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 |
|---|---|---|---|---|---|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
2,252
shares
|
$267,650
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
2,251
shares
|
$267,531
0.1% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
2,225
shares
|
$264,441
0.09% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
2,200
shares
|
$261,470
0.05% of portfolio
|
Q1 2024
Reduced 25.63%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
2,195
shares
|
$260,875
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,178
shares
|
$258,855
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
2,177
shares
|
$258,736
0.02% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,175
shares
|
$258,498
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
2,172
shares
|
$258,142
0.06% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
2,170
shares
|
$257,904
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
2,170
shares
|
$257,904
0.01% of portfolio
|
Q4 2023
Added 66.92%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
2,166
shares
|
$257,429
0.23% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
2,153
shares
|
$255,884
0.03% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
2,150
shares
|
$255,527
0.02% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
2,133
shares
|
$253,507
0.09% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
D. Scott Neal, Inc.
|
Oct 28, 2025 Q3 2025 |
2,132
shares
|
$253,388
0.12% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
2,131
shares
|
$253,269
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
2,100
shares
|
$249,585
0.05% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,075
shares
|
$246,613
0.0% of portfolio
|
Q2 2025
Reduced 52.1%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
2,060
shares
|
$244,831
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
2,058
shares
|
$244,593
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
2,027
shares
|
$240,908
0.15% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,020
shares
|
$240,077
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
2,011
shares
|
$239,007
0.11% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
1,998
shares
|
$237,462
0.01% of portfolio
|
Q2 2025
Reduced 3.57%
|
|