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 |
|---|---|---|---|---|---|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2025 Q3 2025 |
23,960
shares
|
$2.85 Million
0.66% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
23,600
shares
|
$2.8 Million
0.07% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
23,234
shares
|
$2.76 Million
1.39% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
22,980
shares
|
$2.73 Million
0.04% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
22,241
shares
|
$2.64 Million
0.73% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
22,202
shares
|
$2.64 Million
0.24% of portfolio
|
Q3 2025
Added 18.73%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
21,688
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
21,596
shares
|
$2.57 Million
1.67% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
21,590
shares
|
$2.57 Million
1.42% of portfolio
|
Q3 2025
Reduced 18.83%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
21,572
shares
|
$2.56 Million
0.56% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Radnor Financial Advisors, LLC
Wayne, PA |
Nov 14, 2022 Q3 2022 |
21,533
shares
|
$2.56 Million
0.48% of portfolio
|
Q3 2022
Reduced 0.96%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
21,310
shares
|
$2.53 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
21,208
shares
|
$2.52 Million
0.05% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
21,074
shares
|
$2.5 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
20,409
shares
|
$2.43 Million
0.64% of portfolio
|
Q3 2025
Added 16.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
20,112
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
19,930
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
19,815
shares
|
$2.36 Million
0.59% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
19,620
shares
|
$2.33 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,472
shares
|
$2.31 Million
0.57% of portfolio
|
Q1 2023
Added 1.03%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
19,283
shares
|
$2.29 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.51%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
19,030
shares
|
$2.26 Million
0.37% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,958
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
18,904
shares
|
$2.25 Million
0.22% of portfolio
|
Q2 2025
Reduced 48.53%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
18,880
shares
|
$2.24 Million
0.03% of portfolio
|
Q4 2023
Added 13.19%
|
|