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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
25,118
shares
|
$1.47 Million
0.29% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
24,354
shares
|
$1.42 Million
0.2% of portfolio
|
Q2 2023
Reduced 5.36%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
24,198
shares
|
$1.41 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
23,837
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
23,680
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
23,085
shares
|
$1.35 Million
0.41% of portfolio
|
Q2 2024
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
22,651
shares
|
$1.32 Million
0.17% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
21,577
shares
|
$1.26 Million
0.53% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
21,477
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
20,420
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
19,938
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
19,694
shares
|
$1.15 Million
0.4% of portfolio
|
Q3 2022
Reduced 8.25%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
19,108
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 65.05%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
19,034
shares
|
$1.11 Million
0.49% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
18,897
shares
|
$1.1 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
18,649
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2024
Added 201.37%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
17,985
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2022
Added 1.94%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
17,901
shares
|
$1.04 Million
0.1% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
17,712
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
17,583
shares
|
$1.03 Million
0.71% of portfolio
|
Q3 2024
Added 11.26%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
17,427
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
17,079
shares
|
$996,730
0.02% of portfolio
|
Q4 2023
Reduced 0.01%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
16,787
shares
|
$979,689
0.0% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
15,720
shares
|
$917,419
0.22% of portfolio
|
Q3 2024
Added 72.31%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
15,683
shares
|
$915,259
0.19% of portfolio
|
Q3 2024
Added 2.02%
|