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Disclosery

ESGV VANGUARD WORLD FD

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SHS (fund)

706 managers (716 13F filers) reported a position in ESGV shares at 2026-06-30, 31,617,530 shares in all. 73 filers opened a position and 29 filers sold out during the quarter.

Managers
706
13F filers
716
New
73
Added
269
Reduced
193
Sold out
29
Shares held by filers
31,617,530

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Leonard Rickey Investment Advisors P.L.…14,034$1.86M0.29%+6613F-HRTimeline
Vermillion & White Wealth Management Gr…13,755$1.82M0.92%013F-HRTimeline
Ervin Investment Management, LLC13,688$1.81M0.98%+86013F-HRTimeline
Wilmington Savings Fund Society, FSB13,431$1.78M0.04%-1,93913F-HRTimeline
McLean Asset Management Corp13,302$1.76M0.23%+71313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding13,236$1.75M-1,298Timeline
Joel Isaacson & Co., LLC13,202$1.75M0.05%+8313F-HRTimeline
Values Added Financial LLC13,177$1.74M0.63%-93813F-HRTimeline
Merit Financial Group, LLC13,176$1.74M0.01%-98313F-HR/ATimeline
Weil Company, Inc.13,095$1.73M0.31%-65013F-HRTimeline
Allworth Financial LP12,961$1.71M0.01%+3,20513F-HRTimeline
Shepherd Financial Partners LLC12,933$1.71M0.14%013F-HRTimeline
Atomic Invest LLC12,971$1.7M0.15%+10,50813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding12,825$1.7M-37Timeline
Snowden Capital Advisors LLC12,756$1.69M0.04%+14613F-HRTimeline
Northland Capital Management LLC12,753$1.69M0.91%-3,59613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC12,615$1.67M0.27%+25313F-HRTimeline
Towerpoint Wealth, LLC12,586$1.66M0.58%+4313F-HRTimeline
Federation des caisses Desjardins du Qu…12,464$1.65M0.01%+38013F-HRTimeline
Napier Financial, LLC12,437$1.64M0.34%+14513F-HRTimeline
Compound Planning, Inc.12,421$1.64M0.04%+63813F-HRTimeline
Selective Wealth Management, Inc.12,446$1.64M0.43%-1,14813F-HRTimeline
OKABENA INVESTMENT SERVICES INC12,339$1.63M0.29%+8713F-HRTimeline
BEACON FINANCIAL PLANNING, INC12,277$1.62M0.55%+2613F-HRTimeline
Pine Harbor Wealth Management, LLC12,062$1.6M0.43%-31013F-HRTimeline
Waverly Advisors, LLC11,997$1.59M0.01%+2,60613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,760$1.55M<0.01%new13F-HRTimelineGroup
DeDora Capital, Inc.11,631$1.54M0.33%+9,40713F-HRTimeline
Arbor Investment Advisors, LLC11,442$1.51M0.17%+2213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC11,278$1.49M0.11%+12513F-HRTimeline
Bell Bank11,171$1.48M0.06%-7013F-HRTimeline
Chemistry Wealth Management LLC10,827$1.43M0.23%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,710$1.42M<0.01%-1,67613F-HRTimelineGroup
Balanced Rock Investment Advisors LLC10,696$1.41M0.88%-72013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC10,570$1.4M0.13%-23313F-HRTimeline
Addison Advisors LLC10,310$1.36M0.64%-7,13213F-HRTimeline
Brickley Wealth Management10,227$1.35M0.19%-18113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,200$1.35M<0.01%new13F-HRTimeline
Xena Financial Planning, LLC10,117$1.34M1.28%+16713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,109$1.34M0.01%+25613F-HRTimelineGroup
NWAM LLC10,036$1.33M0.07%+8,07913F-HRTimeline
Joel Adams & Associates, Inc.9,875$1.31M0.84%-32713F-HRTimeline
Midwest Trust Co9,837$1.3M0.01%+2,01013F-HRTimeline
