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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
142,425
shares
|
$14.2 Million
0.01% of portfolio
|
Q4 2024
Added 15.55%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
141,062
shares
|
$14.1 Million
1.51% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
140,161
shares
|
$14 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
137,692
shares
|
$13.7 Million
0.62% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
135,011
shares
|
$13.5 Million
2.88% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
134,856
shares
|
$13.4 Million
2.52% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
129,751
shares
|
$12.9 Million
1.61% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
118,047
shares
|
$11.8 Million
0.04% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
112,025
shares
|
$11.2 Million
0.33% of portfolio
|
Q4 2024
Added 11.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
106,640
shares
|
$10.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
103,431
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
103,167
shares
|
$10.3 Million
0.51% of portfolio
|
Q4 2024
Reduced 21.45%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
96,787
shares
|
$9.65 Million
0.05% of portfolio
|
Q2 2023
Reduced 49.44%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
95,671
shares
|
$9.54 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
90,394
shares
|
$9.01 Million
6.78% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
89,991
shares
|
$8.97 Million
0.04% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
88,735
shares
|
$8.85 Million
3.62% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
85,337
shares
|
$8.51 Million
0.02% of portfolio
|
Q4 2024
Added 30.63%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
85,005
shares
|
$8.48 Million
0.05% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
84,892
shares
|
$8.47 Million
0.28% of portfolio
|
Q4 2024
Added 505.2%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
84,236
shares
|
$8.4 Million
0.24% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
82,527
shares
|
$8.23 Million
1.3% of portfolio
|
Q4 2024
Added 951.57%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
81,798
shares
|
$8.16 Million
0.02% of portfolio
|
Q3 2023
Reduced 4.53%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
79,779
shares
|
$7.96 Million
0.09% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
76,310
shares
|
$7.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.96%
|