Institutional Ownership Vanguard World Fd Esg U.S. Sto (ESGV)
This table provides information about the institutional ownership of Vanguard World Fd Esg U.S. Sto (ESGV). We have compiled data on the 633 institutions that hold shares in the stock, with a total of 30.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
10,558
shares
|
$1.11 Million
0.1% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
10,366
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Added 55.16%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
10,131
shares
|
$1.06 Million
0.68% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
9,985
shares
|
$1.05 Million
0.52% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
9,913
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 44.95%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
9,797
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 102.04%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
9,780
shares
|
$1.03 Million
0.08% of portfolio
|
Q1 2025
Added 14.45%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,735
shares
|
$1.02 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
9,560
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Added 15.17%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
9,534
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
9,513
shares
|
$999,150
0.21% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
9,481
shares
|
$995,789
0.08% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
9,480
shares
|
$995,684
0.05% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,350
shares
|
$982,030
0.02% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
9,299
shares
|
$976,673
0.22% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,292
shares
|
$975,938
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,201
shares
|
$966,381
0.05% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Sfm, LLC
Manchester, NH |
Apr 17, 2025 Q1 2025 |
9,140
shares
|
$959,974
0.66% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
9,009
shares
|
$946,215
0.01% of portfolio
|
Q1 2025
Added 106.87%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,998
shares
|
$945,059
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
8,980
shares
|
$943,169
0.29% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
8,974
shares
|
$942,539
0.67% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
8,836
shares
|
$928,045
0.07% of portfolio
|
Q1 2025
Added 54.18%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
8,796
shares
|
$923,843
0.24% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
8,712
shares
|
$915,021
0.19% of portfolio
|
Q1 2025
Added 7.86%
|