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Disclosery

ESGV VANGUARD WORLD FD

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SHS (fund)

620 managers (625 13F filers) reported a position in ESGV shares at 2025-06-30, 28,747,823 shares in all. 63 filers opened a position and 26 filers sold out during the quarter.

Managers
620
13F filers
625
New
63
Added
234
Reduced
183
Sold out
26
Shares held by filers
28,747,823

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CAHILL FINANCIAL ADVISORS INC11,996$1.32M0.16%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,972$1.31M0.03%+1,20013F-HRTimelineGroup
GenTrust, LLC11,767$1.29M0.06%-11513F-HRTimeline
Ervin Investment Management, LLC11,716$1.28M0.8%013F-HRTimeline
Balanced Rock Investment Advisors LLC11,544$1.27M0.99%-313F-HRTimeline
Brickley Wealth Management11,514$1.26M0.25%-34713F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC11,355$1.24M0.1%+1,57513F-HRTimeline
Joel Isaacson & Co., LLC11,195$1.23M0.05%+1113F-HRTimeline
Arbor Investment Advisors, LLC11,168$1.22M0.16%-1,80613F-HRTimeline
ANB BANK11,152$1.22M0.55%013F-HRTimeline
Truepoint, Inc.11,119$1.22M0.03%+54613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.10,964$1.2M0.02%-50713F-HRTimelineGroup
Mesirow Financial Investment Management…10,818$1.19M0.02%+21413F-HRTimeline
Compound Planning, Inc.10,797$1.18M0.04%+43113F-HRTimeline
Fortress Financial Solutions, LLC10,735$1.18M1.48%+5,08513F-HRTimeline
Federation des caisses Desjardins du Qu…10,713$1.17M0.01%+2,51513F-HRTimeline
WEDBUSH SECURITIES INC10,262$1.12M0.04%-88913F-HRTimeline
Janney Montgomery Scott LLC9,954$1.09M<0.01%+66213F-HRTimeline
Family CFO Inc9,817$1.08M0.54%+14813F-HRTimeline
SEEDS INVESTOR LLC9,735$1.07M0.25%013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV9,694$1.06M0.21%+18113F-HRTimeline
Bragg Financial Advisors, Inc9,530$1.04M0.04%-413F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …9,506$1.04M0.08%+67013F-HRTimeline
Waverly Advisors, LLC9,442$1.04M0.01%-47113F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…9,395$1.03M0.66%+25513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC9,291$1.02M0.02%-5913F-HRTimeline
DOHJ, LLC10,578$993K0.29%-143,43413F-HRTimeline
Joel Adams & Associates, Inc.9,014$988K0.87%+5,11013F-HRTimeline
Clearview Wealth Advisors LLC8,946$981K0.68%-2813F-HRTimeline
TRUEFG, LLC8,941$980K0.29%-3913F-HRTimeline
Capital Investment Advisors, LLC8,898$976K0.02%-10013F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,882$974K0.01%+42213F-HRTimelineGroup
Central Pacific Bank - Trust Division8,751$959K0.12%+3,09713F-HRTimeline
LANDAAS & CO /WI /ADV8,710$955K0.23%-8613F-HRTimeline
CJM Wealth Advisers, Ltd.8,680$952K0.32%013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC8,655$949K0.19%-5713F-HRTimeline
Allworth Financial LP8,649$948K<0.01%-36013F-HRTimeline
Main Street Financial Solutions, LLC8,405$921K0.07%-1,07613F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT8,400$921K0.33%+7213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,398$921K<0.01%+2,22413F-HRTimelineGroup
Cherry Tree Wealth Management, LLC8,157$894K0.21%-1,14213F-HRTimeline
Passive Capital Management, LLC.8,161$893K0.28%-3513F-HRTimeline
THOMPSON DAVIS & CO., INC.8,124$891K0.61%013F-HR/ATimeline
Glenmede Investment Management, LP8,075$885K<0.01%13F-HRTimeline
