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Disclosery

ESGV VANGUARD WORLD FD

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SHS (fund)

585 managers (588 13F filers) reported a position in ESGV shares at 2025-03-31, 29,058,834 shares in all. 45 filers opened a position and 44 filers sold out during the quarter.

Managers
585
13F filers
588
New
45
Added
243
Reduced
165
Sold out
44
Shares held by filers
29,058,834

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Ervin Investment Management, LLC11,716$1.15M0.77%013F-HRTimeline
Balanced Rock Investment Advisors LLC11,547$1.13M0.9%-57113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.11,471$1.12M0.02%-11613F-HRTimelineGroup
Farther Finance Advisors, LLC11,317$1.11M0.03%-1,00113F-HRTimeline
Joel Isaacson & Co., LLC11,184$1.1M0.05%+3213F-HRTimeline
ANB BANK11,152$1.09M0.49%+55013F-HRTimeline
Scott Capital Advisors, LLC11,151$1.09M0.33%new13F-HRTimeline
WEDBUSH SECURITIES INC11,151$1.09M0.04%-18013F-HRTimeline
Farnam Financial LLC11,117$1.09M1.11%-91313F-HRTimeline
BAILARD, INC.11,096$1.09M0.03%+1,48113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,772$1.06M0.02%+913F-HRTimelineGroup
Mesirow Financial Investment Management…10,604$1.04M0.02%+78213F-HRTimeline
Truepoint, Inc.10,573$1.04M0.03%+1,91713F-HRTimeline
Lindbrook Capital, LLC10,558$1.03M0.1%013F-HRTimeline
Compound Planning, Inc.10,366$1.02M0.05%+3,68513F-HRTimeline
Laurel Wealth Planning LLC10,131$992K0.66%-43113F-HRTimeline
Silver Oak Advisory Group, Inc.9,985$978K0.52%+39113F-HRTimeline
Waverly Advisors, LLC9,913$971K0.01%+3,07413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,797$960K<0.01%+4,94813F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC9,780$958K0.08%+1,23513F-HRTimeline
SEEDS INVESTOR LLC9,735$954K0.27%013F-HRTimeline
Family CFO Inc9,669$947K0.52%+10313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA9,560$936K0.01%+1,25913F-HRTimelineGroup
Bragg Financial Advisors, Inc9,534$934K0.04%+55713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV9,513$932K0.21%+9813F-HRTimeline
Main Street Financial Solutions, LLC9,481$929K0.08%-53613F-HRTimeline
PFG Advisors9,480$929K0.05%+1,74413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC9,350$916K0.02%-1513F-HRTimeline
Cherry Tree Wealth Management, LLC9,299$911K0.22%+4313F-HRTimeline
Janney Montgomery Scott LLC9,292$910K<0.01%+7313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC9,201$901K0.05%-83313F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…9,140$895K0.66%-76913F-HRTimeline
Geneos Wealth Management Inc.9,133$895K0.01%+4,81813F-HRTimeline
Capital Investment Advisors, LLC8,998$881K0.02%new13F-HRTimeline
TRUEFG, LLC8,980$880K0.29%+14013F-HRTimeline
Clearview Wealth Advisors LLC8,974$879K0.66%-37713F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …8,836$865K0.07%+3,10513F-HRTimeline
Allworth Financial LP9,009$865K<0.01%+4,65413F-HRTimeline
LANDAAS & CO /WI /ADV8,796$862K0.24%+73613F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC8,712$853K0.19%+63513F-HRTimeline
CJM Wealth Advisers, Ltd.8,680$850K0.3%+67213F-HRTimeline
TPG Financial Advisors, LLC8,595$842K0.37%+3,80813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,460$829K0.01%-1,68413F-HRTimelineGroup
Zhang Financial LLC8,406$823K0.04%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT8,328$816K0.34%new13F-HRTimeline
PECAUT & CO.8,295$813K0.28%+15013F-HRTimeline
Canopy Partners, LLC8,276$811K0.32%+15613F-HRTimeline
Greenspring Advisors, LLC8,198$803K0.19%013F-HRTimeline
Federation des caisses Desjardins du Qu…8,198$803K<0.01%+75913F-HRTimeline
Passive Capital Management, LLC.8,196$803K0.25%+24113F-HRTimeline
THOMPSON DAVIS & CO., INC.8,124$796K0.63%013F-HRTimeline
Symmetry Partners, LLC8,049$788K0.11%-3513F-HRTimeline
HBK Sorce Advisory LLC7,973$781K0.02%+99313F-HRTimeline
Sageworth Trust Co of South Dakota7,972$781K0.94%+81413F-HRTimeline
Engineers Gate Manager LP7,947$778K0.01%new13F-HRTimeline
CM WEALTH ADVISORS LLC7,845$768K0.25%013F-HRTimeline
Tradition Wealth Management, LLC7,841$768K0.07%-11,91313F-HRTimeline
FINANCIAL COUNSELORS INC7,827$767K0.01%013F-HRTimeline
Savvy Advisors, Inc.7,792$763K0.08%+20413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,739$758K0.01%+1013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC7,729$757K0.08%013F-HRTimeline
Dynamic Advisor Solutions LLC7,700$754K0.02%new13F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC7,548$739K0.29%+2013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding7,548$739K+645Timeline
