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 |
|---|---|---|---|---|---|
|
Life Guide Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
143,686
shares
|
$16.2 Million
7.7% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
138,595
shares
|
$15.7 Million
1.78% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
127,969
shares
|
$14.5 Million
0.36% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
124,200
shares
|
$14 Million
0.04% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
122,129
shares
|
$13.8 Million
0.02% of portfolio
|
Q2 2025
Added 13.37%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
121,002
shares
|
$13.7 Million
0.23% of portfolio
|
Q2 2025
Added 788.54%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
120,247
shares
|
$13.6 Million
1.19% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
118,307
shares
|
$13.4 Million
0.3% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
114,367
shares
|
$12.9 Million
0.05% of portfolio
|
Q2 2025
Added 28.39%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
103,431
shares
|
$11.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
103,167
shares
|
$11.7 Million
0.51% of portfolio
|
Q4 2024
Reduced 21.45%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
102,206
shares
|
$11.5 Million
0.32% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
101,648
shares
|
$11.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
97,944
shares
|
$11.1 Million
0.42% of portfolio
|
Q2 2025
Reduced 29.03%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
96,787
shares
|
$10.9 Million
0.05% of portfolio
|
Q2 2023
Reduced 49.44%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
89,403
shares
|
$10.1 Million
6.58% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
88,785
shares
|
$10 Million
0.05% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
82,124
shares
|
$9.28 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
81,798
shares
|
$9.24 Million
0.02% of portfolio
|
Q3 2023
Reduced 4.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
81,187
shares
|
$9.17 Million
0.02% of portfolio
|
Q2 2025
Added 34.09%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
79,779
shares
|
$9.01 Million
0.09% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
75,938
shares
|
$8.58 Million
4.75% of portfolio
|
Q2 2025
Reduced 23.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
75,540
shares
|
$8.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 66.13%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
74,092
shares
|
$8.37 Million
1.2% of portfolio
|
Q2 2025
Reduced 15.96%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
70,374
shares
|
$7.95 Million
1.39% of portfolio
|
Q2 2025
Added 6.88%
|