Wealthspire Advisors, LLC9,827$1.3M0.01%+57413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC9,794$1.3M0.02%+35813F-HRTimeline
Family CFO Inc9,678$1.28M0.49%+31413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.9,677$1.28M0.01%+1713F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…5,499$1.28M<0.01%+2,28313F-HRTimelineGroup
Bragg Financial Advisors, Inc9,557$1.26M0.03%-25613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,436$1.25M<0.01%+58013F-HRTimelineGroup
Central Pacific Bank - Trust Division9,407$1.24M0.13%013F-HRTimeline
ANB BANK9,318$1.23M0.46%-913F-HRTimeline
Townsend Financial Planning, LLC9,231$1.22M1.06%-61613F-HRTimeline
IFG Advisors, LLC9,208$1.22M0.17%+21213F-HRTimeline
Larson Financial Group LLC9,152$1.21M0.03%-87513F-HRTimeline
Greenspring Advisors, LLC9,130$1.21M0.07%013F-HRTimeline
PFG Advisors9,071$1.2M0.06%+3013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.8,927$1.18M0.02%+713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,880$1.17M0.01%+97313F-HRTimelineGroup
SFM, LLC8,862$1.17M0.6%-3313F-HRTimeline
Continuum Advisory, LLC8,832$1.17M0.09%+5,89113F-HRTimeline
Van Hulzen Asset Management, LLC8,820$1.17M0.08%+1,20713F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC8,807$1.16M0.16%-2713F-HRTimeline
World Investment Advisors9,287$1.16M0.02%-15013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC8,734$1.15M0.18%-4013F-HRTimeline
My Personal CFO, LLC8,696$1.15M0.45%013F-HRTimeline
Savvy Advisors, Inc.8,625$1.14M0.02%-24713F-HRTimeline
LANDAAS & CO /WI /ADV8,624$1.14M0.21%013F-HRTimeline
Avantax Planning Partners, Inc.8,600$1.14M0.03%+2,01613F-HRTimeline
HBK Sorce Advisory LLC8,336$1.14M0.02%-4313F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …8,473$1.12M0.07%-2,33013F-HRTimeline
Sageworth Trust Co of South Dakota8,398$1.11M0.69%-53813F-HRTimeline
Janney Montgomery Scott LLC8,394$1.11M<0.01%+3413F-HRTimeline
TRUEFG, LLC8,285$1.1M0.26%-13913F-HRTimeline
WEDBUSH SECURITIES INC8,268$1.09M0.03%-1,00113F-HRTimeline
THOMPSON DAVIS & CO., INC.8,124$1.07M0.64%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,869$1.04M0.09%+61913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,862$1.04M0.01%+6,04413F-HRTimelineGroup
CJM Wealth Advisers, Ltd.7,846$1.04M0.27%-1713F-HRTimeline
Main Street Financial Solutions, LLC7,813$1.03M0.07%-33413F-HRTimeline
Passive Capital Management, LLC.8,520$1.03M0.32%+11813F-HRTimeline
Rockbridge Investment Management, LCC7,699$1.02M0.08%+10913F-HRTimeline
GOLDEN ROAD ADVISORS LLC7,552$999K0.48%-12913F-HRTimeline
CM WEALTH ADVISORS LLC7,547$998K0.18%013F-HRTimeline
Winter & Associates, Inc.7,532$996K0.75%+5,12913F-HRTimeline
Tradition Wealth Management, LLC7,440$984K0.06%-27513F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC7,409$980K0.26%-12113F-HRTimeline
TPG Financial Advisors, LLC7,397$978K0.29%+72813F-HRTimeline
Csenge Advisory Group7,373$975K0.04%+1513F-HRTimeline
May Hill Capital, LLC7,312$967K0.2%013F-HRTimeline
Dynamic Advisor Solutions LLC7,214$954K0.03%+5513F-HRTimeline
Milestone Investment Advisors LLC7,202$952K0.21%-3713F-HRTimeline
PECAUT & CO.7,118$941K0.29%-22913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,082$937K0.01%-4813F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,950$919K0.01%013F-HRTimeline
Princeton Global Asset Management LLC6,929$916K0.13%+37913F-HRTimeline
