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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
75,540
shares
|
$7.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 66.13%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
69,105
shares
|
$7.26 Million
3.17% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
68,191
shares
|
$7.16 Million
0.9% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
65,843
shares
|
$6.92 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
63,152
shares
|
$6.63 Million
0.07% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
61,628
shares
|
$6.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
61,391
shares
|
$6.45 Million
6.32% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
60,546
shares
|
$6.36 Million
0.01% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
59,982
shares
|
$6.3 Million
2.23% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
59,435
shares
|
$6.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
59,181
shares
|
$6.22 Million
0.28% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
59,179
shares
|
$6.22 Million
0.38% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
59,013
shares
|
$6.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
56,510
shares
|
$5.94 Million
0.01% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
56,106
shares
|
$5.89 Million
0.84% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
54,239
shares
|
$5.7 Million
0.12% of portfolio
|
Q1 2025
Added 13.23%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
53,481
shares
|
$5.62 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
53,262
shares
|
$5.59 Million
0.04% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
49,282
shares
|
$5.18 Million
1.21% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
49,037
shares
|
$5.15 Million
0.47% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
48,182
shares
|
$5.06 Million
0.35% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
48,166
shares
|
$5.06 Million
1.24% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
45,614
shares
|
$4.79 Million
2.2% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
44,784
shares
|
$4.7 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
44,479
shares
|
$4.67 Million
1.29% of portfolio
|
Q1 2025
Reduced 1.02%
|