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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
227,524
shares
|
$23.7 Million
0.03% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
218,478
shares
|
$22.7 Million
0.01% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
217,442
shares
|
$22.6 Million
0.0% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
214,106
shares
|
$22.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
212,682
shares
|
$22.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.9%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
208,222
shares
|
$21.7 Million
0.27% of portfolio
|
Q3 2024
Added 2019.52%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
207,042
shares
|
$21.5 Million
6.54% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
206,859
shares
|
$21.5 Million
3.35% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
205,692
shares
|
$21.4 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
199,410
shares
|
$20.7 Million
1.34% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
187,684
shares
|
$19.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
187,649
shares
|
$19.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
183,222
shares
|
$19.1 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
171,970
shares
|
$17.9 Million
0.01% of portfolio
|
Q3 2024
Added 55.09%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
169,896
shares
|
$17.7 Million
12.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
168,811
shares
|
$17.6 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
162,712
shares
|
$16.9 Million
8.13% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
155,394
shares
|
$16.2 Million
0.01% of portfolio
|
Q3 2024
Added 67170.13%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
142,260
shares
|
$14.8 Million
1.73% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
140,674
shares
|
$14.6 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
138,445
shares
|
$14.4 Million
3.24% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
137,322
shares
|
$14.3 Million
0.71% of portfolio
|
Q3 2024
Reduced 14.63%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
131,345
shares
|
$13.7 Million
0.63% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
130,744
shares
|
$13.6 Million
2.42% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
130,708
shares
|
$13.6 Million
2.63% of portfolio
|
Q3 2024
Added 5.22%
|