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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
258,665
shares
|
$29.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
255,449
shares
|
$28.9 Million
0.01% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
254,139
shares
|
$28.7 Million
8.79% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
248,534
shares
|
$28.1 Million
1.46% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
242,068
shares
|
$27.3 Million
0.01% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Angeles Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
232,599
shares
|
$26.3 Million
1.45% of portfolio
|
Q2 2025
Reduced 37.72%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
231,340
shares
|
$26.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
227,524
shares
|
$25.7 Million
0.03% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
221,254
shares
|
$25 Million
3.24% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
202,551
shares
|
$22.9 Million
7.66% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
Aug 07, 2025 Q2 2025 |
201,393
shares
|
$22.8 Million
7.05% of portfolio
|
Q2 2025
Added 71.02%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
188,497
shares
|
$21.3 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
185,830
shares
|
$21 Million
12.16% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
182,763
shares
|
$20.6 Million
0.02% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
175,843
shares
|
$19.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
174,401
shares
|
$19.7 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
172,838
shares
|
$19.5 Million
7.82% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
171,192
shares
|
$19.3 Million
0.24% of portfolio
|
Q2 2025
Reduced 12.22%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
155,837
shares
|
$17.6 Million
1.58% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
155,419
shares
|
$17.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
155,239
shares
|
$17.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.6%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
150,010
shares
|
$16.9 Million
2.61% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
149,192
shares
|
$16.9 Million
0.45% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Jul 30, 2025 Q2 2025 |
148,866
shares
|
$16.8 Million
11.76% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
147,407
shares
|
$16.7 Million
2.94% of portfolio
|
Q2 2025
Added 4.14%
|