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Disclosery

ESGV VANGUARD WORLD FD

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SHS (fund)

672 managers (680 13F filers) reported a position in ESGV shares at 2026-03-31, 31,279,783 shares in all. 32 filers opened a position and 42 filers sold out during the quarter.

Managers
672
13F filers
680
New
32
Added
279
Reduced
188
Sold out
42
Shares held by filers
31,279,783

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INCgroup of 2 filers holding3,730,007$419MnewTimeline
Wealthfront Advisers LLC1,790,108$201M0.44%+214,53013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,680,325$189M0.01%-38713F-HRTimelineGroup
Creative Planningin group Creative Planning1,457,828$164M0.11%+113,38313F-HRTimelineGroup
VISA FOUNDATION1,172,735$132M100%013F-HRTimeline
Leo Wealth, LLC692,530$77.8M5.65%-1,63513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC664,581$74.6M0.02%+2,99513F-HRTimelineGroup
Verde Capital Management607,144$68.2M14.58%-1,26513F-HRTimeline
Betterment LLC605,053$67.9M0.13%+71,37213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/577,767$64.9M<0.01%+12,37013F-HRTimelineGroup
Stanich Group LLC527,621$59.2M45.15%+19,49813F-HRTimeline
IMPACTfolio, LLC499,729$56.1M23.84%-10,95613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA459,249$51.6M0.01%+3,19313F-HRTimelineGroup
Apella Capital, LLC413,715$51.6M0.77%+169,13013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.428,716$48.1M0.08%+14,93613F-HRTimelineGroup
SCS Capital Management LLC390,533$43.8M0.46%-2,31613F-HRTimeline
Crewe Advisors LLC364,577$40.9M3.49%+42,16913F-HRTimeline
Facet Wealth, Inc.359,353$40.3M0.7%-13,81513F-HRTimeline
Platt Investment Counsel, LLC347,214$39M30.01%-54,78013F-HRTimeline
Sellwood Investment Partners LLC335,411$37.7M14.84%+11,29213F-HRTimeline
MATHER GROUP, LLC.290,397$32.6M0.33%+5,84113F-HRTimeline
IMA Advisory Services, Inc.272,951$30.6M2.99%-3013F-HRTimeline
LPL Financial LLC260,516$29.2M0.01%+2,60013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP265,787$29M0.01%+36,74413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding257,139$28.9M-8,372Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC255,105$28.6M0.01%-4,36213F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC246,655$27.7M<0.01%-57,34413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources243,177$27.3M0.01%-1,60113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding242,574$27.2M+57,166Timeline
Garde Capital, Inc.237,746$26.7M1.6%+6,03813F-HRTimeline
Hanson & Doremus Investment Management227,855$25.6M2.94%+11,43913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC227,103$25.5M0.04%-57913F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV212,729$23.9M0.38%+12,61413F-HR/ATimeline
Cedar Wealth Management, LLC202,272$22.7M6.61%-9313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/190,194$21.4M0.01%+69313F-HRTimelineGroup
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC186,640$21M1.41%+13,76513F-HRTimelineGroup
Olde Wealth Management, LLC185,257$20.8M6.58%-57113F-HRTimeline
Gemmer Asset Management LLC183,625$20.6M1.63%+5,81913F-HRTimeline
Mariner, LLCin group Mariner, LLC178,322$20M0.02%+28,98413F-HRTimelineGroup
Mill Creek Capital Advisors, LLC173,348$19.5M0.4%+10,23213F-HRTimeline
HUB Investment Partners, LLC171,091$19.2M0.47%+28113F-HRTimeline
Financial Connections Group, Inc.166,585$18.7M6.5%-8,11313F-HRTimeline
