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 625 institutions that hold shares in the stock, with a total of 30 Million shares, which have been reported (via 13F filing form) to have a value of $2.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
3,066,979
shares
|
$299 Million
0.01% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Visa Foundation
|
Feb 10, 2025 Q4 2024 |
1,626,275
shares
|
$159 Million
78.34% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
1,502,840
shares
|
$147 Million
0.42% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,243,747
shares
|
$121 Million
0.13% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
848,049
shares
|
$82.7 Million
0.01% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
673,002
shares
|
$65.6 Million
6.02% of portfolio
|
Q2 2023
Reduced 3.33%
|
|
|
Verde Capital Management
|
Apr 08, 2025 Q1 2025 |
558,899
shares
|
$54.5 Million
16.17% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
542,738
shares
|
$52.9 Million
39.31% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
504,516
shares
|
$49.2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
501,757
shares
|
$48.9 Million
0.0% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Impac Tfolio, LLC
|
Apr 25, 2025 Q1 2025 |
468,714
shares
|
$45.7 Million
24.13% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
449,341
shares
|
$43.8 Million
2.28% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
419,747
shares
|
$40.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
414,023
shares
|
$40.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Platt Investment Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
393,972
shares
|
$38.4 Million
38.08% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
392,661
shares
|
$38.3 Million
0.08% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
379,445
shares
|
$37 Million
5.34% of portfolio
|
Q1 2025
Reduced 45.29%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
376,423
shares
|
$36.7 Million
1.07% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
358,826
shares
|
$35 Million
1.13% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
333,734
shares
|
$32.5 Million
0.72% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
321,907
shares
|
$31.4 Million
4.54% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
318,867
shares
|
$31.1 Million
17.98% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
305,047
shares
|
$29.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.67%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
285,451
shares
|
$27.8 Million
0.01% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
265,140
shares
|
$25.9 Million
0.02% of portfolio
|
Q3 2024
Added 3.12%
|