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Disclosery

ESGV VANGUARD WORLD FD

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SHS (fund)

620 managers (625 13F filers) reported a position in ESGV shares at 2025-06-30, 28,747,823 shares in all. 63 filers opened a position and 26 filers sold out during the quarter.

Managers
620
13F filers
625
New
63
Added
234
Reduced
183
Sold out
26
Shares held by filers
28,747,823

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
VANGUARD GROUP INCin group VANGUARD GROUP INC3,312,420$363M0.01%+97,09313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,674,924$184M0.01%+9013F-HRTimelineGroup
Wealthfront Advisers LLC1,521,923$167M0.43%+19,08313F-HRTimeline
Creative Planningin group Creative Planning1,276,648$140M0.12%+22,73613F-HRTimelineGroup
VISA FOUNDATION1,172,735$129M100%-183,54013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Leo Wealth, LLC678,646$74.5M5.79%+299,20113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC616,894$67.6M0.02%+111,31813F-HRTimelineGroup
Verde Capital Management580,684$63.7M15.71%+21,78513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/568,075$62.3M0.01%-2,73613F-HRTimelineGroup
Betterment LLC557,611$61.1M0.13%+48,70913F-HRTimeline
IMPACTfolio, LLC495,602$54.3M25.76%+26,88813F-HRTimeline
Stanich Group LLC489,308$54.1M48.49%-53,43013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA441,594$48.4M0.01%+15,08613F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.414,349$45.4M0.08%+29,08413F-HRTimelineGroup
SCS Capital Management LLC405,655$44.5M0.49%+22,93813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC395,864$43.4M0.01%+139,38813F-HRTimelineGroup
Platt Investment Counsel, LLC384,193$42.1M40.03%-9,77913F-HRTimeline
Facet Wealth, Inc.355,005$39.7M0.9%+7,06313F-HRTimeline
Sellwood Investment Partners LLC334,170$36.6M17.51%-3,71413F-HRTimeline
Crewe Advisors LLC322,980$35.4M5.01%+1,07313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC271,127$29.7M0.01%-2,70013F-HRTimelineGroup
MATHER GROUP, LLC.267,797$29.4M0.31%+20,90813F-HRTimeline
UBS Group AGin group UBS Group AG264,625$29M0.01%-13,64813F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources258,665$28.4M0.01%-5,08513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding255,449$28M-629Timeline
Garde Capital, Inc.248,534$27.2M1.46%+16,41813F-HRTimeline
LPL Financial LLC242,068$26.5M0.01%+7,79113F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC232,599$25.5M1.44%-140,84713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC231,340$25.4M0.05%-74313F-HRTimelineGroup
Hanson & Doremus Investment Management221,254$24.3M3.24%+2,64413F-HRTimeline
Cedar Wealth Management, LLC202,551$22.2M7.52%013F-HRTimeline
Prime Buchholz LLC201,393$22.1M7.05%+83,63513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP188,497$20.7M0.04%new13F-HRTimelineGroup
Clarity Asset Management, Inc.185,830$20.4M12.16%-10,14013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP182,763$19.9M0.02%+19,62013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/175,843$19.3M0.01%-6,41413F-HRTimelineGroup
Mill Creek Capital Advisors, LLC174,401$19.1M0.42%-6,12513F-HRTimeline
Financial Connections Group, Inc.172,838$18.9M7.82%+6,29913F-HRTimeline
RWA WEALTH PARTNERS, LLC171,192$18.8M0.23%-23,84213F-HRTimeline
Gemmer Asset Management LLC155,837$17.1M1.52%+10,17113F-HRTimeline
HighTower Advisors, LLC155,419$17M0.02%-2,73813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC155,239$17M0.02%-40,28213F-HRTimeline
