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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
21,514
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,464
shares
|
$2.25 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
21,146
shares
|
$2.22 Million
0.65% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
21,097
shares
|
$2.22 Million
0.12% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
20,693
shares
|
$2.17 Million
0.33% of portfolio
|
Q1 2025
Added 66.61%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
20,522
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
20,440
shares
|
$2.15 Million
0.4% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
20,257
shares
|
$2.13 Million
0.58% of portfolio
|
Q4 2024
Reduced 15.83%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
19,935
shares
|
$2.09 Million
0.36% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
19,827
shares
|
$2.08 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
19,492
shares
|
$2.05 Million
0.36% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,472
shares
|
$2.05 Million
0.57% of portfolio
|
Q1 2023
Added 1.03%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
19,191
shares
|
$2.02 Million
0.74% of portfolio
|
Q1 2025
Reduced 25.42%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
18,880
shares
|
$1.98 Million
0.03% of portfolio
|
Q4 2023
Added 13.19%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
17,714
shares
|
$1.86 Million
1.07% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
17,684
shares
|
$1.86 Million
0.51% of portfolio
|
Q1 2025
Reduced 28.31%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
17,535
shares
|
$1.84 Million
0.21% of portfolio
|
Q2 2023
Reduced 1.27%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
17,347
shares
|
$1.82 Million
0.36% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
17,274
shares
|
$1.81 Million
0.27% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
17,111
shares
|
$1.8 Million
0.93% of portfolio
|
Q1 2025
Added 21.68%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
17,085
shares
|
$1.79 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
16,964
shares
|
$1.78 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
16,954
shares
|
$1.78 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,807
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2023
Added 4.87%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
16,595
shares
|
$1.74 Million
0.08% of portfolio
|
Q1 2025
Added 550.02%
|