VANGUARD WORLD FD ESGV
ESG US STK ETF · ETP · CUSIP 921910733
374
institutional holders
23.3m
shares reported held*
$1.5bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $63.12.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 4.1m $255.5m | — |
| VISA FOUNDATION 100.00% of their portfolio | 2.6m $166.3m | — |
| Creative Planning 0.11% of their portfolio | 988.7k $62.2m | — |
| MORGAN STANLEY 0.01% of their portfolio | 811.6k $51.1m | — |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 753.1k $47.4m | — |
| Wealthfront Advisers LLC 0.22% of their portfolio | 652.7k $41.1m | — |
| Verde Capital Management 15.71% of their portfolio | 513.6k $32.3m | — |
| Angeles Investment Advisors, LLC 3.07% of their portfolio | 469.4k $29.5m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 447.4k $28.1m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 431.8k $27.2m | — |
| Betterment LLC 0.10% of their portfolio | 408.6k $27.1m | — |
| Crewe Advisors LLC 4.18% of their portfolio | 368.1k $23.2m | — |
| UBS Group AG 0.01% of their portfolio | 362.4k $22.8m | — |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 338.6k $21.3m | — |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 333.4k $22.7m | — |
| Platt Investment Counsel, LLC 29.20% of their portfolio | 319.6k $20.1m | — |
| Equitable Holdings, Inc. 0.35% of their portfolio | 283.1k $17.8m | — |
| Orgel Wealth Management, LLC 0.88% of their portfolio | 282.1k $17.7m | — |
| Cedar Wealth Management, LLC 7.98% of their portfolio | 255.4k $16.1m | — |
| Facet Wealth, Inc. 1.18% of their portfolio | 237.2k $15.5m | — |
| American Financial Advisors, LLC 2.41% of their portfolio | 221.6k $13.9m | — |
| Baird Financial Group, Inc. 0.04% of their portfolio | 212.6k $13.4m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 206.8k $13.0m | — |
| IMPACTfolio, LLC 12.44% of their portfolio | 202.7k $12.8m | — |
| Olde Wealth Management, LLC 7.91% of their portfolio | 201.4k $12.7m | — |
| SCS Capital Management LLC 0.37% of their portfolio | 201.4k $12.7m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 188.6k $11.9m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio | 188.6k $11.9m | — |
| Caprock Group, LLC 1.06% of their portfolio | 175.8k $11.1m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 174.2k $11.0m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 170.5k $10.7m | — |
| Affinity Capital Advisors, LLC 3.68% of their portfolio | 167.3k $10.5m | — |
| Diversified Portfolios, Inc. 2.70% of their portfolio | 159.4k $10.0m | — |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 157.9k $9.9m | — |
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 154.5k $9.7m | — |
| LPL Financial LLC 0.01% of their portfolio | 130.2k $8.2m | — |
| One Day In July LLC 1.74% of their portfolio | 117.9k $7.4m | — |
| Hanson & Doremus Investment Management 1.86% of their portfolio | 114.6k $7.2m | — |
| PATHSTONE FAMILY OFFICE, LLC 0.06% of their portfolio | 98.1k $6.2m | — |
| AMG National Trust Bank 0.23% of their portfolio | 97.9k $6.2m | — |
| Apella Capital, LLC 0.72% of their portfolio | 97.8k $6.2m | — |
| Freestone Capital Holdings, LLC 0.27% of their portfolio | 94.3k $5.9m | — |
| Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio | 91.9k $5.8m | — |
| MATHER GROUP, LLC. 0.12% of their portfolio | 85.7k $5.4m | — |
| Human Investing LLC 1.37% of their portfolio | 85.3k $5.4m | — |
| EQ LLC 4.58% of their portfolio | 84.3k $5.3m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio | 84.0k $5.3m | — |
| Janney Montgomery Scott LLC 0.02% of their portfolio | 83.3k $5.2m | — |
| Garde Capital, Inc. 0.68% of their portfolio | 83.2k $5.2m | — |
