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Disclosery

ESGV VANGUARD WORLD FD

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SHS (fund)

585 managers (588 13F filers) reported a position in ESGV shares at 2025-03-31, 29,058,834 shares in all. 45 filers opened a position and 44 filers sold out during the quarter.

Managers
585
13F filers
588
New
45
Added
243
Reduced
165
Sold out
44
Shares held by filers
29,058,834

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
VANGUARD GROUP INCin group VANGUARD GROUP INC3,215,327$315M0.01%+148,34813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,674,834$164M0.01%+826,78513F-HRTimelineGroup
Wealthfront Advisers LLC1,502,840$147M0.4%+57,91713F-HRTimeline
VISA FOUNDATION1,356,275$133M100%-270,00013F-HRTimeline
Creative Planningin group Creative Planning1,253,912$123M0.12%+10,16513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/570,811$55.9M<0.01%+69,05413F-HRTimelineGroup
Verde Capital Management558,899$54.7M15.57%-3,67313F-HRTimeline
Stanich Group LLC542,738$53.2M39.31%+28,91013F-HRTimeline
Betterment LLC508,902$49.8M0.12%+94,87913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC505,576$49.5M0.02%+1,06013F-HRTimelineGroup
IMPACTfolio, LLC468,714$45.9M24.13%+13,12713F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP440,383$43.1M0.73%+81,55713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA426,508$41.8M0.01%+6,76113F-HR/ATimelineGroup
Platt Investment Counsel, LLC393,972$38.6M38.08%+14,80413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.385,265$37.7M0.07%-7,39613F-HRTimelineGroup
SCS Capital Management LLC382,717$37.5M0.48%+48,98313F-HR/ATimeline
Leo Wealth, LLC379,445$37.2M5.34%-314,09413F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC373,446$36.6M1.97%-75,89513F-HRTimelineGroup
Facet Wealth, Inc.347,942$34.6M0.89%-28,48113F-HRTimeline
Sellwood Investment Partners LLC337,884$33.1M17.28%+19,01713F-HRTimeline
Crewe Advisors LLC321,907$31.5M4.43%+10,39713F-HRTimeline
UBS Group AGin group UBS Group AG278,273$27.3M0.01%-7,17813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC273,827$26.8M0.01%-31,22013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources263,750$25.8M0.01%+22,01313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC256,476$25.1M<0.01%+43,47113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding256,078$25.1M+11,463Timeline
Olde Wealth Management, LLC254,139$24.9M8.79%+3,05413F-HRTimeline
MATHER GROUP, LLC.246,889$24.2M0.28%-22,82413F-HRTimeline
LPL Financial LLC234,277$22.9M0.01%+3,12813F-HRTimeline
Garde Capital, Inc.232,116$22.7M1.3%+16,16613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC232,083$22.7M0.05%+22,34713F-HRTimelineGroup
Hanson & Doremus Investment Management218,610$21.4M3.13%+32313F-HRTimeline
Cedar Wealth Management, LLC202,551$19.8M7.06%-3,65413F-HRTimeline
Clarity Asset Management, Inc.195,970$19.2M12.36%+30,58013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC195,521$19.2M0.03%-34,69013F-HRTimeline
RWA WEALTH PARTNERS, LLC195,034$19.1M0.24%-9,57813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/182,257$17.9M0.01%-1,99213F-HRTimelineGroup
Mill Creek Capital Advisors, LLC180,526$17.7M0.43%+11,71513F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC177,091$17.3M15.47%+72013F-HRTimeline
Financial Connections Group, Inc.166,539$16.3M7.32%-17513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP163,143$15.9M0.01%+20,71813F-HR/ATimelineGroup
