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 |
|---|---|---|---|---|---|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
151
shares
|
$17,946
0.01% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
148
shares
|
$17,589
0.0% of portfolio
|
Q2 2025
Added 428.57%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
147
shares
|
$17,470
0.01% of portfolio
|
Q2 2025
Reduced 95.39%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
146
shares
|
$17,352
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
136
shares
|
$16,163
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
125
shares
|
$14,856
0.0% of portfolio
|
Q4 2024
Reduced 38.42%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
105
shares
|
$12,479
0.0% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
103
shares
|
$12,241
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
100
shares
|
$11,885
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
80
shares
|
$9,508
0.0% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
74
shares
|
$8,794
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
62
shares
|
$7,368
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
60
shares
|
$7,131
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
59
shares
|
$7,012
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
50
shares
|
$5,942
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
50
shares
|
$5,942
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
49
shares
|
$5,823
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
43
shares
|
$5,110
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
42
shares
|
$4,991
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
23
shares
|
$2,733
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
20
shares
|
$2,377
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
14
shares
|
$1,663
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
12
shares
|
$1,426
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
11
shares
|
$1,307
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
10
shares
|
$1,188
0.0% of portfolio
|
Q3 2025
New holding
|
|