RWA WEALTH PARTNERS, LLC163,900$18.4M0.2%+7,39513F-HRTimeline
HighTower Advisors, LLC163,408$18.3M0.02%-10,45113F-HRTimeline
REGATTA CAPITAL GROUP, LLC160,397$18M2.73%+8,33213F-HRTimeline
LifeGuide Financial Advisors, LLC155,652$17.5M5.59%+7,84113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC153,339$17.2M0.02%-5,29513F-HRTimeline
Human Investing LLC151,472$17M2.48%+5,56913F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC148,097$16.6M10.8%+48313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding146,780$16.6M+4,192Timeline
Orgel Wealth Management, LLC138,135$15.5M0.33%+10,24613F-HRTimeline
Caprock Group, LLC135,900$15.3M0.37%-16,66513F-HRTimeline
Diversified Portfolios, Inc.130,513$14.7M1.2%+4,90813F-HRTimeline
Harpswell Capital Advisors, LLC128,550$14.4M10.75%+3,00013F-HRTimeline
Beacon Pointe Advisors, LLC123,311$13.8M0.07%+32,16813F-HRTimeline
Composition Wealth, LLC120,791$13.6M0.19%-2,12613F-HRTimeline
Cambridge Investment Research Advisors,…114,352$12.8M0.03%+2,58413F-HRTimeline
One Day In July LLC111,749$12.5M1%+6,22213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…106,695$12M0.01%+3,39213F-HRTimelineGroup
SageView Advisory Group, LLC98,955$11.1M0.41%+53913F-HRTimeline
Farrell Financial LLC98,723$11.1M6.62%-1,19813F-HRTimeline
Cresset Asset Management, LLC92,957$10.4M0.05%+73813F-HRTimeline
Prime Buchholz LLC92,675$10.4M5.44%-80,77313F-HRTimeline
Sanchez Levi Garrett90,921$10.2M6.4%13F-HRTimeline
AMG National Trust Bank87,266$9.8M0.21%+5,18013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.86,626$9.67M0.01%13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL83,124$9.33M0.03%+2,96613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC81,227$9.12M0.04%013F-HRTimelineGroup
Boston Standard Wealth Management, LLC79,172$8.96M1.47%+4713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV78,747$8.84M0.01%+1,88413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC77,095$8.66M0.99%-4,29313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN74,580$8.37M<0.01%-7,48813F-HR/ATimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC71,250$8M0.32%+1,75313F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC69,148$7.76M0.78%-31113F-HRTimeline
New Covenant Trust Company, N.A.68,571$7.7M6.87%+2,34313F-HRTimeline
EVOKE WEALTH, LLC66,700$7.49M0.14%+4613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,169$7.32M0.01%-6,38513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…63,621$7.14M0.04%+17213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO63,865$6.93M<0.01%-9,86713F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp61,496$6.9M<0.01%+14,03413F-HRTimelineGroup
Cetera Investment Advisers60,627$6.81M0.01%+63313F-HRTimeline
BSW Wealth Partners59,600$6.69M0.82%-50213F-HRTimeline
Financial Engines Advisors L.L.C.59,166$6.64M0.01%+3,12713F-HRTimeline
Pearl Planning LLC58,628$6.58M3.52%+1,66813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC51,103$6.44M0.08%+18,39013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC54,642$6.13M0.96%+5913F-HRTimeline
LIBRA WEALTH LLC53,524$6.01M1.69%+39213F-HRTimeline
Paragon Capital Management Ltd52,609$5.91M1.24%+7,87013F-HRTimeline
Charter Oak Capital Management, LLC52,582$5.9M0.46%-39513F-HRTimeline
EQ LLC50,323$5.65M1.59%-3,75513F-HRTimeline
Atlas Legacy Advisors, LLC47,595$5.34M0.98%+38813F-HRTimeline
D.A. DAVIDSON & CO.47,207$5.3M0.03%-97913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\46,703$5.24M0.01%-29513F-HRTimelineGroup
