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Disclosery

ESGV VANGUARD WORLD FD

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SHS (fund)

587 managers (591 13F filers) reported a position in ESGV shares at 2024-12-31, 28,562,159 shares in all. 50 filers opened a position and 22 filers sold out during the quarter.

Managers
587
13F filers
591
New
50
Added
205
Reduced
161
Sold out
22
Shares held by filers
28,562,159

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
VANGUARD GROUP INCin group VANGUARD GROUP INC3,066,979$322M0.01%+313,84913F-HRTimelineGroup
VISA FOUNDATION1,626,275$171M78.34%-95,00013F-HRTimeline
Wealthfront Advisers LLC1,444,923$152M0.44%+263,64913F-HR/ATimeline
Creative Planningin group Creative Planning1,243,747$130M0.13%+12,87313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY848,049$89M0.01%+26,43613F-HR/ATimelineGroup
Leo Wealth, LLC693,539$72.7M6.52%+10,62013F-HRTimeline
Verde Capital Management562,572$59M16.65%+12,74813F-HRTimeline
Stanich Group LLC513,828$53.9M40.27%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC504,516$52.9M0.02%13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/501,757$52.6M<0.01%+47,01713F-HRTimelineGroup
IMPACTfolio, LLC455,587$47.8M24.8%-1,83913F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC449,341$47.1M2.27%+7,94513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA419,747$44M0.01%-96413F-HRTimelineGroup
Betterment LLC414,023$43.4M0.1%-8,49413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.392,661$41.2M0.08%+6,86013F-HRTimelineGroup
Facet Wealth, Inc.376,423$40.5M1.07%+18,31713F-HRTimeline
Platt Investment Counsel, LLC379,168$39.8M37.95%-32,03013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP358,826$37.6M1.04%-33,97013F-HRTimeline
SCS Capital Management LLC333,734$35M0.72%+3,29213F-HRTimeline
Sellwood Investment Partners LLC318,867$33.4M17.98%13F-HRTimeline
Crewe Advisors LLC311,510$32.7M4.51%+44413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC305,047$32M0.01%-52,43713F-HRTimelineGroup
UBS Group AGin group UBS Group AG285,451$29.9M0.01%+3,98913F-HRTimelineGroup
MATHER GROUP, LLC.269,713$28.3M0.37%+3,82513F-HRTimeline
Essential Planning, LLC.253,990$26.6M0.17%+249,95113F-HRTimeline
Olde Wealth Management, LLC251,085$26.3M9.41%-1,89013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding244,615$25.7M-2,606Timeline
FRANKLIN RESOURCES INCin group Franklin Resources241,737$25.4M0.01%+69,76713F-HRTimelineGroup
LPL Financial LLC231,149$24.2M0.01%+12,67113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC230,211$24.1M0.04%+42,52713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO223,056$23.4M<0.01%+5,61413F-HRTimelineGroup
Hanson & Doremus Investment Management218,287$22.9M3.58%+11,42813F-HRTimeline
Garde Capital, Inc.215,950$22.7M1.49%+3,38013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC213,005$22.3M<0.01%+32313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC209,736$22M0.05%-4,37013F-HRTimelineGroup
Cedar Wealth Management, LLC206,205$21.6M7.82%-83713F-HRTimeline
Orgel Wealth Management, LLC204,775$21.5M0.56%-91713F-HRTimeline
RWA WEALTH PARTNERS, LLC204,612$21.5M0.26%-3,61013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP192,797$20.2M0.05%+99,49713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/184,249$19.3M0.01%-3,40013F-HRTimelineGroup
SILVER OAK WEALTH ADVISORS SERVICES, LLC176,371$18.5M16%13F-HRTimeline
Mill Creek Capital Advisors, LLC168,811$17.7M0.43%013F-HRTimeline
