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 364 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
2,891,317
shares
|
$169 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.93%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,233,059
shares
|
$72 Million
0.08% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
774,412
shares
|
$45.2 Million
4.35% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
735,657
shares
|
$42.9 Million
4.46% of portfolio
|
Q2 2023
Added 1.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
468,318
shares
|
$27.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
431,298
shares
|
$25.2 Million
0.53% of portfolio
|
Q3 2024
Added 17.56%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
401,091
shares
|
$23.4 Million
0.42% of portfolio
|
Q3 2024
Added 63.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
388,499
shares
|
$22.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
363,443
shares
|
$21.2 Million
0.01% of portfolio
|
Q3 2024
Added 82.7%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
319,790
shares
|
$18.7 Million
0.55% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
290,234
shares
|
$16.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Refined Wealth Management
|
Oct 18, 2024 Q3 2024 |
278,944
shares
|
$16.3 Million
13.26% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
276,785
shares
|
$16.2 Million
0.01% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
271,176
shares
|
$15.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
242,733
shares
|
$14.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.67%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
237,233
shares
|
$13.8 Million
2.33% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
235,940
shares
|
$13.8 Million
0.9% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
213,315
shares
|
$12.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
212,931
shares
|
$12.4 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
193,000
shares
|
$11.3 Million
8.55% of portfolio
|
Q1 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
172,511
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
163,810
shares
|
$9.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
153,971
shares
|
$8.99 Million
4.06% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
142,433
shares
|
$8.31 Million
0.82% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
140,859
shares
|
$8.22 Million
1.01% of portfolio
|
Q3 2024
Reduced 66.34%
|