Palisades Hudson Asset Management, L.P.46,652$5.24M2.04%+5,51313F-HRTimeline
White Lighthouse Investment Management …46,625$5.23M0.73%+1,33213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC46,487$5.22M0.44%+1,17913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.43,500$4.88M0.04%+6,20013F-HRTimelineGroup
Atlantic Private Wealth, LLC43,089$4.84M3.16%+66213F-HRTimeline
Soundwatch Capital LLC39,098$4.39M0.55%+48913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP39,116$4.37M0.01%+1,52413F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/38,914$4.37M0.76%+1,34913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…38,453$4.32M0.13%-91613F-HRTimelineGroup
Sageworth Trust Co37,613$4.22M0.18%+2,03613F-HRTimeline
PFG Investments, LLC36,984$4.15M0.19%+8813F-HRTimeline
HARBOUR INVESTMENTS, INC.36,783$4.13M0.06%+4,42213F-HRTimeline
New England Private Wealth Advisors LLC36,500$4.1M0.47%+2,07713F-HRTimeline
Farther Finance Advisors, LLC35,826$4.06M0.04%+54713F-HRTimeline
Ashford Advisors, LLC35,896$4.03M0.94%-134,34713F-HRTimeline
Stonehearth Capital Management, LLC35,631$4M1.58%-65413F-HRTimeline
Brooklyn FI, LLC35,296$3.96M0.83%-26613F-HRTimeline
McClarren Financial Advisors, Inc.34,352$3.86M2.28%+25,83713F-HRTimeline
FIRST HORIZON CORP33,939$3.81M0.16%013F-HRTimeline
Private Advisor Group, LLC33,699$3.78M0.02%+1,50213F-HRTimeline
MML INVESTORS SERVICES, LLC33,127$3.72M0.01%-75013F-HRTimeline
CHOREO, LLC32,844$3.69M0.05%+3,39413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC32,790$3.68M0.01%-74513F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES32,300$3.63M1.37%-49013F-HRTimeline
Well Done, LLC32,249$3.62M0.53%-6913F-HRTimeline
Koshinski Asset Management, Inc.31,635$3.55M0.22%-10013F-HRTimeline
Ballentine Partners, LLC30,308$3.4M0.05%-113F-HRTimeline
Trademark Financial Management, LLC30,132$3.38M1.66%-26613F-HRTimeline
Valmark Advisers, Inc.29,977$3.37M0.04%+1,51013F-HRTimeline
Mallini Complete Financial Planning LLC29,379$3.3M2.61%+1,93113F-HRTimeline
Haverford Trust Co29,300$3.29M0.03%+33713F-HRTimeline
WHITTIER TRUST CO28,585$3.26M0.04%-2113F-HRTimeline
Modera Wealth Management, LLC28,106$3.16M0.04%-95413F-HRTimeline
Hamrick Investment Counsel, llc28,036$3.15M1.74%+2,06413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…27,043$3.04M0.19%-91613F-HRTimeline
Affinity Capital Advisors, LLC26,882$3.02M0.42%-31913F-HRTimeline
PENNINGTON PARTNERS & CO., LLC26,069$2.93M1%-19,60713F-HRTimeline
Westfuller Advisors, LLC25,860$2.9M1.25%-22,16313F-HRTimeline
FMR LLCin group FMR LLC25,388$2.85M<0.01%+2,22613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,201$2.83M<0.01%+63413F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC25,198$2.83M1.46%-1,53613F-HRTimeline
CGN Advisors LLC25,152$2.82M0.22%+1,58313F-HRTimeline
Wealth Group Ltd25,119$2.82M0.64%+97313F-HRTimeline
NewEdge Advisors, LLC24,994$2.81M0.01%-6,26213F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co24,882$2.79M0.03%-6313F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP24,828$2.79M0.06%-7,90413F-HRTimeline
Sequoia Financial Advisors, LLC24,662$2.77M0.02%+7413F-HRTimeline
DAVIS R M INC24,177$2.71M0.05%-45713F-HRTimeline
Strategic Point Investment Advisors, LLC23,710$2.66M0.39%-45013F-HRTimeline
Fingerlakes Wealth Management, Inc.22,661$2.54M1.69%+76313F-HRTimeline
Armbruster Capital Management, Inc.22,492$2.53M0.41%+9913F-HRTimeline
ATMOS ADVISORY, LLC22,406$2.52M1.43%-1,64713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,061$2.5M0.01%-5,08713F-HRTimeline