Human Investing LLC150,010$16.5M2.6%+3,35113F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC148,866$16.3M11.76%-28,22513F-HRTimeline
REGATTA CAPITAL GROUP, LLC147,407$16.2M2.77%+5,86413F-HRTimeline
LifeGuide Financial Advisors, LLC143,686$15.8M5.81%-4,04313F-HRTimeline
Diversified Portfolios, Inc.138,595$15.2M1.45%+1,09213F-HRTimeline
Orgel Wealth Management, LLC127,969$14M0.34%-9,84313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding124,682$13.7M+5,644Timeline
Cambridge Investment Research Advisors,…124,200$13.6M0.04%+3,72013F-HRTimeline
Mariner, LLCin group Mariner, LLC122,129$13.4M0.02%+14,40013F-HRTimelineGroup
Composition Wealth, LLC121,002$13.3M0.22%+107,38413F-HRTimeline
One Day In July LLC120,247$13.2M1.19%-15,08113F-HRTimeline
EVOKE WEALTH, LLC118,307$13M0.3%+2,84113F-HRTimeline
Apella Capital, LLC102,206$11.3M0.3%+2,53213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…101,648$11.1M0.01%-54013F-HRTimelineGroup
SageView Advisory Group, LLC97,944$11.1M0.42%-40,05413F-HRTimeline
Farrell Financial LLC89,403$9.8M6.58%+38713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC114,367$9.77M0.04%+25,29013F-HRTimelineGroup
Cresset Asset Management, LLC88,612$9.72M0.05%+74413F-HR/ATimeline
AMG National Trust Bank82,124$9M0.24%-1613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV81,187$8.9M0.02%+20,64113F-HRTimeline
Westfuller Advisors, LLC75,938$8.33M4.75%-23,49613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO75,068$8.23M<0.01%-47213F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC74,092$8.12M1.14%-14,06613F-HRTimeline
Boston Standard Wealth Management, LLC70,374$7.72M1.39%+4,53113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.69,312$7.6M0.01%+7,68413F-HR/ATimelineGroup
BSW Wealth Partners69,182$7.59M1.04%+13,07613F-HRTimeline
Beacon Pointe Advisors, LLC68,510$7.51M0.08%+5,35813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN67,798$7.43M<0.01%-10,43613F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC65,602$7.19M0.84%-2,58913F-HRTimeline
New Covenant Trust Company, N.A.61,377$6.69M5.97%-1413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC59,739$6.55M0.28%+55813F-HRTimelineGroup
EQ LLC59,374$6.51M2.53%-9,73113F-HRTimeline
Apexium Financial, LP56,872$6.24M0.33%-2,30713F-HRTimeline
LIBRA WEALTH LLC56,836$6.23M2.04%-3,14613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC55,280$6.06M1.21%+2,12213F-HRTimeline
Charter Oak Capital Management, LLC54,393$5.96M0.5%+91213F-HRTimeline
Financial Engines Advisors L.L.C.53,357$5.85M0.01%-3,15313F-HRTimeline
D.A. DAVIDSON & CO.52,748$5.78M0.04%-51413F-HRTimeline
Parallel Advisors, LLC51,841$5.68M0.11%-2,39813F-HRTimeline
Cetera Investment Advisers51,621$5.66M0.01%-7,81413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…50,298$5.51M0.38%+2,11613F-HRTimeline
Atlas Legacy Advisors, LLC48,559$5.32M1.17%+39313F-HRTimeline
Stephens Consulting, LLC48,151$5.28M1.26%-1,13113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC47,128$5.17M0.48%-1,90913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp46,542$5.1M<0.01%+16,54513F-HRTimelineGroup
Elios Financial Group Inc.45,591$5M2.27%-2313F-HRTimeline
HUB Investment Partners, LLC43,559$4.78M0.17%new13F-HRTimeline
White Lighthouse Investment Management …43,242$4.74M0.77%+1,19713F-HRTimeline
Atlantic Private Wealth, LLC42,693$4.68M3.14%+413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…41,544$4.55M0.15%-3,24013F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK40,250$4.41M0.6%+9,51713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL39,321$4.31M0.01%-19,69213F-HRTimeline
