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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
247
shares
|
$27,142
0.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
237
shares
|
$26,043
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
230
shares
|
$25,274
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
224
shares
|
$24,615
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
220
shares
|
$24,175
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
217
shares
|
$23,846
0.03% of portfolio
|
Q3 2024
Added 102.8%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
209
shares
|
$22,967
0.0% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
200
shares
|
$21,978
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
200
shares
|
$21,978
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
199
shares
|
$21,868
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
173
shares
|
$19,010
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
168
shares
|
$18,461
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
151
shares
|
$16,593
0.01% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
144
shares
|
$15,824
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
136
shares
|
$14,945
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
125
shares
|
$13,736
0.0% of portfolio
|
Q4 2024
Reduced 38.42%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
106
shares
|
$11,648
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
103
shares
|
$11,318
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
97
shares
|
$10,659
0.0% of portfolio
|
Q4 2024
Added 14.12%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
80
shares
|
$8,791
0.0% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
65
shares
|
$7,142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
62
shares
|
$6,813
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
60
shares
|
$6,593
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
43
shares
|
$4,725
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
41
shares
|
$4,505
0.0% of portfolio
|
Q2 2024
New holding
|