
391
shares
|
$41,500
0.01% of portfolio
|
Q2 2023
Reduced 9.07%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
387
shares
|
$41,076
0.01% of portfolio
|
Q3 2021
Added 37.72%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
355
shares
|
$37,679
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
354
shares
|
$37,573
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
352
shares
|
$37,361
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
352
shares
|
$37,361
0.01% of portfolio
|
Q3 2024
Reduced 26.97%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
321
shares
|
$34,070
0.01% of portfolio
|
Q2 2024
Reduced 95.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
319
shares
|
$33,858
0.0% of portfolio
|
Q2 2024
Added 112.67%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
300
shares
|
$31,842
0.01% of portfolio
|
Q4 2021
Added 118.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
297
shares
|
$31,523
0.0% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
294
shares
|
$31,205
0.02% of portfolio
|
Q2 2024
Added 5.38%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
280
shares
|
$29,719
0.0% of portfolio
|
Q3 2024
Added 143.48%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
265
shares
|
$28,127
0.0% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
250
shares
|
$26,535
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
245
shares
|
$26,004
0.01% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
237
shares
|
$25,155
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
229
shares
|
$24,306
0.01% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
223
shares
|
$23,669
0.0% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
217
shares
|
$23,032
0.02% of portfolio
|
Q3 2024
Added 102.8%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
215
shares
|
$22,820
0.0% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
203
shares
|
$21,546
0.0% of portfolio
|
Q3 2024
Added 23.03%
|