CURIO WEALTH, LLC6,797$899K0.28%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,780$897K<0.01%+1,90513F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT6,774$896K0.01%013F-HRTimeline
Weinberger Asset Management, Inc6,764$893K0.29%+15613F-HRTimeline
Abacus Planning Group, Inc.6,711$888K0.11%013F-HRTimeline
Cadia Private Client LLC6,703$886K0.64%+1013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,666$882K0.01%-1,24813F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …6,619$875K<0.01%-43713F-HRTimelineGroup
Symmetry Partners, LLC6,526$863K0.04%+24913F-HRTimeline
Birchwood Financial Partners, Inc.6,428$850K0.7%+51013F-HRTimeline
Millstone Evans Group, LLC6,409$848K0.46%-61013F-HRTimeline
Noble Wealth Partners LLC6,377$843K0.73%13F-HRTimeline
Steward Partners Investment Advisory, L…6,283$831K<0.01%+48213F-HRTimeline
Coston, McIsaac & Partners6,248$825K0.17%+64013F-HRTimeline
Black Diamond Financial, LLC6,120$809K0.07%013F-HRTimeline
Keystone Financial Group6,102$807K0.05%+77013F-HRTimeline
Integrated Wealth Concepts LLC4,380$806K<0.01%+53513F-HRTimeline
Sonoma Private Wealth LLC6,077$804K0.86%+1,57513F-HRTimeline
COZAD ASSET MANAGEMENT INC6,052$800K0.05%-1,46013F-HRTimeline
GenTrust, LLC6,031$798K0.03%+1313F-HRTimeline
ETF Portfolio Partners, Inc.6,022$796K0.19%013F-HRTimeline
Financial Alternatives, Inc5,953$787K0.39%+4113F-HRTimeline
Firestone Capital Management5,942$786K0.15%+1213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,900$780K0.07%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,885$778K0.01%013F-HRTimeline
Peirce Capital Management, LLC5,883$778K0.29%+213F-HRTimeline
Clearstead Advisors, LLC5,860$775K0.01%-6,84613F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,832$771K0.02%-8213F-HRTimelineGroup
Quantum Financial Planning Services, In…5,818$769K0.24%+6413F-HRTimeline
Ameraudi Asset Management, Inc.5,793$766K0.35%013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT5,775$764K0.03%+21613F-HRTimeline
TD Waterhouse Canada Inc.5,710$756K<0.01%+42213F-HRTimeline
Andrews Advisory Associates, LLC5,677$751K0.36%013F-HRTimeline
Truepoint, Inc.5,590$739K0.02%-1,50813F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…5,588$739K0.52%+813F-HRTimeline
Vickerman Investment Advisors, Inc.5,538$732K0.14%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,527$731K0.02%+4,48413F-HRTimelineGroup
Compass Ion Advisors, LLC5,505$728K0.06%-56113F-HRTimeline
Destination Wealth Management5,503$728K0.02%013F-HRTimeline
Gordian Advisors LLC5,501$727K0.43%013F-HRTimeline
Capstone Financial Advisors, Inc.5,500$727K0.04%-26613F-HRTimeline
EFG International AGin group EFG International AG5,499$727K0.01%+2,28313F-HRTimelineGroup
Focus Financial Network, Inc.5,496$727K0.02%+31413F-HRTimeline
Sherman Asset Management, Inc.5,478$724K0.56%013F-HRTimeline
Ellevest, Inc.5,876$723K0.09%+96513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding5,426$718K+3,322Timeline
JNBA Financial Advisors5,381$712K0.05%-24313F-HRTimeline
BRIGHTON JONES LLC5,347$707K0.01%+7213F-HRTimeline
Confluence Wealth Services, Inc.5,315$703K0.02%+2813F-HRTimeline
PDS Planning, Inc5,226$691K0.04%+13413F-HRTimeline
AE Wealth Management LLC5,209$689K<0.01%+2,30713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,081$672K<0.01%+8613F-HRTimelineGroup
