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 |
|---|---|---|---|---|---|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
2,389
shares
|
$269,885
0.06% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
2,368
shares
|
$267,512
0.01% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,360
shares
|
$266,609
0.03% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,354
shares
|
$265,931
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
2,350
shares
|
$265,479
0.02% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
2,341
shares
|
$264,462
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
2,341
shares
|
$264,462
0.04% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,336
shares
|
$263,897
0.0% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Aug 13, 2025 Q2 2025 |
2,274
shares
|
$256,893
0.16% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
2,272
shares
|
$256,667
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,259
shares
|
$255,199
0.0% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
2,259
shares
|
$255,199
0.02% of portfolio
|
Q2 2025
Reduced 12.81%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
2,256
shares
|
$254,860
0.0% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
2,252
shares
|
$254,408
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
2,225
shares
|
$251,358
0.09% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
2,200
shares
|
$248,534
0.04% of portfolio
|
Q1 2024
Reduced 25.63%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
2,190
shares
|
$247,404
0.16% of portfolio
|
Q2 2024
Reduced 7.44%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
2,178
shares
|
$246,048
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
2,177
shares
|
$245,935
0.02% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,175
shares
|
$245,709
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
2,170
shares
|
$245,144
0.01% of portfolio
|
Q4 2023
Added 66.92%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
2,169
shares
|
$245,031
0.07% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
2,163
shares
|
$244,354
0.03% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
2,133
shares
|
$240,965
0.11% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
2,131
shares
|
$240,739
0.01% of portfolio
|
Q1 2025
New holding
|