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 673 institutions that hold shares in the stock, with a total of 30.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
28,240
shares
|
$3.35 Million
0.0% of portfolio
|
Q2 2025
Added 364.55%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
28,156
shares
|
$3.34 Million
0.04% of portfolio
|
Q2 2025
Added 73.76%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
28,144
shares
|
$3.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
28,096
shares
|
$3.33 Million
1.62% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
28,083
shares
|
$3.33 Million
0.22% of portfolio
|
Q3 2025
Reduced 44.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
27,977
shares
|
$3.32 Million
0.09% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
27,638
shares
|
$3.28 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
27,557
shares
|
$3.27 Million
1.47% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
26,796
shares
|
$3.18 Million
0.04% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
26,600
shares
|
$3.15 Million
1.73% of portfolio
|
Q2 2025
Added 162.56%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
26,491
shares
|
$3.14 Million
0.06% of portfolio
|
Q2 2025
Added 55.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,348
shares
|
$3.12 Million
0.01% of portfolio
|
Q2 2025
Added 22.47%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,830
shares
|
$3.06 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
24,720
shares
|
$2.93 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
24,280
shares
|
$2.88 Million
0.05% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Gpwm LLC
|
Oct 07, 2025 Q3 2025 |
24,196
shares
|
$2.87 Million
1.75% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
24,080
shares
|
$2.85 Million
0.41% of portfolio
|
Q2 2025
Added 45.41%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2025 Q3 2025 |
23,960
shares
|
$2.84 Million
0.66% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
23,600
shares
|
$2.8 Million
0.07% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
23,234
shares
|
$2.75 Million
1.39% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
22,980
shares
|
$2.72 Million
0.04% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
22,823
shares
|
$2.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
22,802
shares
|
$2.7 Million
0.6% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
22,202
shares
|
$2.63 Million
0.24% of portfolio
|
Q3 2025
Added 18.73%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
22,104
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
Added 1.92%
|