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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
14,633
shares
|
$1.74 Million
0.17% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
14,515
shares
|
$1.73 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
14,480
shares
|
$1.72 Million
1.19% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
14,166
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
14,090
shares
|
$1.67 Million
0.95% of portfolio
|
Q1 2025
Reduced 17.54%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
14,083
shares
|
$1.67 Million
0.13% of portfolio
|
Q1 2024
Added 4.31%
|
|
|
Weil Company, Inc.
|
Nov 06, 2025 Q3 2025 |
14,073
shares
|
$1.67 Million
0.48% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
13,966
shares
|
$1.66 Million
0.74% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
13,955
shares
|
$1.66 Million
0.54% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
13,632
shares
|
$1.62 Million
0.39% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
13,592
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2025
Added 25.89%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
13,414
shares
|
$1.59 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
13,200
shares
|
$1.57 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
13,149
shares
|
$1.56 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
12,933
shares
|
$1.54 Million
0.16% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,883
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
12,661
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
12,588
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
12,580
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
12,387
shares
|
$1.47 Million
0.47% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
12,362
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
12,189
shares
|
$1.45 Million
0.75% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Scott Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
12,137
shares
|
$1.44 Million
0.33% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
12,091
shares
|
$1.44 Million
0.68% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
12,048
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2025
Added 0.63%
|
|