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 |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
69,182
shares
|
$7.82 Million
1.06% of portfolio
|
Q2 2025
Added 23.31%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
68,510
shares
|
$7.74 Million
0.08% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
67,798
shares
|
$7.66 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
65,602
shares
|
$7.41 Million
0.85% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
63,098
shares
|
$7.13 Million
0.01% of portfolio
|
Q2 2025
Added 85.68%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
61,377
shares
|
$6.93 Million
5.97% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
59,739
shares
|
$6.75 Million
0.29% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
59,374
shares
|
$6.71 Million
3.0% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
58,830
shares
|
$6.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
56,872
shares
|
$6.42 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
56,836
shares
|
$6.42 Million
2.07% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
54,393
shares
|
$6.14 Million
0.5% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
53,357
shares
|
$6.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
52,748
shares
|
$5.96 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
51,841
shares
|
$5.86 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
51,621
shares
|
$5.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.15%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
50,298
shares
|
$5.68 Million
0.38% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
48,559
shares
|
$5.49 Million
1.17% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
48,151
shares
|
$5.44 Million
1.25% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
47,128
shares
|
$5.32 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
45,591
shares
|
$5.15 Million
2.27% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
44,479
shares
|
$5.02 Million
1.29% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
43,559
shares
|
$4.92 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
43,242
shares
|
$4.89 Million
0.77% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
42,693
shares
|
$4.82 Million
3.34% of portfolio
|
Q2 2025
Added 0.01%
|