| Boston Standard Wealth Management, LLC 1.71% of their portfolio | 80.8k $5.1m | — |
| CBIZ Investment Advisory Services, LLC 5.06% of their portfolio | 80.0k $5.0m | — |
| Parallel Advisors, LLC 0.22% of their portfolio | 76.6k $4.8m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio | 63.3k $4.0m | — |
| LIBRA WEALTH LLC 2.42% of their portfolio | 59.7k $3.8m | — |
| LAKE STREET ADVISORS GROUP, LLC 0.27% of their portfolio | 59.4k $3.7m | — |
| Charter Oak Capital Management, LLC 0.59% of their portfolio | 59.0k $3.7m | — |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 58.4k $3.7m | — |
| D.A. DAVIDSON & CO. 0.05% of their portfolio | 56.1k $3.5m | — |
| MISSION WEALTH MANAGEMENT, LP 0.19% of their portfolio | 55.8k $3.5m | — |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1.11% of their portfolio | 55.5k $3.5m | — |
| Asset Allocation & Management Company, LLC 1.37% of their portfolio | 53.2k $3.4m | — |
| Atlantic Private Wealth, LLC 3.42% of their portfolio | 48.4k $3.0m | — |
| NORTHERN TRUST CORP 0.00% of their portfolio | 48.2k $3.0m | — |
| First Horizon Advisors, Inc. 0.12% of their portfolio | 48.0k $3.0m | — |
| REGATTA CAPITAL GROUP, LLC 1.26% of their portfolio | 46.4k $3.1m | — |
| CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio | 45.7k $2.9m | — |
| Optas, LLC 1.25% of their portfolio | 45.3k $2.9m | — |
| Ashford Advisors, LLC 1.05% of their portfolio | 45.1k $2.8m | — |
| ATMOS ADVISORY, LLC 2.69% of their portfolio | 45.1k $2.8m | — |
| BRANDYWINE OAK PRIVATE WEALTH LLC 0.37% of their portfolio | 43.8k $2.8m | — |
| Gemmer Asset Management LLC 0.44% of their portfolio | 42.5k $2.7m | — |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 42.0k $2.6m | — |
| Cerity Partners LLC 0.03% of their portfolio | 41.3k $2.6m | — |
| Addison Advisors LLC 1.59% of their portfolio | 40.8k $2.6m | — |
| BLAIR WILLIAM & CO/IL 0.01% of their portfolio | 40.8k $2.6m | — |
| TORONTO DOMINION BANK 0.00% of their portfolio | 39.5k $2.5m | — |
| White Lighthouse Investment Management Inc. 0.72% of their portfolio | 39.2k $2.5m | — |
| BUCKINGHAM STRATEGIC WEALTH, LLC 0.05% of their portfolio | 38.7k $2.4m | — |
| WEBSTER BANK, N. A. 0.35% of their portfolio | 38.0k $2.4m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 37.9k $2.4m | — |
| Monterey Private Wealth, Inc. 1.41% of their portfolio | 37.0k $2.4m | — |
| Financial Connections Group, Inc. 1.94% of their portfolio | 36.5k $2.3m | — |
| GenWealth Group, Inc. 0.76% of their portfolio | 35.4k $2.2m | — |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 34.7k $2.2m | — |
| CPWM, LLC 0.19% of their portfolio | 32.8k $2.1m | — |
| Veritable, L.P. 0.04% of their portfolio | 32.7k $2.1m | — |
| EQUITABLE TRUST CO 0.17% of their portfolio | 31.8k $2.0m | — |
| Relyea Zuckerberg Hanson LLC 0.67% of their portfolio | 29.7k $1.9m | — |
| WHITTIER TRUST CO 0.04% of their portfolio | 29.0k $1.8m | — |
| CAHILL FINANCIAL ADVISORS INC 0.38% of their portfolio | 28.9k $1.8m | — |
| Brooklyn FI, LLC 1.50% of their portfolio | 27.9k $1.8m | — |
| Merit Financial Group, LLC 0.08% of their portfolio | 27.8k $1.7m | — |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 27.4k $1.7m | — |
| Well Done, LLC 0.40% of their portfolio | 26.2k $1.6m | — |
| Snowden Capital Advisors LLC 0.07% of their portfolio | 26.1k $1.6m | — |
| Atria Investments, Inc 0.04% of their portfolio | 25.7k $1.6m | — |
| Stephens Consulting, LLC 1.44% of their portfolio | 25.5k $1.6m | — |
| FLOW TRADERS U.S. LLC 0.08% of their portfolio | 24.9k $1.6m | — |
| My Personal CFO, LLC 3.24% of their portfolio | 24.6k $2.1m | — |
| Trek Financial, LLC 0.16% of their portfolio | 24.2k $1.5m | — |