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Disclosery

ESGV VANGUARD WORLD FD

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SHS (fund)

686 managers (690 13F filers) reported a position in ESGV shares at 2025-12-31, 30,732,439 shares in all. 53 filers opened a position and 24 filers sold out during the quarter.

Managers
686
13F filers
690
New
53
Added
242
Reduced
197
Sold out
24
Shares held by filers
30,732,439

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Caldwell Trust Co805$97.4K0.01%013F-HRTimeline
Abound Wealth Management800$96.8K0.02%-23413F-HRTimeline
Global Retirement Partners, LLC793$95.9K<0.01%-4413F-HRTimeline
Trust Co762$92.2K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…727$87.9K0.01%13F-HRTimeline
Piscataqua Savings Bank711$86K0.06%013F-HRTimeline
Richardson Capital Management LLC685$82.9K0.04%+113F-HRTimeline
Fortis Group Advisors, LLC680$82.3K0.01%013F-HRTimeline
Newton One Investments LLC618$74.8K0.02%+113F-HRTimeline
UNION SAVINGS BANK586$70.9K0.03%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.578$69.9K0.03%+1813F-HRTimeline
IFP Advisors, Inc542$65.6K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.510$62K<0.01%+22913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CBIZ Investment Advisory Services, LLC503$60.8K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.496$60K<0.01%+45613F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC493$59.6K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA482$58.3K0.01%013F-HRTimeline
Fairway Wealth LLC477$57.7K0.02%+213F-HRTimeline
Westend Capital Management, LLC471$57K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC465$56.2K0.02%new13F-HRTimeline
YANKCOM Partnership458$55.4K0.02%013F-HRTimeline
Smartleaf Asset Management LLC454$55.3K<0.01%new13F-HRTimeline
Clean Yield Group455$55K0.02%013F-HRTimeline
Ransom Advisory, Ltd450$54.4K0.02%new13F-HRTimeline
Glen Eagle Advisors, LLC440$53.2K0.01%013F-HRTimeline
Pacific Center for Financial Services441$52.2K0.01%013F-HRTimeline
Mascoma Wealth Management LLC426$51.5K0.01%013F-HRTimeline
Roble, Belko & Company, Inc422$51K0.01%013F-HRTimeline
Wells Financial Advisors INC400$48.4K0.09%013F-HRTimeline
Winch Advisory Services, LLC387$46.8K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.387$46.8K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC347$42K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC328$39.7K<0.01%-32513F-HRTimeline
Gladwyn Financial Advisors, Inc.328$39.7K0.03%+113F-HRTimeline
North Ridge Wealth Advisors, Inc.322$39K0.02%013F-HRTimeline
MASECO LLP314$38K<0.01%new13F-HRTimeline
Kilter Group LLC311$37.6K0.02%+30813F-HRTimeline
Quaker Wealth Management, LLC309$37.4K0.01%013F-HRTimeline
SHP Wealth Management307$37.1K<0.01%13F-HRTimeline
Modus Advisors, LLC300$36.3K0.01%new13F-HRTimeline
American Capital Advisory, LLC300$36.3K0.02%013F-HRTimeline
SIGNATUREFD, LLC298$36.1K<0.01%013F-HRTimeline
DT Investment Partners, LLC288$34.8K<0.01%+1213F-HRTimeline
Glassman Wealth Services260$31.4K<0.01%013F-HRTimeline
Avalon Trust Co250$30.2K<0.01%new13F-HRTimeline
Operose Advisors LLC232$28.1K0.01%013F-HRTimeline
Breakwater Investment Management229$27.7K0.01%-813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP226$27.4K<0.01%013F-HRTimeline
NFSG Corp222$26.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC221$26.7K<0.01%+3213F-HRTimeline
Financial Network Wealth Advisors LLC217$26.2K0.03%013F-HRTimeline
Navigoe, LLC200$24K0.01%013F-HRTimeline
Evolution Advisers, Inc.199$24K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC190$23K<0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC158$19.1K0.01%013F-HRTimeline
BIRCHBROOK, INC.152$18.3K0.01%+113F-HRTimeline
BFSG, LLC148$17.9K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.148$17.9K0.02%13F-HRTimeline
Heritage Wealth Advisors146$17.7K<0.01%013F-HRTimeline
Archer Investment Corp125$15.2K<0.01%-81713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV125$15.1K<0.01%013F-HRTimeline
Arax Advisory Partners124$15K<0.01%-168,18813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…115$13.9K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…105$12.7K<0.01%013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$12.1K0.01%013F-HRTimeline
Lodestone Wealth Management LLC92$11.2K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.80$9.68K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC74$8.95K<0.01%013F-HRTimeline
CoreCap Advisors, LLC61$7.38K<0.01%+213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp51$6.17K<0.01%new13F-HRTimelineGroup
Anchor Investment Management, LLC50$6.05K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC49$5.93K<0.01%013F-HRTimeline
Tidemark, LLC43$5.2K<0.01%013F-HRTimeline
Tower View Wealth Management LLC42$5.05K<0.01%013F-HRTimeline
Olistico Wealth, LLC29$3.48K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC23$2.81K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC20$2.42K<0.01%013F-HRTimeline
WPG Advisers, LLC20$2.42K<0.01%new13F-HRTimeline
3Chopt Investment Partners, LLC14$1.69K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL12$1.45K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…8$968<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC6$726<0.01%013F-HRTimeline
Triumph Capital Management3$363<0.01%new13F-HRTimeline
Your Advocates Ltd., LLP1$121<0.01%new13F-HRTimeline
Rossby Financial, LCC1$86<0.01%013F-HRTimeline
TSFG, LLC4$00%013F-HRTimelineValue filed as zero, left out of ratios.