Financial Connections Group, Inc.166,714$17.5M8.4%+4,00213F-HRTimeline
Clarity Asset Management, Inc.165,390$17.3M11.29%-4,50613F-HRTimeline
Caprock Group, LLC146,370$15.4M0.5%-36,85213F-HRTimeline
LifeGuide Financial Advisors, LLC145,434$15.3M6.54%+17,45213F-HRTimeline
DOHJ, LLC143,009$15M3.47%+4,56413F-HRTimeline
HighTower Advisors, LLC142,641$15M0.02%+57,67713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP142,425$14.9M0.01%+19,16313F-HRTimelineGroup
Gemmer Asset Management LLC141,062$14.8M1.46%+13,17413F-HRTimeline
One Day In July LLC140,161$14.7M1.54%-51313F-HRTimeline
SageView Advisory Group, LLC137,692$14.4M0.62%+37013F-HRTimeline
REGATTA CAPITAL GROUP, LLC135,011$14.2M2.75%+4,30313F-HRTimeline
Human Investing LLC134,856$14.1M2.51%+4,11213F-HRTimeline
Diversified Portfolios, Inc.129,751$13.6M1.48%-12,50913F-HRTimeline
Cambridge Investment Research Advisors,…118,047$12.4M0.04%+5,37213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding113,245$11.9M-702Timeline
EVOKE WEALTH, LLC112,025$11.8M0.33%+11,23713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…106,640$11.2M0.01%-3,16013F-HRTimelineGroup
LAKE STREET ADVISORS GROUP, LLC103,167$10.8M0.5%-28,17813F-HRTimeline
Apella Capital, LLC95,671$10M0.38%-3,40213F-HRTimeline
Farrell Financial LLC90,394$9.48M6.78%+5,38813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC89,991$9.44M0.04%+4,74313F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES88,735$9.31M3.53%-2,94313F-HRTimeline
Mariner, LLCin group Mariner, LLC85,337$8.95M0.02%+20,01213F-HRTimelineGroup
Cresset Asset Management, LLC85,005$8.92M0.04%+3,81413F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV84,892$8.9M0.29%+70,86513F-HRTimeline
AMG National Trust Bank84,236$8.87M0.24%+2,33313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC82,527$8.66M1.28%+74,67913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN76,310$8M<0.01%-14,49513F-HRTimelineGroup
EQ LLC73,889$7.75M3.64%-84313F-HRTimeline
Boston Standard Wealth Management, LLC66,316$6.96M1.35%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC65,716$6.89M0.93%+1,75213F-HRTimeline
New Covenant Trust Company, N.A.65,151$6.86M6.82%-72513F-HRTimeline
BSW Wealth Partners65,076$6.83M1%+65813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,777$6.38M0.01%+50513F-HR/ATimelineGroup
Cetera Investment Advisers60,604$6.36M0.01%-3,81213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV59,837$6.28M0.02%-10,28913F-HRTimeline
LIBRA WEALTH LLC59,634$6.26M2.43%-2,35213F-HRTimeline
Apexium Financial, LP59,059$6.19M0.38%+64113F-HRTimeline
BLAIR WILLIAM & CO/IL59,019$6.19M0.02%-11113F-HRTimeline
Beacon Pointe Advisors, LLC58,163$6.1M0.07%+9,06313F-HRTimeline
Financial Engines Advisors L.L.C.55,174$5.79M0.01%-2,62713F-HRTimeline
Charter Oak Capital Management, LLC54,857$5.75M0.54%-20813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC53,814$5.64M0.26%+4,77313F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC53,129$5.57M1.3%+13,12313F-HRTimeline
D.A. DAVIDSON & CO.52,981$5.56M0.05%-74113F-HRTimeline
Affinity Capital Advisors, LLC50,705$5.34M1%-5,55513F-HRTimeline
Atlas Legacy Advisors, LLC49,081$5.15M1.25%13F-HRTimeline
Parallel Advisors, LLC47,903$5.02M0.11%-2,60413F-HRTimeline
Stephens Consulting, LLC47,022$4.93M1.24%+2,56113F-HRTimeline
Elios Financial Group Inc.46,759$4.9M2.32%+2813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…46,556$4.88M0.37%+2,49213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…45,277$4.75M0.16%-90113F-HRTimelineGroup
