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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
Sherman Asset Management, Inc.3,200$351K0.31%new13F-HRTimeline
Parcion Private Wealth LLC3,192$350K0.02%013F-HRTimeline
Salus Financial Advisors, LLC3,165$347K0.23%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,161$347K0.02%013F-HRTimelineGroup
Tribridge Partners Financial LLC3,106$341K0.2%13F-HRTimeline
Wolfstich Capital, LLC3,097$340K0.75%013F-HRTimeline
Brio Consultants, LLC3,093$339K0.05%-3,94613F-HRTimeline
Clark Asset Management, LLC3,090$339K0.05%013F-HRTimeline
Ignite Planners, LLC3,032$337K0.06%new13F-HR/ATimeline
Zhang Financial LLC3,015$331K0.02%-5,39113F-HRTimeline
Dakota Wealth Management3,007$330K0.01%+50213F-HRTimeline
PARK NATIONAL CORP /OH/3,005$329K0.01%013F-HRTimeline
Wealth Management Strategies, Inc.3,004$329K0.18%+8513F-HRTimeline
Continuum Advisory, LLC3,002$329K0.04%+713F-HRTimeline
Antonelli Financial Advisors, LLC2,956$324K0.23%+11113F-HRTimeline
CFS Investment Advisory Services, LLC2,952$324K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC2,900$318K<0.01%+513F-HRTimeline
Medallion Wealth Advisors, LLC2,895$317K0.12%-8613F-HRTimeline
Blue Zone Wealth Advisors, LLC2,883$316K0.08%new13F-HRTimeline
Sowell Financial Services LLC2,866$314K0.01%-15413F-HRTimeline
Waypoint Wealth Partners Inc.2,854$313K0.08%013F-HRTimeline
OmniStar Financial Group, Inc.2,853$313K0.23%-66513F-HRTimeline
Sonoma Private Wealth LLC2,848$312K0.38%013F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC2,844$312K0.13%+213F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,839$311K0.03%+5613F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp2,836$311K<0.01%+713F-HRTimelineGroup
Harbor Asset Planning, Inc.2,806$308K0.29%13F-HRTimeline
Stonebridge Financial Planning Group, L…2,805$308K0.13%-12013F-HRTimeline
Prime Capital Investment Advisors, LLC2,793$306K<0.01%-4,36413F-HRTimeline
NOTTINGHAM ADVISORS, INC.2,750$302K0.04%-4,50013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA2,741$301K0.05%013F-HRTimeline
Peregrine Asset Advisers, Inc.2,709$297K0.09%new13F-HRTimeline
RB Capital Management, LLC2,709$297K0.07%013F-HRTimeline
Financial Futures Ltd Liability Co.2,695$295K0.16%+9513F-HRTimeline
Fort Sheridan Advisors LLC2,684$294K0.04%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …2,680$294K<0.01%013F-HRTimelineGroup
Diversified Enterprises, LLC2,664$292K0.02%013F-HRTimeline
Sound View Wealth Advisors Group, LLC2,651$291K0.02%013F-HRTimeline
FIRST MANHATTAN CO. LLC.2,640$289K<0.01%013F-HRTimeline
Obermeyer Wealth Partners2,635$289K0.01%013F-HRTimeline
Retirement Planning Group, LLC2,601$285K0.01%-1,75913F-HRTimeline
IEQ CAPITAL, LLC2,592$284K<0.01%-29713F-HRTimeline
Curi Capital, LLC2,590$284K0.01%new13F-HRTimeline
Millstone Evans Group, LLC2,586$284K0.19%013F-HRTimeline
Bristlecone Advisors, LLC2,565$281K0.02%+1513F-HRTimeline
Avior Wealth Management, LLC2,562$281K0.01%+613F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC2,559$281K0.03%+7813F-HRTimeline
Advisory Alpha, LLC2,557$280K0.01%new13F-HRTimeline
NATURAL INVESTMENTS, LLC2,541$278K0.07%+14813F-HRTimeline
Quent Capital, LLC2,486$273K0.03%-17913F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,483$272K0.1%013F-HRTimeline
Atria Wealth Solutions, Inc.2,479$272K0.01%new13F-HRTimeline
Canopy Partners, LLC2,474$271K0.1%-5,80213F-HRTimeline
NWAM LLC2,442$269K0.02%new13F-HR/ATimeline
Round Rock Advisors LLC2,445$268K0.05%+9013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,424$266K0.04%+26213F-HRTimeline
MBE Wealth Management, LLC2,424$266K0.12%+1613F-HRTimeline
Everhart Financial Group, Inc.2,422$266K0.03%-1113F-HRTimeline
Estate Counselors, LLC2,420$265K0.03%-77013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,415$265K0.03%013F-HRTimeline
FC Advisory LLC2,397$263K0.08%-4,31913F-HRTimeline
Mengis Capital Management, Inc.2,389$262K0.06%013F-HRTimeline
World Investment Advisors2,368$260K0.01%-2313F-HRTimeline
Octavia Wealth Advisors, LLC2,360$259K0.03%-2513F-HRTimeline
