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Disclosery

ESGV VANGUARD WORLD FD

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SHS (fund)

686 managers (690 13F filers) reported a position in ESGV shares at 2025-12-31, 30,732,439 shares in all. 53 filers opened a position and 24 filers sold out during the quarter.

Managers
686
13F filers
690
New
53
Added
242
Reduced
197
Sold out
24
Shares held by filers
30,732,439

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC3,606,850$436M0.01%+126,19213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,680,712$203M0.01%-3,01513F-HR/ATimelineGroup
Wealthfront Advisers LLC1,575,578$191M0.43%+77,84213F-HRTimeline
Creative Planningin group Creative Planning1,344,445$163M0.12%+112,94713F-HRTimelineGroup
VISA FOUNDATION1,172,735$142M100%013F-HRTimeline
Leo Wealth, LLC694,165$84M6.09%+317,05813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC661,586$80M0.02%+59,05813F-HRTimelineGroup
Verde Capital Management608,409$73.6M15.69%-1,52713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/565,397$68.4M<0.01%-50,51413F-HRTimelineGroup
Betterment LLC533,681$64.6M0.12%+4813F-HRTimeline
IMPACTfolio, LLC510,685$61.8M25.94%+9,63913F-HRTimeline
Stanich Group LLC508,123$61.5M46.35%+14,68813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA456,056$55.2M0.01%-3,58913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.413,780$50.1M0.08%-28713F-HRTimelineGroup
Platt Investment Counsel, LLC401,994$48.6M35.93%+79113F-HRTimeline
SCS Capital Management LLC392,849$47.5M0.5%-12,81313F-HRTimeline
Facet Wealth, Inc.373,168$45.8M0.81%+15,43013F-HRTimeline
Sellwood Investment Partners LLC324,119$39.2M15.31%-2,84313F-HRTimeline
Crewe Advisors LLC322,408$39M3.45%-2113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC303,999$36.8M0.01%-51,28513F-HR/ATimelineGroup
MATHER GROUP, LLC.284,556$34.4M0.35%+16,75513F-HRTimeline
IMA Advisory Services, Inc.272,981$33M3.17%-1,09413F-HRTimeline
UBS Group AGin group UBS Group AG265,511$32.1M0.01%+4,67913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC259,467$31.4M0.01%-24,80813F-HRTimelineGroup
LPL Financial LLC257,916$31.2M0.01%+6,49813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources244,778$29.6M0.01%-5,78113F-HRTimelineGroup
Apella Capital, LLC244,585$29.6M0.58%+139,77813F-HRTimeline
Garde Capital, Inc.231,708$28M1.66%-9,61413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP229,043$27.7M0.02%+20,78113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC227,682$27.5M0.04%+7,26713F-HRTimelineGroup
Hanson & Doremus Investment Management216,416$26.2M3.15%-18713F-HRTimeline
Cedar Wealth Management, LLC202,365$24.5M7.32%-18613F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV200,115$24.2M0.4%+137,12313F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/189,501$22.9M0.01%+18,95713F-HRTimelineGroup
Olde Wealth Management, LLC185,828$22.5M6.91%-41313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding185,408$22.4M-43,327Timeline
Clarity Asset Management, Inc.185,143$22.4M12.33%-1913F-HRTimeline
Gemmer Asset Management LLC177,806$21.5M1.66%+14,04613F-HRTimeline
Financial Connections Group, Inc.174,698$21.1M7.26%-3,87313F-HRTimeline
HighTower Advisors, LLC173,859$21M0.02%+13,57113F-HRTimeline
Prime Buchholz LLC173,448$21M12.46%-6,99113F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC172,875$20.9M1.4%+82,68313F-HRTimelineGroup
HUB Investment Partners, LLC170,810$20.7M0.56%+63,58713F-HRTimeline
