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 329 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
4,233,562
shares
|
$242 Million
0.0% of portfolio
|
Q1 2024
Reduced 48.59%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,154,090
shares
|
$66.1 Million
0.07% of portfolio
|
Q1 2024
Reduced 3.62%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 09, 2024 Q1 2024 |
791,666
shares
|
$45.3 Million
4.65% of portfolio
|
Q1 2024
Added 6.52%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
735,657
shares
|
$42.1 Million
4.46% of portfolio
|
Q2 2023
Added 1.95%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
497,113
shares
|
$28.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.62%
|
|
|
Crewe Advisors LLC
|
May 13, 2024 Q1 2024 |
447,251
shares
|
$25.6 Million
3.0% of portfolio
|
Q1 2024
Reduced 3.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
444,372
shares
|
$25.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2024 Q1 2024 |
349,776
shares
|
$20 Million
0.43% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
322,674
shares
|
$18.5 Million
0.0% of portfolio
|
Q1 2024
Added 0.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
293,698
shares
|
$16.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Facet Wealth, Inc.
|
May 07, 2024 Q1 2024 |
281,275
shares
|
$16.1 Million
0.54% of portfolio
|
Q1 2024
Added 2.5%
|
|
|
Refined Wealth Management
|
Apr 18, 2024 Q1 2024 |
268,592
shares
|
$15.4 Million
11.61% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
255,213
shares
|
$14.6 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
246,480
shares
|
$14.1 Million
0.01% of portfolio
|
Q1 2024
Added 8.13%
|
|
|
Spinnaker Trust
|
May 06, 2024 Q1 2024 |
238,545
shares
|
$13.7 Million
0.89% of portfolio
|
Q1 2024
Reduced 1.0%
|
|
|
Hanson & Doremus Investment Management
|
Apr 22, 2024 Q1 2024 |
227,218
shares
|
$13 Million
2.25% of portfolio
|
Q1 2024
Added 17.38%
|
|
|
Boston Trust Walden Corp
|
Apr 22, 2024 Q1 2024 |
220,590
shares
|
$12.6 Million
0.09% of portfolio
|
Q1 2024
Added 8.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
191,448
shares
|
$11 Million
0.0% of portfolio
|
Q1 2024
Added 1.01%
|
|
|
Platt Investment Counsel, LLC
|
Apr 19, 2024 Q1 2024 |
181,546
shares
|
$10.4 Million
9.98% of portfolio
|
Q1 2024
Reduced 25.17%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
173,385
shares
|
$9.93 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
162,900
shares
|
$9.33 Million
0.02% of portfolio
|
Q1 2024
Added 1.26%
|
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
154,861
shares
|
$8.87 Million
0.24% of portfolio
|
Q1 2024
Added 20.02%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 13, 2024 Q1 2024 |
147,258
shares
|
$8.43 Million
0.13% of portfolio
|
Q4 2023
Added 0.98%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2024 Q1 2024 |
145,701
shares
|
$8.34 Million
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
May 14, 2024 Q1 2024 |
140,510
shares
|
$8.05 Million
0.43% of portfolio
|
Q1 2024
Added 2.8%
|
|