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 633 institutions that hold shares in the stock, with a total of 30.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
458
shares
|
$48,103
0.02% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
447
shares
|
$46,948
0.0% of portfolio
|
Q1 2025
Added 59.64%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
445
shares
|
$46,738
0.01% of portfolio
|
Q4 2020
Reduced 1.12%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
439
shares
|
$46,108
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
405
shares
|
$42,537
0.01% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
400
shares
|
$42,012
0.05% of portfolio
|
Q2 2023
Reduced 39.76%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
400
shares
|
$42,012
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
387
shares
|
$40,646
0.01% of portfolio
|
Q3 2021
Added 37.72%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
365
shares
|
$38,335
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
355
shares
|
$37,285
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
354
shares
|
$37,180
0.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
354
shares
|
$37,180
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
352
shares
|
$36,970
0.01% of portfolio
|
Q3 2024
Reduced 26.97%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
347
shares
|
$36,445
0.0% of portfolio
|
Q4 2024
Reduced 32.36%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
345
shares
|
$36,235
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
322
shares
|
$33,819
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
300
shares
|
$31,509
0.02% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
300
shares
|
$31,509
0.01% of portfolio
|
Q4 2021
Added 118.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
298
shares
|
$31,298
0.0% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
279
shares
|
$29,303
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
250
shares
|
$26,257
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
246
shares
|
$25,837
0.01% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
237
shares
|
$24,892
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
230
shares
|
$24,156
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
224
shares
|
$23,526
0.0% of portfolio
|
Q4 2024
Added 0.45%
|