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 708 institutions that hold shares in the stock, with a total of 31.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,000
shares
|
$594,250
0.0% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
4,999
shares
|
$594,131
0.02% of portfolio
|
Q3 2025
Reduced 24.38%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
4,979
shares
|
$591,754
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,962
shares
|
$589,733
0.06% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
4,956
shares
|
$589,020
0.09% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,945
shares
|
$587,713
0.0% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,918
shares
|
$584,504
0.01% of portfolio
|
Q4 2025
Reduced 12.92%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,907
shares
|
$583,196
0.01% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
4,878
shares
|
$579,750
0.11% of portfolio
|
Q1 2023
Reduced 21.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,820
shares
|
$572,857
0.0% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
4,810
shares
|
$571,668
0.17% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
4,805
shares
|
$571,074
0.08% of portfolio
|
Q1 2023
Added 6.66%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
4,805
shares
|
$571,074
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
4,790
shares
|
$569,291
0.03% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
4,751
shares
|
$564,656
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,715
shares
|
$560,377
0.02% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
4,700
shares
|
$558,595
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
4,688
shares
|
$557,168
0.09% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
4,685
shares
|
$556,812
0.12% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
4,678
shares
|
$555,980
0.02% of portfolio
|
Q2 2022
Reduced 7.62%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
4,650
shares
|
$552,652
0.0% of portfolio
|
Q3 2025
Added 99.06%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
4,634
shares
|
$550,750
0.0% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
4,632
shares
|
$550,513
0.05% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,578
shares
|
$544,095
0.01% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
4,527
shares
|
$538,033
0.16% of portfolio
|
Q3 2025
Reduced 24.55%
|
|