HighTower Advisors, LLC158,157$15.5M0.02%+15,51613F-HRTimeline
DOHJ, LLC154,012$15.1M3.45%+11,00313F-HRTimeline
Caprock Group, LLC149,192$14.6M0.45%+2,82213F-HRTimeline
LifeGuide Financial Advisors, LLC147,729$14.5M5.9%+2,29513F-HRTimeline
Human Investing LLC146,659$14.4M2.53%+11,80313F-HRTimeline
Gemmer Asset Management LLC145,666$14.3M1.43%+4,60413F-HRTimeline
REGATTA CAPITAL GROUP, LLC141,543$13.9M2.68%+6,53213F-HRTimeline
SageView Advisory Group, LLC137,998$13.5M0.58%+30613F-HRTimeline
Orgel Wealth Management, LLC137,812$13.5M0.35%-66,96313F-HRTimeline
Diversified Portfolios, Inc.137,503$13.5M1.42%+7,75213F-HRTimeline
One Day In July LLC135,328$13.3M1.33%-4,83313F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV127,632$12.5M0.36%+42,74013F-HR/ATimeline
Cambridge Investment Research Advisors,…120,480$11.8M0.04%+2,43313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding119,038$11.7M+5,793Timeline
Prime Buchholz LLC117,758$11.5M4.03%new13F-HRTimeline
EVOKE WEALTH, LLC115,466$11.3M0.3%+3,44113F-HRTimeline
Mariner, LLCin group Mariner, LLC107,729$10.6M0.02%+22,39213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…102,188$10M0.01%-4,45213F-HRTimelineGroup
Westfuller Advisors, LLC99,434$9.74M6.5%+77,85413F-HRTimeline
Apella Capital, LLC99,674$9.52M0.33%+4,00313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC89,077$8.73M0.04%-91413F-HRTimelineGroup
Farrell Financial LLC89,016$8.72M6.35%-1,37813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC88,158$8.64M1.34%+5,63113F-HRTimeline
RETIREMENT CAPITAL STRATEGIES88,092$8.63M3.37%-64313F-HRTimeline
Cresset Asset Management, LLC87,868$8.61M0.04%+2,86313F-HRTimeline
AMG National Trust Bank82,140$8.05M0.23%-2,09613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN78,234$7.66M<0.01%+1,92413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO75,540$7.4M<0.01%-147,51613F-HRTimelineGroup
EQ LLC69,105$6.77M3.16%-4,78413F-HRTimeline
Relyea Zuckerberg Hanson LLC68,191$6.68M0.9%+2,47513F-HRTimeline
Boston Standard Wealth Management, LLC65,843$6.36M1.4%-47313F-HRTimeline
Beacon Pointe Advisors, LLC63,152$6.19M0.07%+4,98913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.61,628$6.04M0.01%+85113F-HRTimelineGroup
New Covenant Trust Company, N.A.61,391$5.99M6.32%-3,76013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV60,546$5.93M0.01%+70913F-HRTimeline
LIBRA WEALTH LLC59,982$5.88M2.2%+34813F-HRTimeline
Cetera Investment Advisers59,435$5.82M0.01%-1,16913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC59,181$5.8M0.27%+5,36713F-HRTimelineGroup
Apexium Financial, LP59,179$5.8M0.35%+12013F-HRTimeline
BLAIR WILLIAM & CO/IL59,013$5.78M0.02%-613F-HRTimeline
Financial Engines Advisors L.L.C.56,510$5.53M0.01%+1,33613F-HRTimeline
BSW Wealth Partners56,106$5.5M0.83%-8,97013F-HRTimeline
Parallel Advisors, LLC54,239$5.31M0.12%+6,33613F-HRTimeline
Charter Oak Capital Management, LLC53,481$5.24M0.48%-1,37613F-HRTimeline
D.A. DAVIDSON & CO.53,262$5.22M0.04%+28113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC53,158$5.21M1.18%+2913F-HRTimeline
Atlas Legacy Advisors, LLC48,166$4.88M1.24%-91513F-HRTimeline
Stephens Consulting, LLC49,282$4.83M1.21%+2,26013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC49,037$4.8M0.47%+4,16913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…48,182$4.72M0.35%+1,62613F-HRTimeline
Elios Financial Group Inc.45,614$4.47M2.2%-1,14513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…44,784$4.39M0.16%-49313F-HRTimelineGroup
