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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
2,256
shares
|
$247,911
0.0% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
May 08, 2025 Q1 2025 |
2,252
shares
|
$247,472
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
2,225
shares
|
$244,505
0.09% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,209
shares
|
$242,747
0.0% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
2,200
shares
|
$241,758
0.04% of portfolio
|
Q1 2024
Reduced 25.63%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
2,195
shares
|
$241,208
0.02% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
2,190
shares
|
$240,659
0.16% of portfolio
|
Q2 2024
Reduced 7.44%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
2,187
shares
|
$240,329
0.17% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
2,175
shares
|
$239,010
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
2,171
shares
|
$238,571
0.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
2,170
shares
|
$238,461
0.01% of portfolio
|
Q4 2023
Added 66.92%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
2,164
shares
|
$237,801
0.06% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
2,162
shares
|
$237,582
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
2,133
shares
|
$234,395
0.11% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
2,131
shares
|
$234,175
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
2,114
shares
|
$232,307
0.12% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
2,086
shares
|
$229,230
0.05% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
2,072
shares
|
$227,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
2,051
shares
|
$225,384
0.22% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
2,043
shares
|
$224,505
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,997
shares
|
$219,450
0.01% of portfolio
|
Q2 2024
Reduced 9.43%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,986
shares
|
$218,241
0.01% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,982
shares
|
$217,801
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,973
shares
|
$216,812
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
1,932
shares
|
$212,307
0.14% of portfolio
|
Q1 2025
Added 0.05%
|