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 |
|---|---|---|---|---|---|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
4,189
shares
|
$439,970
0.33% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
4,140
shares
|
$434,824
0.16% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
4,139
shares
|
$434,719
0.02% of portfolio
|
Q1 2025
Added 36.96%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
4,101
shares
|
$430,728
0.08% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
4,100
shares
|
$430,623
0.0% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
4,088
shares
|
$429,362
0.08% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,083
shares
|
$428,837
0.01% of portfolio
|
Q1 2025
Reduced 19.15%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
4,062
shares
|
$426,631
0.09% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,039
shares
|
$424,216
0.1% of portfolio
|
Q2 2022
Added 26.61%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
4,018
shares
|
$422,010
0.28% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
3,916
shares
|
$411,297
0.36% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
3,914
shares
|
$411,087
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
3,906
shares
|
$410,247
0.0% of portfolio
|
Q4 2024
Added 26.04%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
3,904
shares
|
$410,037
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
3,894
shares
|
$408,986
0.08% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
3,874
shares
|
$406,886
0.23% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
3,848
shares
|
$404,155
0.03% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
3,830
shares
|
$402,264
0.05% of portfolio
|
Q4 2024
Reduced 23.09%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Apr 11, 2025 Q1 2025 |
3,827
shares
|
$401,949
0.49% of portfolio
|
Q1 2025
Reduced 27.53%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,817
shares
|
$400,899
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
3,751
shares
|
$393,967
0.07% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
3,741
shares
|
$392,917
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Apr 21, 2025 Q1 2025 |
3,714
shares
|
$390,081
0.3% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
3,707
shares
|
$389,346
0.15% of portfolio
|
Q1 2025
Reduced 98.54%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
3,700
shares
|
$388,611
0.03% of portfolio
|
Q4 2023
New holding
|