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 |
|---|---|---|---|---|---|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
42,461
shares
|
$4.8 Million
0.05% of portfolio
|
Q2 2023
Reduced 1.43%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
41,544
shares
|
$4.69 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
40,250
shares
|
$4.55 Million
0.61% of portfolio
|
Q2 2025
Added 30.97%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
39,321
shares
|
$4.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 33.37%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
38,148
shares
|
$4.31 Million
2.56% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Ashford Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
37,901
shares
|
$4.28 Million
0.96% of portfolio
|
Q1 2023
Reduced 29.46%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
37,397
shares
|
$4.22 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
37,229
shares
|
$4.21 Million
1.81% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
37,079
shares
|
$4.19 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
35,914
shares
|
$4.06 Million
0.22% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
35,868
shares
|
$4.05 Million
2.8% of portfolio
|
Q2 2025
Added 16.44%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
35,131
shares
|
$3.97 Million
0.74% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
34,065
shares
|
$3.85 Million
0.1% of portfolio
|
Q2 2024
Reduced 9.98%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
33,918
shares
|
$3.83 Million
0.22% of portfolio
|
Q2 2025
Added 28.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
33,688
shares
|
$3.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
33,512
shares
|
$3.79 Million
1.44% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
33,268
shares
|
$3.76 Million
0.01% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
33,255
shares
|
$3.76 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
32,750
shares
|
$3.7 Million
0.19% of portfolio
|
Q3 2022
Reduced 0.02%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
32,005
shares
|
$3.62 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
31,683
shares
|
$3.58 Million
1.5% of portfolio
|
Q2 2025
Reduced 64.03%
|
|
|
Cambridge Associates LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
30,566
shares
|
$3.45 Million
0.07% of portfolio
|
Q2 2025
Reduced 76.05%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
30,444
shares
|
$3.44 Million
0.87% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
30,309
shares
|
$3.42 Million
0.05% of portfolio
|
Q3 2024
Reduced 24.27%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
29,817
shares
|
$3.37 Million
0.04% of portfolio
|
Q1 2025
Added 1.98%
|