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 |
|---|---|---|---|---|---|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
4,890
shares
|
$510,760
0.02% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
4,878
shares
|
$509,507
0.12% of portfolio
|
Q1 2023
Reduced 21.51%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
4,870
shares
|
$508,671
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
4,855
shares
|
$507,104
0.0% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
4,845
shares
|
$506,060
0.08% of portfolio
|
Q1 2025
Reduced 23.48%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
4,805
shares
|
$501,882
0.08% of portfolio
|
Q1 2023
Added 6.66%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
4,747
shares
|
$495,824
0.03% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
4,746
shares
|
$495,719
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,715
shares
|
$492,481
0.02% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,678
shares
|
$488,617
0.02% of portfolio
|
Q2 2022
Reduced 7.62%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
4,640
shares
|
$484,648
0.11% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
4,617
shares
|
$482,245
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
4,594
shares
|
$479,843
0.18% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
4,565
shares
|
$476,814
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
4,536
shares
|
$473,785
0.04% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
4,530
shares
|
$473,158
0.03% of portfolio
|
Q1 2025
Reduced 18.01%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
4,507
shares
|
$470,756
0.04% of portfolio
|
Q1 2025
Added 625.76%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,365
shares
|
$455,924
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
4,360
shares
|
$455,402
0.03% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
4,289
shares
|
$447,986
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
4,280
shares
|
$447,046
0.16% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
4,257
shares
|
$444,643
0.14% of portfolio
|
Q1 2025
Reduced 26.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
4,235
shares
|
$442,345
0.0% of portfolio
|
Q1 2025
Reduced 24.4%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
4,223
shares
|
$441,092
0.15% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,203
shares
|
$439,003
0.05% of portfolio
|
Q2 2023
Added 0.07%
|