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 |
|---|---|---|---|---|---|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
5,834
shares
|
$659,066
0.12% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
5,802
shares
|
$655,451
0.16% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
5,793
shares
|
$654,435
0.34% of portfolio
|
Q2 2021
Reduced 13.54%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
5,708
shares
|
$644,832
0.02% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
5,639
shares
|
$637,037
0.28% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jul 25, 2025 Q2 2025 |
5,547
shares
|
$626,644
0.29% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
5,519
shares
|
$623,481
0.01% of portfolio
|
Q2 2025
Added 30.32%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
5,447
shares
|
$615,347
0.03% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
5,428
shares
|
$613,201
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
5,411
shares
|
$611,280
0.04% of portfolio
|
Q1 2025
Added 91.4%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
5,306
shares
|
$599,418
0.03% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,215
shares
|
$589,138
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
|
$587,444
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,121
shares
|
$578,519
0.01% of portfolio
|
Q2 2023
Reduced 3.21%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,075
shares
|
$573,322
0.0% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
5,044
shares
|
$569,820
0.02% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
5,037
shares
|
$569,029
0.0% of portfolio
|
Q1 2025
Added 25.58%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
5,028
shares
|
$568,013
0.01% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
5,005
shares
|
$565,414
0.09% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
4,976
shares
|
$562,138
0.04% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
4,949
shares
|
$559,088
0.06% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,945
shares
|
$558,636
0.0% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
4,931
shares
|
$557,055
0.15% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
4,878
shares
|
$551,067
0.11% of portfolio
|
Q1 2023
Reduced 21.51%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
4,805
shares
|
$542,820
0.08% of portfolio
|
Q1 2023
Added 6.66%
|