Institutional Ownership Vanguard World Fd Esg Intl Stk (VSGX)
This table provides information about the institutional ownership of Vanguard World Fd Esg Intl Stk (VSGX). We have compiled data on the 437 institutions that hold shares in the stock, with a total of 22.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
3,819,560
shares
|
$269 Million
0.0% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,617,562
shares
|
$114 Million
0.01% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,292,899
shares
|
$91.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
735,657
shares
|
$51.8 Million
4.46% of portfolio
|
Q2 2023
Added 1.95%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
617,714
shares
|
$43.5 Million
5.56% of portfolio
|
Q3 2025
Reduced 24.3%
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
573,800
shares
|
$40.4 Million
38.26% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
566,477
shares
|
$39.9 Million
0.01% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
494,475
shares
|
$34.8 Million
3.47% of portfolio
|
Q3 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
457,022
shares
|
$32.2 Million
0.35% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
379,428
shares
|
$26.7 Million
0.01% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
305,871
shares
|
$21.6 Million
0.44% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
303,451
shares
|
$21.4 Million
0.16% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
Nov 05, 2025 Q3 2025 |
289,930
shares
|
$20.4 Million
11.05% of portfolio
|
Q3 2025
Added 11.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
276,785
shares
|
$19.5 Million
0.01% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
275,512
shares
|
$19.4 Million
7.61% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
256,356
shares
|
$18.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
255,488
shares
|
$18 Million
0.0% of portfolio
|
Q3 2025
Added 18.87%
|
|
|
Refined Wealth Management
|
Oct 20, 2025 Q3 2025 |
240,811
shares
|
$17 Million
11.35% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
238,742
shares
|
$16.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
235,045
shares
|
$16.6 Million
2.05% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
228,021
shares
|
$16.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
190,265
shares
|
$13.4 Million
6.18% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
179,251
shares
|
$12.6 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
178,305
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
166,693
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|