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 704 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
78,612
shares
|
$9.34 Million
0.08% of portfolio
|
Q3 2025
Added 14.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
75,076
shares
|
$8.92 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
74,251
shares
|
$8.82 Million
0.02% of portfolio
|
Q3 2025
Added 88.83%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
74,097
shares
|
$8.81 Million
1.17% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
73,784
shares
|
$8.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
73,375
shares
|
$8.72 Million
0.01% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
70,188
shares
|
$8.34 Million
0.0% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
64,081
shares
|
$7.62 Million
0.96% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
62,992
shares
|
$7.49 Million
0.14% of portfolio
|
Q3 2025
Added 106.09%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
61,919
shares
|
$7.36 Million
0.8% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
60,604
shares
|
$7.2 Million
0.3% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 07, 2025 Q3 2025 |
59,268
shares
|
$7.04 Million
6.54% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
56,561
shares
|
$6.72 Million
2.05% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
56,326
shares
|
$6.69 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
55,508
shares
|
$6.6 Million
2.77% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
55,257
shares
|
$6.57 Million
0.52% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
54,734
shares
|
$6.51 Million
0.01% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
53,309
shares
|
$6.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
49,425
shares
|
$5.87 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
47,850
shares
|
$5.69 Million
2.58% of portfolio
|
Q3 2025
Reduced 36.99%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
45,591
shares
|
$5.42 Million
2.27% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
45,190
shares
|
$5.37 Million
0.47% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
45,112
shares
|
$5.36 Million
1.03% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
44,479
shares
|
$5.29 Million
1.29% of portfolio
|
Q1 2025
Reduced 1.02%
|
|