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 $3.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
141,543
shares
|
$14.9 Million
2.82% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
137,998
shares
|
$14.5 Million
0.58% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
137,812
shares
|
$14.5 Million
0.37% of portfolio
|
Q1 2025
Reduced 32.7%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
137,503
shares
|
$14.4 Million
1.73% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
135,328
shares
|
$14.2 Million
1.33% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
127,632
shares
|
$13.4 Million
0.36% of portfolio
|
Q1 2025
Added 50.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
120,480
shares
|
$12.7 Million
0.04% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Prime Buchholz LLC
Portsmouth, NH |
May 09, 2025 Q1 2025 |
117,758
shares
|
$12.4 Million
4.03% of portfolio
|
Q1 2025
New holding
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
115,466
shares
|
$12.1 Million
0.3% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
107,729
shares
|
$11.3 Million
0.02% of portfolio
|
Q1 2025
Added 26.24%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
103,431
shares
|
$10.9 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
103,167
shares
|
$10.8 Million
0.51% of portfolio
|
Q4 2024
Reduced 21.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
102,188
shares
|
$10.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
99,674
shares
|
$10.5 Million
0.34% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
99,434
shares
|
$10.4 Million
6.5% of portfolio
|
Q1 2025
Added 360.77%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
96,787
shares
|
$10.2 Million
0.05% of portfolio
|
Q2 2023
Reduced 49.44%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
89,077
shares
|
$9.36 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Apr 15, 2025 Q1 2025 |
89,016
shares
|
$9.35 Million
6.35% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
88,158
shares
|
$9.26 Million
1.37% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
88,092
shares
|
$9.25 Million
3.45% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
87,868
shares
|
$9.23 Million
0.05% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
82,140
shares
|
$8.63 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
81,798
shares
|
$8.59 Million
0.02% of portfolio
|
Q3 2023
Reduced 4.53%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
79,779
shares
|
$8.38 Million
0.09% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
78,234
shares
|
$8.22 Million
0.0% of portfolio
|
Q1 2025
Added 2.52%
|