Monterey Private Wealth, Inc.44,479$4.36M1.28%-45713F-HRTimeline
Atlantic Private Wealth, LLC42,689$4.18M3.09%013F-HRTimeline
White Lighthouse Investment Management …42,045$4.12M0.74%+1,56613F-HRTimeline
ATMOS ADVISORY, LLC40,704$3.99M2.68%+5,38113F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK39,205$3.84M0.01%-14013F-HRTimelineGroup
Private Advisor Group, LLC37,954$3.72M0.02%+4,23013F-HRTimeline
Ashford Advisors, LLC37,901$3.71M0.93%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/37,507$3.67M0.76%-32413F-HRTimeline
WEBSTER BANK, N. A.36,729$3.6M0.4%013F-HRTimeline
McClarren Financial Advisors, Inc.30,803$3.52M2.33%new13F-HRTimeline
Trademark Financial Management, LLC35,859$3.51M2.68%-1,51013F-HRTimeline
Well Done, LLC33,308$3.49M0.63%+1,73413F-HRTimeline
Stonehearth Capital Management, LLC35,337$3.46M1.43%-23413F-HRTimeline
MML INVESTORS SERVICES, LLC34,906$3.42M0.01%+2,50513F-HRTimeline
Sageworth Trust Co34,182$3.35M0.21%+53813F-HRTimeline
First Horizon Advisors, Inc.34,065$3.34M0.09%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP33,982$3.33M0.01%+2,06413F-HRTimelineGroup
Palisades Hudson Asset Management, L.P.33,432$3.27M1.49%+8813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC32,106$3.14M0.02%+16,38413F-HRTimelineGroup
Paragon Capital Management Ltd32,049$3.14M0.64%+4,58413F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK30,733$3.01M0.44%+19,37613F-HR/ATimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co30,708$3.01M0.04%-3813F-HRTimelineGroup
Ballentine Partners, LLC30,309$2.97M0.05%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,997$2.94M<0.01%-2,42113F-HRTimelineGroup
WHITTIER TRUST CO29,817$2.92M0.04%+57813F-HRTimeline
CHOREO, LLC29,584$2.9M0.04%-90813F-HRTimeline
Haverford Trust Co28,763$2.82M0.03%+4,07813F-HRTimeline
SAPIENT CAPITAL LLC28,449$2.79M0.05%013F-HRTimeline
Wealth Group Ltd28,179$2.76M0.81%+813F-HRTimeline
Martin Worley Group27,786$2.72M1.55%+5,07613F-HRTimeline
Affinity Capital Advisors, LLC28,854$2.7M0.54%-21,85113F-HRTimeline
My Personal CFO, LLC27,555$2.7M1.36%+113F-HRTimeline
Topel & Distasi Wealth Management, LLC27,172$2.66M1.24%+2,50713F-HRTimeline
Mallini Complete Financial Planning LLC27,031$2.65M2.53%-6,47013F-HRTimeline
Brooklyn FI, LLC26,859$2.63M0.81%013F-HRTimeline
PFG Investments, LLC26,298$2.58M0.17%+4,59513F-HRTimeline
Modera Wealth Management, LLC24,864$2.44M0.03%-46713F-HRTimeline
Merit Financial Group, LLC24,689$2.42M0.04%-11,29713F-HRTimeline
CGN Advisors LLC23,423$2.29M0.22%-2,37413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC22,980$2.25M0.03%+5013F-HRTimeline
MAYPORT, LLC22,710$2.22M0.61%+413F-HRTimeline
DAVIS R M INC22,537$2.21M0.04%+17113F-HRTimeline
NewEdge Wealth, LLC22,504$2.2M0.04%+2,27713F-HRTimeline
FLOW TRADERS U.S. LLC22,133$2.17M0.09%new13F-HRTimeline
Wilmington Savings Fund Society, FSB22,017$2.16M0.04%+5,91213F-HRTimeline
HARBOUR INVESTMENTS, INC.21,760$2.13M0.06%+3,33013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,688$2.12M<0.01%013F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.21,652$2.12M1.8%-59213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,514$2.11M<0.01%-2,86613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,464$2.1M<0.01%new13F-HRTimelineGroup
MARSHALL FINANCIAL GROUP INC /ADV21,146$2.07M0.65%+1,37213F-HRTimeline
EQUITABLE TRUST CO21,097$2.07M0.11%-3,02913F-HRTimeline
PROFFITT & GOODSON INC20,693$2.03M0.33%+8,27313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,522$2.01M<0.01%+41513F-HRTimelineGroup
