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 |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
3,312,420
shares
|
$374 Million
0.01% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,674,924
shares
|
$189 Million
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
1,521,923
shares
|
$172 Million
0.44% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,276,648
shares
|
$144 Million
0.12% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Visa Foundation
|
Aug 08, 2025 Q2 2025 |
1,172,735
shares
|
$132 Million
100.0% of portfolio
|
Q2 2025
Reduced 13.53%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
678,646
shares
|
$76.7 Million
5.79% of portfolio
|
Q2 2025
Added 78.85%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
673,002
shares
|
$76 Million
6.02% of portfolio
|
Q2 2023
Reduced 3.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
616,894
shares
|
$69.7 Million
0.02% of portfolio
|
Q2 2025
Added 22.02%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
580,684
shares
|
$65.6 Million
16.63% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
568,075
shares
|
$64.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
557,611
shares
|
$63 Million
0.13% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Impac Tfolio, LLC
|
Jul 10, 2025 Q2 2025 |
495,602
shares
|
$56 Million
25.76% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Stanich Group LLC
Montauk, NY |
Jul 21, 2025 Q2 2025 |
489,308
shares
|
$55.3 Million
48.49% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
441,594
shares
|
$49.9 Million
0.01% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
414,349
shares
|
$46.8 Million
0.08% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
405,655
shares
|
$45.8 Million
0.5% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
395,864
shares
|
$44.7 Million
0.01% of portfolio
|
Q2 2025
Added 54.35%
|
|
|
Platt Investment Counsel, LLC
|
Jul 07, 2025 Q2 2025 |
384,193
shares
|
$43.4 Million
40.14% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
355,005
shares
|
$40.1 Million
0.89% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
334,170
shares
|
$37.8 Million
17.51% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
322,980
shares
|
$36.5 Million
5.23% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
271,127
shares
|
$30.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
267,797
shares
|
$30.3 Million
0.32% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
265,140
shares
|
$30 Million
0.02% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
264,625
shares
|
$29.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.9%
|