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 $2.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
201
shares
|
$21,115
0.0% of portfolio
|
Q3 2024
Added 1727.27%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
199
shares
|
$20,904
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
168
shares
|
$17,648
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
151
shares
|
$15,862
0.0% of portfolio
|
Q3 2024
Added 190.38%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
113
shares
|
$11,870
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
113
shares
|
$11,870
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
95
shares
|
$9,979
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
85
shares
|
$8,929
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
70
shares
|
$7,353
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
64
shares
|
$6,723
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
62
shares
|
$6,513
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
60
shares
|
$6,303
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
41
shares
|
$4,307
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
30
shares
|
$3,151
0.0% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
28
shares
|
$2,941
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
23
shares
|
$2,416
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
12
shares
|
$1,260
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
4
shares
|
$420
0.0% of portfolio
|
Q1 2024
Reduced 89.47%
|