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 377 institutions that hold shares in the stock, with a total of 46.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
28,431
shares
|
$1.75 Million
0.53% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
28,099
shares
|
$1.73 Million
0.49% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
27,992
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2023
Reduced 19.92%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
27,945
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
26,780
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
26,163
shares
|
$1.61 Million
0.28% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
25,875
shares
|
$1.59 Million
0.09% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Feb 27, 2025 Q4 2024 |
25,092
shares
|
$1.54 Million
0.55% of portfolio
|
Q4 2024
Reduced 80.75%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
24,354
shares
|
$1.5 Million
0.2% of portfolio
|
Q2 2023
Reduced 5.36%
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
23,718
shares
|
$1.46 Million
0.53% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
23,616
shares
|
$1.45 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
23,085
shares
|
$1.42 Million
0.38% of portfolio
|
Q2 2024
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
22,728
shares
|
$1.4 Million
0.16% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
21,170
shares
|
$1.3 Million
0.99% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
21,093
shares
|
$1.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
20,420
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
20,008
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
19,909
shares
|
$1.22 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
19,694
shares
|
$1.21 Million
0.4% of portfolio
|
Q3 2022
Reduced 8.25%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
19,487
shares
|
$1.2 Million
0.47% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
19,333
shares
|
$1.19 Million
0.1% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
19,108
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 65.05%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
18,531
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
17,985
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2022
Added 1.94%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
17,866
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 24.55%
|