Heritage Wealth Advisors Vanguard World Fd Esg U.S. Sto Transaction History

Heritage Wealth Advisors

$2.03 Billion
Q2 2025

A detailed history of Heritage Wealth Advisors transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Heritage Wealth Advisors holds 146 shares of ESGV stock, worth $17,394. This represents 0.0% of its overall portfolio holdings.

Number of Shares

146

Holding current value

$17,394

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$86.93 - $109.64 $12,691 - $16,007	146 New	146 $16,000

Others Institutions Holding ESGV

# of Institutions

675

Shares Held

30.8M

Call Options Held

Put Options Held

2.8K

Vanguard Group Inc Valley Forge, PA

3.31M
Shares

$395 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.67M
Shares

$200 Million
0.01% of portfolio
Wealthfront Advisers LLC

1.52M
Shares

$181 Million
0.44% of portfolio
Creative Planning Overland Park, KS

1.28M
Shares

$152 Million
0.12% of portfolio
Visa Foundation

1.17M
Shares

$140 Million
100.0% of portfolio

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Account

Heritage Wealth Advisors Vanguard World Fd Esg U.S. Sto Transaction History