Brookstone Capital Managementin group Brookstone Capital Management7,531$738K0.01%-1,70213F-HRTimelineGroup
GOLDEN ROAD ADVISORS LLC7,512$736K0.57%+1,56613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,465$731K0.01%013F-HRTimeline
MAI Capital Management7,442$729K0.01%-68113F-HRTimeline
Empower Advisory Group, LLC7,399$725K<0.01%-1,16613F-HRTimeline
NOTTINGHAM ADVISORS, INC.7,250$710K0.11%013F-HRTimeline
Prime Capital Investment Advisors, LLC7,157$701K0.01%+4,29413F-HRTimeline
Milestone Investment Advisors LLC7,149$700K0.19%-14113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.7,083$694K0.02%-15,83213F-HRTimelineGroup
Rossmore Private Capital7,047$690K0.08%013F-HRTimeline
Brio Consultants, LLC7,039$689K0.11%+4,62113F-HR/ATimeline
Copperleaf Capital, LLC6,960$682K0.41%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,949$681K0.01%013F-HRTimelineGroup
Csenge Advisory Group7,336$676K0.04%+2013F-HRTimeline
Dunhill Financial, LLC6,849$671K0.31%+413F-HRTimeline
FC Advisory LLC6,716$658K0.22%+12613F-HRTimeline
Avantax Planning Partners, Inc.6,683$655K0.02%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,950$652K0.01%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,643$651K0.12%-5213F-HRTimeline
Sage Advisory Services, Ltd.Co.6,625$649K0.38%013F-HRTimeline
SACHEM HILL LLC6,602$647K0.13%new13F-HRTimeline
Benchmark Wealth Management, LLC6,568$643K0.31%013F-HRTimeline
Bremer Bank National Association6,482$635K0.11%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT6,473$634K0.04%-1513F-HRTimeline
NewEdge Advisors, LLC6,405$627K<0.01%-21,59013F-HRTimeline
Compass Ion Advisors, LLC6,352$622K0.07%+1513F-HRTimeline
IFG Advisors, LLC6,346$622K0.12%+13813F-HRTimeline
JNBA Financial Advisors6,273$614K0.06%-58413F-HRTimeline
LexAurum Advisors, LLC6,246$612K0.12%+21113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,174$605K<0.01%new13F-HRTimelineGroup
ETF Portfolio Partners, Inc.6,168$604K0.18%+11013F-HRTimeline
Cascade Investment Advisors, Inc.6,142$602K0.41%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,079$595K<0.01%+5,19913F-HRTimelineGroup
Abacus Planning Group, Inc.6,048$592K0.1%013F-HRTimeline
VSM Wealth Advisory, LLC6,020$590K0.21%+6113F-HRTimeline
May Hill Capital, LLC6,000$588K0.22%new13F-HRTimeline
CWM, LLCin group CWM, LLC5,954$583K<0.01%+30513F-HRTimelineGroup
Rockbridge Investment Management, LCC5,923$580K0.07%-7413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,900$578K0.05%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,850$573K0.02%+2713F-HRTimelineGroup
FRG Family Wealth Advisors LLC5,834$571K0.11%+5013F-HRTimeline
Ameraudi Asset Management, Inc.5,793$567K0.32%013F-HRTimeline
Capstone Financial Advisors, Inc.5,755$564K0.04%-1,59613F-HRTimeline
Destination Wealth Management5,708$559K0.02%013F-HRTimeline
Central Pacific Bank - Trust Division5,654$554K0.08%013F-HRTimeline
Fortress Financial Solutions, LLC5,650$553K0.8%-56113F-HRTimeline
PINNACLE ASSOCIATES LTD5,644$553K0.01%+55013F-HRTimeline
Coston, McIsaac & Partners5,631$550K0.16%-5313F-HRTimeline
Quantum Financial Planning Services, In…5,534$542K0.3%+613F-HRTimeline
Firestone Capital Management5,524$541K0.14%+3213F-HRTimeline
Towerpoint Wealth, LLC5,517$540K0.27%+2,37813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,489$538K<0.01%+61513F-HRTimelineGroup
InTrack Investment Management Inc5,456$534K0.49%-23013F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…5,434$532K<0.01%-2,45913F-HRTimelineGroup
EP Wealth Advisors, LLC5,422$531K<0.01%-4,10213F-HRTimeline
N.E.W. Advisory Services LLC5,411$530K0.04%+2,58413F-HRTimeline
One Capital Management, LLC5,374$526K0.02%new13F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT5,374$526K0.02%-1,18113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,230$512K<0.01%-413F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…5,200$509K0.22%013F-HRTimeline
Peirce Capital Management, LLC5,149$504K0.25%013F-HRTimeline
Chicago Partners Investment Group LLC5,037$498K0.02%+28313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,066$496K0.06%+413F-HRTimeline
Valeo Financial Advisors, LLC5,037$493K0.01%+1,02613F-HRTimeline
Mokosak Advisory Group, LLC5,022$492K0.15%-6013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,993$489K<0.01%+1,14413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,982$488K0.04%+2,47913F-HRTimeline
