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Disclosery

ESGV VANGUARD WORLD FD

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SHS (fund)

638 managers (642 13F filers) reported a position in ESGV shares at 2025-09-30, 29,507,211 shares in all. 47 filers opened a position and 24 filers sold out during the quarter.

Managers
638
13F filers
642
New
47
Added
217
Reduced
221
Sold out
24
Shares held by filers
29,507,211

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC3,480,658$412M0.01%+168,23813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,683,727$199M0.01%+8,80313F-HR/ATimelineGroup
Wealthfront Advisers LLC1,497,736$177M0.42%-24,18713F-HRTimeline
Creative Planningin group Creative Planning1,231,498$146M0.11%-45,15013F-HRTimelineGroup
VISA FOUNDATION1,172,735$139M100%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/615,911$72.9M0.01%+47,83613F-HR/ATimelineGroup
Verde Capital Management609,936$72.2M16.01%+29,25213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC602,528$71.4M0.02%-14,36613F-HRTimelineGroup
Betterment LLC533,633$63.2M0.12%-23,97813F-HRTimeline
IMPACTfolio, LLC501,046$59.3M25.6%+5,44413F-HRTimeline
Stanich Group LLC493,435$58.4M35.78%+4,12713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA459,645$54.4M0.01%+18,05113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.414,067$49M0.08%-28213F-HRTimelineGroup
SCS Capital Management LLC405,662$48M0.52%+713F-HRTimeline
Platt Investment Counsel, LLC401,203$47.5M37.43%+17,01013F-HRTimeline
Leo Wealth, LLC377,107$44.7M5.79%-301,53913F-HRTimeline
Facet Wealth, Inc.357,738$42.4M0.88%+2,73313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC355,284$42.1M0.01%-40,58013F-HRTimelineGroup
Sellwood Investment Partners LLC326,962$38.7M15.41%-7,20813F-HRTimeline
Crewe Advisors LLC322,429$38.2M3.64%-55113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC284,275$33.7M0.01%+13,14813F-HRTimelineGroup
IMA Advisory Services, Inc.274,075$32.5M3.27%new13F-HRTimeline
MATHER GROUP, LLC.267,801$31.7M0.32%+413F-HRTimeline
UBS Group AGin group UBS Group AG260,832$30.9M0.01%-3,79313F-HRTimelineGroup
LPL Financial LLC251,418$29.8M0.01%+9,35013F-HRTimeline
Arax Advisory Partners168,312$29.7M0.43%+168,20613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources250,559$29.7M0.01%-8,10613F-HRTimelineGroup
Garde Capital, Inc.241,322$28.6M1.44%-7,21213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding228,735$27.1M-26,714Timeline
Cerity Partners LLCin group Cerity Partners LLC220,415$26.1M0.04%-10,92513F-HRTimelineGroup
Hanson & Doremus Investment Management216,603$25.7M3.23%-4,65113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP208,262$24.5M0.02%+25,49913F-HRTimelineGroup
Cedar Wealth Management, LLC202,551$24M7.35%013F-HRTimeline
Olde Wealth Management, LLC186,241$22.5M6.95%13F-HRTimeline
Clarity Asset Management, Inc.185,162$21.9M12.3%-66813F-HRTimeline
Prime Buchholz LLC180,439$21.4M11.75%-20,95413F-HRTimeline
Financial Connections Group, Inc.178,571$21.1M8.25%+5,73313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC175,023$20.7M0.03%+19,78413F-HRTimeline
Ashford Advisors, LLC172,248$20.4M4.51%+134,34713F-HRTimeline
RWA WEALTH PARTNERS, LLC170,688$20.2M0.23%-50413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/170,544$20.2M0.01%-5,29913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP166,797$19.8M0.03%-21,70013F-HRTimelineGroup
Gemmer Asset Management LLC163,760$19.4M1.56%+7,92313F-HRTimeline
