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 673 institutions that hold shares in the stock, with a total of 30.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
11,119
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
10,964
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
10,879
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
10,818
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
10,797
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Aug 12, 2025 Q2 2025 |
10,735
shares
|
$1.27 Million
1.48% of portfolio
|
Q2 2025
Added 90.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
10,713
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Added 30.68%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
10,558
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
10,262
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
9,954
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,735
shares
|
$1.15 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
9,694
shares
|
$1.15 Million
0.22% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
9,560
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Added 15.17%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
9,530
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
9,506
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
9,442
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
9,291
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
9,014
shares
|
$1.07 Million
0.87% of portfolio
|
Q2 2025
Added 130.89%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
8,946
shares
|
$1.06 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
8,941
shares
|
$1.06 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,898
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
8,882
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
8,751
shares
|
$1.04 Million
0.13% of portfolio
|
Q2 2025
Added 54.78%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
8,710
shares
|
$1.03 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
8,655
shares
|
$1.03 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.65%
|