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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
30,312
shares
|
$3.6 Million
0.09% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
30,309
shares
|
$3.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 24.27%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
29,550
shares
|
$3.51 Million
0.05% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
29,225
shares
|
$3.47 Million
2.26% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
29,120
shares
|
$3.46 Million
0.04% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
28,863
shares
|
$3.43 Million
0.03% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
28,606
shares
|
$3.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
28,488
shares
|
$3.39 Million
0.04% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
28,083
shares
|
$3.34 Million
0.22% of portfolio
|
Q3 2025
Reduced 44.17%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
27,938
shares
|
$3.32 Million
1.63% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
27,638
shares
|
$3.28 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jan 06, 2026 Q4 2025 |
27,448
shares
|
$3.26 Million
2.67% of portfolio
|
Q4 2025
Reduced 3.02%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
26,717
shares
|
$3.18 Million
0.06% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
26,427
shares
|
$3.14 Million
0.02% of portfolio
|
Q3 2025
Added 101.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
26,346
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
25,833
shares
|
$3.07 Million
0.01% of portfolio
|
Q3 2025
Added 315.72%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
25,557
shares
|
$3.04 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
25,136
shares
|
$2.99 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
24,720
shares
|
$2.94 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
24,549
shares
|
$2.92 Million
0.05% of portfolio
|
Q3 2025
Reduced 13.71%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
24,409
shares
|
$2.9 Million
0.05% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
24,206
shares
|
$2.88 Million
0.01% of portfolio
|
Q3 2025
Reduced 28.15%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
24,200
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gpwm LLC
|
Oct 07, 2025 Q3 2025 |
24,196
shares
|
$2.88 Million
1.75% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Dec 02, 2025 Q3 2025 |
24,160
shares
|
$2.87 Million
0.41% of portfolio
|
Q3 2025
Added 0.33%
|
|