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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
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,206$314K0.01%+813F-HRTimelineGroup
Parcion Private Wealth LLC3,192$313K0.03%new13F-HRTimeline
Estate Counselors, LLC3,190$312K0.03%+77013F-HRTimeline
Midwest Capital Advisors, LLC3,187$312K0.19%-1513F-HRTimeline
Salus Financial Advisors, LLC3,165$310K0.23%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,161$310K0.02%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,131$307K0.01%new13F-HRTimeline
Wolfstich Capital, LLC3,097$303K0.27%013F-HR/ATimeline
Clark Asset Management, LLC3,090$303K0.05%013F-HRTimeline
Sowell Financial Services LLC3,020$296K0.01%new13F-HRTimeline
PARK NATIONAL CORP /OH/3,005$294K0.01%013F-HRTimeline
Continuum Advisory, LLC2,995$293K0.04%+813F-HRTimeline
Medallion Wealth Advisors, LLC2,981$293K0.13%+4313F-HRTimeline
TWO SIGMA SECURITIES, LLC2,974$291K0.04%new13F-HRTimeline
Meridian Financial Partners LLC2,967$291K0.15%+42113F-HRTimeline
CFS Investment Advisory Services, LLC2,952$289K0.03%-22613F-HRTimeline
Stonebridge Financial Planning Group, L…2,925$287K0.13%-23513F-HRTimeline
Wealth Management Strategies, Inc.2,919$286K0.19%+9313F-HRTimeline
Integrated Wealth Concepts LLC2,895$284K<0.01%-47313F-HRTimeline
Panoramic Capital Partners, LLC3,261$283K0.29%new13F-HRTimeline
IEQ CAPITAL, LLC2,889$283K<0.01%+29713F-HRTimeline
Waypoint Wealth Partners Inc.2,854$280K0.08%+12913F-HRTimeline
Sonoma Private Wealth LLC2,848$279K0.39%-12313F-HRTimeline
Antonelli Financial Advisors, LLC2,845$279K0.22%+93513F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC2,842$278K0.13%+213F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp2,829$277K<0.01%+713F-HRTimelineGroup
Momentous Wealth Management, Inc.2,827$277K0.2%-16113F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,783$273K0.03%+1113F-HRTimeline
CAPITAL MANAGEMENT CORP /VA2,741$268K0.05%-413F-HRTimeline
Hexagon Capital Partners LLC2,738$268K0.05%+713F-HRTimeline
RB Capital Management, LLC2,709$265K0.06%013F-HRTimeline
Fort Sheridan Advisors LLC2,684$263K0.04%-23713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …2,680$263K<0.01%013F-HRTimelineGroup
Prospera Financial Services Inc2,664$261K0.01%new13F-HRTimeline
Quent Capital, LLC2,665$261K0.03%+19513F-HRTimeline
Diversified Enterprises, LLC2,664$261K0.02%013F-HRTimeline
Gladstone Institutional Advisory LLC2,657$260K0.01%-19013F-HRTimeline
Sound View Wealth Advisors Group, LLC2,651$260K0.02%-57913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,651$260K<0.01%+713F-HRTimeline
FIRST MANHATTAN CO. LLC.2,640$259K<0.01%new13F-HRTimeline
Obermeyer Wealth Partners2,635$258K0.01%+23313F-HRTimeline
Beta Wealth Group, Inc.2,611$256K0.09%-22513F-HRTimeline
Financial Futures Ltd Liability Co.2,600$255K0.14%-5513F-HRTimeline
Root Financial Partners, LLC2,591$254K0.03%013F-HRTimeline
Millstone Evans Group, LLC2,586$253K0.17%+1,00413F-HRTimeline
Rossby Financial, LCC2,592$251K0.11%new13F-HRTimeline
Avior Wealth Management, LLC2,556$250K0.01%+713F-HRTimeline
Bristlecone Advisors, LLC2,550$250K0.02%-3413F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…2,550$250K0.01%013F-HRTimeline
Dakota Wealth Management2,505$245K0.01%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,500$245K<0.01%-21,90013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,483$243K0.09%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC2,481$243K0.03%new13F-HRTimeline
Everhart Financial Group, Inc.2,433$238K0.03%-713F-HRTimeline
Ally Invest Advisors Inc.2,430$238K0.02%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,424$237K<0.01%new13F-HR/ATimelineGroup
EVERMAY WEALTH MANAGEMENT LLC2,415$237K0.03%013F-HRTimeline
