VANGUARD WORLD FD (ESGV)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
39
Reporting holders
$173.9M
Reported value
0.0%
Calls
0.0%
Puts
-681
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Apella Capital, LLC | $56.3M | 408,056 | 0.71% | 25q | -1.7%-$993.8K |
| Platt Investment Counsel, LLC | $43.1M | 317,973 | 29.66% | 24q | -8.8%-$4.2M |
| Harpswell Capital Advisors, LLC | $13.5M | 99,500 | 8.85% | 5q | -23.1%-$4.1M |
| Boston Standard Wealth Management, LLC | $10.8M | 79,634 | 1.55% | 8q | HELD |
| New Covenant Trust Company, N.A. | $7.8M | 57,380 | 5.38% | 11q | HELD |
| Paragon Capital Management Ltd | $7.2M | 52,844 | 1.32% | 10q | HELD |
| Farther Finance Advisors, LLC | $5.5M | 40,395 | 0.04% | 16q | +13.7%+$661.3K |
| Mallini Complete Financial Planning LLC | $3.9M | 29,024 | 2.76% | 8q | HELD |
| Wealth Group Ltd | $3.4M | 24,917 | 0.63% | 12q | -1.4%-$46.6K |
| ATMOS ADVISORY, LLC | $3.1M | 23,083 | 1.67% | 20q | HELD |
| Wedmont Private Capital | $3.0M | 21,701 | 0.07% | 8q | +16.7%+$427.1K |
| PARK NATIONAL CORP /OH/ | $2.4M | 17,391 | 0.06% | 15q | +435.1%+$1.9M |
| SAPIENT CAPITAL LLC | $2.3M | 17,094 | 0.03% | 12q | -50.0%-$2.3M |
| First Heartland Consultants, Inc. | $1.6M | 11,879 | 0.11% | 2q | +408.3%+$1.3M |
| ANB BANK | $1.2M | 9,169 | 0.44% | 8q | -1.6%-$20.2K |
| Central Pacific Bank - Trust Division | $1.2M | 9,114 | 0.13% | 9q | -3.1%-$39.7K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $1.1M | 7,863 | 0.07% | 10q | -7.2%-$82.7K |
| Acropolis Investment Management, LLC | $1.1M | 7,827 | 0.04% | 4q | -7.3%-$83.1K |
| Factor Wealth Management LTD | $671.1K | 4,952 | 0.10% | 6q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $510.1K | 3,764 | 0.03% | 16q | -1.4%-$7.0K |
| Avidian Wealth Enterprises, LLC | $471.9K | 3,482 | 0.01% | 2q | +121.6%+$259.0K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $417.3K | 3,079 | 0.06% | 19q | HELD |
| Valeo Financial Advisors, LLC | $415.8K | 3,068 | 0.01% | 31q | HELD |
| RTD Financial Advisors, Inc. | $408.9K | 3,017 | 0.04% | 6q | HELD |
| Legacy Private Trust Co. | $398.5K | 2,940 | 0.02% | 20q | -2.8%-$11.5K |
| FC Advisory LLC | $333.3K | 2,459 | 0.09% | 9q | HELD |
| Everhart Financial Group, Inc. | $321.7K | 2,374 | 0.02% | 12q | HELD |
| Ledgewood Wealth Advisors, LLC | $251.5K | 1,856 | 0.14% | 6q | HELD |
| Cassilly Financial Group LLC | $233.0K | 1,719 | 0.16% | 2q | -50.7%-$239.5K |
| AVAII WEALTH MANAGEMENT, LLC | $218.8K | 1,600 | 0.06% | 5q | -11.1%-$27.4K |
| GAMMA Investing LLC | $206.1K | 1,521 | 0.01% | 4q | +5.5%+$10.7K |
