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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
42,689
shares
|
$4.26 Million
3.42% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
42,461
shares
|
$4.23 Million
0.05% of portfolio
|
Q2 2023
Reduced 1.43%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
40,479
shares
|
$4.04 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
39,345
shares
|
$3.92 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Soundwatch Capital LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
38,859
shares
|
$3.88 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Ashford Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
37,901
shares
|
$3.78 Million
0.92% of portfolio
|
Q1 2023
Reduced 29.46%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
37,831
shares
|
$3.77 Million
0.84% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
37,369
shares
|
$3.73 Million
3.11% of portfolio
|
Q4 2024
Added 45.22%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
36,729
shares
|
$3.66 Million
0.42% of portfolio
|
Q4 2023
Added 0.82%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
35,986
shares
|
$3.59 Million
0.07% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
35,571
shares
|
$3.55 Million
1.51% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Gpwm LLC
|
Jan 13, 2025 Q4 2024 |
35,323
shares
|
$3.52 Million
2.57% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
34,602
shares
|
$3.45 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
34,065
shares
|
$3.4 Million
0.1% of portfolio
|
Q2 2024
Reduced 9.98%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
33,724
shares
|
$3.36 Million
0.02% of portfolio
|
Q4 2024
Added 57.97%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
33,644
shares
|
$3.35 Million
0.22% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
33,501
shares
|
$3.34 Million
3.34% of portfolio
|
Q4 2024
New holding
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
33,344
shares
|
$3.33 Million
1.47% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
32,750
shares
|
$3.27 Million
0.19% of portfolio
|
Q3 2022
Reduced 0.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
32,401
shares
|
$3.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
31,918
shares
|
$3.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.39%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
31,574
shares
|
$3.15 Million
0.61% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
30,746
shares
|
$3.07 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.17%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
30,492
shares
|
$3.04 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
30,309
shares
|
$3.02 Million
0.05% of portfolio
|
Q3 2024
Reduced 24.27%
|