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 |
|---|---|---|---|---|---|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
13,632
shares
|
$1.54 Million
0.39% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
13,492
shares
|
$1.52 Million
0.72% of portfolio
|
Q2 2025
Added 35.12%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
13,222
shares
|
$1.49 Million
1.37% of portfolio
|
Q2 2025
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
13,200
shares
|
$1.49 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
13,150
shares
|
$1.49 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
13,010
shares
|
$1.47 Million
0.15% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
12,933
shares
|
$1.46 Million
0.16% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
12,929
shares
|
$1.46 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
|
$1.45 Million
0.04% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
12,788
shares
|
$1.44 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
12,480
shares
|
$1.41 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
|
$1.4 Million
0.48% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
12,341
shares
|
$1.39 Million
0.03% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,193
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
12,161
shares
|
$1.37 Million
0.74% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
12,091
shares
|
$1.37 Million
0.68% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
11,996
shares
|
$1.36 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
11,972
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
11,940
shares
|
$1.35 Million
0.36% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
11,767
shares
|
$1.33 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
11,716
shares
|
$1.32 Million
0.87% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
11,544
shares
|
$1.3 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
11,514
shares
|
$1.3 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
11,355
shares
|
$1.28 Million
0.1% of portfolio
|
Q2 2025
Added 16.1%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
11,195
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
Added 0.1%
|