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 |
|---|---|---|---|---|---|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
3,700
shares
|
$417,989
0.0% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
3,700
shares
|
$417,989
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,691
shares
|
$416,972
0.0% of portfolio
|
Q3 2022
Added 0.11%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,666
shares
|
$414,148
0.05% of portfolio
|
Q2 2025
Reduced 20.6%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
3,640
shares
|
$411,210
0.15% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
3,636
shares
|
$410,758
0.14% of portfolio
|
Q1 2023
Added 0.28%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,624
shares
|
$409,403
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
3,610
shares
|
$407,821
0.03% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,606
shares
|
$407,369
0.0% of portfolio
|
Q2 2025
Added 89.19%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,603
shares
|
$407,030
0.12% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,554
shares
|
$401,495
0.07% of portfolio
|
Q1 2025
Reduced 18.65%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
3,541
shares
|
$400,026
0.01% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
3,530
shares
|
$398,784
0.11% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
3,521
shares
|
$397,767
0.19% of portfolio
|
Q4 2024
Added 29.97%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
3,516
shares
|
$397,202
0.07% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
3,511
shares
|
$396,637
0.06% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
3,502
shares
|
$395,620
0.01% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
3,455
shares
|
$390,311
0.1% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
3,444
shares
|
$389,068
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
3,416
shares
|
$385,905
0.18% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
3,415
shares
|
$385,792
0.07% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
3,396
shares
|
$383,646
0.17% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
3,385
shares
|
$382,403
0.28% of portfolio
|
Q2 2025
Reduced 37.96%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,375
shares
|
$381,273
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
3,357
shares
|
$379,240
0.08% of portfolio
|
Q1 2025
Added 0.3%
|