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 |
---|---|---|---|---|---|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,240
shares
|
$383,972
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
|
$383,616
0.05% of portfolio
|
Q2 2025
Added 0.22%
|
|
Baldwin Brothers LLC
|
Oct 14, 2025 Q3 2025 |
3,228
shares
|
$382,550
0.03% of portfolio
|
Q3 2025
Reduced 16.11%
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
3,215
shares
|
$381,009
0.19% of portfolio
|
Q2 2024
Added 15.44%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,214
shares
|
$380,891
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
3,200
shares
|
$379,232
0.31% of portfolio
|
Q2 2025
New holding
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
3,192
shares
|
$378,283
0.03% of portfolio
|
Q1 2025
New holding
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
3,165
shares
|
$375,084
0.23% of portfolio
|
Q4 2024
New holding
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,161
shares
|
$374,610
0.02% of portfolio
|
Q3 2024
Added 10.14%
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
3,125
shares
|
$370,343
0.02% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Aug 27, 2025 Q2 2025 |
3,106
shares
|
$368,092
0.2% of portfolio
|
Q2 2025
New holding
|
|
Wolfstich Capital, LLC
Medfield, MA |
Oct 15, 2025 Q3 2025 |
3,097
shares
|
$367,025
0.75% of portfolio
|
Q1 2025
Added 3060.2%
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
3,093
shares
|
$366,551
0.05% of portfolio
|
Q2 2025
Reduced 56.06%
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
3,090
shares
|
$366,195
0.05% of portfolio
|
Q4 2024
New holding
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
3,079
shares
|
$364,892
0.06% of portfolio
|
Q3 2025
Reduced 13.37%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,050
shares
|
$361,455
0.01% of portfolio
|
Q4 2023
New holding
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
3,025
shares
|
$358,492
0.09% of portfolio
|
Q3 2025
Reduced 12.45%
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
3,015
shares
|
$357,307
0.02% of portfolio
|
Q2 2025
Reduced 64.13%
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
3,007
shares
|
$356,359
0.01% of portfolio
|
Q2 2025
Added 20.04%
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
3,002
shares
|
$355,767
0.04% of portfolio
|
Q2 2025
Added 0.23%
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
2,968
shares
|
$351,737
0.35% of portfolio
|
Q4 2024
Added 0.2%
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
2,956
shares
|
$350,315
0.23% of portfolio
|
Q2 2025
Added 3.9%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
2,952
shares
|
$349,841
0.03% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
2,919
shares
|
$345,930
0.2% of portfolio
|
Q1 2025
Added 3.29%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
2,900
shares
|
$343,679
0.0% of portfolio
|
Q2 2025
Added 0.17%
|