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 705 institutions that hold shares in the stock, with a total of 31.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
6,951
shares
|
$826,126
0.6% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
6,950
shares
|
$826,007
0.01% of portfolio
|
Q1 2021
Added 24.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
6,899
shares
|
$819,946
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
6,885
shares
|
$818,282
0.01% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
6,797
shares
|
$807,823
0.33% of portfolio
|
Q2 2025
Added 169825.0%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
6,754
shares
|
$802,712
0.09% of portfolio
|
Q3 2025
Added 230.59%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
6,683
shares
|
$794,274
0.02% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
6,611
shares
|
$785,717
0.33% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
6,568
shares
|
$780,606
0.32% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,518
shares
|
$774,664
0.0% of portfolio
|
Q3 2025
Added 65.26%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 06, 2025 Q3 2025 |
6,505
shares
|
$773,119
0.43% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
6,482
shares
|
$770,385
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
6,381
shares
|
$758,381
0.32% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
6,330
shares
|
$752,320
0.03% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,165
shares
|
$732,710
0.12% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
6,125
shares
|
$727,956
0.13% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
6,108
shares
|
$725,935
0.11% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
6,060
shares
|
$720,231
0.17% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
5,977
shares
|
$710,366
0.19% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,968
shares
|
$709,296
0.02% of portfolio
|
Q2 2020
Added 42.98%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,962
shares
|
$708,583
0.12% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
5,955
shares
|
$707,751
0.1% of portfolio
|
Q3 2025
Added 36.3%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
5,911
shares
|
$702,522
0.16% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
5,902
shares
|
$701,452
0.05% of portfolio
|
Q2 2025
Added 18.47%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
5,900
shares
|
$701,215
0.05% of portfolio
|
Q2 2021
New holding
|
|