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 618 institutions that hold shares in the stock, with a total of 28.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
621
shares
|
$61,180
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
608
shares
|
$59,900
0.03% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
580
shares
|
$57,141
0.01% of portfolio
|
Q1 2023
Reduced 5.07%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
542
shares
|
$53,397
0.0% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
538
shares
|
$53,003
0.0% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
534
shares
|
$52,609
0.0% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
523
shares
|
$51,525
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
505
shares
|
$49,752
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
502
shares
|
$49,457
0.0% of portfolio
|
Q3 2024
Added 638.24%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
472
shares
|
$46,501
0.02% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
465
shares
|
$45,811
0.0% of portfolio
|
Q1 2023
Reduced 7.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
459
shares
|
$45,220
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
445
shares
|
$43,841
0.01% of portfolio
|
Q4 2020
Reduced 1.12%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
437
shares
|
$43,053
0.01% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
419
shares
|
$41,279
0.01% of portfolio
|
Q4 2024
Added 108.46%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
400
shares
|
$39,408
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
400
shares
|
$39,408
0.06% of portfolio
|
Q2 2023
Reduced 39.76%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
391
shares
|
$38,521
0.01% of portfolio
|
Q2 2023
Reduced 9.07%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
387
shares
|
$38,127
0.01% of portfolio
|
Q3 2021
Added 37.72%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
365
shares
|
$35,959
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
355
shares
|
$34,974
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
354
shares
|
$34,876
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
353
shares
|
$34,777
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
352
shares
|
$34,679
0.01% of portfolio
|
Q3 2024
Reduced 26.97%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
347
shares
|
$34,186
0.0% of portfolio
|
Q4 2024
Reduced 32.36%
|