Armbruster Capital Management, Inc.20,440$2M0.4%+6813F-HRTimeline
Summit Wealth Group, LLC20,257$1.98M0.58%013F-HRTimeline
Bell Investment Advisors, Inc19,935$1.95M0.36%-70613F-HRTimeline
Cornerstone Wealth Management, LLC19,827$1.94M0.13%-38613F-HRTimeline
West Financial Advisors, LLC19,492$1.91M0.36%+20213F-HRTimeline
Skyline Advisors, Inc.19,191$1.88M0.74%-6,54113F-HRTimeline
Davis Wealth Advisors, LLC19,140$1.87M2.12%-3413F-HRTimeline
WealthCollab, LLC17,714$1.74M1.08%+50513F-HRTimeline
Addison Advisors LLC17,684$1.73M0.47%-6,98513F-HRTimeline
Johnson Bixby & Associates, LLC17,274$1.69M0.25%-3,05113F-HRTimeline
Values Added Financial LLC17,111$1.68M0.93%+3,04913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP17,085$1.67M0.04%-9613F-HRTimeline
Glenview Trust Co16,964$1.66M0.03%-13513F-HR/ATimeline
Perigon Wealth Management, LLC16,954$1.66M0.04%-1,19313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…17,347$1.64M0.35%+2,10913F-HRTimeline
Strategic Point Investment Advisors, LLC16,560$1.62M0.27%+8513F-HRTimeline
ALBION FINANCIAL GROUP /UT16,499$1.62M0.11%+11,69913F-HRTimeline
Valmark Advisers, Inc.16,204$1.59M0.02%+113F-HRTimeline
Arjuna Capital16,188$1.59M0.44%-4,11013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,127$1.58M<0.01%+62613F-HRTimelineGroup
EVERETT HARRIS & CO /CA/16,000$1.57M0.02%013F-HRTimeline
Wedmont Private Capital16,595$1.55M0.08%+14,04213F-HRTimeline
UMB Bank, n.a.15,562$1.52M0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
M&T Bank Corpin group M&T Bank Corp15,412$1.51M0.01%-11,86213F-HRTimelineGroup
Smithfield Trust Co15,301$1.5M0.08%+2813F-HRTimeline
Northland Capital Management LLC15,243$1.49M1.01%-63813F-HRTimeline
FMR LLCin group FMR LLC15,213$1.49M<0.01%+3,39113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,899$1.46M0.04%new13F-HRTimelineGroup
Wealthspire Advisors, LLC14,832$1.45M0.01%+9,22513F-HRTimeline
Robertson Stephens Wealth Management, L…14,447$1.42M0.05%-2013F-HRTimeline
Wingate Wealth Advisors, Inc.14,411$1.41M1.62%+3813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC14,093$1.38M0.03%+1,08013F-HRTimeline
Vermillion & White Wealth Management Gr…14,090$1.38M1%-2,99713F-HRTimeline
Bell Bank13,971$1.37M0.07%-1,16513F-HRTimeline
US FINANCIAL ADVISORS, LLC13,632$1.34M0.39%+72913F-HRTimeline
Composition Wealth, LLC13,618$1.33M0.03%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC13,534$1.33M0.29%-15313F-HRTimeline
Sanctuary Advisors, LLC13,281$1.3M0.01%+5,51413F-HRTimeline
McLean Asset Management Corp14,943$1.3M0.43%+11,20013F-HRTimeline
Rock Point Advisors, LLC13,200$1.29M0.4%new13F-HRTimeline
Larson Financial Group LLC12,989$1.27M0.06%-7,49913F-HRTimeline
Arbor Investment Advisors, LLC12,974$1.27M0.17%-2313F-HRTimeline
Tortoise Investment Management, LLC12,947$1.27M0.13%+32513F-HR/ATimeline
Shepherd Financial Partners LLC12,933$1.27M0.15%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,348$1.25M<0.01%013F-HRTimelineGroup
Snowden Capital Advisors LLC12,602$1.23M0.04%+613F-HRTimeline
Pine Harbor Wealth Management, LLC12,384$1.21M0.49%-14813F-HRTimeline
BEACON FINANCIAL PLANNING, INC12,131$1.19M0.68%+3213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC11,996$1.18M0.16%013F-HRTimeline
GenTrust, LLC11,882$1.16M0.06%+1613F-HRTimeline
Brickley Wealth Management11,861$1.16M0.24%-44013F-HRTimeline
Selective Wealth Management, Inc.12,278$1.15M0.5%+2,99713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,741$1.15M<0.01%+27913F-HRTimelineGroup