&PARTNERS2,354$258K<0.01%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…2,350$258K0.01%-20013F-HRTimeline
Momentous Wealth Management, Inc.2,274$249K0.16%-55313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,272$249K<0.01%-31,71013F-HR/ATimelineGroup
Whitegate Investment Counselors, Inc.2,272$249K0.08%new13F-HRTimeline
CIBC WORLD MARKET INC.2,259$248K<0.01%+5013F-HRTimeline
Root Financial Partners, LLC2,259$248K0.02%-33213F-HRTimeline
Abacus Wealth Partners, LLC2,252$247K0.04%013F-HRTimeline
Goepper Burkhardt LLC2,225$244K0.09%013F-HRTimeline
Martel Wealth Advisors LLC2,200$241K0.04%013F-HRTimeline
Ackerman Capital Advisors, LLC2,178$239K0.06%new13F-HRTimeline
Trek Financial, LLC2,177$239K0.02%-1813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,170$238K0.01%013F-HR/ATimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,169$238K0.07%+513F-HRTimelineGroup
Nemes Rush Group LLC2,163$237K0.03%-813F-HRTimeline
Reliant Wealth Planning2,133$234K0.09%013F-HRTimeline
Ashton Thomas Private Wealth, LLC2,131$234K0.01%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC2,121$233K0.11%new13F-HRTimeline
D. SCOTT NEAL, INC.2,114$232K0.12%+4913F-HRTimeline
Keudell/Morrison Wealth Management2,100$230K0.05%+1413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,018$230K0.01%new13F-HRTimelineGroup
WARNER FINANCIAL, INC2,089$229K0.09%new13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …2,057$226K<0.01%new13F-HRTimelineGroup
Nautilus Advisors LLC2,053$225K0.17%new13F-HRTimeline
Post Resch Tallon Group Inc.2,051$225K0.22%-12413F-HRTimeline
Black Diamond Financial, LLC2,043$224K0.03%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC1,998$219K<0.01%-7413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,997$219K0.01%013F-HRTimeline
North Star Investment Management Corp.1,990$218K0.02%+413F-HRTimeline
Ledgewood Wealth Advisors, LLC1,987$218K0.14%new13F-HRTimeline
Fiduciary Alliance LLC1,982$217K0.02%new13F-HRTimeline
Sandy Cove Advisors, LLC1,973$216K0.08%new13F-HRTimeline
Level Wealth Management LLC1,964$215K0.13%new13F-HRTimeline
TCI Wealth Advisors, Inc.1,963$215K0.01%new13F-HRTimeline
DeDora Capital, Inc.1,962$215K0.06%new13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,957$215K0.01%new13F-HRTimelineGroup
NORRIS PERNE & FRENCH LLP/MI1,950$214K0.01%new13F-HRTimeline
Hurley Capital, LLC1,932$212K0.15%013F-HRTimeline
LongView Wealth Management1,932$212K0.06%new13F-HRTimeline
Cornerstone Advisory, LLC1,928$211K0.02%new13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC1,876$206K0.1%new13F-HRTimeline
Factor Wealth Management LTD1,841$202K0.06%new13F-HRTimeline
Rehmann Capital Advisory Group1,837$201K0.01%new13F-HRTimeline
OFC FINANCIAL PLANNING, LLC1,832$201K0.21%new13F-HRTimeline
Parkside Financial Bank & Trust1,627$178K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,578$173K0.01%13F-HRTimeline
TRUST CO OF VERMONT1,569$172K0.01%+66913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,518$166K<0.01%-813F-HRTimelineGroup
Covestor Ltd1,492$164K0.1%+17513F-HRTimeline
Graney & King, LLC1,444$158K0.11%-5813F-HRTimeline
Carolina Wealth Advisors, LLC1,418$155K0.08%-8513F-HRTimeline
EASTERN BANK1,392$153K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,388$152K0.01%new13F-HRTimeline
UNION SAVINGS BANK1,357$152K0.07%013F-HRTimeline
AlphaCore Capital LLC1,330$146K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,264$139K0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,173$129K0.05%-40313F-HRTimeline
AE Wealth Management LLC1,171$128K<0.01%+713F-HRTimeline
Aptus Capital Advisors, LLC1,157$127K<0.01%+213F-HRTimeline
N.E.W. Advisory Services LLC1,098$120K0.01%-4,31313F-HRTimeline
Atlantic Edge Private Wealth Management…1,090$120K0.03%013F-HRTimeline
Abound Wealth Management1,032$113K0.03%+313F-HRTimeline
TruNorth Capital Management, LLC1,031$113K0.03%-57613F-HRTimeline
AdvisorNet Financial, Inc1,007$110K0.01%+56013F-HRTimeline
HM PAYSON & CO994$109K<0.01%+9313F-HRTimeline
Capitol Family Office, Inc.990$109K0.14%013F-HRTimeline
