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 705 institutions that hold shares in the stock, with a total of 31.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
2,574
shares
|
$305,919
0.03% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
2,544
shares
|
$302,354
0.03% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,508
shares
|
$298,075
0.35% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
2,504
shares
|
$297,600
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$297,125
0.0% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
2,500
shares
|
$297,125
0.0% of portfolio
|
Q3 2025
Reduced 32.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,479
shares
|
$294,629
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
2,454
shares
|
$291,657
0.03% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,445
shares
|
$290,588
0.05% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,443
shares
|
$290,350
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
2,433
shares
|
$289,162
0.1% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
2,430
shares
|
$288,805
0.04% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
2,424
shares
|
$288,092
0.14% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
2,415
shares
|
$287,022
0.03% of portfolio
|
Q3 2023
Added 3.65%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
2,409
shares
|
$286,309
0.09% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
2,407
shares
|
$286,071
0.03% of portfolio
|
Q4 2025
Reduced 14.65%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
2,403
shares
|
$285,596
0.19% of portfolio
|
Q3 2025
Reduced 15.77%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,393
shares
|
$284,408
0.03% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
2,390
shares
|
$284,051
0.06% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
2,383
shares
|
$283,219
0.1% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
2,366
shares
|
$281,199
0.09% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
2,361
shares
|
$280,604
0.02% of portfolio
|
Q3 2025
Added 20.28%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
2,340
shares
|
$278,109
0.01% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
2,274
shares
|
$270,264
0.17% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
2,268
shares
|
$269,551
0.07% of portfolio
|
Q3 2025
Added 17.39%
|
|