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 |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
5,708
shares
|
$676,455
0.02% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 09, 2025 Q3 2025 |
5,642
shares
|
$668,633
0.41% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Oct 14, 2025 Q3 2025 |
5,560
shares
|
$658,915
0.27% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
5,524
shares
|
$654,649
0.07% of portfolio
|
Q3 2025
Reduced 16.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
5,519
shares
|
$654,056
0.01% of portfolio
|
Q2 2025
Added 30.32%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
5,447
shares
|
$645,523
0.03% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
5,431
shares
|
$643,627
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
5,306
shares
|
$628,814
0.03% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,215
shares
|
$618,029
0.0% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
5,200
shares
|
$616,252
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,121
shares
|
$606,889
0.01% of portfolio
|
Q2 2023
Reduced 3.21%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,075
shares
|
$601,438
0.0% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
5,054
shares
|
$598,949
0.01% of portfolio
|
Q2 2025
Added 23.78%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
5,044
shares
|
$597,764
0.02% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
5,037
shares
|
$596,934
0.01% of portfolio
|
Q1 2025
Added 25.58%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
5,028
shares
|
$595,868
0.01% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
5,005
shares
|
$593,142
0.09% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,999
shares
|
$592,431
0.02% of portfolio
|
Q3 2025
Reduced 24.38%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
4,976
shares
|
$589,705
0.04% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
4,949
shares
|
$586,505
0.06% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,945
shares
|
$586,031
0.0% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
4,931
shares
|
$584,372
0.15% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
4,878
shares
|
$578,091
0.11% of portfolio
|
Q1 2023
Reduced 21.51%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
4,805
shares
|
$569,440
0.08% of portfolio
|
Q1 2023
Added 6.66%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
4,803
shares
|
$569,203
0.18% of portfolio
|
Q2 2025
Added 4.55%
|