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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
Fort Sheridan Advisors LLC2,921$306K0.04%new13F-HRTimeline
Prime Capital Investment Advisors, LLC2,863$300K<0.01%013F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,850$299K0.01%-55013F-HRTimeline
Gladstone Institutional Advisory LLC2,847$299K0.01%+63213F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC2,840$298K0.14%+213F-HRTimeline
Beta Wealth Group, Inc.2,836$297K0.13%-1413F-HRTimeline
N.E.W. Advisory Services LLC2,827$297K0.03%+39413F-HRTimeline
Wealth Management Strategies, Inc.2,826$296K0.23%13F-HR/ATimeline
Fiera Capital Corpin group Fiera Capital Corp2,822$296K<0.01%+813F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC2,772$291K0.03%+513F-HRTimeline
CAPITAL MANAGEMENT CORP /VA2,745$288K0.05%013F-HRTimeline
Hexagon Capital Partners LLC2,731$286K0.05%+713F-HRTimeline
Waypoint Wealth Partners Inc.2,725$286K0.08%+5013F-HRTimeline
RB Capital Management, LLC2,709$284K0.07%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …2,680$281K<0.01%013F-HRTimelineGroup
Diversified Enterprises, LLC2,664$279K0.03%new13F-HRTimeline
Financial Futures Ltd Liability Co.2,655$278K0.16%-1,32813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,644$277K<0.01%-16513F-HRTimeline
Mengis Capital Management, Inc.2,643$277K0.06%-8113F-HRTimeline
Walkner Condon Financial Advisors LLC2,620$275K0.06%013F-HRTimeline
Buckingham Capital Management, Inc.2,617$274K0.03%013F-HRTimeline
Trek Financial, LLC2,598$273K0.02%013F-HRTimeline
IEQ CAPITAL, LLC2,592$272K<0.01%013F-HRTimeline
Root Financial Partners, LLC2,591$272K0.03%new13F-HRTimeline
Curi Capital, LLC2,590$272K0.01%013F-HRTimeline
Bristlecone Advisors, LLC2,584$271K0.02%+35713F-HRTimeline
Advisory Services Network, LLC2,566$269K0.01%+17413F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…2,550$267K0.01%-30013F-HRTimeline
Avior Wealth Management, LLC2,549$267K0.01%-1,15413F-HRTimeline
Meridian Financial Partners LLC2,546$267K0.14%new13F-HRTimeline
Wedmont Private Capital2,553$265K0.01%new13F-HRTimeline
Dakota Wealth Management2,505$263K0.01%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,503$263K0.02%new13F-HRTimeline
Argyle Capital Partners, LLC2,500$262K0.22%13F-HRTimeline
River Street Advisors LLC2,486$261K0.13%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,483$260K0.1%-4013F-HRTimeline
FSA WEALTH PARTNERS, INC.2,471$259K0.06%new13F-HRTimeline
Quent Capital, LLC2,470$259K0.03%-1013F-HRTimeline
Everhart Financial Group, Inc.2,440$256K0.05%-813F-HRTimeline
Clarius Group, LLC2,427$255K0.02%+11813F-HRTimeline
Estate Counselors, LLC2,420$254K0.03%013F-HRTimeline
Brio Consultants, LLC2,418$254K0.04%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,415$253K0.04%013F-HRTimeline
CIBC WORLD MARKET INC.2,403$252K<0.01%+26713F-HRTimeline
Obermeyer Wealth Partners2,402$252K0.01%+14513F-HRTimeline
World Investment Advisors2,390$251K0.01%-9513F-HRTimeline
OFC FINANCIAL PLANNING, LLC2,378$249K0.26%13F-HRTimeline
Round Rock Advisors LLC2,355$247K0.05%013F-HRTimeline
Blue Barn Wealth, LLC2,347$246K0.13%013F-HRTimeline
Southern Style Financial, Inc.2,345$246K0.2%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,341$246K0.04%-32313F-HRTimelineGroup
Abacus Wealth Partners, LLC2,252$236K0.04%013F-HRTimeline
Keudell/Morrison Wealth Management2,232$234K0.06%+213F-HRTimeline
D. SCOTT NEAL, INC.2,222$233K0.13%-14113F-HRTimeline
Atria Wealth Solutions, Inc.2,209$232K<0.01%new13F-HRTimeline
MEMBERS WEALTH LLC2,140$231K0.17%13F-HRTimeline
Goepper Burkhardt LLC2,200$231K0.09%-5013F-HRTimeline
Martel Wealth Advisors LLC2,200$231K0.05%013F-HRTimeline
RFG Advisory, LLC2,189$230K0.01%-12,02713F-HRTimeline