Mill Creek Capital Advisors, LLC163,116$19.3M0.4%-11,28513F-HRTimeline
HighTower Advisors, LLC160,288$19M0.02%+4,86913F-HRTimeline
Caprock Group, LLC159,002$18.2M0.45%13F-HRTimeline
REGATTA CAPITAL GROUP, LLC149,520$17.7M2.8%+2,11313F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC149,059$17.7M11.63%+19313F-HRTimeline
Human Investing LLC144,857$17.2M2.53%-5,15313F-HRTimeline
LifeGuide Financial Advisors, LLC143,610$15.7M5.79%-7613F-HRTimeline
Harpswell Capital Advisors, LLC132,151$15.7M14.93%13F-HRTimeline
Orgel Wealth Management, LLC127,893$15.1M0.35%-7613F-HRTimeline
Diversified Portfolios, Inc.127,193$15.1M1.33%-11,40213F-HRTimeline
Cambridge Investment Research Advisors,…124,585$14.8M0.04%+38513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding121,909$14.4M-2,773Timeline
Mariner, LLCin group Mariner, LLC121,698$14.4M0.02%-43113F-HRTimelineGroup
Composition Wealth, LLC121,600$14.4M0.22%+59813F-HRTimeline
One Day In July LLC115,640$13.7M1.16%-4,60713F-HRTimeline
HUB Investment Partners, LLC107,223$12.7M0.47%+63,66413F-HRTimeline
Apella Capital, LLC104,807$12.3M0.27%+2,60113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…100,427$11.9M0.01%-1,22113F-HRTimelineGroup
SageView Advisory Group, LLC98,177$11.6M0.4%+23313F-HRTimeline
EVOKE WEALTH, LLC92,972$11M0.23%-25,33513F-HRTimeline
Cresset Asset Management, LLC90,985$10.8M0.05%+2,37313F-HR/ATimeline
Farrell Financial LLC90,508$10.7M6.72%+1,10513F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC90,192$10.7M0.7%-142,40713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC88,401$10.5M0.04%-25,96613F-HRTimelineGroup
AMG National Trust Bank86,267$10.2M0.25%+4,14313F-HRTimeline
Boston Standard Wealth Management, LLC81,171$9.61M1.62%+10,79713F-HRTimeline
Beacon Pointe Advisors, LLC78,612$9.31M0.08%+10,10213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV75,076$8.89M0.01%-6,11113F-HRTimeline
BLAIR WILLIAM & CO/IL74,251$8.79M0.02%+34,93013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC74,097$8.78M1.12%+513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO73,784$8.74M<0.01%-1,28413F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,375$8.5M0.01%+4,06313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN70,188$8.31M<0.01%+2,39013F-HRTimelineGroup
BSW Wealth Partners64,081$7.59M0.95%-5,10113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV62,992$7.46M0.14%+32,42613F-HR/ATimeline
Relyea Zuckerberg Hanson LLC61,919$7.33M0.77%-3,68313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC60,604$7.18M0.29%+86513F-HRTimelineGroup
New Covenant Trust Company, N.A.59,268$7.02M6.54%-2,10913F-HRTimeline
LIBRA WEALTH LLC56,561$6.7M2.01%-27513F-HRTimeline
Apexium Financial, LP56,326$6.67M0.32%-54613F-HRTimeline
EQ LLC55,508$6.57M2.23%-3,86613F-HRTimeline
Charter Oak Capital Management, LLC55,257$6.54M0.51%+86413F-HRTimeline
Cetera Investment Advisers54,734$6.48M0.01%+3,11313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC54,490$6.45M1.16%-79013F-HRTimeline
Financial Engines Advisors L.L.C.53,309$6.31M0.01%-4813F-HRTimeline
D.A. DAVIDSON & CO.49,425$5.85M0.04%-3,32313F-HRTimeline
Westfuller Advisors, LLC47,850$5.67M2.58%-28,08813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp45,839$5.43M<0.01%-70313F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC45,190$5.35M0.47%-1,93813F-HRTimeline
Atlas Legacy Advisors, LLC45,112$5.34M1.03%-3,44713F-HRTimeline
Atlantic Private Wealth, LLC42,591$5.04M3.26%-10213F-HRTimeline
