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 386 institutions that hold shares in the stock, with a total of 20.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
3,328,662
shares
|
$202 Million
0.0% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,265,809
shares
|
$76.9 Million
0.07% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Dundas Partners LLP
Edinburgh, X0 |
Feb 07, 2025 Q4 2024 |
1,081,151
shares
|
$65.6 Million
4.33% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
735,657
shares
|
$44.7 Million
4.46% of portfolio
|
Q2 2023
Added 1.95%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
617,336
shares
|
$37.5 Million
5.23% of portfolio
|
Q1 2025
Reduced 17.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
519,327
shares
|
$31.5 Million
0.01% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
435,211
shares
|
$26.4 Million
0.51% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
402,030
shares
|
$24.4 Million
0.0% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
354,855
shares
|
$21.5 Million
0.55% of portfolio
|
Q4 2024
Added 10.97%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
338,382
shares
|
$20.5 Million
0.57% of portfolio
|
Q4 2024
Reduced 15.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
318,019
shares
|
$19.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
299,553
shares
|
$18.2 Million
0.0% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
278,465
shares
|
$16.9 Million
0.03% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
276,785
shares
|
$16.8 Million
0.01% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
258,180
shares
|
$15.7 Million
7.87% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
247,259
shares
|
$15 Million
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Refined Wealth Management
|
Apr 22, 2025 Q1 2025 |
241,653
shares
|
$14.7 Million
11.64% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
237,827
shares
|
$14.4 Million
0.0% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
235,877
shares
|
$14.3 Million
0.1% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
231,082
shares
|
$14 Million
1.99% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
Jan 31, 2025 Q4 2024 |
216,414
shares
|
$13.1 Million
4.0% of portfolio
|
Q4 2024
New holding
|
|
|
Life Guide Financial Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
187,827
shares
|
$11.4 Million
5.9% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
187,644
shares
|
$11.4 Million
0.73% of portfolio
|
Q1 2025
Reduced 21.2%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
165,203
shares
|
$10 Million
0.02% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
162,215
shares
|
$9.85 Million
2.77% of portfolio
|
Q1 2025
Added 35.49%
|