Savvy Advisors, Inc.8,060$884K0.06%+26813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT8,024$880K0.01%+55913F-HRTimeline
HBK Sorce Advisory LLC7,973$874K0.02%013F-HRTimeline
PECAUT & CO.7,947$871K0.29%-34813F-HRTimeline
Sageworth Trust Co of South Dakota7,901$866K0.94%-7113F-HRTimeline
CM WEALTH ADVISORS LLC7,845$860K0.25%013F-HRTimeline
Midwest Trust Co7,827$858K0.01%13F-HRTimeline
Tradition Wealth Management, LLC7,761$851K0.07%-8013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,749$850K0.01%+5,09813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,749$850K0.01%+1013F-HRTimelineGroup
Dynamic Advisor Solutions LLC7,700$844K0.03%013F-HRTimeline
GOLDEN ROAD ADVISORS LLC7,681$842K0.56%+16913F-HRTimeline
Rockbridge Investment Management, LCC7,594$833K0.09%+1,67113F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC7,567$830K0.29%+1913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…7,526$825K0.01%+57713F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC7,512$824K0.07%-21713F-HR/ATimeline
MAI Capital Management7,352$806K0.01%-9013F-HRTimeline
Empower Advisory Group, LLC7,231$793K<0.01%-16813F-HRTimeline
Milestone Investment Advisors LLC7,141$783K0.2%-813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.7,083$777K0.02%013F-HRTimelineGroup
Rossmore Private Capital7,047$773K0.09%013F-HRTimeline
Csenge Advisory Group7,336$764K0.04%013F-HRTimeline
Copperleaf Capital, LLC6,951$762K0.39%-913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,950$762K0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,937$761K<0.01%new13F-HR/ATimelineGroup
Dunhill Financial, LLC6,849$751K0.22%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding6,821$748K-727Timeline
CURIO WEALTH, LLC6,797$745K0.33%+6,79313F-HRTimeline
Avantax Planning Partners, Inc.6,683$733K0.02%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,676$732K0.01%-85513F-HRTimelineGroup
LexAurum Advisors, LLC6,637$728K0.11%+39113F-HRTimeline
Symmetry Partners, LLC6,623$726K0.09%-1,42613F-HRTimeline
Sage Advisory Services, Ltd.Co.6,620$726K0.4%-513F-HRTimeline
BRIGHTON JONES LLC6,611$725K0.02%+1,64713F-HRTimeline
JNBA Financial Advisors6,605$724K0.07%+33213F-HRTimeline
SACHEM HILL LLC6,602$724K0.15%013F-HRTimeline
Benchmark Wealth Management, LLC6,568$720K0.32%013F-HRTimeline
OLD NATIONAL BANCORP /IN/6,482$711K0.01%new13F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT6,473$710K0.04%013F-HRTimeline
TPG Financial Advisors, LLC6,412$703K0.28%-2,18313F-HRTimeline
IFG Advisors, LLC6,357$697K0.12%+1113F-HRTimeline
One Capital Management, LLC6,230$683K0.02%+85613F-HRTimeline
NewEdge Advisors, LLC6,214$681K<0.01%-19113F-HRTimeline
ETF Portfolio Partners, Inc.6,149$674K0.19%-1913F-HRTimeline
Cascade Investment Advisors, Inc.6,142$673K0.43%013F-HRTimeline
Financial Alternatives, Inc6,140$673K0.44%+2,12213F-HRTimeline
Princeton Global Asset Management LLC6,116$671K0.12%+2,01513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,056$664K+206Timeline
Abacus Planning Group, Inc.6,048$663K0.1%013F-HR/ATimeline
VSM Wealth Advisory, LLC6,018$660K0.22%-213F-HRTimeline
Coston, McIsaac & Partners6,009$658K0.17%+37813F-HRTimeline
May Hill Capital, LLC6,000$658K0.22%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,902$647K0.04%+92013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC5,900$647K0.05%013F-HRTimeline
