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 |
|---|---|---|---|---|---|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
12,067
shares
|
$1.26 Million
0.76% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
12,039
shares
|
$1.25 Million
0.17% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
11,850
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ervin Investment Management, LLC
|
Oct 15, 2024 Q3 2024 |
11,716
shares
|
$1.22 Million
0.82% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,676
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
11,664
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
11,468
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 122.9%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
11,422
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
11,415
shares
|
$1.19 Million
0.76% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
11,140
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
10,879
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,660
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
10,372
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,120
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
10,105
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2024
Reduced 16.87%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,952
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
9,870
shares
|
$1.03 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
9,833
shares
|
$1.02 Million
0.78% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
9,735
shares
|
$1.01 Million
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
9,496
shares
|
$987,963
0.21% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
9,459
shares
|
$984,114
0.03% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
9,370
shares
|
$974,854
0.02% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
9,322
shares
|
$969,860
0.22% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
9,287
shares
|
$966,219
0.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
9,178
shares
|
$954,879
0.0% of portfolio
|
Q3 2024
New holding
|