Ashford Advisors, LLC170,243$20.6M4.51%-2,00513F-HRTimeline
Mill Creek Capital Advisors, LLC163,116$19.7M0.4%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC158,634$19.2M0.03%-16,38913F-HRTimeline
RWA WEALTH PARTNERS, LLC156,505$18.9M0.21%-14,18313F-HRTimeline
Caprock Group, LLC152,565$18.5M0.39%-6,43713F-HRTimeline
REGATTA CAPITAL GROUP, LLC152,065$18.4M2.78%+2,54513F-HRTimeline
Mariner, LLCin group Mariner, LLC149,338$18.1M0.02%+27,64013F-HRTimelineGroup
LifeGuide Financial Advisors, LLC147,811$17.9M5.94%+4,20113F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC147,614$17.9M11.52%-1,44513F-HRTimeline
Human Investing LLC145,903$17.6M2.49%+1,04613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding142,588$17.2M+20,679Timeline
Orgel Wealth Management, LLC127,889$15.5M0.34%-413F-HRTimeline
Diversified Portfolios, Inc.125,605$15.2M1.26%-1,58813F-HRTimeline
Harpswell Capital Advisors, LLC125,550$15.2M12.04%-6,60113F-HRTimeline
Composition Wealth, LLC122,917$14.9M0.21%+1,31713F-HRTimeline
Cambridge Investment Research Advisors,…111,768$13.5M0.04%-12,81713F-HRTimeline
One Day In July LLC105,527$12.8M1.05%-10,11313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…103,303$12.5M0.01%+2,87613F-HR/ATimelineGroup
Farrell Financial LLC99,921$12.1M7.13%+9,41313F-HRTimeline
SageView Advisory Group, LLC98,416$11.9M0.4%+23913F-HRTimeline
Cresset Asset Management, LLC92,219$11.2M0.05%+1,23413F-HRTimeline
Beacon Pointe Advisors, LLC91,143$11M0.08%+12,53113F-HRTimeline
AMG National Trust Bank82,086$9.93M0.23%-4,18113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN82,068$9.93M<0.01%+11,88013F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC81,388$9.84M1.13%+7,29113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC81,227$9.83M0.04%-7,17413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL80,158$9.7M0.03%+5,90713F-HRTimeline
Boston Standard Wealth Management, LLC79,125$9.57M1.58%-2,04613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV76,863$9.3M0.01%+1,78713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO73,732$8.92M<0.01%-5213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.71,554$8.66M0.01%-1,82113F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC69,497$8.41M0.33%+8,89313F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC69,459$8.4M0.85%+7,54013F-HRTimeline
EVOKE WEALTH, LLC66,654$8.06M0.16%-26,31813F-HRTimeline
New Covenant Trust Company, N.A.66,228$8.02M7.23%+6,96013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…63,449$7.67M0.05%+56,16813F-HRTimelineGroup
BSW Wealth Partners60,102$7.27M0.87%-3,97913F-HRTimeline
Cetera Investment Advisers59,994$7.26M0.01%+5,26013F-HRTimeline
Pearl Planning LLC56,960$6.89M4.21%13F-HRTimeline
Financial Engines Advisors L.L.C.56,039$6.78M0.01%+2,73013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC55,927$6.76M0.01%+37,24513F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC54,583$6.6M1.02%+9313F-HRTimeline
EQ LLC54,078$6.54M1.89%-1,43013F-HRTimeline
LIBRA WEALTH LLC53,132$6.43M1.8%-3,42913F-HRTimeline
Charter Oak Capital Management, LLC52,977$6.41M0.49%-2,28013F-HRTimeline
D.A. DAVIDSON & CO.48,186$5.83M0.04%-1,23913F-HRTimeline
Westfuller Advisors, LLC48,023$5.81M2.35%+17313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp47,462$5.74M<0.01%+1,62313F-HRTimelineGroup
Atlas Legacy Advisors, LLC47,207$5.71M1%+2,09513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\46,998$5.68M0.01%+10,30713F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC45,676$5.52M2.21%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC45,308$5.48M0.46%+11813F-HRTimeline
