Institutional Ownership Vanguard World Fd Esg U.S. Sto (ESGV)
Currently, there are no institutions holding Vanguard World Fd Esg U.S. Sto (ESGV). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
3,480,658
shares
|
$414 Million
0.01% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,683,727
shares
|
$200 Million
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
1,497,736
shares
|
$178 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,231,498
shares
|
$146 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Visa Foundation
|
Nov 05, 2025 Q3 2025 |
1,172,735
shares
|
$139 Million
100.0% of portfolio
|
Q2 2025
Reduced 13.53%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
673,002
shares
|
$80 Million
6.02% of portfolio
|
Q2 2023
Reduced 3.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
615,911
shares
|
$73.2 Million
0.01% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Verde Capital Management
|
Nov 12, 2025 Q3 2025 |
609,936
shares
|
$72.5 Million
17.04% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
602,528
shares
|
$71.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
533,633
shares
|
$63.4 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Impac Tfolio, LLC
|
Jan 07, 2026 Q4 2025 |
510,685
shares
|
$60.7 Million
25.72% of portfolio
|
Q4 2025
Added 1.92%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
493,435
shares
|
$58.6 Million
35.78% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
459,645
shares
|
$54.6 Million
0.01% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
414,067
shares
|
$49.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
405,662
shares
|
$48.2 Million
0.53% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Platt Investment Counsel, LLC
|
Jan 07, 2026 Q4 2025 |
401,994
shares
|
$47.8 Million
35.93% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
377,107
shares
|
$44.8 Million
5.79% of portfolio
|
Q3 2025
Reduced 44.43%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
357,738
shares
|
$42.5 Million
0.88% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
355,284
shares
|
$42.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.25%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
326,962
shares
|
$38.9 Million
15.41% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
322,429
shares
|
$38.3 Million
3.78% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
284,556
shares
|
$33.8 Million
0.36% of portfolio
|
Q4 2025
Added 6.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
284,275
shares
|
$33.8 Million
0.01% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
274,075
shares
|
$32.6 Million
3.28% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
265,140
shares
|
$31.5 Million
0.02% of portfolio
|
Q3 2024
Added 3.12%
|
|