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 |
|---|---|---|---|---|---|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
7,548
shares
|
$792,766
0.3% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
7,531
shares
|
$790,980
0.01% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Apr 21, 2025 Q1 2025 |
7,512
shares
|
$788,985
0.57% of portfolio
|
Q1 2025
Added 26.34%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
7,465
shares
|
$784,048
0.01% of portfolio
|
Q2 2024
Reduced 4.78%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,442
shares
|
$781,633
0.01% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
7,399
shares
|
$777,116
0.0% of portfolio
|
Q1 2025
Reduced 13.61%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
7,336
shares
|
$770,500
0.04% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
7,250
shares
|
$761,467
0.11% of portfolio
|
Q2 2024
Reduced 12.12%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
7,157
shares
|
$751,699
0.01% of portfolio
|
Q1 2025
Added 149.98%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
7,149
shares
|
$750,859
0.2% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
7,083
shares
|
$743,927
0.02% of portfolio
|
Q1 2025
Reduced 69.09%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
7,047
shares
|
$740,146
0.09% of portfolio
|
Q2 2023
Reduced 6.46%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
6,960
shares
|
$731,008
0.55% of portfolio
|
Q1 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
6,950
shares
|
$729,958
0.01% of portfolio
|
Q1 2021
Added 24.89%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,949
shares
|
$729,853
0.01% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
6,849
shares
|
$719,350
0.31% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
6,716
shares
|
$705,381
0.22% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
6,683
shares
|
$701,915
0.02% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
6,643
shares
|
$697,714
0.12% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
6,625
shares
|
$695,823
0.38% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
6,602
shares
|
$693,408
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
6,568
shares
|
$689,837
0.31% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
6,482
shares
|
$680,804
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
6,473
shares
|
$679,859
0.04% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
6,431
shares
|
$675,447
0.01% of portfolio
|
Q1 2025
Added 1.29%
|