Fort Vancouver Investment Management, L…955$105K0.07%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…103,431$103K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC939$103K<0.01%+9513F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…938$103K<0.01%013F-HRTimelineGroup
Winthrop Capital Management, LLC929$102K0.03%013F-HRTimeline
Rialto Wealth Management, LLC923$101K0.03%013F-HRTimeline
WFA of San Diego, LLC873$95.7K0.07%13F-HRTimeline
Archer Investment Corp852$93.4K0.02%+3513F-HRTimeline
Global Retirement Partners, LLC836$91.6K<0.01%13F-HRTimeline
Caldwell Trust Co805$88.3K0.01%013F-HRTimeline
Sound Income Strategies, LLC800$87.7K0.01%new13F-HRTimeline
Investors Research Corp786$86.2K0.02%+17913F-HRTimeline
Parkworth Wealth Management, Inc.718$78.7K0.06%-1,46913F-HRTimeline
Piscataqua Savings Bank711$78K0.07%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.710$77.9K0.01%-35413F-HRTimeline
Trust Co703$77K0.01%-5713F-HRTimeline
Richardson Capital Management LLC682$74.8K0.04%+213F-HRTimeline
Fortis Group Advisors, LLC680$74.6K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC653$71.6K<0.01%-3013F-HRTimeline
Newton One Investments LLC617$67.6K0.02%+213F-HRTimeline
Qube Research & Technologies Ltd574$62.9K<0.01%-52213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.560$61.4K0.03%+813F-HRTimeline
IFP Advisors, Inc542$59.4K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.532$58.3K0.04%+21013F-HRTimeline
CBIZ Investment Advisory Services, LLC503$55.1K<0.01%+313F-HRTimeline
PRIVATE TRUST CO NA482$52.8K0.01%-9813F-HRTimeline
Fairway Wealth LLC474$52K0.02%+113F-HRTimeline
YANKCOM Partnership458$50.2K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC440$48.2K0.01%-513F-HRTimeline
Pacific Center for Financial Services440$48.2K0.01%+113F-HRTimeline
Dogwood Wealth Management LLC428$47.1K0.02%new13F-HRTimeline
Mascoma Wealth Management LLC426$46.7K0.01%-1,20513F-HRTimeline
Roble, Belko & Company, Inc422$46K0.01%+1713F-HRTimeline
Wells Financial Advisors INC400$43.9K0.06%013F-HRTimeline
Winch Advisory Services, LLC387$42.4K0.01%013F-HRTimeline
Quaker Wealth Management, LLC367$40.2K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC355$39K<0.01%+1013F-HRTimeline
Clearstead Advisors, LLC354$38.9K<0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC352$38.6K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC347$38K<0.01%013F-HRTimeline
Gladwyn Financial Advisors, Inc.326$35.8K0.03%13F-HRTimeline
Transce3nd, LLC303$33.2K0.01%new13F-HRTimeline
American Capital Advisory, LLC300$32.9K0.02%013F-HRTimeline
SIGNATUREFD, LLC298$32.7K<0.01%013F-HRTimeline
Brooklyn Investment Group284$31.1K<0.01%new13F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.284$31K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DT Investment Partners, LLC261$28.6K<0.01%+5213F-HRTimeline
Glassman Wealth Services260$28.5K<0.01%+25613F-HRTimeline
Rise Advisors, LLC247$27.1K0.01%+113F-HRTimeline
Keystone Global Partners, LLC246$27K0.01%-3313F-HRTimeline
Breakwater Investment Management237$26K0.01%013F-HRTimeline
Operose Advisors LLC231$25.3K0.01%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP225$24.7K<0.01%+113F-HRTimeline
NFSG Corp221$24.2K<0.01%+113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC215$24K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC217$23.8K0.03%013F-HRTimeline
Crews Bank & Trust200$21.9K<0.01%013F-HRTimeline
Navigoe, LLC200$21K0.02%013F-HRTimeline
Evolution Advisers, Inc.199$21K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC190$20.8K<0.01%-21013F-HRTimeline
Bogart Wealth, LLC177$19.4K<0.01%+413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.170$18.6K<0.01%+4013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC168$18.4K<0.01%013F-HRTimelineGroup
BIRCHBROOK, INC.151$16.5K0.01%013F-HRTimeline
BFSG, LLC148$16.2K<0.01%+12013F-HRTimeline
Midwest Capital Advisors, LLC147$16.1K0.01%-3,04013F-HRTimeline
Heritage Wealth Advisors146$16K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.136$14.9K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV125$13.7K<0.01%013F-HRTimeline
GeoWealth Management, LLC107$11.7K<0.01%new13F-HRTimeline