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 |
|---|---|---|---|---|---|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
7,594
shares
|
$899,964
0.09% of portfolio
|
Q2 2025
Added 28.21%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
7,585
shares
|
$898,898
0.29% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
7,526
shares
|
$891,906
0.01% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
7,512
shares
|
$890,247
0.07% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,442
shares
|
$881,951
0.01% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
7,336
shares
|
$869,389
0.04% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
7,231
shares
|
$856,945
0.0% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
7,159
shares
|
$848,413
0.03% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
7,141
shares
|
$846,279
0.21% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
7,119
shares
|
$843,672
0.03% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
7,083
shares
|
$839,406
0.02% of portfolio
|
Q1 2025
Reduced 69.09%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
7,047
shares
|
$835,139
0.09% of portfolio
|
Q2 2023
Reduced 6.46%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
6,951
shares
|
$823,763
0.55% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
6,950
shares
|
$823,644
0.01% of portfolio
|
Q1 2021
Added 24.89%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
6,937
shares
|
$822,103
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
6,885
shares
|
$815,941
0.01% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
6,849
shares
|
$811,674
0.22% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
6,797
shares
|
$805,512
0.33% of portfolio
|
Q2 2025
Added 169825.0%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
6,683
shares
|
$792,002
0.02% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,637
shares
|
$786,550
0.13% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
6,620
shares
|
$784,536
0.4% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
6,605
shares
|
$782,758
0.07% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
6,602
shares
|
$782,403
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
6,568
shares
|
$778,373
0.32% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,518
shares
|
$772,448
0.0% of portfolio
|
Q3 2025
Added 65.26%
|