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 |
|---|---|---|---|---|---|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
2,114
shares
|
$238,818
0.12% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
2,100
shares
|
$237,237
0.05% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
2,089
shares
|
$235,994
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
2,057
shares
|
$232,379
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
2,051
shares
|
$231,701
0.22% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
2,043
shares
|
$230,797
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
2,018
shares
|
$227,973
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
1,998
shares
|
$225,714
0.0% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
1,997
shares
|
$225,601
0.01% of portfolio
|
Q2 2024
Reduced 9.43%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,990
shares
|
$224,810
0.02% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
1,987
shares
|
$224,471
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,982
shares
|
$223,906
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,973
shares
|
$222,889
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
1,964
shares
|
$221,873
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
1,963
shares
|
$221,760
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
1,962
shares
|
$221,647
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
1,957
shares
|
$221,082
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
1,950
shares
|
$220,291
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
1,932
shares
|
$218,258
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,932
shares
|
$218,258
0.15% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
1,928
shares
|
$217,806
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
1,876
shares
|
$211,931
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
1,841
shares
|
$207,977
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
1,832
shares
|
$206,961
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,627
shares
|
$183,802
0.02% of portfolio
|
Q2 2023
New holding
|