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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,627
shares
|
$183,802
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,578
shares
|
$178,266
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,569
shares
|
$177,249
0.01% of portfolio
|
Q2 2025
Added 74.33%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
1,518
shares
|
$171,488
0.0% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,492
shares
|
$168,551
0.1% of portfolio
|
Q2 2025
Added 13.29%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,456
shares
|
$164,484
0.01% of portfolio
|
Q4 2022
Added 0.48%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
1,444
shares
|
$163,128
0.11% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,418
shares
|
$160,191
0.08% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,392
shares
|
$157,254
0.0% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,357
shares
|
$153,300
0.07% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,330
shares
|
$150,250
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,264
shares
|
$142,794
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,210
shares
|
$136,693
0.04% of portfolio
|
Q1 2024
Reduced 7.21%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,184
shares
|
$133,756
0.02% of portfolio
|
Q2 2024
Added 16.54%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
1,173
shares
|
$132,513
0.05% of portfolio
|
Q2 2025
Reduced 25.57%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,171
shares
|
$132,287
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,157
shares
|
$130,706
0.0% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,090
shares
|
$123,137
0.03% of portfolio
|
Q3 2024
Added 63.91%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,032
shares
|
$116,585
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,031
shares
|
$116,472
0.03% of portfolio
|
Q2 2025
Reduced 35.84%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,007
shares
|
$113,760
0.01% of portfolio
|
Q2 2025
Added 125.28%
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
990
shares
|
$111,840
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
955
shares
|
$107,886
0.07% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
939
shares
|
$106,078
0.0% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
938
shares
|
$105,965
0.0% of portfolio
|
Q1 2024
Reduced 48.09%
|