Monterey Private Wealth, Inc.44,936$4.71M1.55%+12413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC44,868$4.71M0.46%-99613F-HRTimeline
Atlantic Private Wealth, LLC42,689$4.48M3.37%-1,35413F-HRTimeline
White Lighthouse Investment Management …40,479$4.25M0.75%-16113F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK39,345$4.12M0.01%013F-HR/ATimelineGroup
Soundwatch Capital LLC38,859$4.08M0.43%-39413F-HRTimeline
Ashford Advisors, LLC37,901$3.98M0.92%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/37,831$3.97M0.84%+25513F-HRTimeline
Trademark Financial Management, LLC37,369$3.92M3.11%+11,63713F-HRTimeline
WEBSTER BANK, N. A.36,729$3.85M0.41%013F-HRTimeline
Merit Financial Group, LLC35,986$3.77M0.07%+3,02513F-HRTimeline
Stonehearth Capital Management, LLC35,571$3.73M1.5%-1,00013F-HRTimeline
ATMOS ADVISORY, LLC35,323$3.71M2.57%-35913F-HRTimeline
Kingsview Wealth Management, LLC34,602$3.63M0.07%new13F-HRTimeline
First Horizon Advisors, Inc.34,065$3.57M0.1%013F-HRTimeline
Private Advisor Group, LLC33,724$3.54M0.02%+12,37513F-HRTimeline
Sageworth Trust Co33,644$3.53M0.22%+93013F-HRTimeline
Mallini Complete Financial Planning LLC33,501$3.51M3.34%13F-HRTimeline
Palisades Hudson Asset Management, L.P.33,344$3.5M1.47%+9013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp32,418$3.4M<0.01%-2,64013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC32,401$3.4M0.01%-18213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP31,918$3.35M0.01%-2,92413F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co30,746$3.22M0.04%013F-HRTimelineGroup
Well Done, LLC31,574$3.21M0.59%013F-HRTimeline
CHOREO, LLC30,492$3.2M0.05%-3,17913F-HRTimeline
Ballentine Partners, LLC30,309$3.18M0.05%013F-HRTimeline
WHITTIER TRUST CO29,239$3.07M0.04%+22513F-HRTimeline
SAPIENT CAPITAL LLC28,449$2.98M0.06%013F-HRTimeline
Wealth Group Ltd28,171$2.95M0.85%+97613F-HRTimeline
NewEdge Advisors, LLC27,995$2.94M0.02%+5,26113F-HRTimeline
My Personal CFO, LLC27,554$2.89M1.48%+213F-HRTimeline
Paragon Capital Management Ltd27,465$2.88M0.57%+7413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp27,274$2.86M0.01%013F-HRTimelineGroup
Brooklyn FI, LLC26,859$2.82M0.94%-13413F-HR/ATimeline
CGN Advisors LLC25,797$2.71M0.26%+1,35813F-HRTimeline
Skyline Advisors, Inc.25,732$2.7M1.05%-94,94513F-HRTimeline
Modera Wealth Management, LLC25,331$2.66M0.03%+51913F-HRTimeline
Haverford Trust Co24,685$2.59M0.03%+7,39313F-HRTimeline
Addison Advisors LLC24,669$2.59M0.72%+6,80013F-HRTimeline
Topel & Distasi Wealth Management, LLC24,665$2.59M1.11%-22613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC24,400$2.56M<0.01%+18,50013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,380$2.56M<0.01%+3,73213F-HR/ATimeline
EQUITABLE TRUST CO24,126$2.53M0.14%-21213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.22,915$2.41M0.06%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC22,930$2.41M0.03%013F-HRTimeline
Martin Worley Group22,710$2.38M1.49%13F-HRTimeline
MAYPORT, LLC22,706$2.38M0.7%-3,14313F-HRTimeline
DAVIS R M INC22,366$2.35M0.05%+74813F-HRTimeline
Fingerlakes Wealth Management, Inc.22,244$2.33M1.88%-79313F-HRTimeline
PFG Investments, LLC21,703$2.28M0.14%+2,74513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,688$2.27M<0.01%013F-HRTimelineGroup
Westfuller Advisors, LLC21,580$2.26M1.44%+13613F-HRTimeline
Bell Investment Advisors, Inc20,641$2.17M0.4%-64513F-HRTimeline
