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 382 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
28,136
shares
|
$1.79 Million
0.52% of portfolio
|
Q1 2025
Added 0.13%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
27,992
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2023
Reduced 19.92%
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
27,020
shares
|
$1.72 Million
0.1% of portfolio
|
Q1 2025
Added 4.43%
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
26,551
shares
|
$1.69 Million
0.46% of portfolio
|
Q1 2025
Reduced 20.11%
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
26,453
shares
|
$1.68 Million
0.46% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
25,828
shares
|
$1.64 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
25,611
shares
|
$1.63 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
24,354
shares
|
$1.55 Million
0.2% of portfolio
|
Q2 2023
Reduced 5.36%
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
23,085
shares
|
$1.47 Million
0.4% of portfolio
|
Q2 2024
New holding
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
22,932
shares
|
$1.46 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
22,766
shares
|
$1.45 Million
0.16% of portfolio
|
Q1 2025
Added 0.17%
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
22,683
shares
|
$1.44 Million
0.62% of portfolio
|
Q1 2025
Added 16.4%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
22,111
shares
|
$1.41 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
21,858
shares
|
$1.39 Million
0.13% of portfolio
|
Q1 2025
Added 9.79%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
21,093
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
20,420
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
20,008
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
Added 17.15%
|
|
Northland Capital Management LLC
|
Apr 23, 2025 Q1 2025 |
19,838
shares
|
$1.26 Million
0.88% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
19,694
shares
|
$1.25 Million
0.4% of portfolio
|
Q3 2022
Reduced 8.25%
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
19,426
shares
|
$1.24 Million
0.1% of portfolio
|
Q1 2025
Added 0.48%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
19,192
shares
|
$1.22 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
19,108
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Reduced 65.05%
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
18,653
shares
|
$1.19 Million
0.43% of portfolio
|
Q1 2025
Reduced 25.66%
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
18,531
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
18,204
shares
|
$1.16 Million
0.03% of portfolio
|
Q1 2025
Added 1.89%
|