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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
923
shares
|
$90,001
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
921
shares
|
$89,806
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
901
shares
|
$87,856
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
900
shares
|
$87,759
0.0% of portfolio
|
Q3 2022
Added 12.5%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
844
shares
|
$82,298
0.0% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
829
shares
|
$80,835
0.06% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
817
shares
|
$79,665
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
793
shares
|
$77,325
0.04% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
760
shares
|
$74,107
0.01% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
711
shares
|
$69,329
0.06% of portfolio
|
Q2 2023
Added 8.38%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
683
shares
|
$66,599
0.0% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
680
shares
|
$66,306
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
680
shares
|
$66,306
0.04% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
624
shares
|
$60,846
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
615
shares
|
$59,968
0.02% of portfolio
|
Q1 2025
Reduced 32.64%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
607
shares
|
$59,188
0.01% of portfolio
|
Q1 2025
Added 44.87%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
580
shares
|
$56,555
0.01% of portfolio
|
Q1 2023
Reduced 5.07%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
552
shares
|
$53,825
0.03% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
542
shares
|
$52,850
0.0% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
534
shares
|
$52,070
0.0% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
492
shares
|
$47,974
0.0% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
473
shares
|
$46,122
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
465
shares
|
$45,342
0.0% of portfolio
|
Q1 2023
Reduced 7.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
459
shares
|
$44,757
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
458
shares
|
$44,659
0.02% of portfolio
|
Q1 2025
Reduced 9.31%
|