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 544 institutions that hold shares in the stock, with a total of 27.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
3,215
shares
|
$334,488
0.19% of portfolio
|
Q2 2024
Added 15.44%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,203
shares
|
$333,240
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,161
shares
|
$328,870
0.02% of portfolio
|
Q3 2024
Added 10.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,158
shares
|
$328,558
0.0% of portfolio
|
Q3 2024
Added 17.05%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
3,115
shares
|
$324,084
0.16% of portfolio
|
Q4 2023
Reduced 19.61%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,099
shares
|
$322,419
0.0% of portfolio
|
Q3 2024
Added 20.16%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
3,097
shares
|
$322,211
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,050
shares
|
$317,322
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
3,016
shares
|
$313,784
0.01% of portfolio
|
Q3 2024
Reduced 38.07%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
3,005
shares
|
$312,640
0.01% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,979
shares
|
$309,935
0.04% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
2,971
shares
|
$309,102
0.47% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
2,962
shares
|
$308,166
0.35% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
2,956
shares
|
$307,542
0.05% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
2,953
shares
|
$307,230
0.01% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
2,927
shares
|
$304,525
0.01% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
2,863
shares
|
$297,866
0.0% of portfolio
|
Q2 2024
Reduced 16.11%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
2,850
shares
|
$296,514
0.14% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
2,850
shares
|
$296,514
0.02% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
2,843
shares
|
$295,785
0.05% of portfolio
|
Q3 2024
Added 27.03%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Nov 14, 2024 Q3 2024 |
2,838
shares
|
$295,265
0.13% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
2,814
shares
|
$292,768
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
2,809
shares
|
$292,248
0.0% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
2,801
shares
|
$291,416
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
2,777
shares
|
$288,919
0.04% of portfolio
|
Q3 2023
Added 1.09%
|