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 630 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 $2.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
3,215,327
shares
|
$314 Million
0.01% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,674,834
shares
|
$163 Million
0.01% of portfolio
|
Q1 2025
Added 97.49%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
1,502,840
shares
|
$147 Million
0.42% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Visa Foundation
|
May 12, 2025 Q1 2025 |
1,356,275
shares
|
$132 Million
100.0% of portfolio
|
Q1 2025
Reduced 16.6%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,253,912
shares
|
$122 Million
0.12% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
673,002
shares
|
$65.6 Million
6.02% of portfolio
|
Q2 2023
Reduced 3.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
570,811
shares
|
$55.7 Million
0.0% of portfolio
|
Q1 2025
Added 13.76%
|
|
|
Verde Capital Management
|
Apr 08, 2025 Q1 2025 |
558,899
shares
|
$54.5 Million
16.17% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
542,738
shares
|
$52.9 Million
39.31% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
508,902
shares
|
$49.6 Million
0.12% of portfolio
|
Q1 2025
Added 22.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
505,576
shares
|
$49.3 Million
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Impac Tfolio, LLC
|
Apr 25, 2025 Q1 2025 |
468,714
shares
|
$45.7 Million
24.13% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
440,383
shares
|
$42.9 Million
0.77% of portfolio
|
Q1 2025
Added 22.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
426,508
shares
|
$41.6 Million
0.01% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Platt Investment Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
393,972
shares
|
$38.4 Million
38.08% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
385,265
shares
|
$37.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
382,717
shares
|
$37.3 Million
0.48% of portfolio
|
Q1 2025
Added 14.68%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
379,445
shares
|
$37 Million
5.34% of portfolio
|
Q1 2025
Reduced 45.29%
|
|
|
Angeles Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
373,446
shares
|
$36.4 Million
1.98% of portfolio
|
Q1 2025
Reduced 16.89%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
347,942
shares
|
$33.9 Million
0.89% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
May 14, 2025 Q1 2025 |
337,884
shares
|
$32.9 Million
17.28% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
321,907
shares
|
$31.4 Million
4.54% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
278,273
shares
|
$27.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
273,827
shares
|
$26.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
265,140
shares
|
$25.9 Million
0.02% of portfolio
|
Q3 2024
Added 3.12%
|