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Disclosery

ESGV VANGUARD WORLD FD

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SHS (fund)

587 managers (591 13F filers) reported a position in ESGV shares at 2024-12-31, 28,562,159 shares in all. 50 filers opened a position and 22 filers sold out during the quarter.

Managers
587
13F filers
591
New
50
Added
205
Reduced
161
Sold out
22
Shares held by filers
28,562,159

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,462$1.2M<0.01%-20213F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK11,357$1.19M0.04%+4,18313F-HRTimelineGroup
WEDBUSH SECURITIES INC11,331$1.19M0.04%-9113F-HRTimeline
Joel Isaacson & Co., LLC11,152$1.17M0.05%+78013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,763$1.13M0.03%-1,75813F-HRTimelineGroup
ANB BANK10,602$1.11M0.49%13F-HRTimeline
Laurel Wealth Planning LLC10,562$1.11M0.71%-85313F-HRTimeline
Lindbrook Capital, LLC10,558$1.11M0.1%+45313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,144$1.06M0.02%-51613F-HRTimelineGroup
Corrigan Financial, Inc.10,089$1.06M0.24%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC10,034$1.05M0.06%-8613F-HR/ATimeline
Main Street Financial Solutions, LLC10,017$1.05M0.1%+1,10613F-HRTimeline
SFM, LLC9,909$1.04M0.73%-15613F-HRTimeline
Mesirow Financial Investment Management…9,822$1.03M0.02%-8,20413F-HRTimeline
SEEDS INVESTOR LLC9,735$1.02M0.29%013F-HRTimeline
BAILARD, INC.9,615$1.01M0.03%+15613F-HRTimeline
Silver Oak Advisory Group, Inc.9,594$1.01M0.53%-27613F-HRTimeline
Family CFO Inc9,566$1M0.55%+81313F-HRTimeline
EP Wealth Advisors, LLC9,524$999K0.01%-4,57213F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV9,415$988K0.22%-8113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC9,365$982K0.02%-58713F-HRTimeline
Clearview Wealth Advisors LLC9,351$981K0.75%-48213F-HRTimeline
Cherry Tree Wealth Management, LLC9,256$971K0.24%-6613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,233$968K0.01%-13713F-HRTimelineGroup
Janney Montgomery Scott LLC9,219$967K<0.01%+4113F-HRTimeline
Selective Wealth Management, Inc.9,281$965K0.39%+33813F-HRTimeline
Bragg Financial Advisors, Inc8,977$942K0.04%-1713F-HRTimeline
TRUEFG, LLC8,840$927K0.3%-22513F-HRTimeline
Truepoint, Inc.8,656$908K0.02%013F-HRTimeline
Empower Advisory Group, LLC8,565$898K<0.01%-72213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC8,545$896K0.08%-5013F-HRTimeline
Zhang Financial LLC8,406$882K0.05%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA8,301$871K<0.01%013F-HRTimelineGroup
Greenspring Advisors, LLC8,198$860K0.19%013F-HRTimeline
PECAUT & CO.8,145$854K0.29%+3,11913F-HRTimeline
THOMPSON DAVIS & CO., INC.8,124$852K0.55%013F-HRTimeline
MAI Capital Management8,123$852K0.01%+4,24413F-HRTimeline
Canopy Partners, LLC8,120$852K0.33%+17313F-HRTimeline
Symmetry Partners, LLC8,084$848K0.12%+1,64313F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC8,077$847K0.19%+46313F-HRTimeline
LANDAAS & CO /WI /ADV8,060$845K0.23%+1,23713F-HRTimeline
Sanctuary Advisors, LLC7,767$842K0.01%+41813F-HRTimeline
CJM Wealth Advisers, Ltd.8,008$840K0.28%013F-HRTimeline
Passive Capital Management, LLC.7,955$834K0.29%+46813F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…7,893$828K<0.01%-3,57513F-HRTimelineGroup
CM WEALTH ADVISORS LLC7,845$823K0.27%-6513F-HRTimeline
FINANCIAL COUNSELORS INC7,827$821K0.01%013F-HRTimeline
PFG Advisors7,736$811K0.05%+1,94513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,729$811K0.02%-64413F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC7,729$811K0.08%-19313F-HRTimeline
Savvy Advisors, Inc.7,588$796K0.1%new13F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC7,528$790K0.31%+74713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,465$783K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…7,439$780K<0.01%+90413F-HRTimeline
Capstone Financial Advisors, Inc.7,351$771K0.05%+16513F-HRTimeline
Csenge Advisory Group7,316$767K0.04%+2013F-HRTimeline
Milestone Investment Advisors LLC7,290$765K0.21%+16613F-HRTimeline
NOTTINGHAM ADVISORS, INC.7,250$760K0.1%013F-HRTimeline
CURIO WEALTH, LLC7,228$758K0.41%13F-HRTimeline
Atria Investments, Inc7,180$753K0.01%new13F-HRTimeline
Sageworth Trust Co of South Dakota7,158$751K0.95%-10713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,950$745K0.01%013F-HRTimeline
Rossmore Private Capital7,047$739K0.09%013F-HRTimeline