Peirce Capital Management, LLC5,876$644K0.29%+72713F-HRTimeline
Humankind Investments LLC5,851$642K0.16%+1,28613F-HRTimeline
FRG Family Wealth Advisors LLC5,834$640K0.11%013F-HRTimeline
Firestone Capital Management5,802$636K0.15%+27813F-HRTimeline
Ameraudi Asset Management, Inc.5,793$635K0.33%013F-HRTimeline
Destination Wealth Management5,708$626K0.02%013F-HRTimeline
Towerpoint Wealth, LLC5,639$618K0.27%+12213F-HRTimeline
Quantum Financial Planning Services, In…5,547$608K0.29%+1313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,519$605K<0.01%+1,28413F-HRTimelineGroup
NORTHEAST INVESTMENT MANAGEMENT5,447$597K0.03%+7313F-HRTimeline
Clarius Group, LLC5,428$595K0.03%new13F-HRTimeline
Capstone Financial Advisors, Inc.5,306$582K0.03%-44913F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…5,200$575K0.22%013F-HRTimeline
EP Wealth Advisors, LLC5,215$572K<0.01%-20713F-HRTimeline
Chicago Partners Investment Group LLC5,044$567K0.02%+713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,075$556K<0.01%-15513F-HRTimelineGroup
Geneos Wealth Management Inc.5,054$554K0.01%-4,07913F-HRTimeline
Valeo Financial Advisors, LLC5,037$552K0.01%013F-HR/ATimeline
PINNACLE ASSOCIATES LTD5,028$551K0.01%-61613F-HRTimeline
Ellevest, Inc.5,005$549K0.09%+3713F-HRTimeline
PDS Planning, Inc4,976$546K0.04%+1813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,949$543K0.06%-11713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,945$542K<0.01%-4813F-HRTimeline
Mokosak Advisory Group, LLC4,931$541K0.15%-9113F-HRTimeline
RAM Investment Partners, LLC4,878$535K0.11%013F-HRTimeline
Bridgewater Advisors Inc.4,748$534K0.04%+213F-HRTimeline
Sterling Wealth Management, Inc.4,803$527K0.18%13F-HRTimeline
Confluence Wealth Services, Inc.4,765$522K0.03%+1813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,753$521K0.01%-10,14613F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,749$521K<0.01%-10613F-HRTimeline
SIMON QUICK ADVISORS, LLC4,700$515K0.03%new13F-HR/ATimeline
Florida Trust Wealth Management Co4,690$514K0.02%-20013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding4,682$513K+2,341Timeline
CITIGROUP INCin group CITIGROUP INC4,662$511K<0.01%-82713F-HRTimelineGroup
NORTHSTAR ASSET MANAGEMENT Co4,645$509K0.12%+513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,570$501K0.09%-2,07313F-HRTimeline
APPLETON PARTNERS INC/MA4,530$497K0.04%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,530$497K0.03%-4,67113F-HRTimeline
LRI Investments, LLC4,507$494K0.04%013F-HRTimeline
Compass Ion Advisors, LLC4,493$493K0.05%-1,85913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,440$487K0.04%-9613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,409$483K<0.01%+12013F-HR/ATimelineGroup
Gordian Advisors LLC4,378$480K0.34%+18913F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC4,369$479K0.07%new13F-HRTimeline
Rollins Financial Advisors, LLC4,348$477K0.08%-49713F-HRTimeline
Pinnacle Financial Group, LLC / IL4,284$470K0.16%+413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,280$469K0.13%+2313F-HRTimeline
Wood Tarver Financial Group, LLC4,280$469K0.14%+14013F-HRTimeline
Keystone Financial Group4,262$467K0.04%new13F-HRTimeline
Mutual Advisors, LLC4,132$466K0.01%+49613F-HRTimeline
Level Financial Advisors4,225$463K0.14%+213F-HRTimeline
