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 |
|---|---|---|---|---|---|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
12,420
shares
|
$1.24 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
12,318
shares
|
$1.23 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
12,301
shares
|
$1.23 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
12,118
shares
|
$1.21 Million
1.01% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
12,099
shares
|
$1.21 Million
0.74% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
12,091
shares
|
$1.21 Million
0.68% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
11,996
shares
|
$1.2 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
11,866
shares
|
$1.18 Million
0.06% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Ervin Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
11,716
shares
|
$1.17 Million
0.88% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
11,587
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
11,462
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
11,357
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Added 58.31%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
11,331
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
11,152
shares
|
$1.11 Million
0.05% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
10,879
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
10,763
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
10,562
shares
|
$1.05 Million
0.71% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
10,558
shares
|
$1.05 Million
0.1% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
10,144
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
10,089
shares
|
$1.01 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
10,034
shares
|
$1 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
10,017
shares
|
$998,895
0.1% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
9,822
shares
|
$979,449
0.02% of portfolio
|
Q4 2024
Reduced 45.51%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,735
shares
|
$970,774
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
9,615
shares
|
$958,807
0.03% of portfolio
|
Q4 2024
Added 1.65%
|