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 671 institutions that hold shares in the stock, with a total of 30.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
105
shares
|
$11,861
0.0% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
103
shares
|
$11,635
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
80
shares
|
$9,037
0.0% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
74
shares
|
$8,359
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
65
shares
|
$7,343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
62
shares
|
$7,004
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
60
shares
|
$6,778
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
49
shares
|
$5,535
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
43
shares
|
$4,857
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
42
shares
|
$4,744
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
29
shares
|
$3,276
0.0% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
23
shares
|
$2,598
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
14
shares
|
$1,581
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
12
shares
|
$1,355
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
10
shares
|
$1,129
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
4
shares
|
$451
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
3
shares
|
$338
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1
shares
|
$112
0.0% of portfolio
|
Q2 2025
Reduced 99.96%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|