MBE Wealth Management, LLC2,408$236K0.11%new13F-HRTimeline
World Investment Advisors2,391$234K0.01%+113F-HRTimeline
Mengis Capital Management, Inc.2,389$234K0.05%-25413F-HRTimeline
NATURAL INVESTMENTS, LLC2,393$234K0.07%-1,42013F-HRTimeline
Octavia Wealth Advisors, LLC2,385$234K0.03%+24513F-HRTimeline
POM Investment Strategies, LLC2,385$234K0.27%new13F-HRTimeline
Round Rock Advisors LLC2,355$231K0.04%013F-HRTimeline
Blue Barn Wealth, LLC2,347$230K0.12%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,341$229K0.04%013F-HRTimelineGroup
Advisory Services Network, LLC2,256$221K<0.01%-31013F-HRTimeline
Abacus Wealth Partners, LLC2,252$221K0.03%013F-HRTimeline
Goepper Burkhardt LLC2,225$218K0.09%+2513F-HRTimeline
CIBC WORLD MARKET INC.2,209$216K<0.01%-19413F-HRTimeline
Martel Wealth Advisors LLC2,200$215K0.04%013F-HRTimeline
Trek Financial, LLC2,195$215K0.02%-40313F-HRTimeline
MEMBERS WEALTH LLC2,190$215K0.16%+5013F-HRTimeline
Parkworth Wealth Management, Inc.2,187$214K0.17%+413F-HRTimeline
Nemes Rush Group LLC2,171$213K0.03%+613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,170$213K0.01%013F-HRTimeline
Post Resch Tallon Group Inc.2,175$212K0.22%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,164$212K0.05%+613F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC2,162$212K0.04%new13F-HR/ATimeline
Reliant Wealth Planning2,133$209K0.1%013F-HRTimeline
Ashton Thomas Private Wealth, LLC2,131$209K0.01%new13F-HRTimeline
Keudell/Morrison Wealth Management2,086$204K0.05%-14613F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,072$203K<0.01%new13F-HRTimeline
D. SCOTT NEAL, INC.2,065$202K0.11%-15713F-HRTimeline
Black Diamond Financial, LLC2,043$200K0.03%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,997$196K0.01%013F-HRTimeline
North Star Investment Management Corp.1,986$195K0.01%+513F-HRTimeline
Hurley Capital, LLC1,932$189K0.14%+113F-HRTimeline
COMERICA BANK1,906$187K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC1,631$160K0.04%-613F-HRTimeline
Parkside Financial Bank & Trust1,627$159K0.02%013F-HRTimeline
TruNorth Capital Management, LLC1,607$157K0.04%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,526$149K<0.01%+813F-HRTimelineGroup
Morling Financial Advisors, LLC1,524$149K0.05%013F-HRTimeline
Carolina Wealth Advisors, LLC1,503$147K0.08%-19513F-HRTimeline
Graney & King, LLC1,502$147K0.11%+113F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,576$147K0.06%+40313F-HRTimeline
EASTERN BANK1,392$136K<0.01%-5713F-HRTimeline
UNION SAVINGS BANK1,357$133K0.06%-57413F-HRTimeline
DAGCO, INC.1,340$131K0.04%new13F-HRTimeline
AlphaCore Capital LLC1,330$130K0.01%new13F-HRTimeline
Covestor Ltd1,317$129K0.09%-2313F-HRTimeline
JFS WEALTH ADVISORS, LLC1,264$124K0.01%+113F-HRTimeline
AE Wealth Management LLC1,164$114K<0.01%-7313F-HRTimeline
Aptus Capital Advisors, LLC1,155$113K<0.01%+113F-HRTimeline
Qube Research & Technologies Ltd1,096$107K<0.01%+30913F-HRTimeline
Atlantic Edge Private Wealth Management…1,090$107K0.03%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,064$104K0.01%-70813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…103,431$103K<0.01%013F-HRTimelineGroup
Abound Wealth Management1,029$101K0.03%+313F-HRTimeline
Capitol Family Office, Inc.990$97K0.14%new13F-HR/ATimeline
Fort Vancouver Investment Management, L…955$93.5K0.07%-18713F-HRTimeline
Winthrop Capital Management, LLC929$91K0.03%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…938$90.5K<0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC923$90.4K0.03%013F-HRTimeline
HM PAYSON & CO901$88.3K<0.01%013F-HRTimeline
TRUST CO OF VERMONT900$88.2K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC844$82.7K<0.01%+3813F-HRTimeline
Archer Investment Corp817$80K0.02%013F-HRTimeline
