Institutional Ownership Vanguard World Fd Esg Intl Stk (VSGX)
This table provides information about the institutional ownership of Vanguard World Fd Esg Intl Stk (VSGX). We have compiled data on the 347 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
39,731
shares
|
$2.38 Million
0.21% of portfolio
|
Q2 2023
Added 53.57%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
37,777
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2024
Added 5.55%
|
|
Boston Standard Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
37,234
shares
|
$2.23 Million
0.45% of portfolio
|
Q3 2024
Added 2.95%
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
37,210
shares
|
$2.23 Million
0.27% of portfolio
|
Q3 2024
Added 13.61%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
36,880
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2024
Added 0.59%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
35,763
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2024
Added 53.94%
|
|
Financial Network Wealth Management LLC
Draper, UT |
Aug 09, 2024 Q2 2024 |
35,447
shares
|
$2.13 Million
0.77% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
Davis R M Inc
Portland, ME |
Aug 09, 2024 Q2 2024 |
35,395
shares
|
$2.12 Million
0.04% of portfolio
|
Q2 2024
Added 2.88%
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 12, 2024 Q2 2024 |
34,839
shares
|
$2.09 Million
0.63% of portfolio
|
Q2 2024
Added 0.98%
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
33,802
shares
|
$2.03 Million
0.45% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2024 Q2 2024 |
33,310
shares
|
$2 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
32,761
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Brooklyn Fi, LLC
New York, NY |
Aug 06, 2024 Q2 2024 |
31,478
shares
|
$1.89 Million
0.7% of portfolio
|
Q2 2024
Added 9.3%
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
30,739
shares
|
$1.84 Million
0.37% of portfolio
|
Q3 2024
Added 0.57%
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
30,642
shares
|
$1.84 Million
0.59% of portfolio
|
Q2 2024
Reduced 10.25%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
29,944
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 2.63%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
29,581
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2024
Added 2.4%
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
29,566
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2022
Reduced 7.27%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
28,477
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2024
Added 107.36%
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
28,285
shares
|
$1.7 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
27,992
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2023
Reduced 19.92%
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
27,909
shares
|
$1.68 Million
0.2% of portfolio
|
Q3 2024
Added 8.2%
|
|
Vista Capital Partners, Inc.
|
Aug 08, 2024 Q2 2024 |
26,808
shares
|
$1.61 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 09, 2024 Q2 2024 |
26,560
shares
|
$1.59 Million
0.49% of portfolio
|
Q2 2024
Added 0.96%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
26,243
shares
|
$1.58 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.14%
|