| EASTERN BANK | $166.4K | 1,228 | 0.00% | 9q | HELD |
| Investors Research Corp | $164.7K | 1,215 | 0.03% | 10q | +6.3%+$9.8K |
| Trust Co | $103.9K | 766 | 0.01% | 19q | +0.8% |
| Gladwyn Financial Advisors, Inc. | $44.8K | 330 | 0.03% | 6q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $30.9K | 228 | 0.00% | 28q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $21.4K | 158 | 0.01% | 27q | HELD |
| CoreCap Advisors, LLC | $8.3K | 61 | 0.00% | 5q | HELD |
| Olistico Wealth, LLC | $3.9K | 29 | 0.00% | 4q | HELD |
| CX Institutional | $44 | 325 | 0.00% | 2q | +322.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 39 | $173.9M | 1,274,690 | 0 | 8 | 13 | 0.0% |
| Q2 2026 | 720 | $4.3B | 32,302,052 | 76 | 203 | 167 | 0.0% |
| Q1 2026 | 678 | $3.6B | 31,526,886 | 34 | 220 | 159 | 0.0% |
| Q4 2025 | 689 | $3.7B | 30,671,785 | 53 | 186 | 175 | 0.0% |
| Q3 2025 | 640 | $3.5B | 29,505,847 | 48 | 153 | 194 | 0.0% |
| Q2 2025 | 622 | $3.2B | 29,085,982 | 63 | 185 | 161 | 0.0% |
| Q1 2025 | 585 | $2.8B | 28,955,395 | 46 | 179 | 150 | 0.0% |
| Q4 2024 | 590 | $3.0B | 28,568,419 | 50 | 153 | 142 | 0.0% |
| Q3 2024 | 521 | $2.7B | 26,504,560 | 42 | 167 | 115 | 0.0% |
| Q2 2024 | 495 | $2.8B | 29,201,891 | 38 | 145 | 133 | 0.0% |
| Q1 2024 | 482 | $2.8B | 30,261,387 | 37 | 133 | 147 | 0.0% |
| Q4 2023 | 472 | $2.7B | 31,900,447 | 45 | 143 | 128 | 0.0% |
| Q3 2023 | 421 | $2.1B | 27,550,053 | 26 | 133 | 125 | 0.0% |
| Q2 2023 | 428 | $2.2B | 28,474,643 | 37 | 118 | 138 | 0.0% |
| Q1 2023 | 414 | $2.0B | 27,585,487 | 45 | 142 | 100 | 0.0% |
| Q4 2022 | 400 | $1.6B | 24,494,405 | 55 | 146 | 106 | 0.0% |
| Q3 2022 | 374 | $1.5B | 23,301,294 | 33 | 133 | 100 | 0.0% |
| Q2 2022 | 369 | $1.6B | 24,061,421 | 37 | 157 | 86 | 0.0% |
| Q1 2022 | 372 | $1.8B | 22,758,166 | 34 | 155 | 86 | 0.0% |
| Q4 2021 | 379 | $1.9B | 22,145,894 | 54 | 143 | 45 | 0.0% |
| Q3 2021 | 300 | $1.3B | 16,715,923 | 31 | 132 | 41 | 0.0% |
| Q2 2021 | 282 | $1.4B | 17,936,297 | 40 | 120 | 44 | 0.0% |
| Q1 2021 | 252 | $1.2B | 16,750,283 | 47 | 120 | 31 | 0.0% |
| Q4 2020 | 214 | $1.1B | 14,994,229 | 43 | 85 | 26 | 0.0% |
| Q3 2020 | 166 | $837.6M | 13,568,967 | 32 | 69 | 26 | 0.0% |
| Q2 2020 | 145 | $681.0M | 12,074,932 | 30 | 59 | 23 | 0.0% |
| Q1 2020 | 119 | $462.6M | 10,102,988 | 35 | 51 | 11 | 0.0% |
| Q4 2019 | 93 | $435.6M | 7,699,707 | 16 | 37 | 8 | 0.0% |
| Q3 2019 | 69 | $334.1M | 6,435,591 | 22 | 23 | 7 | 0.0% |
| Q2 2019 | 50 | $76.5M | 1,494,395 | 18 | 17 | 1 | 0.0% |
| Q1 2019 | 38 | $38.2M | 761,692 | 15 | 7 | 3 | 0.0% |
| Q4 2018 | 22 | $25.6M | 596,402 | 0 | 0 | 0 | 0.0% |