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 |
|---|---|---|---|---|---|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
May 08, 2025 Q1 2025 |
5,534
shares
|
$578,026
0.3% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
5,524
shares
|
$576,981
0.15% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
5,517
shares
|
$576,250
0.27% of portfolio
|
Q1 2025
Added 75.76%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,489
shares
|
$573,326
0.0% of portfolio
|
Q1 2025
Added 12.62%
|
|
|
In Track Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
5,456
shares
|
$569,879
0.49% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
5,434
shares
|
$567,581
0.0% of portfolio
|
Q1 2025
Reduced 31.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,422
shares
|
$566,327
0.0% of portfolio
|
Q1 2025
Reduced 43.07%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
5,411
shares
|
$565,178
0.04% of portfolio
|
Q1 2025
Added 91.4%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
5,374
shares
|
$561,314
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
5,374
shares
|
$561,314
0.03% of portfolio
|
Q1 2025
Reduced 18.02%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,230
shares
|
$546,273
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
5,200
shares
|
$543,140
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
May 01, 2025 Q1 2025 |
5,149
shares
|
$537,813
0.25% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,121
shares
|
$534,888
0.01% of portfolio
|
Q2 2023
Reduced 3.21%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
5,066
shares
|
$529,143
0.06% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
5,057
shares
|
$528,203
0.01% of portfolio
|
Q1 2025
Added 23.37%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
5,050
shares
|
$527,472
0.01% of portfolio
|
Q1 2025
Added 17.03%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
5,037
shares
|
$526,114
0.02% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,037
shares
|
$526,114
0.01% of portfolio
|
Q1 2025
Added 25.58%
|
|
|
Mokosak Advisory Group, LLC
|
Apr 22, 2025 Q1 2025 |
5,022
shares
|
$524,547
0.15% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
4,993
shares
|
$521,518
0.0% of portfolio
|
Q1 2025
Added 29.72%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
4,982
shares
|
$520,369
0.04% of portfolio
|
Q1 2025
Added 99.04%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
4,968
shares
|
$518,907
0.03% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
4,964
shares
|
$518,489
0.02% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
4,958
shares
|
$517,863
0.04% of portfolio
|
Q1 2025
Added 5.22%
|