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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
29,494
shares
|
$3.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
29,353
shares
|
$3.32 Million
4.07% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
28,449
shares
|
$3.21 Million
0.06% of portfolio
|
Q3 2024
Added 66.43%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
28,240
shares
|
$3.19 Million
0.0% of portfolio
|
Q2 2025
Added 364.55%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
28,183
shares
|
$3.18 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
28,156
shares
|
$3.18 Million
0.04% of portfolio
|
Q2 2025
Added 73.76%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
28,144
shares
|
$3.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
28,096
shares
|
$3.17 Million
1.62% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
27,977
shares
|
$3.16 Million
0.09% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
27,557
shares
|
$3.11 Million
1.47% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
26,796
shares
|
$3.03 Million
0.04% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
26,600
shares
|
$3.01 Million
1.73% of portfolio
|
Q2 2025
Added 162.56%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
26,491
shares
|
$2.99 Million
0.06% of portfolio
|
Q2 2025
Added 55.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,348
shares
|
$2.98 Million
0.01% of portfolio
|
Q2 2025
Added 22.47%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
26,031
shares
|
$2.94 Million
0.73% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,830
shares
|
$2.92 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Gpwm LLC
|
Jul 15, 2025 Q2 2025 |
24,929
shares
|
$2.82 Million
1.74% of portfolio
|
Q2 2025
Reduced 38.76%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
24,720
shares
|
$2.79 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
24,280
shares
|
$2.74 Million
0.05% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
24,080
shares
|
$2.72 Million
0.41% of portfolio
|
Q2 2025
Added 45.41%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
23,600
shares
|
$2.67 Million
0.07% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
23,234
shares
|
$2.62 Million
1.39% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
22,980
shares
|
$2.6 Million
0.04% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
22,823
shares
|
$2.58 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
22,802
shares
|
$2.58 Million
0.6% of portfolio
|
Q2 2025
Added 0.41%
|