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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
42,591
shares
|
$5.06 Million
3.49% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
42,461
shares
|
$5.05 Million
0.05% of portfolio
|
Q2 2023
Reduced 1.43%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
41,922
shares
|
$4.98 Million
0.76% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
39,788
shares
|
$4.73 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
39,774
shares
|
$4.73 Million
0.65% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
38,594
shares
|
$4.59 Million
0.73% of portfolio
|
Q3 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
38,280
shares
|
$4.55 Million
0.85% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
37,877
shares
|
$4.5 Million
0.02% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
37,764
shares
|
$4.49 Million
2.6% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
37,115
shares
|
$4.41 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
36,691
shares
|
$4.36 Million
0.01% of portfolio
|
Q3 2025
Added 29.93%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
36,476
shares
|
$4.34 Million
1.57% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
36,449
shares
|
$4.33 Million
0.08% of portfolio
|
Q3 2025
Reduced 29.69%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
36,117
shares
|
$4.29 Million
0.86% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
36,014
shares
|
$4.28 Million
1.75% of portfolio
|
Q3 2025
Added 13.67%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
35,577
shares
|
$4.23 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
35,069
shares
|
$4.17 Million
0.22% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
35,030
shares
|
$4.16 Million
0.95% of portfolio
|
Q3 2025
Added 15.06%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
34,065
shares
|
$4.05 Million
0.19% of portfolio
|
Q3 2025
Reduced 27.91%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
34,065
shares
|
$4.05 Million
0.1% of portfolio
|
Q2 2024
Reduced 9.98%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
33,533
shares
|
$3.99 Million
0.01% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
33,353
shares
|
$3.96 Million
0.69% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
32,750
shares
|
$3.89 Million
0.19% of portfolio
|
Q3 2022
Reduced 0.02%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
32,005
shares
|
$3.8 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
31,017
shares
|
$3.69 Million
0.51% of portfolio
|
Q3 2025
Added 858.2%
|
|