Ellevest, Inc.4,968$487K0.03%-5013F-HRTimeline
BRIGHTON JONES LLC4,964$486K0.02%-7413F-HRTimeline
PDS Planning, Inc4,958$486K0.04%+24613F-HRTimeline
Florida Trust Wealth Management Co4,890$479K0.02%013F-HRTimeline
RAM Investment Partners, LLC4,878$478K0.12%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,870$477K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,855$476K<0.01%+42413F-HRTimeline
Rollins Financial Advisors, LLC4,845$475K0.08%-1,48713F-HR/ATimeline
Bridgewater Advisors Inc.4,746$463K0.04%new13F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,640$454K0.11%+23513F-HRTimeline
Aprio Wealth Management, LLC4,617$452K0.06%new13F-HRTimeline
Humankind Investments LLC4,565$447K0.12%new13F-HRTimeline
Confluence Wealth Services, Inc.4,747$445K0.03%+2213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,536$444K0.04%+54813F-HRTimeline
APPLETON PARTNERS INC/MA4,530$444K0.03%-99513F-HRTimeline
LRI Investments, LLC4,507$441K0.04%+3,88613F-HRTimeline
Sequoia Financial Advisors, LLC4,365$428K<0.01%new13F-HRTimeline
Retirement Planning Group, LLC4,360$427K0.02%-32613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,289$420K<0.01%+2413F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL4,280$419K0.15%+413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,257$417K0.13%-1,52013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,235$415K<0.01%-1,36713F-HRTimelineGroup
Level Financial Advisors4,223$414K0.14%013F-HRTimeline
Better Money Decisions, LLC4,196$411K0.27%-3813F-HRTimeline
Gordian Advisors LLC4,189$410K0.33%+113F-HRTimeline
Wood Tarver Financial Group, LLC4,140$406K0.13%+5013F-HRTimeline
Focus Financial Network, Inc.4,139$405K0.02%+1,11713F-HRTimeline
Cornerstone Financial Group, LLC /NE/3,916$404K0.36%-42813F-HRTimeline
Princeton Global Asset Management LLC4,101$402K0.08%+813F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD4,100$402K<0.01%-10013F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC4,088$400K0.07%013F-HRTimeline
Financial Alternatives, Inc4,018$394K0.28%+213F-HRTimeline
Aspen Capital Management, LLC3,914$383K0.12%13F-HRTimeline
TD Waterhouse Canada Inc.3,906$383K<0.01%013F-HRTimeline
Joel Adams & Associates, Inc.3,904$382K0.34%013F-HRTimeline
Legacy Financial Advisors, Inc.3,894$381K0.06%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.3,874$379K0.15%013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA3,848$377K0.03%-30013F-HRTimeline
Per Stirling Capital Management, LLC.3,830$375K0.05%013F-HRTimeline
Sulzberger Capital Advisors, Inc.3,827$375K0.49%-1,45413F-HRTimeline
Physician Wealth Advisors, Inc.3,751$367K0.06%-8813F-HRTimeline
Highland Financial Advisors, LLC3,741$366K0.13%new13F-HRTimeline
Five Pine Wealth Management3,714$364K0.3%-9113F-HRTimeline
Essential Planning, LLC.3,707$363K0.15%-250,28313F-HRTimeline
Van Hulzen Asset Management, LLC3,700$362K0.03%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,610$354K0.02%-10013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,364$353K0.03%013F-HRTimeline
Mutual Advisors, LLC3,636$352K0.01%-21713F-HRTimeline
Pinnacle Bancorp, Inc.3,595$352K0.11%+913F-HRTimeline
B & T Capital Management DBA Alpha Capi…3,591$352K0.07%+6513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,554$348K0.06%-81513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,552$348K0.01%-5413F-HRTimelineGroup
OmniStar Financial Group, Inc.3,518$348K0.27%+1713F-HRTimeline
Cornerstone Wealth Advisors, Inc.3,530$346K0.1%013F-HRTimeline
Hemington Wealth Management3,511$343K0.05%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,434$336K<0.01%+713F-HR/ATimelineGroup
Five Oceans Advisors3,416$335K0.16%013F-HRTimeline
Quantum Financial Advisors, LLC3,357$329K0.05%+1013F-HRTimeline
Rice Partnership, LLC3,352$328K0.07%-10113F-HRTimeline
Principle Wealth Partners LLC3,349$328K0.02%013F-HRTimeline
NCM Capital Management, LLC3,341$327K0.15%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…3,328$326K0.01%013F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC3,320$325K0.08%+18913F-HRTimeline
NWF Advisory Services Inc.3,295$323K0.05%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,504$323K0.07%new13F-HRTimeline
MSH Capital Advisors LLC3,285$322K0.1%+23113F-HRTimeline
Legacy Private Trust Co.3,275$321K0.02%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…3,240$317K0.06%-13813F-HRTimeline
New England Private Wealth Advisors LLC3,230$316K0.05%+26613F-HRTimeline