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 |
|---|---|---|---|---|---|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
3,349
shares
|
$378,336
0.03% of portfolio
|
Q1 2024
Added 2.92%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
3,341
shares
|
$377,432
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
3,328
shares
|
$375,964
0.01% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
3,320
shares
|
$375,060
0.08% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
3,295
shares
|
$372,236
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
3,275
shares
|
$369,976
0.02% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
3,270
shares
|
$369,411
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
3,261
shares
|
$368,395
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,240
shares
|
$366,022
0.06% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
3,237
shares
|
$365,683
0.05% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
3,215
shares
|
$363,198
0.19% of portfolio
|
Q2 2024
Added 15.44%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,214
shares
|
$363,085
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
3,200
shares
|
$361,504
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
3,192
shares
|
$360,600
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
3,165
shares
|
$357,550
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,161
shares
|
$357,098
0.02% of portfolio
|
Q3 2024
Added 10.14%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Jul 11, 2025 Q2 2025 |
3,097
shares
|
$349,868
0.75% of portfolio
|
Q1 2025
Added 3060.2%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
3,093
shares
|
$349,416
0.05% of portfolio
|
Q2 2025
Reduced 56.06%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
3,090
shares
|
$349,077
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,050
shares
|
$344,558
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
3,032
shares
|
$342,525
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
3,015
shares
|
$340,604
0.02% of portfolio
|
Q2 2025
Reduced 64.13%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
3,007
shares
|
$339,700
0.01% of portfolio
|
Q2 2025
Added 20.04%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
3,005
shares
|
$339,474
0.01% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
3,002
shares
|
$339,135
0.04% of portfolio
|
Q2 2025
Added 0.23%
|