Trademark Financial Management, LLC38,148$4.18M2.56%+2,28913F-HRTimeline
Ashford Advisors, LLC37,901$4.16M0.96%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/37,397$4.1M0.8%-11013F-HRTimeline
Stonehearth Capital Management, LLC37,229$4.08M1.69%+1,89213F-HRTimeline
Private Advisor Group, LLC37,079$4.07M0.02%-87513F-HRTimeline
Sageworth Trust Co35,914$3.94M0.22%+1,73213F-HRTimeline
McClarren Financial Advisors, Inc.35,868$3.93M2.56%+5,06513F-HRTimeline
Paragon Capital Management Ltd35,131$3.85M0.7%+3,08213F-HRTimeline
First Horizon Advisors, Inc.34,065$3.73M0.1%013F-HRTimeline
PFG Investments, LLC33,918$3.72M0.22%+7,62013F-HRTimeline
MML INVESTORS SERVICES, LLC33,688$3.69M0.01%-1,21813F-HRTimeline
Palisades Hudson Asset Management, L.P.33,512$3.67M1.44%+8013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,268$3.65M0.02%+1,16213F-HRTimelineGroup
Well Done, LLC33,255$3.65M0.68%-5313F-HRTimeline
Koshinski Asset Management, Inc.32,005$3.51M0.26%new13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES31,683$3.47M1.38%-56,40913F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV30,566$3.35M0.07%-97,06613F-HR/ATimeline
Brooklyn FI, LLC30,444$3.34M0.86%+3,58513F-HRTimeline
Ballentine Partners, LLC30,309$3.32M0.05%013F-HRTimeline
WHITTIER TRUST CO29,817$3.27M0.04%013F-HRTimeline
CHOREO, LLC29,494$3.23M0.05%-9013F-HRTimeline
Mallini Complete Financial Planning LLC29,353$3.22M4.07%+2,32213F-HRTimeline
SAPIENT CAPITAL LLC28,449$3.12M0.06%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\28,240$3.1M<0.01%+22,16113F-HRTimelineGroup
Affinity Capital Advisors, LLC28,183$3.09M0.53%-67113F-HRTimeline
Valmark Advisers, Inc.28,156$3.09M0.04%+11,95213F-HRTimeline
Haverford Trust Co28,144$3.09M0.03%-61913F-HRTimeline
Topel & Distasi Wealth Management, LLC28,096$3.08M1.61%+92413F-HRTimeline
HARBOUR INVESTMENTS, INC.27,977$3.07M0.08%+6,21713F-HRTimeline
My Personal CFO, LLC27,557$3.02M1.37%+213F-HRTimeline
Modera Wealth Management, LLC26,796$2.94M0.04%+1,93213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,348$2.92M<0.01%+4,83413F-HRTimeline
Laurel Wealth Planning LLC26,600$2.92M1.66%+16,46913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP26,491$2.9M0.06%+9,40613F-HRTimeline
Wealth Group Ltd26,031$2.85M0.73%-2,14813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co25,830$2.83M0.03%-4,87813F-HRTimelineGroup
ATMOS ADVISORY, LLC24,929$2.73M1.74%-15,77513F-HRTimeline
Fund Evaluation Group, LLC24,720$2.71M0.1%new13F-HRTimeline
DAVIS R M INC24,280$2.66M0.05%+1,74313F-HRTimeline
Strategic Point Investment Advisors, LLC24,080$2.64M0.41%+7,52013F-HRTimeline
Martin Worley Group23,234$2.55M1.25%-4,55213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC22,980$2.52M0.04%013F-HRTimeline
Merit Financial Group, LLC22,823$2.5M0.03%-1,86613F-HRTimeline
MAYPORT, LLC22,802$2.5M0.6%+9213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP22,104$2.42M<0.01%+41613F-HRTimelineGroup
Wilmington Savings Fund Society, FSB22,033$2.42M0.04%+1613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV21,926$2.4M0.72%+78013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,852$2.4M<0.01%+5,72513F-HRTimelineGroup
Armbruster Capital Management, Inc.21,489$2.36M0.43%+1,04913F-HRTimeline
Fingerlakes Wealth Management, Inc.21,403$2.35M1.75%-24913F-HRTimeline
PROFFITT & GOODSON INC21,295$2.33M0.36%+60213F-HRTimeline
