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 707 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 |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,184
shares
|
$140,718
0.02% of portfolio
|
Q2 2024
Added 16.54%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
1,173
shares
|
$139,411
0.05% of portfolio
|
Q2 2025
Reduced 25.57%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,093
shares
|
$129,903
0.01% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,089
shares
|
$129,427
0.0% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,024
shares
|
$121,702
0.01% of portfolio
|
Q3 2025
Added 28.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
1,012
shares
|
$120,276
0.0% of portfolio
|
Q3 2025
Added 76.31%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,007
shares
|
$119,681
0.01% of portfolio
|
Q2 2025
Added 125.28%
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
990
shares
|
$117,661
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
955
shares
|
$113,501
0.02% of portfolio
|
Q4 2025
Added 10.4%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
955
shares
|
$113,501
0.06% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
945
shares
|
$112,313
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
942
shares
|
$111,956
0.03% of portfolio
|
Q3 2025
Added 10.56%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
940
shares
|
$111,719
0.0% of portfolio
|
Q3 2025
Added 165.54%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
938
shares
|
$111,481
0.0% of portfolio
|
Q1 2024
Reduced 48.09%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
929
shares
|
$110,411
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
923
shares
|
$109,698
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
873
shares
|
$103,756
0.07% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
837
shares
|
$99,477
0.0% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
830
shares
|
$98,645
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
829
shares
|
$98,526
0.06% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
805
shares
|
$95,674
0.01% of portfolio
|
Q4 2019
Reduced 40.99%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
800
shares
|
$95,080
0.02% of portfolio
|
Q4 2025
Reduced 22.63%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
762
shares
|
$90,563
0.01% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
718
shares
|
$85,334
0.06% of portfolio
|
Q2 2025
Reduced 67.17%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
711
shares
|
$84,502
0.07% of portfolio
|
Q2 2023
Added 8.38%
|
|