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 706 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 |
|---|---|---|---|---|---|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
5,879
shares
|
$698,719
0.12% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
5,878
shares
|
$698,600
0.29% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
5,793
shares
|
$688,498
0.42% of portfolio
|
Q2 2021
Reduced 13.54%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
5,789
shares
|
$688,022
0.42% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
5,766
shares
|
$685,289
0.03% of portfolio
|
Q3 2025
Added 27.28%
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
5,748
shares
|
$683,149
0.16% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
5,727
shares
|
$680,653
0.02% of portfolio
|
Q3 2025
Added 38.23%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
5,664
shares
|
$673,166
0.01% of portfolio
|
Q3 2025
Added 88.36%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,648
shares
|
$671,264
0.01% of portfolio
|
Q3 2025
Reduced 36.53%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 09, 2025 Q3 2025 |
5,642
shares
|
$670,551
0.41% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Oct 14, 2025 Q3 2025 |
5,560
shares
|
$660,806
0.27% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
5,547
shares
|
$659,260
0.02% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
5,546
shares
|
$659,142
0.02% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
5,524
shares
|
$656,527
0.07% of portfolio
|
Q3 2025
Reduced 16.59%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
5,479
shares
|
$651,179
0.03% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
5,431
shares
|
$645,474
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,409
shares
|
$642,859
0.0% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
5,405
shares
|
$642,384
0.03% of portfolio
|
Q3 2025
Reduced 60.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
5,377
shares
|
$639,056
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
5,344
shares
|
$635,134
0.03% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,215
shares
|
$619,802
0.0% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
5,152
shares
|
$612,315
0.19% of portfolio
|
Q3 2025
Reduced 14.39%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,121
shares
|
$608,630
0.01% of portfolio
|
Q2 2023
Reduced 3.21%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
5,119
shares
|
$608,393
0.02% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,028
shares
|
$597,577
0.0% of portfolio
|
Q3 2025
New holding
|
|