White Lighthouse Investment Management …41,922$4.97M0.76%-1,32013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…39,788$4.71M0.14%-1,75613F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK39,774$4.71M0.6%-47613F-HRTimelineGroup
Soundwatch Capital LLC38,594$4.57M0.73%new13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/38,280$4.53M0.84%+88313F-HRTimeline
Private Advisor Group, LLC37,877$4.49M0.02%+79813F-HRTimeline
Trademark Financial Management, LLC37,764$4.47M2.6%-38413F-HRTimeline
Stonehearth Capital Management, LLC37,115$4.4M1.7%-11413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\36,691$4.35M0.01%+8,45113F-HRTimelineGroup
Palisades Hudson Asset Management, L.P.36,476$4.32M1.57%+2,96413F-HRTimeline
Parallel Advisors, LLC36,449$4.32M0.08%-15,39213F-HRTimeline
Paragon Capital Management Ltd36,117$4.28M0.8%+98613F-HRTimeline
RETIREMENT CAPITAL STRATEGIES36,014$4.27M1.64%+4,33113F-HRTimeline
Sageworth Trust Co35,577$4.21M0.2%-33713F-HRTimeline
PFG Investments, LLC35,069$4.15M0.22%+1,15113F-HRTimeline
Brooklyn FI, LLC35,030$4.15M0.93%+4,58613F-HRTimeline
McClarren Financial Advisors, Inc.29,225$4.05M2.48%-6,64313F-HRTimeline
FIRST HORIZON CORP34,065$4.03M0.19%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,533$3.97M0.02%+26513F-HRTimelineGroup
Well Done, LLC33,353$3.95M0.67%+9813F-HRTimeline
Koshinski Asset Management, Inc.32,005$3.79M0.25%013F-HRTimeline
New England Private Wealth Advisors LLC31,017$3.67M0.48%+27,78013F-HRTimeline
HARBOUR INVESTMENTS, INC.30,312$3.59M0.08%+2,33513F-HRTimeline
Ballentine Partners, LLC30,309$3.59M0.05%013F-HRTimeline
CHOREO, LLC29,550$3.5M0.05%+5613F-HRTimeline
Modera Wealth Management, LLC29,120$3.45M0.04%+2,32413F-HRTimeline
Haverford Trust Co28,863$3.42M0.03%+71913F-HRTimeline
WHITTIER TRUST CO28,606$3.41M0.04%-1,21113F-HRTimeline
Valmark Advisers, Inc.28,488$3.37M0.04%+33213F-HRTimeline
Mallini Complete Financial Planning LLC28,303$3.35M2.73%-1,05013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…28,083$3.33M0.22%-22,21513F-HRTimeline
Topel & Distasi Wealth Management, LLC27,938$3.31M1.63%-15813F-HRTimeline
Affinity Capital Advisors, LLC27,638$3.29M0.51%-54513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP26,717$3.16M0.06%+22613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,346$3.13M<0.01%-213F-HRTimeline
NewEdge Advisors, LLC25,833$3.06M0.01%+19,61913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co25,557$3.03M0.03%-27313F-HRTimelineGroup
Sequoia Financial Advisors, LLC25,136$2.98M0.02%new13F-HRTimeline
Fund Evaluation Group, LLC24,720$2.93M0.11%013F-HRTimeline
SAPIENT CAPITAL LLC24,549$2.9M0.04%-3,90013F-HRTimeline
DAVIS R M INC24,409$2.89M0.05%+12913F-HRTimeline
MML INVESTORS SERVICES, LLC24,206$2.87M0.01%-9,48213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC24,200$2.87M<0.01%new13F-HRTimeline
ATMOS ADVISORY, LLC24,196$2.87M1.75%-73313F-HRTimeline
Strategic Point Investment Advisors, LLC24,160$2.86M0.41%+8013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP24,091$2.85M<0.01%+2,23913F-HRTimelineGroup
Wealth Group Ltd23,960$2.84M0.66%-2,07113F-HRTimeline
FMR LLCin group FMR LLC23,147$2.74M<0.01%+6,34813F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC22,980$2.72M0.04%013F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV22,241$2.63M0.72%+31513F-HRTimeline
CGN Advisors LLC22,202$2.63M0.22%+3,50213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,688$2.57M<0.01%-41613F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.21,596$2.56M1.67%+19313F-HRTimeline