White Lighthouse Investment Management …45,293$5.48M0.76%+3,37113F-HRTimeline
Paragon Capital Management Ltd44,739$5.41M1.08%+8,62213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC43,413$5.25M0.09%new13F-HR/ATimeline
Atlantic Private Wealth, LLC42,427$5.13M3.28%-16413F-HRTimeline
Palisades Hudson Asset Management, L.P.41,139$4.98M1.93%+4,66313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK39,774$4.81M0.64%013F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…39,369$4.76M0.14%-41913F-HRTimelineGroup
Soundwatch Capital LLC38,609$4.67M0.72%+1513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP37,592$4.55M0.01%+34,01313F-HR/ATimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/37,565$4.54M0.81%-71513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.37,300$4.51M0.03%new13F-HRTimelineGroup
PFG Investments, LLC36,896$4.46M0.21%+1,82713F-HRTimeline
Stonehearth Capital Management, LLC36,285$4.39M1.62%-83013F-HRTimeline
Sageworth Trust Co35,577$4.3M0.18%013F-HRTimeline
Brooklyn FI, LLC35,562$4.3M0.92%+53213F-HRTimeline
Farther Finance Advisors, LLC35,279$4.27M0.05%+22,69113F-HRTimeline
New England Private Wealth Advisors LLC34,423$4.16M0.52%+3,40613F-HR/ATimeline
Parallel Advisors, LLC34,386$4.16M0.08%-2,06313F-HRTimeline
McClarren Financial Advisors, Inc.8,515$4.14M2.47%-20,71013F-HRTimeline
FIRST HORIZON CORP33,939$4.11M0.18%-12613F-HRTimeline
MML INVESTORS SERVICES, LLC33,877$4.1M0.01%+9,67113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,535$4.01M0.02%+213F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES32,790$3.97M1.47%-3,22413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP32,732$3.96M0.08%+6,01513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC32,713$3.96M0.05%+9,73313F-HRTimeline
HARBOUR INVESTMENTS, INC.32,361$3.91M0.08%+2,04913F-HRTimeline
Well Done, LLC32,318$3.91M0.58%-1,03513F-HRTimeline
Private Advisor Group, LLC32,197$3.89M0.02%-5,68013F-HRTimeline
Koshinski Asset Management, Inc.31,735$3.84M0.25%-27013F-HRTimeline
NewEdge Advisors, LLC31,256$3.78M0.01%+5,42313F-HRTimeline
Trademark Financial Management, LLC30,398$3.68M2.02%-7,36613F-HRTimeline
Ballentine Partners, LLC30,309$3.67M0.05%013F-HRTimeline
CHOREO, LLC29,450$3.59M0.05%-10013F-HRTimeline
Modera Wealth Management, LLC29,060$3.52M0.04%-6013F-HRTimeline
WHITTIER TRUST CO28,606$3.51M0.04%013F-HRTimeline
Haverford Trust Co28,963$3.5M0.03%+10013F-HRTimeline
Valmark Advisers, Inc.28,467$3.44M0.04%-2113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…27,959$3.38M0.21%-12413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,148$3.33M<0.01%+80213F-HRTimeline
Mallini Complete Financial Planning LLC27,448$3.32M2.67%-85513F-HRTimeline
Affinity Capital Advisors, LLC27,201$3.29M0.46%-43713F-HRTimeline
Topel & Distasi Wealth Management, LLC26,734$3.23M1.58%-1,20413F-HRTimeline
Hamrick Investment Counsel, llc25,972$3.14M2.34%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co24,945$3.02M0.03%-61213F-HRTimelineGroup
EP Wealth Advisors, LLC24,739$2.99M0.02%13F-HRTimeline
SAPIENT CAPITAL LLC24,549$2.99M0.04%013F-HRTimeline
DAVIS R M INC24,634$2.98M0.05%+22513F-HRTimeline
Sequoia Financial Advisors, LLC24,588$2.97M0.02%-54813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP24,567$2.97M<0.01%+47613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,371$2.95M<0.01%+4,25913F-HRTimelineGroup
