Skip to content
Disclosery

ESGV VANGUARD WORLD FD

Follow

SHS (fund)

711 managers (721 13F filers) reported a position in ESGV shares at 2026-06-30, 31,627,999 shares in all. 74 filers opened a position and 29 filers sold out during the quarter.

Managers
711
13F filers
721
New
74
Added
269
Reduced
194
Sold out
29
Shares held by filers
31,627,999

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Graney & King, LLC1,142$151K0.05%-27013F-HRTimeline
Aptus Capital Advisors, LLC1,089$144K<0.01%013F-HRTimeline
Gould Capital, LLC1,089$144K0.08%new13F-HRTimeline
Strategic Wealth Partners, Ltd.970$128K0.01%013F-HRTimeline
Frankly Finances, LLC968$128K0.1%new13F-HR/ATimeline
RICHARDS, MERRILL & PETERSON, INC.960$127K0.04%013F-HRTimeline
Capitol Family Office, Inc.956$126K0.13%+1113F-HRTimeline
Fort Vancouver Investment Management, L…955$126K0.06%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC943$125K0.03%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…938$124K<0.01%013F-HRTimelineGroup
First Bancorp, Inc /ME/905$120K0.05%new13F-HRTimeline
Parkside Financial Bank & Trust886$117K0.01%-74113F-HRTimeline
Cornerstone Financial Management LLC875$116K0.09%013F-HR/ATimeline
Rialto Wealth Management, LLC863$114K0.02%-6013F-HRTimeline
Abound Wealth Management859$114K0.02%-1613F-HRTimeline
IFG Advisory, LLC824$109K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC814$108K0.03%013F-HRTimeline
Caldwell Trust Co805$106K0.01%013F-HRTimeline
Golden State Wealth Management, LLC799$106K0.01%013F-HRTimeline
Global Retirement Partners, LLC795$105K<0.01%13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…103,431$103K<0.01%013F-HRTimelineGroup
Trust Co760$101K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…728$96.3K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC725$95.9K<0.01%-77013F-HRTimeline
PITTENGER & ANDERSON INC717$94.8K<0.01%013F-HRTimeline
Piscataqua Savings Bank711$94K0.06%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS702$92.8K0.01%new13F-HRTimeline
Richardson Capital Management LLC689$91.1K0.04%+213F-HRTimeline
Fortis Group Advisors, LLC680$89.9K0.01%013F-HRTimeline
Newton One Investments LLC678$89.7K0.02%+15813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC651$86.1K0.02%new13F-HRTimeline
American Capital Advisory, LLC625$82.7K0.03%+32313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.603$79.7K0.03%013F-HRTimeline
UNION SAVINGS BANK586$77.5K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC572$75.6K<0.01%-1,15713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC491$64.9K0.01%013F-HRTimeline
Midway Capital Research & Management487$64.4K0.05%013F-HRTimeline
PRIVATE TRUST CO NA482$63.7K0.01%013F-HRTimeline
Qube Research & Technologies Ltd482$63.7K<0.01%new13F-HRTimeline
Fairway Wealth LLC479$63.3K0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC465$61.5K<0.01%+19713F-HRTimelineGroup
YANKCOM Partnership458$60.6K0.02%013F-HRTimeline
Smartleaf Asset Management LLC454$59.6K<0.01%013F-HRTimeline
Pacific Center for Financial Services444$58.7K0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC440$58.2K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC504$56.6K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc422$56K0.01%013F-HRTimeline
Aberdeen Wealth Management LLC411$54.3K0.03%new13F-HRTimeline
Harborfront Financial Group LLC395$52.2K0.2%13F-HRTimeline
Winch Advisory Services, LLC387$51.2K0.01%013F-HRTimeline
Avalon Trust Co375$49.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.363$48K0.02%new13F-HRTimeline
Mascoma Wealth Management LLC355$46.9K0.01%013F-HRTimeline
Gladwyn Financial Advisors, Inc.330$43.6K0.03%+113F-HRTimeline
MASECO LLP314$41.5K<0.01%013F-HRTimeline
Westend Capital Management, LLC310$41K0.01%-16113F-HRTimeline
Quaker Wealth Management, LLC309$40.9K0.01%013F-HRTimeline
SHP Wealth Management307$40.6K<0.01%013F-HRTimeline
DT Investment Partners, LLC301$39.8K<0.01%+1313F-HRTimeline
SIGNATUREFD, LLC298$39.4K<0.01%013F-HRTimeline
Bogart Wealth, LLC297$39.3K<0.01%+5913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.281$37K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cassaday & Co Wealth Management LLC266$35.2K<0.01%013F-HRTimeline
Glassman Wealth Services260$34.4K<0.01%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…250$33.1K0.01%new13F-HRTimeline
Arax Advisory Partners243$32.1K<0.01%+1713F-HRTimeline
Operose Advisors LLC233$30.8K0.01%013F-HRTimeline
Breakwater Investment Management229$30.3K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP227$30K<0.01%013F-HRTimeline
NFSG Corp223$29.5K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC217$28.7K0.03%013F-HRTimeline
Archer Investment Corp201$26.6K0.01%+7513F-HR/ATimeline
Navigoe, LLC200$26K0.01%013F-HRTimeline
Evolution Advisers, Inc.199$26K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC190$25.1K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.187$24.7K0.01%013F-HRTimeline
Seneschal Advisors, LLC175$23.1K0.02%new13F-HRTimeline
NVWM, LLC166$22K<0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC158$20.9K0.01%013F-HRTimeline
BIRCHBROOK, INC.152$20.1K0.01%013F-HRTimeline
StrongBox Wealth, LLC149$19.7K0.01%new13F-HRTimeline
BFSG, LLC148$19.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV125$16.5K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…115$15.2K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.114$15K0.01%-1913F-HRTimeline
Institute for Wealth Management, LLC.100$13.2K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$13.2K0.01%013F-HRTimeline
Lodestone Wealth Management LLC93$12.3K<0.01%+113F-HRTimeline
ALBION FINANCIAL GROUP /UT85$11.2K<0.01%-4,87413F-HRTimeline
Bernard Wealth Management Corp.80$10.6K<0.01%013F-HRTimeline
CX Institutional77$10K<0.01%new13F-HRTimeline
Financial Avengers, Inc.75$9.96K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC74$9.79K<0.01%013F-HRTimeline
CoreCap Advisors, LLC61$8.07K<0.01%013F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd56$7.41K<0.01%13F-HRTimelineGroup
Anchor Investment Management, LLC50$6.61K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC49$6.48K<0.01%013F-HRTimeline
Tidemark, LLC43$5.69K<0.01%013F-HRTimeline
Tower View Wealth Management LLC42$5.55K<0.01%013F-HRTimeline
Olistico Wealth, LLC29$3.83K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC23$3.09K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC20$2.65K<0.01%013F-HRTimeline
WPG Advisers, LLC20$2.65K<0.01%013F-HRTimeline
3Chopt Investment Partners, LLC13$1.72K<0.01%-113F-HRTimeline
Strategic Investment Solutions, Inc. /IL12$1.59K<0.01%013F-HRTimeline
Financial Life Planners10$1.35K<0.01%013F-HRTimeline
TSFG, LLC4$1K<0.01%013F-HRTimeline
Triumph Capital Management3$397<0.01%013F-HRTimeline
Kilter Group LLC3$397<0.01%013F-HRTimeline
RMG Wealth Management LLC1$137<0.01%013F-HRTimeline
Rossby Financial, LCC1$95<0.01%-36413F-HRTimeline