HBK Sorce Advisory LLC6,980$732K0.02%-18913F-HRTimeline
Copperleaf Capital, LLC6,960$730K0.46%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,949$729K0.01%-5013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding6,903$724K+423Timeline
JNBA Financial Advisors6,857$719K0.07%+42413F-HRTimeline
Dunhill Financial, LLC6,845$718K0.33%013F-HRTimeline
Waverly Advisors, LLC6,839$717K0.01%-1,61113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,695$702K0.12%-39213F-HRTimeline
Avantax Planning Partners, Inc.6,683$701K0.03%013F-HRTimeline
Compound Planning, Inc.6,681$701K0.04%+3,09613F-HRTimeline
Sage Advisory Services, Ltd.Co.6,625$695K0.41%-27913F-HRTimeline
FC Advisory LLC6,590$691K0.23%+3,34613F-HRTimeline
Benchmark Wealth Management, LLC6,568$689K0.34%-33913F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT6,555$688K0.03%-2013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT6,488$681K0.04%013F-HRTimeline
Bremer Bank National Association6,482$680K0.13%013F-HRTimeline
Compass Ion Advisors, LLC6,337$665K0.08%+713F-HRTimeline
Rollins Financial Advisors, LLC6,332$664K0.1%013F-HRTimeline
Fortress Financial Solutions, LLC6,211$652K0.93%13F-HRTimeline
IFG Advisors, LLC6,208$651K0.13%+11013F-HRTimeline
Cascade Investment Advisors, Inc.6,142$644K0.41%-80813F-HRTimeline
ETF Portfolio Partners, Inc.6,058$635K0.19%new13F-HRTimeline
Abacus Planning Group, Inc.6,048$634K0.11%013F-HRTimeline
LexAurum Advisors, LLC6,035$633K0.13%-18713F-HRTimeline
Rockbridge Investment Management, LCC5,997$629K0.08%013F-HRTimeline
VSM Wealth Advisory, LLC5,959$625K0.22%13F-HRTimeline
GOLDEN ROAD ADVISORS LLC5,946$624K0.47%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,900$619K0.05%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,823$611K0.02%-6113F-HRTimelineGroup
Ameraudi Asset Management, Inc.5,793$608K0.34%013F-HRTimeline
FRG Family Wealth Advisors LLC5,784$607K0.11%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,777$606K0.2%-2713F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …5,731$601K0.05%+1,58513F-HRTimeline
Destination Wealth Management5,708$599K0.02%-46913F-HRTimeline
Koshinski Asset Management, Inc.5,690$597K0.05%new13F-HRTimeline
Coston, McIsaac & Partners5,684$595K0.18%+16213F-HRTimeline
Central Pacific Bank - Trust Division5,654$593K0.08%013F-HRTimeline
CWM, LLCin group CWM, LLC5,649$593K<0.01%+913F-HRTimelineGroup
InTrack Investment Management Inc5,686$591K0.41%+86913F-HRTimeline
Wealthspire Advisors, LLC5,607$588K0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,602$588K0.01%-1,86013F-HRTimelineGroup
APPLETON PARTNERS INC/MA5,525$580K0.04%-2513F-HRTimeline
Quantum Financial Planning Services, In…5,528$580K0.32%13F-HRTimeline
Firestone Capital Management5,492$576K0.14%+1813F-HRTimeline
Sulzberger Capital Advisors, Inc.5,281$554K0.63%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,234$549K<0.01%013F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…5,200$545K0.23%13F-HRTimeline
Peirce Capital Management, LLC5,149$540K0.28%013F-HRTimeline
PINNACLE ASSOCIATES LTD5,094$534K0.01%+42113F-HRTimeline
Mokosak Advisory Group, LLC5,082$533K0.16%-24513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,062$531K0.07%+313F-HRTimeline
BRIGHTON JONES LLC5,038$528K0.02%+9813F-HR/ATimeline
Ellevest, Inc.5,018$526K0.03%-31813F-HRTimeline
Confluence Wealth Services, Inc.4,725$515K0.03%+1313F-HRTimeline
Florida Trust Wealth Management Co4,890$513K0.02%013F-HRTimeline
RAM Investment Partners, LLC4,878$512K0.13%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,874$511K<0.01%-39413F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,849$509K<0.01%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT4,800$503K0.03%+3,70013F-HRTimeline
TPG Financial Advisors, LLC4,787$502K0.22%+35013F-HRTimeline
Chicago Partners Investment Group LLC4,754$501K0.02%+14313F-HRTimeline
PDS Planning, Inc4,712$494K0.04%+9113F-HRTimeline
Retirement Planning Group, LLC4,686$491K0.02%-9113F-HRTimeline
Sterling Wealth Management, Inc.4,594$482K0.18%+713F-HRTimeline
Allworth Financial LP4,355$473K<0.01%+2,55413F-HRTimeline
Steward Partners Investment Advisory, L…4,431$465K<0.01%-2,79613F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,405$462K0.11%-37513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,369$458K0.08%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/4,344$456K0.45%13F-HRTimeline