EP Wealth Advisors, LLC22,188$2.49M0.01%-2,55113F-HRTimeline
PROFFITT & GOODSON INC21,867$2.46M0.38%+98113F-HRTimeline
Davis Wealth Advisors, LLC21,556$2.42M2.01%+63113F-HRTimeline
Perigon Wealth Management, LLC20,821$2.34M0.04%+1213F-HRTimeline
Clarity Asset Management, Inc.20,535$2.31M1.17%-164,60813F-HRTimeline
MAYPORT, LLC20,328$2.28M0.42%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,186$2.27M<0.01%+51413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,997$2.25M<0.01%013F-HRTimelineGroup
NewEdge Wealth, LLC19,620$2.2M0.03%013F-HRTimeline
Bell Investment Advisors, Inc19,524$2.19M0.34%+1,55013F-HRTimeline
Wedmont Private Capital18,566$2.18M0.07%-59313F-HRTimeline
Laurel Wealth Planning LLC19,382$2.18M1.15%+613F-HRTimeline
Glenview Trust Co19,297$2.17M0.03%+84513F-HRTimeline
Summit Wealth Group, LLC19,193$2.15M0.49%-62213F-HRTimeline
WEBSTER BANK, N. A.18,904$2.12M0.2%013F-HRTimeline
West Financial Advisors, LLC18,660$2.09M0.36%-5813F-HRTimeline
EQUITABLE TRUST CO18,528$2.08M0.1%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,890$2.01M<0.01%+11,64013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC17,563$2M0.04%013F-HRTimeline
Tortoise Investment Management, LLC17,526$1.97M0.16%+62813F-HRTimeline
Arjuna Capital17,475$1.96M0.5%+12013F-HRTimeline
Addison Advisors LLC17,442$1.96M0.43%-3513F-HRTimeline
Parallel Advisors, LLC17,353$1.95M0.04%-17,03313F-HR/ATimeline
SAPIENT CAPITAL LLC17,094$1.92M0.03%-7,45513F-HR/ATimeline
Cornerstone Wealth Management, LLC17,094$1.92M0.1%-80413F-HRTimeline
Thayer Partners, LLC / MA16,465$1.85M0.88%+14413F-HRTimeline
Skyline Advisors, Inc.16,418$1.84M0.64%-9213F-HRTimeline
WealthCollab, LLC16,380$1.84M0.76%+12713F-HRTimeline
Northland Capital Management LLC16,349$1.84M1%-16813F-HRTimeline
Mesirow Financial Investment Management…16,234$1.82M0.03%+6,68413F-HRTimeline
EVERETT HARRIS & CO /CA/16,000$1.8M0.02%013F-HRTimeline
Farnam Financial LLC15,619$1.75M1.44%-1,10213F-HRTimeline
UMB Bank, n.a.15,562$1.75M0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,418$1.73M<0.01%-40,50913F-HRTimelineGroup
Wilmington Savings Fund Society, FSB15,370$1.73M0.04%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,312$1.72M<0.01%+25213F-HRTimelineGroup
Robertson Stephens Wealth Management, L…15,124$1.7M0.05%-53313F-HRTimeline
Selective Wealth Management, Inc.13,594$1.69M0.5%+9613F-HRTimeline
Wealth Analytics Partners, LLC15,025$1.69M0.69%-5413F-HRTimeline
Silver Oak Advisory Group, Inc.15,026$1.69M0.73%+1,54213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp14,967$1.68M0.01%013F-HR/ATimelineGroup
Strategic Financial Planning, Inc.21,237$1.68M0.98%new13F-HRTimeline
Scott Capital Advisors, LLC14,032$1.65M0.34%+92413F-HRTimeline
Wingate Wealth Advisors, Inc.14,553$1.63M0.87%+3813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding14,534$1.63M+1,462Timeline
Smithfield Trust Co14,491$1.63M0.07%+9913F-HRTimeline
Johnson Bixby & Associates, LLC14,452$1.62M0.2%-1,48413F-HRTimeline
Sanctuary Advisors, LLC14,309$1.61M0.01%+18313F-HRTimeline
Burkett Asset Management Ltd14,250$1.6M1.58%013F-HRTimeline
Merit Financial Group, LLC14,159$1.59M0.01%-3,66113F-HRTimeline
BAILARD, INC.14,158$1.59M0.04%+1,52213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,148$1.59M0.01%+4,40213F-HRTimelineGroup
Values Added Financial LLC14,115$1.58M0.67%+613F-HRTimeline
Leonard Rickey Investment Advisors P.L.…13,968$1.57M0.27%+23513F-HRTimeline