Skip to content

ESGV VANGUARD WORLD FD

Follow

SHS (fund)

672 managers (680 13F filers) reported a position in ESGV shares at 2026-03-31, 31,279,783 shares in all. 32 filers opened a position and 42 filers sold out during the quarter.

Managers
672
13F filers
680
New
32
Added
279
Reduced
188
Sold out
42
Shares held by filers
31,279,783

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Fairway Wealth LLC478$53.7K0.01%+113F-HRTimeline
Westend Capital Management, LLC471$52.9K0.02%013F-HRTimeline
YANKCOM Partnership458$51.4K0.02%013F-HRTimeline
Pacific Center for Financial Services443$49.7K0.01%+213F-HRTimeline
Glen Eagle Advisors, LLC440$49.4K0.01%013F-HRTimeline
Smartleaf Asset Management LLC454$49.3K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc422$47K0.01%013F-HRTimeline
Winch Advisory Services, LLC387$43.4K0.01%013F-HRTimeline
Avalon Trust Co375$42.1K<0.01%+12513F-HRTimeline
Rossby Financial, LCC365$41.4K0.01%+36413F-HRTimeline
Mascoma Wealth Management LLC355$39.9K0.01%-7113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC347$39K<0.01%013F-HRTimeline
Gladwyn Financial Advisors, Inc.329$36.9K0.03%+113F-HRTimeline
North Ridge Wealth Advisors, Inc.322$36.2K0.02%013F-HRTimeline
MASECO LLP314$35.2K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC309$34.7K0.01%013F-HRTimeline
SHP Wealth Management307$34.5K<0.01%013F-HRTimeline
American Capital Advisory, LLC302$33.9K0.01%+213F-HRTimeline
SIGNATUREFD, LLC298$33.5K<0.01%013F-HRTimeline
DT Investment Partners, LLC288$32.3K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.281$32K<0.01%-22913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASSETMARK, INCin group ASSETMARK, INC268$30.1K<0.01%-1,72113F-HRTimelineGroup
Cassaday & Co Wealth Management LLC266$29.9K<0.01%new13F-HRTimeline
Glassman Wealth Services260$29.2K<0.01%013F-HRTimeline
Bogart Wealth, LLC238$26.7K<0.01%+1713F-HRTimeline
Operose Advisors LLC233$26.1K0.01%+113F-HRTimeline
Breakwater Investment Management229$25.7K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP227$25.5K<0.01%+113F-HRTimeline
Arax Advisory Partners226$25.4K<0.01%+10213F-HRTimeline
NFSG Corp223$25K<0.01%+113F-HRTimeline
Financial Network Wealth Advisors LLC217$24.4K0.02%013F-HRTimeline
Aviso Financial Inc.205$23K<0.01%new13F-HRTimeline
Navigoe, LLC200$22K0.01%013F-HRTimeline
Evolution Advisers, Inc.199$22K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC190$21.3K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.187$21K0.02%new13F-HRTimeline
NVWM, LLC166$18.6K<0.01%new13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC158$17.7K0.01%013F-HRTimeline
BIRCHBROOK, INC.152$17.1K0.01%013F-HRTimeline
BFSG, LLC148$16.6K<0.01%013F-HRTimeline
Heritage Wealth Advisors146$16.4K<0.01%013F-HRTimeline
Root Financial Partners, LLC141$15.9K<0.01%-1,76813F-HRTimeline
Godfrey Financial Associates, Inc.133$14.9K0.01%-1513F-HRTimeline
Archer Investment Corp126$14.1K<0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV125$14K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…115$12.9K<0.01%013F-HR/ATimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$12.7K0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC100$11.3K0.01%13F-HRTimeline
Lodestone Wealth Management LLC92$10.4K<0.01%013F-HR/ATimeline
Bernard Wealth Management Corp.80$8.98K<0.01%013F-HRTimeline
Financial Avengers, Inc.75$8.44K<0.01%new13F-HRTimeline
Sage Mountain Advisors LLC74$8.31K<0.01%013F-HRTimeline
CoreCap Advisors, LLC61$6.85K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd56$6.29K<0.01%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp51$5.73K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC50$5.61K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC49$5.37K<0.01%013F-HRTimeline
Tidemark, LLC43$4.83K<0.01%013F-HRTimeline
Tower View Wealth Management LLC42$4.7K<0.01%013F-HRTimeline
Olistico Wealth, LLC29$3.24K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC23$2.62K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC20$2.25K<0.01%013F-HRTimeline
WPG Advisers, LLC20$2.25K<0.01%013F-HRTimeline
3Chopt Investment Partners, LLC14$1.57K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL12$1.35K<0.01%013F-HRTimeline
Financial Life Planners10$1.14K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC6$674<0.01%013F-HRTimeline
Triumph Capital Management3$337<0.01%013F-HRTimeline
Kilter Group LLC3$337<0.01%-30813F-HRTimeline
RMG Wealth Management LLC1$130<0.01%new13F-HRTimeline
Your Advocates Ltd., LLP1$113<0.01%013F-HRTimeline
TSFG, LLC4$00%013F-HRTimelineValue filed as zero, left out of ratios.