Geneos Wealth Management Inc.4,315$453K0.02%+26213F-HRTimeline
Pinnacle Financial Group, LLC / IL4,276$448K0.18%+413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,265$447K<0.01%-9,19113F-HRTimelineGroup
Better Money Decisions, LLC4,234$444K0.31%+1113F-HRTimeline
Level Financial Advisors4,223$443K0.16%-36313F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD4,200$441K<0.01%-20013F-HRTimelineGroup
Gordian Advisors LLC4,188$439K0.35%+213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA4,148$435K0.03%+1,91013F-HRTimeline
Princeton Global Asset Management LLC4,093$429K0.08%+51513F-HRTimeline
Wood Tarver Financial Group, LLC4,090$429K0.14%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,950$429K0.02%+1013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,088$429K0.08%+10413F-HRTimeline
Financial Alternatives, Inc4,016$421K0.3%+213F-HRTimeline
Valeo Financial Advisors, LLC4,011$421K0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,988$418K0.04%+8713F-HRTimeline
TD Waterhouse Canada Inc.3,906$410K<0.01%+80713F-HRTimeline
Joel Adams & Associates, Inc.3,904$409K0.37%13F-HRTimeline
Legacy Financial Advisors, Inc.3,894$408K0.07%013F-HRTimeline
Mutual Advisors, LLC3,853$407K0.01%+83713F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.3,874$406K0.18%+27013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,849$404K<0.01%+4013F-HRTimeline
Physician Wealth Advisors, Inc.3,839$403K0.07%-14213F-HRTimeline
Per Stirling Capital Management, LLC.3,830$402K0.06%-1,15013F-HRTimeline
Five Pine Wealth Management3,805$399K0.34%13F-HRTimeline
NATURAL INVESTMENTS, LLC3,813$399K0.11%13F-HRTimeline
McLean Asset Management Corp3,743$393K0.12%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,710$389K0.02%-8513F-HRTimeline
Van Hulzen Asset Management, LLC3,700$388K0.03%013F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA3,610$379K0.06%+1,15013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,606$378K0.01%-713F-HRTimelineGroup
Pinnacle Bancorp, Inc.3,586$376K0.12%+913F-HRTimeline
Cornerstone Wealth Advisors, Inc.3,530$370K0.1%+1,07513F-HRTimeline
B & T Capital Management DBA Alpha Capi…3,526$370K0.07%+413F-HRTimeline
OmniStar Financial Group, Inc.3,501$369K0.3%+14313F-HRTimeline
Kades & Cheifetz LLC3,521$369K0.19%+81213F-HRTimeline
Hemington Wealth Management3,511$368K0.09%-22913F-HRTimeline
Rice Partnership, LLC3,453$362K0.07%-19813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,427$359K<0.01%+813F-HRTimelineGroup
Five Oceans Advisors3,416$358K0.16%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…3,378$354K0.06%013F-HRTimeline
Integrated Wealth Concepts LLC3,368$353K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,364$353K0.03%-28513F-HRTimeline
Principle Wealth Partners LLC3,349$351K0.02%013F-HRTimeline
Quantum Financial Advisors, LLC3,347$351K0.05%new13F-HRTimeline
NCM Capital Management, LLC3,341$350K0.16%new13F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…3,328$349K0.01%013F-HRTimelineGroup
IBEX WEALTH ADVISORS3,293$345K0.04%new13F-HRTimeline
Legacy Private Trust Co.3,275$344K0.02%-35013F-HRTimeline
Sound View Wealth Advisors Group, LLC3,230$339K0.03%+2713F-HRTimeline
Midwest Capital Advisors, LLC3,202$336K0.25%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,198$335K0.01%+27113F-HRTimelineGroup
CFS Investment Advisory Services, LLC3,178$333K0.03%-6813F-HRTimeline
Salus Financial Advisors, LLC3,165$332K0.26%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,161$332K0.02%013F-HRTimelineGroup
Stonebridge Financial Planning Group, L…3,160$331K0.15%+4513F-HRTimeline
Towerpoint Wealth, LLC3,139$329K0.16%+76013F-HRTimeline
Legacy Capital Wealth Partners, LLC3,131$328K0.08%+28813F-HRTimeline
Wolfstich Capital, LLC3,097$325K0.29%13F-HRTimeline
Clark Asset Management, LLC3,090$324K0.06%new13F-HRTimeline
MSH Capital Advisors LLC3,054$320K0.1%013F-HRTimeline
Focus Financial Network, Inc.3,022$317K0.01%+6913F-HRTimeline
PARK NATIONAL CORP /OH/3,005$315K0.01%013F-HRTimeline
Momentous Wealth Management, Inc.2,988$313K0.26%13F-HRTimeline
Continuum Advisory, LLC2,987$313K0.04%+813F-HRTimeline
Sonoma Private Wealth LLC2,971$312K0.5%013F-HRTimeline
Treynor Bancshares, Inc.2,968$311K0.33%+613F-HRTimeline
New England Private Wealth Advisors LLC2,964$311K0.05%+813F-HRTimeline
Medallion Wealth Advisors, LLC2,938$308K0.15%13F-HRTimeline