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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
2,390
shares
|
$248,655
0.0% of portfolio
|
Q3 2024
Reduced 55.65%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
2,379
shares
|
$247,511
0.12% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
D. Scott Neal, Inc.
|
Oct 17, 2024 Q3 2024 |
2,363
shares
|
$245,846
0.13% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
2,355
shares
|
$245,014
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
2,347
shares
|
$244,181
0.13% of portfolio
|
Q2 2024
Reduced 9.7%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
2,309
shares
|
$240,228
0.02% of portfolio
|
Q3 2024
Reduced 14.7%
|
|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,278
shares
|
$237,003
0.11% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
2,257
shares
|
$234,818
0.17% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
2,257
shares
|
$234,818
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,252
shares
|
$234,298
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
2,252
shares
|
$234,298
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
2,250
shares
|
$234,090
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
2,238
shares
|
$232,841
0.02% of portfolio
|
Q1 2024
Added 30.04%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
2,230
shares
|
$232,009
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,227
shares
|
$231,697
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
2,215
shares
|
$230,448
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
2,200
shares
|
$228,888
0.05% of portfolio
|
Q1 2024
Reduced 25.63%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
2,197
shares
|
$228,575
0.03% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,170
shares
|
$225,766
0.01% of portfolio
|
Q4 2023
Added 66.92%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
2,152
shares
|
$223,894
0.06% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,136
shares
|
$222,229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
2,062
shares
|
$214,530
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
2,043
shares
|
$212,553
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
2,019
shares
|
$210,056
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,997
shares
|
$207,767
0.01% of portfolio
|
Q2 2024
Reduced 9.43%
|