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 636 institutions that hold shares in the stock, with a total of 30.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
8,712
shares
|
$957,361
0.19% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
8,680
shares
|
$953,845
0.3% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
8,595
shares
|
$944,504
0.37% of portfolio
|
Q1 2025
Added 79.55%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
8,460
shares
|
$929,669
0.01% of portfolio
|
Q1 2025
Reduced 16.6%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,456
shares
|
$929,229
0.01% of portfolio
|
Q3 2022
Added 62.49%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
8,406
shares
|
$923,735
0.04% of portfolio
|
Q3 2024
Added 155.73%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
8,328
shares
|
$915,163
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
8,295
shares
|
$911,537
0.29% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
8,276
shares
|
$909,449
0.32% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,198
shares
|
$900,878
0.19% of portfolio
|
Q2 2023
Reduced 15.61%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
8,198
shares
|
$900,878
0.0% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
8,196
shares
|
$900,658
0.25% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
8,124
shares
|
$892,746
0.64% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
8,049
shares
|
$884,504
0.11% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
7,973
shares
|
$876,152
0.03% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
7,972
shares
|
$876,043
1.0% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
7,947
shares
|
$873,295
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
7,845
shares
|
$862,087
0.25% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
7,841
shares
|
$861,647
0.07% of portfolio
|
Q1 2025
Reduced 60.31%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
7,827
shares
|
$860,109
0.01% of portfolio
|
Q1 2024
Added 1.52%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
7,792
shares
|
$856,262
0.08% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,767
shares
|
$853,515
0.01% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
7,739
shares
|
$850,438
0.02% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,730
shares
|
$849,449
0.03% of portfolio
|
Q3 2023
Added 20.12%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
7,729
shares
|
$849,339
0.08% of portfolio
|
Q4 2024
Reduced 2.44%
|