Larson Financial Group LLC20,488$2.15M0.11%+41013F-HRTimeline
Armbruster Capital Management, Inc.20,372$2.14M0.43%-26013F-HRTimeline
Johnson Bixby & Associates, LLC20,325$2.13M0.33%+58813F-HRTimeline
Arjuna Capital20,298$2.13M0.57%-13,05613F-HRTimeline
Summit Wealth Group, LLC20,257$2.12M0.62%-3,81113F-HRTimeline
NewEdge Wealth, LLC20,227$2.12M0.04%+27513F-HRTimeline
Cornerstone Wealth Management, LLC20,213$2.12M0.14%-1,16013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,107$2.11M<0.01%-47513F-HRTimelineGroup
MARSHALL FINANCIAL GROUP INC /ADV19,774$2.07M0.63%+1,08313F-HRTimeline
Tradition Wealth Management, LLC19,754$2.07M0.18%+4,54113F-HRTimeline
West Financial Advisors, LLC19,290$2.02M0.39%-2,11813F-HRTimeline
Davis Wealth Advisors, LLC19,174$2.01M2.21%13F-HRTimeline
HARBOUR INVESTMENTS, INC.18,430$1.93M0.06%+56013F-HRTimeline
Perigon Wealth Management, LLC18,147$1.92M0.05%+8713F-HRTimeline
WealthCollab, LLC17,209$1.81M1.16%+18813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP17,181$1.8M0.04%013F-HRTimeline
Glenview Trust Co17,099$1.79M0.03%013F-HRTimeline
Vermillion & White Wealth Management Gr…17,087$1.79M1.32%+5313F-HRTimeline
Strategic Point Investment Advisors, LLC16,475$1.73M0.28%+32513F-HRTimeline
Valmark Advisers, Inc.16,203$1.7M0.03%+68713F-HRTimeline
Wilmington Savings Fund Society, FSB16,105$1.69M0.03%+1813F-HRTimeline
EVERETT HARRIS & CO /CA/16,000$1.68M0.02%013F-HRTimeline
Northland Capital Management LLC15,881$1.67M1.24%-1,62213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,722$1.65M0.01%new13F-HRTimelineGroup
UMB Bank, n.a.15,562$1.63M0.03%-3,62113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,501$1.63M<0.01%+2513F-HRTimelineGroup
Smithfield Trust Co15,273$1.6M0.08%-36613F-HRTimeline
Leonard Rickey Investment Advisors P.L.…15,238$1.6M0.37%-97013F-HRTimeline
Bell Bank15,136$1.59M0.12%+1,69813F-HRTimeline
Robertson Stephens Wealth Management, L…14,467$1.52M0.05%-25413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,348$1.51M<0.01%013F-HRTimelineGroup
Wingate Wealth Advisors, Inc.14,373$1.51M1.48%13F-HRTimeline
Values Added Financial LLC14,062$1.47M0.85%+22313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC13,687$1.44M0.32%-18413F-HRTimeline
Composition Wealth, LLC13,618$1.43M0.03%-2,23513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC13,013$1.36M0.03%+1,87313F-HRTimeline
Arbor Investment Advisors, LLC12,997$1.36M0.19%+3313F-HRTimeline
Shepherd Financial Partners LLC12,933$1.36M0.16%013F-HRTimeline
US FINANCIAL ADVISORS, LLC12,903$1.35M0.42%-38113F-HRTimeline
Tortoise Investment Management, LLC12,622$1.32M0.14%-11613F-HR/ATimeline
Snowden Capital Advisors LLC12,596$1.32M0.04%-20113F-HRTimeline
Pine Harbor Wealth Management, LLC12,532$1.31M0.53%-83113F-HRTimeline
PROFFITT & GOODSON INC12,420$1.3M0.22%-5813F-HRTimeline
Farther Finance Advisors, LLC12,318$1.29M0.05%-20013F-HRTimeline
Brickley Wealth Management12,301$1.29M0.26%-31413F-HRTimeline
Balanced Rock Investment Advisors LLC12,118$1.27M1.01%-73113F-HRTimeline
BEACON FINANCIAL PLANNING, INC12,099$1.27M0.74%+3213F-HRTimeline
Farnam Financial LLC12,030$1.26M1.32%-13313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC11,996$1.26M0.17%-4313F-HRTimeline
GenTrust, LLC11,866$1.24M0.05%+1613F-HRTimeline
FMR LLCin group FMR LLC11,822$1.24M<0.01%+1,48713F-HRTimelineGroup
Ervin Investment Management, LLC11,716$1.23M0.79%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.11,587$1.22M0.01%-8913F-HR/ATimelineGroup