Parkworth Wealth Management, Inc.2,183$229K0.19%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,170$228K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Post Resch Tallon Group Inc.2,175$228K0.22%13F-HRTimeline
Nemes Rush Group LLC2,165$227K0.03%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,158$226K0.06%+613F-HRTimelineGroup
Octavia Wealth Advisors, LLC2,140$224K0.03%new13F-HRTimeline
Reliant Wealth Planning2,133$224K0.1%-27713F-HRTimeline
Lakeridge Wealth Management LLC2,062$216K0.11%013F-HRTimeline
Black Diamond Financial, LLC2,043$214K0.03%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,019$212K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,997$209K0.01%013F-HRTimeline
Ledgewood Wealth Advisors, LLC1,985$208K0.13%+113F-HRTimeline
North Star Investment Management Corp.1,981$208K0.01%+513F-HRTimeline
Cornerstone Advisory, LLC1,899$207K0.02%new13F-HRTimeline
Global View Capital Management LLC1,982$207K0.07%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,975$207K0.01%new13F-HRTimeline
NWAM LLC1,959$206K0.01%new13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,957$205K0.01%new13F-HRTimelineGroup
Level Wealth Management LLC1,954$205K0.14%13F-HR/ATimeline
Hurley Capital, LLC1,931$205K0.16%13F-HRTimeline
LongView Wealth Management1,932$203K0.06%new13F-HRTimeline
UNION SAVINGS BANK1,931$203K0.1%-1,16613F-HRTimeline
MB Generational Wealth, LLC1,925$202K0.15%new13F-HRTimeline
Cahill Wealth Management, LLC1,921$202K0.1%new13F-HRTimeline
WIMMER ASSOCIATES 1, LLC1,915$201K0.1%new13F-HRTimeline
Antonelli Financial Advisors, LLC1,910$200K0.17%13F-HRTimeline
COMERICA BANK1,906$200K<0.01%013F-HR/ATimeline
ATLAS CAPITAL ADVISORS INC.1,772$186K0.02%+2113F-HRTimeline
Carolina Wealth Advisors, LLC1,698$178K0.1%-7113F-HRTimeline
Mascoma Wealth Management LLC1,637$172K0.04%+313F-HRTimeline
Parkside Financial Bank & Trust1,627$171K0.02%013F-HRTimeline
Millstone Evans Group, LLC1,582$166K0.11%13F-HRTimeline
Morling Financial Advisors, LLC1,524$160K0.06%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,518$159K<0.01%+49213F-HRTimelineGroup
Graney & King, LLC1,501$157K0.12%13F-HRTimeline
EASTERN BANK1,449$152K<0.01%-4813F-HRTimeline
Covestor Ltd1,340$141K0.09%-8413F-HRTimeline
JFS WEALTH ADVISORS, LLC1,263$132K0.01%013F-HRTimeline
AE Wealth Management LLC1,237$130K<0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,207$127K0.02%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,173$123K0.05%013F-HRTimeline
Aptus Capital Advisors, LLC1,154$121K<0.01%+66513F-HRTimeline
Fort Vancouver Investment Management, L…1,142$120K0.1%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,090$114K0.04%013F-HRTimeline
Abound Wealth Management1,026$108K0.03%-313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding103,431$103K0Timeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…938$98.6K<0.01%013F-HRTimelineGroup
Winthrop Capital Management, LLC929$98K0.03%new13F-HRTimeline
Rialto Wealth Management, LLC923$96.8K0.03%13F-HRTimeline
Newton One Investments LLC913$95.8K0.04%new13F-HRTimeline
HM PAYSON & CO901$94.5K<0.01%013F-HRTimeline
TRUST CO OF VERMONT900$94.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\880$92.3K<0.01%-3513F-HRTimelineGroup
Archer Investment Corp817$85.7K0.02%013F-HRTimeline
Trust Co813$85.2K0.01%+6813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC806$84.5K<0.01%013F-HRTimeline
Caldwell Trust Co805$84.4K0.01%013F-HRTimeline
Qube Research & Technologies Ltd787$82.5K<0.01%-25213F-HRTimeline
PITTENGER & ANDERSON INC749$78.6K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.738$77.4K0.04%13F-HRTimeline
Piscataqua Savings Bank711$74.6K0.06%013F-HRTimeline
Fortis Group Advisors, LLC680$71.3K0.01%013F-HRTimeline
