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 |
|---|---|---|---|---|---|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
149,059
shares
|
$17.7 Million
11.63% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 05, 2026 Q4 2025 |
147,811
shares
|
$17.6 Million
7.9% of portfolio
|
Q4 2025
Added 2.93%
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
144,857
shares
|
$17.2 Million
2.56% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
132,151
shares
|
$15.7 Million
15.04% of portfolio
|
Q3 2025
New holding
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
127,889
shares
|
$15.2 Million
0.36% of portfolio
|
Q4 2025
Reduced -0.0%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
127,193
shares
|
$15.1 Million
1.66% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
124,585
shares
|
$14.8 Million
0.04% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
121,698
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
121,600
shares
|
$14.5 Million
0.24% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
115,640
shares
|
$13.7 Million
1.16% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
107,223
shares
|
$12.7 Million
0.45% of portfolio
|
Q3 2025
Added 146.16%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
104,807
shares
|
$12.5 Million
0.29% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
103,431
shares
|
$12.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
103,167
shares
|
$12.3 Million
0.51% of portfolio
|
Q4 2024
Reduced 21.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
100,427
shares
|
$11.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
98,177
shares
|
$11.7 Million
0.4% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
96,787
shares
|
$11.5 Million
0.05% of portfolio
|
Q2 2023
Reduced 49.44%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
92,972
shares
|
$11 Million
0.22% of portfolio
|
Q3 2025
Reduced 21.41%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
91,150
shares
|
$10.8 Million
0.05% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
90,508
shares
|
$10.8 Million
6.72% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
90,192
shares
|
$10.7 Million
0.71% of portfolio
|
Q3 2025
Reduced 61.22%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
88,401
shares
|
$10.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 22.7%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
86,267
shares
|
$10.3 Million
0.25% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
81,798
shares
|
$9.72 Million
0.02% of portfolio
|
Q3 2023
Reduced 4.53%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
79,779
shares
|
$9.48 Million
0.09% of portfolio
|
Q2 2024
Added 9.09%
|
|