Summit Wealth Group, LLC20,847$2.29M0.59%+59013F-HRTimeline
Perigon Wealth Management, LLC20,802$2.28M0.05%+3,84813F-HRTimeline
Davis Wealth Advisors, LLC20,754$2.28M2.42%+1,61413F-HRTimeline
NewEdge Wealth, LLC20,034$2.25M0.04%-2,47013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,228$2.22M<0.01%-29413F-HRTimelineGroup
West Financial Advisors, LLC20,029$2.2M0.38%+53713F-HRTimeline
Wealthspire Advisors, LLC18,950$2.08M0.01%+4,11813F-HRTimeline
WEBSTER BANK, N. A.18,904$2.07M0.21%-17,82513F-HRTimeline
Bell Investment Advisors, Inc18,897$2.07M0.36%-1,03813F-HRTimeline
CGN Advisors LLC18,700$2.05M0.18%-4,72313F-HRTimeline
Wedmont Private Capital18,382$2.04M0.09%+1,78713F-HRTimeline
EQUITABLE TRUST CO18,528$2.03M0.1%-2,56913F-HRTimeline
Northland Capital Management LLC18,453$2.02M1.25%+3,21013F-HRTimeline
Glenview Trust Co18,423$2.02M0.03%+1,45913F-HRTimeline
Cornerstone Wealth Management, LLC17,954$1.97M0.12%-1,87313F-HRTimeline
Skyline Advisors, Inc.17,876$1.96M0.72%-1,31513F-HRTimeline
WealthCollab, LLC17,715$1.94M1.09%+113F-HRTimeline
Addison Advisors LLC17,529$1.92M0.48%-15513F-HRTimeline
Farnam Financial LLC17,344$1.9M1.71%+6,22713F-HRTimeline
FMR LLCin group FMR LLC16,799$1.84M<0.01%+1,58613F-HRTimelineGroup
Johnson Bixby & Associates, LLC16,540$1.81M0.25%-73413F-HRTimeline
EVERETT HARRIS & CO /CA/16,000$1.75M0.02%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp15,728$1.72M0.01%+31613F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…15,673$1.72M0.34%-1,67413F-HRTimeline
Arjuna Capital15,610$1.71M0.45%-57813F-HRTimeline
UMB Bank, n.a.15,562$1.71M0.03%013F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,362$1.68M<0.01%+1,01413F-HRTimelineGroup
Smithfield Trust Co15,251$1.67M0.08%-5013F-HRTimeline
Selective Wealth Management, Inc.14,985$1.66M0.61%+2,70713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,125$1.66M<0.01%+5,32813F-HR/ATimelineGroup
McLean Asset Management Corp14,943$1.64M0.43%013F-HRTimeline
Values Added Financial LLC14,979$1.64M0.8%-2,13213F-HRTimeline
Wingate Wealth Advisors, Inc.14,446$1.58M1.41%+3513F-HRTimeline
Robertson Stephens Wealth Management, L…14,403$1.58M0.05%-4413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,300$1.57M0.01%+10,86613F-HR/ATimelineGroup
WHITTIER TRUST CO OF NEVADA INC14,093$1.55M0.04%013F-HRTimeline
Vermillion & White Wealth Management Gr…14,090$1.54M1%013F-HRTimeline
Weil Company, Inc.14,070$1.54M0.41%new13F-HRTimeline
Bell Bank13,664$1.5M0.07%-30713F-HRTimeline
Silver Oak Advisory Group, Inc.13,492$1.48M0.72%+3,50713F-HRTimeline
Fiduciary Wealth Partners, LLC13,222$1.45M1.37%new13F-HRTimeline
Rock Point Advisors, LLC13,200$1.45M0.41%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC13,150$1.44M0.29%-38413F-HRTimeline
Sanctuary Advisors, LLC13,146$1.44M0.01%-13513F-HRTimeline
Tortoise Investment Management, LLC13,010$1.43M0.14%+6313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding12,972$1.42M+12,480Timeline
Shepherd Financial Partners LLC12,933$1.42M0.15%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,929$1.42M<0.01%+1,18813F-HRTimelineGroup
Snowden Capital Advisors LLC12,870$1.41M0.04%+26813F-HRTimeline
Larson Financial Group LLC12,788$1.4M0.06%-20113F-HRTimeline
Pine Harbor Wealth Management, LLC12,387$1.36M0.48%+313F-HRTimeline
BAILARD, INC.12,341$1.35M0.03%+1,24513F-HRTimeline
Farther Finance Advisors, LLC12,193$1.34M0.03%+87613F-HRTimeline
BEACON FINANCIAL PLANNING, INC12,161$1.33M0.74%+3013F-HRTimeline
Scott Capital Advisors, LLC11,940$1.32M0.36%+78913F-HRTimeline