Laurel Wealth Planning LLC21,590$2.56M1.35%-5,01013F-HRTimeline
MAYPORT, LLC21,572$2.55M0.55%-1,23013F-HRTimeline
Armbruster Capital Management, Inc.21,310$2.52M0.43%-17913F-HRTimeline
Perigon Wealth Management, LLC21,208$2.51M0.05%+40613F-HRTimeline
PROFFITT & GOODSON INC21,074$2.5M0.36%-22113F-HRTimeline
Addison Advisors LLC20,409$2.42M0.56%+2,88013F-HRTimeline
Davis Wealth Advisors, LLC20,356$2.41M2.16%-39813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,112$2.38M<0.01%new13F-HRTimelineGroup
NewEdge Wealth, LLC19,620$2.36M0.03%-41413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,930$2.36M<0.01%-29813F-HRTimelineGroup
Summit Wealth Group, LLC19,815$2.35M0.57%-1,03213F-HRTimeline
Merit Financial Group, LLC19,283$2.28M0.02%-3,54013F-HR/ATimeline
West Financial Advisors, LLC19,030$2.25M0.37%-99913F-HRTimeline
Wealthspire Advisors, LLC18,958$2.25M0.01%+813F-HRTimeline
WEBSTER BANK, N. A.18,904$2.24M0.22%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT18,808$2.23M0.15%+12,33513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC18,682$2.21M<0.01%+3,55713F-HRTimelineGroup
EQUITABLE TRUST CO18,528$2.19M0.1%013F-HRTimeline
Wedmont Private Capital18,421$2.19M0.08%+3913F-HRTimeline
Northland Capital Management LLC18,476$2.19M1.28%+2313F-HRTimeline
Glenview Trust Co18,423$2.18M0.03%013F-HRTimeline
Bell Investment Advisors, Inc18,028$2.14M0.35%-86913F-HRTimeline
Cornerstone Wealth Management, LLC17,931$2.12M0.12%-2313F-HRTimeline
WealthCollab, LLC17,715$2.1M0.97%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC17,563$2.09M0.04%+3,47013F-HRTimeline
Farnam Financial LLC17,058$2.02M1.57%-28613F-HRTimeline
Skyline Advisors, Inc.16,639$1.97M0.68%-1,23713F-HRTimeline
Arjuna Capital16,429$1.95M0.48%+81913F-HRTimeline
Johnson Bixby & Associates, LLC16,353$1.94M0.25%-18713F-HRTimeline
EVERETT HARRIS & CO /CA/16,000$1.9M0.02%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC15,716$1.86M0.01%+1,41613F-HR/ATimelineGroup
Sanctuary Advisors, LLC15,580$1.85M0.01%+2,43413F-HR/ATimeline
UMB Bank, n.a.15,562$1.84M0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Leonard Rickey Investment Advisors P.L.…15,562$1.84M0.35%-11113F-HRTimeline
Wilmington Savings Fund Society, FSB15,370$1.82M0.04%-6,66313F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,356$1.82M<0.01%-613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp14,967$1.77M0.01%-76113F-HRTimelineGroup
Tortoise Investment Management, LLC14,633$1.73M0.15%+1,62313F-HRTimeline
Smithfield Trust Co14,515$1.72M0.08%-73613F-HRTimeline
Wingate Wealth Advisors, Inc.14,480$1.72M1.19%+3413F-HRTimeline
Robertson Stephens Wealth Management, L…14,166$1.68M0.05%-23713F-HRTimeline
Vermillion & White Wealth Management Gr…14,090$1.67M0.95%013F-HRTimeline
Weil Company, Inc.14,073$1.67M0.4%+313F-HRTimeline
Selective Wealth Management, Inc.13,955$1.66M0.53%-1,03013F-HRTimeline
Values Added Financial LLC13,966$1.65M0.74%-1,01313F-HRTimeline
Compound Planning, Inc.13,592$1.61M0.05%+2,79513F-HRTimeline
Silver Oak Advisory Group, Inc.13,414$1.59M0.72%-7813F-HRTimeline
Rock Point Advisors, LLC13,200$1.56M0.41%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC13,149$1.56M0.28%-113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding13,072$1.55M+100Timeline
Shepherd Financial Partners LLC12,933$1.53M0.15%013F-HRTimeline
Snowden Capital Advisors LLC12,883$1.53M0.04%+1313F-HRTimeline
Larson Financial Group LLC12,661$1.5M0.05%-12713F-HRTimeline