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 |
|---|---|---|---|---|---|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
12,974
shares
|
$1.36 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
12,947
shares
|
$1.36 Million
0.14% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
12,933
shares
|
$1.36 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,602
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
12,384
shares
|
$1.3 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
12,278
shares
|
$1.29 Million
0.5% of portfolio
|
Q1 2025
Added 32.29%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
12,131
shares
|
$1.27 Million
0.68% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
12,091
shares
|
$1.27 Million
0.68% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
11,996
shares
|
$1.26 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
11,882
shares
|
$1.25 Million
0.06% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
11,861
shares
|
$1.25 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
11,741
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Ervin Investment Management, LLC
|
Apr 09, 2025 Q1 2025 |
11,716
shares
|
$1.23 Million
0.82% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
11,547
shares
|
$1.21 Million
0.9% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
11,471
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
11,317
shares
|
$1.19 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
11,184
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
11,152
shares
|
$1.17 Million
0.49% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
11,151
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Scott Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
11,151
shares
|
$1.17 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
11,096
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2025
Added 15.4%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
10,879
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
10,772
shares
|
$1.13 Million
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
10,604
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
10,573
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Added 22.15%
|