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 |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
21,688
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2024
Reduced 20.52%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
21,580
shares
|
$2.15 Million
1.44% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
21,533
shares
|
$2.15 Million
0.48% of portfolio
|
Q3 2022
Reduced 0.96%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
20,641
shares
|
$2.06 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
20,488
shares
|
$2.04 Million
0.11% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
20,372
shares
|
$2.03 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
20,325
shares
|
$2.03 Million
0.34% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Arjuna Capital
|
Feb 07, 2025 Q4 2024 |
20,298
shares
|
$2.02 Million
0.59% of portfolio
|
Q4 2024
Reduced 39.14%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
20,257
shares
|
$2.02 Million
0.62% of portfolio
|
Q4 2024
Reduced 15.83%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
20,227
shares
|
$2.02 Million
0.04% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
20,213
shares
|
$2.02 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
20,107
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
19,774
shares
|
$1.97 Million
0.63% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
19,754
shares
|
$1.97 Million
0.2% of portfolio
|
Q4 2024
Added 29.85%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,472
shares
|
$1.94 Million
0.57% of portfolio
|
Q1 2023
Added 1.03%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
19,290
shares
|
$1.92 Million
0.39% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
18,880
shares
|
$1.88 Million
0.03% of portfolio
|
Q4 2023
Added 13.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
18,430
shares
|
$1.84 Million
0.06% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
18,147
shares
|
$1.81 Million
0.05% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
17,535
shares
|
$1.75 Million
0.21% of portfolio
|
Q2 2023
Reduced 1.27%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
17,209
shares
|
$1.72 Million
1.15% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
17,181
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
17,099
shares
|
$1.71 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
17,087
shares
|
$1.7 Million
1.32% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,807
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2023
Added 4.87%
|