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 |
|---|---|---|---|---|---|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
2,883
shares
|
$341,664
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
2,866
shares
|
$339,649
0.01% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
2,856
shares
|
$338,464
0.01% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
2,854
shares
|
$338,227
0.08% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
2,853
shares
|
$338,109
0.26% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
2,848
shares
|
$337,516
0.38% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Oct 07, 2025 Q3 2025 |
2,845
shares
|
$337,160
0.13% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
2,839
shares
|
$336,449
0.03% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
2,836
shares
|
$336,094
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
2,813
shares
|
$333,368
0.06% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
2,806
shares
|
$332,539
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,805
shares
|
$332,420
0.13% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
2,793
shares
|
$330,998
0.0% of portfolio
|
Q2 2025
Reduced 60.98%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
2,777
shares
|
$329,102
0.04% of portfolio
|
Q3 2023
Added 1.09%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
2,750
shares
|
$325,902
0.05% of portfolio
|
Q2 2025
Reduced 62.07%
|
|
|
Capital Management Corp
|
Jul 28, 2025 Q2 2025 |
2,741
shares
|
$324,835
0.06% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
2,709
shares
|
$321,043
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
2,709
shares
|
$321,043
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
2,695
shares
|
$319,384
0.18% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
2,684
shares
|
$318,080
0.04% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
2,680
shares
|
$317,606
0.0% of portfolio
|
Q3 2024
Reduced 18.29%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
2,679
shares
|
$317,488
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
2,664
shares
|
$315,710
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
2,657
shares
|
$314,881
0.01% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
2,651
shares
|
$314,170
0.02% of portfolio
|
Q1 2025
Reduced 17.93%
|