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 |
|---|---|---|---|---|---|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
13,200
shares
|
$1.56 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
13,150
shares
|
$1.56 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
13,010
shares
|
$1.54 Million
0.15% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
12,933
shares
|
$1.53 Million
0.16% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
12,929
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,870
shares
|
$1.53 Million
0.04% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
12,788
shares
|
$1.52 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
12,588
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
12,480
shares
|
$1.48 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
12,387
shares
|
$1.47 Million
0.48% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
12,341
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
12,161
shares
|
$1.44 Million
0.74% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Scott Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
12,137
shares
|
$1.44 Million
0.33% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
12,091
shares
|
$1.43 Million
0.68% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
11,996
shares
|
$1.42 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
11,972
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Ervin Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
11,931
shares
|
$1.41 Million
0.88% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
11,767
shares
|
$1.39 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
11,544
shares
|
$1.37 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
11,514
shares
|
$1.36 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
11,355
shares
|
$1.35 Million
0.1% of portfolio
|
Q2 2025
Added 16.1%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
11,200
shares
|
$1.33 Million
0.28% of portfolio
|
Q3 2025
Reduced 25.05%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
11,195
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
11,168
shares
|
$1.32 Million
0.16% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
11,152
shares
|
$1.32 Million
0.55% of portfolio
|
Q1 2025
Added 5.19%
|