APPLETON PARTNERS INC/MA5,052$668K0.04%013F-HRTimeline
Factor Wealth Management LTD4,951$655K0.1%-84813F-HRTimeline
Rossmore Private Capital4,925$651K0.05%-7313F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,921$651K0.14%+22513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,920$651K0.03%+8113F-HRTimeline
RAM Investment Partners, LLC4,878$645K0.1%013F-HRTimeline
J.W. COLE ADVISORS, INC.4,768$631K0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC4,828$628K0.01%-30713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK4,721$624K0.08%-3413F-HRTimelineGroup
Rehmann Capital Advisory Group4,699$621K0.03%-11013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,685$620K0.03%-31913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,650$615K0.12%+213F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,655$606K0.11%-2013F-HRTimeline
VSM Wealth Advisory, LLC4,579$606K0.16%+513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,569$604K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.4,548$601K0.01%+313F-HRTimeline
Canopy Partners, LLC4,512$597K0.18%+1,71413F-HRTimeline
Goldenstone Wealth Management LLC4,505$596K0.39%013F-HRTimeline
LRI Investments, LLC4,485$593K0.05%013F-HRTimeline
Florida Trust Wealth Management Co4,450$588K0.01%013F-HRTimeline
Pinnacle Financial Group, LLC / IL4,439$587K0.14%+2213F-HRTimeline
LexAurum Advisors, LLC4,438$587K0.07%-1,52713F-HRTimeline
Sterling Wealth Management, Inc.4,438$587K0.15%+913F-HRTimeline
Level Financial Advisors4,225$559K0.12%013F-HRTimeline
Acropolis Investment Management, LLC4,220$558K0.02%013F-HR/ATimeline
Capital Investment Advisors, LLC4,193$555K0.01%-72513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,171$552K0.09%-313F-HRTimeline
Vise Technologies, Inc.4,148$549K0.01%+2,13613F-HRTimeline
Wood Tarver Financial Group, LLC4,139$547K0.13%+13713F-HRTimeline
Aureum Wealth Management, LLC4,100$542K0.34%-30013F-HRTimeline
WNY Asset Management, LLC4,083$540K0.05%-413F-HRTimeline
Zhang Financial LLC4,082$540K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.4,067$538K0.06%-11213F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding4,018$531K+2,009Timeline
Wealth Management Strategies, Inc.4,000$529K0.21%+2513F-HRTimeline
COREPATH WEALTH PARTNERS LLC4,000$527K0.33%-6913F-HRTimeline
Advisory Services Network, LLC3,970$525K0.01%-2113F-HRTimeline
Summit Financial, LLC3,965$524K0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,964$524K0.06%+44013F-HRTimeline
Aspen Capital Management, LLC3,961$524K0.12%+813F-HRTimeline
Cardinal Point Capital Management ULC3,923$519K0.03%+96313F-HRTimeline
Gladstone Institutional Advisory LLC3,885$514K0.02%+3113F-HRTimeline
NWF Advisory Services Inc.3,870$512K0.05%013F-HRTimeline
Bridgewater Advisors Inc.3,817$512K0.03%013F-HRTimeline
Mokosak Advisory Group, LLC3,866$511K0.11%+913F-HRTimeline
Sulzberger Capital Advisors, Inc.3,863$511K0.5%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.3,838$508K0.17%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC3,820$505K0.05%-3013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,816$505K0.03%-33013F-HRTimeline
Peregrine Asset Advisers, Inc.3,797$502K0.11%+61113F-HRTimeline
Downshift Financial, LLC3,786$501K0.23%+813F-HRTimeline
Ally Invest Advisors Inc.3,777$499K0.03%-16313F-HRTimeline