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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
2,586
shares
|
$252,160
0.17% of portfolio
|
Q1 2025
Added 63.46%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
2,556
shares
|
$249,235
0.01% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
2,550
shares
|
$248,650
0.02% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,550
shares
|
$248,650
0.02% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
2,505
shares
|
$244,262
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
2,500
shares
|
$243,775
0.0% of portfolio
|
Q1 2025
Reduced 89.75%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,491
shares
|
$242,897
0.0% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
2,483
shares
|
$242,117
0.09% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
2,481
shares
|
$241,922
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
2,433
shares
|
$237,241
0.03% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
2,430
shares
|
$236,949
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
2,424
shares
|
$236,364
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
2,415
shares
|
$235,486
0.03% of portfolio
|
Q3 2023
Added 3.65%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,408
shares
|
$234,804
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
2,393
shares
|
$233,341
0.07% of portfolio
|
Q1 2025
Reduced 37.24%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
2,391
shares
|
$233,146
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
2,389
shares
|
$232,951
0.05% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,385
shares
|
$232,561
0.03% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
2,385
shares
|
$232,561
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,355
shares
|
$229,636
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
2,347
shares
|
$228,855
0.12% of portfolio
|
Q2 2024
Reduced 9.7%
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
2,345
shares
|
$228,660
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,341
shares
|
$228,270
0.04% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
2,281
shares
|
$222,420
0.0% of portfolio
|
Q1 2025
Reduced 23.56%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
2,256
shares
|
$219,982
0.0% of portfolio
|
Q1 2025
Reduced 12.08%
|