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 409 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
27,992
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2023
Reduced 19.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
26,661
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
26,453
shares
|
$1.76 Million
0.46% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
26,110
shares
|
$1.74 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
26,008
shares
|
$1.73 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
25,060
shares
|
$1.67 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
24,581
shares
|
$1.64 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
24,354
shares
|
$1.62 Million
0.2% of portfolio
|
Q2 2023
Reduced 5.36%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
23,692
shares
|
$1.58 Million
0.81% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
23,085
shares
|
$1.54 Million
0.39% of portfolio
|
Q2 2024
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
22,824
shares
|
$1.52 Million
0.17% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
22,742
shares
|
$1.52 Million
0.33% of portfolio
|
Q2 2025
Added 25.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
22,636
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Added 101.69%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
21,551
shares
|
$1.44 Million
0.95% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
21,093
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
20,420
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
20,261
shares
|
$1.35 Million
0.44% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Cambridge Associates LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
20,232
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Reduced 73.44%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
20,227
shares
|
$1.35 Million
0.36% of portfolio
|
Q2 2025
Reduced 23.82%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
20,182
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
19,694
shares
|
$1.31 Million
0.4% of portfolio
|
Q3 2022
Reduced 8.25%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,427
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 35.97%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
19,192
shares
|
$1.28 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
19,108
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Reduced 65.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
18,642
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 62.73%
|