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 672 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 |
|---|---|---|---|---|---|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
4,803
shares
|
$542,594
0.18% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
4,765
shares
|
$538,302
0.03% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
4,753
shares
|
$536,946
0.01% of portfolio
|
Q2 2025
Reduced 68.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,749
shares
|
$536,494
0.0% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
4,748
shares
|
$536,381
0.04% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,715
shares
|
$532,653
0.02% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,700
shares
|
$530,959
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
4,690
shares
|
$529,829
0.02% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,678
shares
|
$528,473
0.02% of portfolio
|
Q2 2022
Reduced 7.62%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
4,662
shares
|
$526,666
0.0% of portfolio
|
Q2 2025
Reduced 15.07%
|
|
|
Northstar Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
4,645
shares
|
$524,745
0.12% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
4,570
shares
|
$516,272
0.09% of portfolio
|
Q2 2025
Reduced 31.21%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,530
shares
|
$511,754
0.03% of portfolio
|
Q2 2025
Reduced 54.85%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
4,530
shares
|
$511,754
0.04% of portfolio
|
Q1 2025
Reduced 18.01%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
4,507
shares
|
$509,155
0.04% of portfolio
|
Q1 2025
Added 625.76%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,493
shares
|
$507,574
0.06% of portfolio
|
Q2 2025
Reduced 29.27%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,485
shares
|
$506,670
0.01% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
4,440
shares
|
$501,586
0.04% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
4,409
shares
|
$498,084
0.0% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Jul 25, 2025 Q2 2025 |
4,378
shares
|
$494,582
0.34% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Zevin Asset Management LLC
|
Aug 06, 2025 Q2 2025 |
4,369
shares
|
$493,565
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
4,348
shares
|
$491,193
0.08% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
4,284
shares
|
$483,963
0.16% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
4,280
shares
|
$483,511
0.14% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
4,280
shares
|
$483,511
0.14% of portfolio
|
Q2 2025
Added 0.54%
|