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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
42,689
shares
|
$4.48 Million
3.31% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
42,461
shares
|
$4.46 Million
0.05% of portfolio
|
Q2 2023
Reduced 1.43%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
42,045
shares
|
$4.42 Million
0.74% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Gpwm LLC
|
Apr 22, 2025 Q1 2025 |
40,704
shares
|
$4.28 Million
2.68% of portfolio
|
Q1 2025
Added 15.23%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
39,205
shares
|
$4.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
37,954
shares
|
$3.99 Million
0.02% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
Ashford Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
37,901
shares
|
$3.98 Million
0.93% of portfolio
|
Q1 2023
Reduced 29.46%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
37,507
shares
|
$3.94 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
36,729
shares
|
$3.86 Million
0.4% of portfolio
|
Q4 2023
Added 0.82%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
35,859
shares
|
$3.77 Million
2.68% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
35,337
shares
|
$3.71 Million
1.45% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
34,906
shares
|
$3.67 Million
0.01% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
34,182
shares
|
$3.59 Million
0.21% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
34,065
shares
|
$3.58 Million
0.09% of portfolio
|
Q2 2024
Reduced 9.98%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
33,982
shares
|
$3.57 Million
0.01% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
33,432
shares
|
$3.51 Million
1.49% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
33,308
shares
|
$3.5 Million
0.59% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
32,750
shares
|
$3.44 Million
0.19% of portfolio
|
Q3 2022
Reduced 0.02%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
32,106
shares
|
$3.37 Million
0.01% of portfolio
|
Q1 2025
Added 104.21%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
32,049
shares
|
$3.37 Million
0.67% of portfolio
|
Q1 2025
Added 16.69%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
30,803
shares
|
$3.24 Million
2.32% of portfolio
|
Q1 2025
New holding
|
|
|
First Hawaiian Bank
|
Jun 04, 2025 Q1 2025 |
30,733
shares
|
$3.23 Million
0.44% of portfolio
|
Q1 2025
Added 170.61%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
30,708
shares
|
$3.23 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
30,309
shares
|
$3.18 Million
0.05% of portfolio
|
Q3 2024
Reduced 24.27%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
29,817
shares
|
$3.13 Million
0.04% of portfolio
|
Q1 2025
Added 1.98%
|