Caldwell Trust Co805$78.8K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.793$77.7K0.04%+5513F-HRTimeline
Trust Co760$74.4K0.01%-5313F-HRTimeline
Piscataqua Savings Bank711$69.6K0.06%013F-HRTimeline
PITTENGER & ANDERSON INC683$66.9K<0.01%-6613F-HRTimeline
Richardson Capital Management LLC680$66.7K0.04%+113F-HRTimeline
Fortis Group Advisors, LLC680$66.6K0.01%013F-HRTimeline
Newton One Investments LLC615$60.2K0.02%-29813F-HRTimeline
Investors Research Corp607$59.5K0.01%+18813F-HRTimeline
PRIVATE TRUST CO NA580$56.8K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.552$54.1K0.03%-5613F-HRTimeline
IFP Advisors, Inc542$53.1K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC500$49K<0.01%-213F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…492$48.2K<0.01%-4613F-HRTimelineGroup
Fairway Wealth LLC473$46.4K0.02%+113F-HRTimeline
YANKCOM Partnership458$44.9K0.02%-4713F-HRTimeline
AdvisorNet Financial, Inc447$43.7K<0.01%+16713F-HRTimeline
Glen Eagle Advisors, LLC445$43.6K0.01%013F-HRTimeline
Pacific Center for Financial Services439$43K0.01%+213F-HRTimeline
Roble, Belko & Company, Inc405$40K0.01%+1413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC400$39.2K<0.01%013F-HRTimeline
Wells Financial Advisors INC400$39.2K0.05%013F-HRTimeline
Winch Advisory Services, LLC387$37.9K0.01%013F-HRTimeline
Key Financial Inc365$35.8K0.01%013F-HRTimeline
Clearstead Advisors, LLC354$34.6K<0.01%+113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC352$34.5K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC347$34K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC345$33.8K<0.01%+113F-HRTimeline
North Ridge Wealth Advisors, Inc.322$31.5K0.02%013F-HRTimeline
American Capital Advisory, LLC300$29.4K0.02%+213F-HRTimeline
SIGNATUREFD, LLC298$29.2K<0.01%013F-HRTimeline
Keystone Global Partners, LLC279$27.3K0.02%13F-HRTimeline
Rise Advisors, LLC246$24.1K0.01%013F-HRTimeline
Breakwater Investment Management237$23.2K0.01%013F-HRTimeline
Operose Advisors LLC230$22.6K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP224$22K<0.01%013F-HRTimeline
NFSG Corp220$21.6K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC217$21.3K0.03%013F-HRTimeline
DT Investment Partners, LLC209$20.5K<0.01%-613F-HRTimeline
Crews Bank & Trust200$19.6K<0.01%013F-HRTimeline
Navigoe, LLC200$19K0.02%013F-HRTimeline
Evolution Advisers, Inc.199$19K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC168$17.6K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC173$16.9K<0.01%+113F-HRTimeline
BIRCHBROOK, INC.151$14.7K0.01%+113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC144$14.1K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.136$13.3K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.130$12.7K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV125$12.2K<0.01%013F-HRTimeline
Arax Advisory Partners106$10.4K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC103$10K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…97$9.5K<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.80$7.84K<0.01%+613F-HRTimeline
Bellwether Advisors, LLC65$6.37K<0.01%013F-HRTimeline
FSA Wealth Management LLC62$6.07K<0.01%013F-HRTimeline
Tidemark, LLC43$4.21K<0.01%013F-HRTimeline
Tower View Wealth Management LLC41$4.06K<0.01%013F-HRTimeline
Olistico Wealth, LLC28$2.8K<0.01%-113F-HRTimeline
BFSG, LLC28$2.74K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC23$2.26K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL12$1.18K<0.01%013F-HRTimeline
North Capital, Inc.10$980<0.01%13F-HRTimeline
Glassman Wealth Services4$392<0.01%013F-HRTimeline
TSFG, LLC4$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3,95013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC4$758K-7,22413F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.