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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
2,651
shares
|
$299,483
0.02% of portfolio
|
Q1 2025
Reduced 17.93%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
2,640
shares
|
$298,240
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
2,635
shares
|
$297,675
0.01% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
2,617
shares
|
$295,642
0.03% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
2,601
shares
|
$293,834
0.02% of portfolio
|
Q2 2025
Reduced 40.34%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,592
shares
|
$292,818
0.0% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,590
shares
|
$292,592
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,586
shares
|
$292,140
0.19% of portfolio
|
Q1 2025
Added 63.46%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,565
shares
|
$289,768
0.02% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,562
shares
|
$289,429
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
2,559
shares
|
$289,090
0.03% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
2,557
shares
|
$288,864
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
2,541
shares
|
$287,056
0.07% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
2,486
shares
|
$280,843
0.03% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
2,483
shares
|
$280,504
0.1% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,479
shares
|
$280,052
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
2,474
shares
|
$279,487
0.1% of portfolio
|
Q2 2025
Reduced 70.11%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
2,445
shares
|
$276,211
0.05% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
2,424
shares
|
$273,839
0.04% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,424
shares
|
$273,839
0.13% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
2,422
shares
|
$273,613
0.03% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
2,420
shares
|
$273,387
0.07% of portfolio
|
Q2 2025
Reduced 24.14%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
2,415
shares
|
$272,822
0.03% of portfolio
|
Q3 2023
Added 3.65%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
2,397
shares
|
$270,789
0.08% of portfolio
|
Q2 2025
Reduced 64.31%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
2,389
shares
|
$269,885
0.06% of portfolio
|
Q1 2025
Reduced 9.61%
|