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 671 institutions that hold shares in the stock, with a total of 30.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
7,749
shares
|
$875,404
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
7,749
shares
|
$875,404
0.01% of portfolio
|
Q2 2025
Added 192.3%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,730
shares
|
$873,258
0.03% of portfolio
|
Q3 2023
Added 20.12%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
7,700
shares
|
$869,869
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Aug 04, 2025 Q2 2025 |
7,681
shares
|
$867,722
0.56% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
7,594
shares
|
$857,894
0.09% of portfolio
|
Q2 2025
Added 28.21%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
7,567
shares
|
$854,843
0.29% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
7,526
shares
|
$850,212
0.01% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
7,512
shares
|
$848,630
0.07% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,442
shares
|
$840,722
0.01% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
7,336
shares
|
$828,747
0.04% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
7,231
shares
|
$816,886
0.0% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
7,141
shares
|
$806,718
0.21% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
7,083
shares
|
$800,166
0.02% of portfolio
|
Q1 2025
Reduced 69.09%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
7,047
shares
|
$796,099
0.09% of portfolio
|
Q2 2023
Reduced 6.46%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
6,951
shares
|
$785,254
0.55% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
6,950
shares
|
$785,141
0.01% of portfolio
|
Q1 2021
Added 24.89%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
6,937
shares
|
$783,672
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
6,849
shares
|
$773,731
0.22% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
6,797
shares
|
$767,857
0.33% of portfolio
|
Q2 2025
Added 169825.0%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
6,683
shares
|
$754,978
0.02% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
6,676
shares
|
$754,187
0.01% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,637
shares
|
$749,781
0.13% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
6,623
shares
|
$748,200
0.09% of portfolio
|
Q2 2025
Reduced 17.72%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
6,620
shares
|
$747,861
0.4% of portfolio
|
Q2 2025
Reduced 0.08%
|