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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
1,607
shares
|
$156,698
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,576
shares
|
$153,675
0.06% of portfolio
|
Q1 2025
Added 34.36%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
1,526
shares
|
$148,800
0.0% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,524
shares
|
$148,605
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,503
shares
|
$146,557
0.08% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
1,502
shares
|
$146,460
0.11% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,456
shares
|
$141,974
0.01% of portfolio
|
Q4 2022
Added 0.48%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,392
shares
|
$135,733
0.0% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
1,357
shares
|
$132,321
0.06% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
1,340
shares
|
$130,663
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,330
shares
|
$129,688
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,317
shares
|
$128,420
0.09% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,264
shares
|
$123,252
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,210
shares
|
$117,987
0.04% of portfolio
|
Q1 2024
Reduced 7.21%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,184
shares
|
$115,451
0.02% of portfolio
|
Q2 2024
Added 16.54%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,164
shares
|
$113,501
0.0% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,155
shares
|
$112,624
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,096
shares
|
$106,870
0.0% of portfolio
|
Q1 2025
Added 39.26%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,090
shares
|
$106,285
0.03% of portfolio
|
Q3 2024
Added 63.91%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,064
shares
|
$103,750
0.01% of portfolio
|
Q1 2025
Reduced 39.95%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,029
shares
|
$100,337
0.03% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
990
shares
|
$96,534
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
955
shares
|
$93,122
0.07% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
938
shares
|
$91,464
0.0% of portfolio
|
Q1 2024
Reduced 48.09%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
929
shares
|
$90,586
0.03% of portfolio
|
Q4 2024
New holding
|