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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,203
shares
|
$498,097
0.05% of portfolio
|
Q2 2023
Added 0.07%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
4,144
shares
|
$491,105
0.28% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
4,132
shares
|
$489,683
0.01% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
4,114
shares
|
$487,550
0.04% of portfolio
|
Q2 2025
Added 69.3%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,062
shares
|
$481,387
0.09% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,039
shares
|
$478,661
0.1% of portfolio
|
Q2 2022
Added 26.61%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
3,969
shares
|
$470,366
0.07% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
3,925
shares
|
$465,151
0.37% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
3,924
shares
|
$465,033
0.12% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
3,923
shares
|
$464,914
0.0% of portfolio
|
Q2 2025
Reduced 27.81%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
3,918
shares
|
$464,322
0.01% of portfolio
|
Q2 2025
Added 73.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
3,877
shares
|
$459,463
0.0% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
3,874
shares
|
$459,107
0.24% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
3,852
shares
|
$456,500
0.03% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Aug 05, 2025 Q2 2025 |
3,827
shares
|
$453,537
0.49% of portfolio
|
Q1 2025
Reduced 27.53%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,817
shares
|
$452,352
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
3,808
shares
|
$451,286
0.07% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
3,796
shares
|
$449,863
0.08% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
3,720
shares
|
$440,857
0.08% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
3,710
shares
|
$439,672
0.05% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
3,700
shares
|
$438,487
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
3,700
shares
|
$438,487
0.0% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,691
shares
|
$437,420
0.0% of portfolio
|
Q3 2022
Added 0.11%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,666
shares
|
$434,457
0.05% of portfolio
|
Q2 2025
Reduced 20.6%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
3,640
shares
|
$431,376
0.15% of portfolio
|
Q2 2025
Reduced 1.81%
|