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 |
|---|---|---|---|---|---|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
3,261
shares
|
$317,980
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,240
shares
|
$315,932
0.06% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
3,230
shares
|
$314,957
0.05% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
3,215
shares
|
$313,494
0.19% of portfolio
|
Q2 2024
Added 15.44%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
3,206
shares
|
$312,617
0.01% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
3,192
shares
|
$311,251
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
3,190
shares
|
$311,056
0.09% of portfolio
|
Q1 2025
Added 31.82%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
3,187
shares
|
$310,764
0.19% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
3,165
shares
|
$308,619
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
3,161
shares
|
$308,229
0.02% of portfolio
|
Q3 2024
Added 10.14%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,131
shares
|
$305,303
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
3,090
shares
|
$301,305
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,050
shares
|
$297,405
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
3,020
shares
|
$294,480
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
3,005
shares
|
$293,017
0.01% of portfolio
|
Q3 2023
Reduced 0.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,995
shares
|
$292,042
0.04% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,974
shares
|
$289,994
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
2,968
shares
|
$289,409
0.35% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
2,967
shares
|
$289,312
0.15% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
2,952
shares
|
$287,849
0.03% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
2,925
shares
|
$285,216
0.14% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
2,919
shares
|
$284,631
0.2% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
2,895
shares
|
$282,291
0.0% of portfolio
|
Q1 2025
Reduced 14.04%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
2,889
shares
|
$281,706
0.0% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Waypoint Wealth Partners Inc.
|
May 13, 2025 Q1 2025 |
2,854
shares
|
$278,293
0.08% of portfolio
|
Q1 2025
Added 4.73%
|