Richardson Capital Management LLC679$71.2K0.05%+213F-HRTimeline
LRI Investments, LLC621$65.1K0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.608$63.8K0.03%013F-HRTimeline
PRIVATE TRUST CO NA580$60.8K0.01%013F-HRTimeline
IFP Advisors, Inc542$56.9K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…538$56.4K<0.01%+4613F-HRTimelineGroup
Global Retirement Partners, LLC534$56K<0.01%+1813F-HRTimeline
YANKCOM Partnership505$53K0.03%13F-HRTimeline
CBIZ Investment Advisory Services, LLC502$52.7K<0.01%013F-HRTimeline
Fairway Wealth LLC472$49.5K0.02%+113F-HRTimeline
Ransom Advisory, Ltd450$47.2K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC445$46.7K0.01%013F-HRTimeline
Pacific Center for Financial Services437$45.9K0.01%+113F-HRTimeline
Investors Research Corp419$43.9K0.01%+21813F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC400$42K<0.01%013F-HRTimeline
Wells Financial Advisors INC400$42K0.06%013F-HRTimeline
Roble, Belko & Company, Inc391$41K0.01%013F-HRTimeline
Winch Advisory Services, LLC387$40.6K0.01%013F-HRTimeline
Key Financial Inc365$38.3K0.01%new13F-HRTimeline
Clearstead Advisors, LLC353$37K<0.01%+113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC352$36.9K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC347$36.4K<0.01%-16613F-HRTimeline
GPS Wealth Strategies Group, LLC344$36.1K<0.01%+2513F-HRTimeline
North Ridge Wealth Advisors, Inc.322$33.8K0.02%new13F-HRTimeline
SIGNATUREFD, LLC298$31.3K<0.01%+113F-HRTimeline
American Capital Advisory, LLC298$31.3K0.02%+413F-HRTimeline
AdvisorNet Financial, Inc280$29.4K<0.01%013F-HRTimeline
CONQUIS FINANCIAL LLC267$28K0.03%13F-HRTimeline
Rise Advisors, LLC246$25.8K0.01%+113F-HRTimeline
Breakwater Investment Management237$24.9K0.01%013F-HR/ATimeline
FAS Wealth Partners, Inc.234$24.5K<0.01%-3113F-HRTimeline
Operose Advisors LLC230$24.1K0.01%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP224$23.5K<0.01%+113F-HRTimeline
NFSG Corp220$23.1K0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC217$22.8K0.04%013F-HRTimeline
DT Investment Partners, LLC215$22.6K<0.01%013F-HRTimeline
Crews Bank & Trust200$21K<0.01%13F-HRTimeline
Navigoe, LLC200$20K0.02%13F-HRTimeline
Evolution Advisers, Inc.199$20K0.01%013F-HRTimeline
Denver PWM, LLC188$19.7K0.01%+113F-HRTimeline
Bogart Wealth, LLC172$18.1K<0.01%+2113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC168$17.6K<0.01%013F-HRTimelineGroup
BIRCHBROOK, INC.150$15.7K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.134$14.5K0.01%13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.136$14.3K0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…131$13.7K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.130$13.6K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV125$13.1K<0.01%-7813F-HRTimeline
Valued Wealth Advisors LLC103$10.8K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…97$10.2K<0.01%+1213F-HRTimelineGroup
Bernard Wealth Management Corp.74$7.76K<0.01%13F-HR/ATimeline
OARSMAN CAPITAL, INC.70$7.34K<0.01%013F-HRTimeline
Bellwether Advisors, LLC65$6.82K<0.01%new13F-HRTimeline
FSA Wealth Management LLC62$6.5K<0.01%013F-HRTimeline
Tidemark, LLC43$4.51K<0.01%new13F-HRTimeline
Tower View Wealth Management LLC41$4.34K<0.01%013F-HRTimeline
Roxbury Financial LLC30$3.29K<0.01%13F-HRTimeline
Olistico Wealth, LLC29$2.99K<0.01%+113F-HRTimeline
BFSG, LLC28$2.94K<0.01%-213F-HRTimeline
Transce3nd, LLC28$2.94K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC23$2.42K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL12$1.26K<0.01%013F-HRTimeline
Financial Life Planners10$1.05K<0.01%13F-HRTimeline
Clark Wealth Partners9$944<0.01%13F-HRTimeline
Glassman Wealth Services4$420<0.01%013F-HRTimeline
TSFG, LLC4$00%new13F-HRTimelineValue filed as zero, left out of ratios.