Strategic Point Investment Advisors, LLC24,160$2.92M0.4%013F-HRTimeline
Wealth Group Ltd24,146$2.92M0.65%+18613F-HRTimeline
ATMOS ADVISORY, LLC24,053$2.91M1.69%-14313F-HRTimeline
CGN Advisors LLC23,569$2.85M0.23%+1,36713F-HRTimeline
FMR LLCin group FMR LLC23,162$2.8M<0.01%+1513F-HRTimelineGroup
Armbruster Capital Management, Inc.22,393$2.71M0.45%+1,08313F-HRTimeline
Fingerlakes Wealth Management, Inc.21,898$2.65M1.68%+30213F-HRTimeline
Davis Wealth Advisors, LLC20,925$2.53M2.11%+56913F-HRTimeline
PROFFITT & GOODSON INC20,886$2.53M0.35%-18813F-HRTimeline
Perigon Wealth Management, LLC20,809$2.52M0.05%-39913F-HRTimeline
MAYPORT, LLC20,328$2.46M0.5%-1,24413F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT20,283$2.45M0.16%+1,47513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,997$2.42M<0.01%-1,69113F-HRTimelineGroup
Summit Wealth Group, LLC19,815$2.4M0.56%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,672$2.38M<0.01%-25813F-HRTimelineGroup
NewEdge Wealth, LLC19,620$2.37M0.03%013F-HRTimeline
Wedmont Private Capital19,159$2.35M0.08%+73813F-HRTimeline
Laurel Wealth Planning LLC19,376$2.34M1.3%-2,21413F-HRTimeline
WEBSTER BANK, N. A.18,904$2.29M0.21%013F-HRTimeline
West Financial Advisors, LLC18,718$2.26M0.38%-31213F-HRTimeline
EQUITABLE TRUST CO18,528$2.24M0.1%013F-HRTimeline
Glenview Trust Co18,452$2.23M0.03%+2913F-HRTimeline
Bell Investment Advisors, Inc17,974$2.17M0.34%-5413F-HRTimeline
Cornerstone Wealth Management, LLC17,898$2.16M0.11%-3313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC17,563$2.16M0.04%013F-HRTimeline
Merit Financial Group, LLC17,820$2.16M0.02%-1,46313F-HRTimeline
Addison Advisors LLC17,477$2.11M0.47%-2,93213F-HRTimeline
Arjuna Capital17,355$2.1M0.51%+92613F-HRTimeline
Tortoise Investment Management, LLC16,898$2.04M0.18%+2,26513F-HRTimeline
Farnam Financial LLC16,721$2.02M1.52%-33713F-HRTimeline
Northland Capital Management LLC16,517$2M1.12%-1,95913F-HRTimeline
Skyline Advisors, Inc.16,510$2M0.67%-12913F-HRTimeline
Thayer Partners, LLC / MA16,321$1.97M0.96%13F-HRTimeline
WealthCollab, LLC16,253$1.97M0.8%-1,46213F-HRTimeline
EVERETT HARRIS & CO /CA/16,000$1.94M0.02%013F-HRTimeline
Johnson Bixby & Associates, LLC15,936$1.93M0.24%-41713F-HRTimeline
Robertson Stephens Wealth Management, L…15,657$1.89M0.05%+1,49113F-HRTimeline
UMB Bank, n.a.15,562$1.88M0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,424$1.87M<0.01%+6813F-HRTimelineGroup
Wilmington Savings Fund Society, FSB15,370$1.86M0.04%013F-HRTimeline
Wealth Analytics Partners, LLC15,079$1.82M0.72%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,060$1.82M<0.01%+4,36113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp14,967$1.81M0.01%013F-HR/ATimelineGroup
Wingate Wealth Advisors, Inc.14,515$1.76M0.98%+3513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding14,427$1.75M+5,387Timeline
Smithfield Trust Co14,392$1.74M0.08%-12313F-HRTimeline
Burkett Asset Management Ltd14,250$1.72M1.74%13F-HRTimeline
Sanctuary Advisors, LLC14,126$1.71M0.01%-1,45413F-HRTimeline
Values Added Financial LLC14,109$1.71M0.72%+14313F-HRTimeline
Vermillion & White Wealth Management Gr…13,807$1.67M0.91%-28313F-HRTimeline
Weil Company, Inc.13,742$1.66M0.38%-33113F-HRTimeline
Leonard Rickey Investment Advisors P.L.…13,733$1.66M0.3%-1,82913F-HRTimeline
Selective Wealth Management, Inc.13,498$1.65M0.51%-45713F-HRTimeline
Silver Oak Advisory Group, Inc.13,484$1.63M0.74%+7013F-HRTimeline
CWM, LLCin group CWM, LLC13,325$1.61M<0.01%+6,80713F-HRTimelineGroup