Better Money Decisions, LLC4,144$454K0.28%-5213F-HRTimeline
Focus Financial Network, Inc.4,143$454K0.02%+413F-HRTimeline
Ally Invest Advisors Inc.4,114$451K0.04%+1,68413F-HRTimeline
Advisory Services Network, LLC3,918$439K0.01%+1,66213F-HRTimeline
CWM, LLCin group CWM, LLC3,944$432K<0.01%-2,01013F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/3,925$430K0.37%+913F-HRTimeline
Aspen Capital Management, LLC3,924$430K0.12%+1013F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…3,923$430K<0.01%-1,51113F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC3,879$425K0.03%+51513F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.3,874$425K0.16%013F-HRTimeline
TD Waterhouse Canada Inc.3,877$425K<0.01%-2913F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA3,848$422K0.03%013F-HRTimeline
Sulzberger Capital Advisors, Inc.3,827$420K0.49%013F-HRTimeline
Physician Wealth Advisors, Inc.3,808$417K0.07%+5713F-HRTimeline
Gladstone Institutional Advisory LLC3,802$417K0.02%+1,14513F-HRTimeline
B & T Capital Management DBA Alpha Capi…3,796$416K0.07%+20513F-HRTimeline
Five Pine Wealth Management3,723$408K0.3%+913F-HRTimeline
Legacy Financial Advisors, Inc.3,720$408K0.06%-17413F-HRTimeline
Per Stirling Capital Management, LLC.3,710$407K0.05%-12013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD3,700$406K<0.01%-40013F-HRTimelineGroup
Van Hulzen Asset Management, LLC3,700$406K0.03%013F-HRTimeline
Aprio Wealth Management, LLC3,666$402K0.05%-95113F-HRTimeline
Essential Planning, LLC.3,640$399K0.15%-6713F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC3,624$397K0.01%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,610$396K0.02%013F-HRTimeline
COMERICA BANK3,606$395K<0.01%+1,70013F-HRTimeline
Pinnacle Bancorp, Inc.3,603$395K0.12%+813F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,554$390K0.06%013F-HRTimeline
NWF Advisory Services Inc.3,545$389K0.05%+25013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,541$388K0.01%-1113F-HRTimelineGroup
MSH Capital Advisors LLC3,530$387K0.11%+24513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,516$385K0.07%+1213F-HRTimeline
Hemington Wealth Management3,511$384K0.06%013F-HRTimeline
J.W. COLE ADVISORS, INC.3,502$384K0.01%+37113F-HRTimeline
Cornerstone Wealth Advisors, Inc.3,455$379K0.1%-7513F-HRTimeline
IBEX WEALTH ADVISORS3,444$378K0.04%new13F-HRTimeline
Five Oceans Advisors3,416$375K0.16%013F-HRTimeline
Rice Partnership, LLC3,415$374K0.07%+6313F-HRTimeline
Meridian Financial Partners LLC3,396$372K0.17%+42913F-HRTimeline
InTrack Investment Management Inc3,385$371K0.25%-2,07113F-HRTimeline
Quantum Financial Advisors, LLC3,357$368K0.05%013F-HRTimeline
Principle Wealth Partners LLC3,349$367K0.02%013F-HRTimeline
NCM Capital Management, LLC3,341$366K0.15%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…3,328$365K0.01%013F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC3,320$364K0.08%013F-HRTimeline
New England Private Wealth Advisors LLC3,237$364K0.05%+713F-HRTimeline
Panoramic Capital Partners, LLC3,261$362K0.25%013F-HRTimeline
Legacy Private Trust Co.3,275$359K0.02%013F-HRTimeline
RTD Financial Advisors, Inc.3,270$359K0.05%new13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…3,240$355K0.06%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,214$352K0.01%+813F-HRTimelineGroup