VANGUARD WORLD FD (ESGV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
689
Reporting holders
$4.1B
Reported value
0.0%
Held as options
+36
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC | $508.1M | 3,842,055 | 1.73% | 2q | +3.8%+$18.8M |
| Wealthfront Advisers LLC | $240.6M | 1,819,118 | 0.46% | 21q | +1.6%+$3.8M |
| MORGAN STANLEY | $227.7M | 1,721,745 | 0.01% | 28q | +2.5%+$5.5M |
| Creative Planning | $193.8M | 1,465,297 | 0.11% | 31q | +0.5%+$987.7K |
| VISA FOUNDATION | $145.1M | 1,097,235 | 93.46% | 19q | -6.4%-$10.0M |
| RAYMOND JAMES FINANCIAL INC | $88.3M | 667,954 | 0.02% | 7q | +0.5%+$446.0K |
| BANK OF AMERICA CORP /DE/ | $75.8M | 573,327 | 0.00% | 31q | -0.8%-$587.1K |
| Stanich Group LLC | $72.9M | 551,409 | 45.91% | 7q | +4.5%+$3.1M |
| IMPACTfolio, LLC | $66.0M | 499,439 | 24.87% | 19q | HELD |
| ROYAL BANK OF CANADA | $64.4M | 487,150 | 0.01% | 31q | +6.1%+$3.7M |
| Baird Financial Group, Inc. | $58.5M | 442,529 | 0.08% | 28q | +3.2%+$1.8M |
| Apella Capital, LLC | $54.9M | 415,255 | 0.78% | 24q | HELD |
| SCS Capital Management LLC | $51.7M | 391,185 | 0.49% | 29q | HELD |
| Crewe Advisors LLC | $48.2M | 364,656 | 3.49% | 27q | HELD |
| IMA Advisory Services, Inc. | $46.2M | 349,458 | 2.89% | 4q | +28.0%+$10.1M |
| Platt Investment Counsel, LLC | $46.1M | 348,831 | 30.91% | 23q | HELD |
| Facet Wealth, Inc. | $45.9M | 347,433 | 0.66% | 22q | -3.3%-$1.6M |
| MATHER GROUP, LLC. | $42.6M | 321,873 | 0.37% | 24q | +10.8%+$4.2M |
| Sellwood Investment Partners LLC | $41.6M | 314,328 | 14.66% | 7q | -6.3%-$2.8M |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | $38.3M | 289,370 | 7.39% | new | FIRST |
| JONES FINANCIAL COMPANIES LLLP | $37.5M | 290,727 | 0.02% | 19q | +9.4%+$3.2M |
| Human Investing LLC | $36.6M | 299,965 | 2.51% | 23q | +98.0%+$18.1M |
| LPL Financial LLC | $36.2M | 273,953 | 0.01% | 23q | +5.2%+$1.8M |
| Verde Capital Management | $35.6M | 268,931 | 6.58% | 21q | -55.7%-$44.7M |
| GOLDMAN SACHS GROUP INC | $33.0M | 249,827 | 0.00% | 26q | +1.3%+$419.5K |
| FRANKLIN RESOURCES INC | $32.6M | 246,817 | 0.01% | 15q | +1.5%+$481.4K |
| AMERIPRISE FINANCIAL INC | $32.3M | 245,103 | 0.01% | 27q | -52.0%-$35.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $31.1M | 235,150 | 0.02% | 21q | +198.6%+$20.7M |
| Garde Capital, Inc. | $31.1M | 234,927 | 1.39% | 26q | -1.2%-$372.8K |
| Angeles Investment Advisors, LLC | $30.5M | 230,836 | 1.83% | 17q | +23.7%+$5.8M |
| UBS Group AG | $30.5M | 230,304 | 0.00% | 30q | -10.4%-$3.5M |
| ENVESTNET ASSET MANAGEMENT INC | $30.4M | 230,220 | 0.01% | 29q | -4.4%-$1.4M |
| Cerity Partners LLC | $29.8M | 225,455 | 0.04% | 19q | -0.7%-$217.9K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $27.3M | 205,816 | 0.15% | 28q | +223.5%+$18.8M |
| Mariner, LLC | $26.9M | 203,100 | 0.03% | 19q | +13.9%+$3.3M |
| Cedar Wealth Management, LLC | $26.7M | 202,193 | 6.87% | 22q | HELD |
| BANK OF MONTREAL /CAN/ | $25.4M | 191,841 | 0.01% | 29q | +0.9%+$217.8K |
| Gemmer Asset Management LLC | $24.2M | 183,341 | 1.63% | 26q | HELD |
| Soundwatch Capital LLC | $24.0M | 181,428 | 2.66% | 4q | +364.0%+$18.8M |
| HUB Investment Partners, LLC | $22.7M | 171,322 | 0.41% | 5q | HELD |
| CIBC Bancorp USA Inc. | $22.5M | 170,359 | 0.03% | 2q | +96.7%+$11.1M |
| HighTower Advisors, LLC | $21.9M | 165,545 | 0.02% | 22q | +1.3%+$282.6K |
| Dundas Partners LLP | $21.8M | 164,888 | 1.58% | new | NEW |
| RWA WEALTH PARTNERS, LLC | $21.7M | 164,394 | 0.21% | 30q | HELD |
| REGATTA CAPITAL GROUP, LLC | $21.6M | 163,717 | 2.91% | 12q | +2.1%+$439.0K |
| LifeGuide Financial Advisors, LLC | $21.4M | 161,663 | 6.09% | 14q | +3.9%+$794.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $19.7M | 149,053 | 0.02% | 31q | -2.8%-$566.8K |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | $19.2M | 145,129 | 11.49% | 7q | -2.0%-$392.5K |
| Orgel Wealth Management, LLC | $18.9M | 143,189 | 0.36% | 28q | +3.7%+$668.3K |
| Caprock Group, LLC | $18.5M | 139,946 | 0.35% | 25q | +3.0%+$535.0K |
| Prime Buchholz LLC | $17.9M | 135,621 | 6.47% | 6q | +46.3%+$5.7M |
| Beacon Pointe Advisors, LLC | $17.7M | 134,191 | 0.08% | 26q | +8.8%+$1.4M |
| Focus Partners Wealth | $17.7M | 133,546 | 0.02% | 11q | -2.0%-$366.7K |
| Relyea Zuckerberg Hanson LLC | $17.6M | 133,146 | 0.73% | 18q | +92.6%+$8.5M |
| Harpswell Capital Advisors, LLC | $17.1M | 129,450 | 10.99% | 4q | +0.7%+$119.0K |
| Diversified Portfolios, Inc. | $16.1M | 121,505 | 1.17% | 28q | -6.9%-$1.2M |
| Composition Wealth, LLC | $15.5M | 117,352 | 0.18% | 15q | -2.8%-$454.8K |
| One Day In July LLC | $14.9M | 112,962 | 1.04% | 26q | +1.1%+$160.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.1M | 106,893 | 0.01% | 27q | HELD |
| TIAA TRUST, NATIONAL ASSOCIATION | $14.1M | 106,687 | 0.83% | 4q | +236982.2%+$14.1M |
| BAILARD, INC. | $13.6M | 102,967 | 0.28% | 11q | +627.3%+$11.7M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $13.4M | 101,457 | 0.19% | 31q | -52.3%-$14.7M |
| SageView Advisory Group, LLC | $13.2M | 100,084 | 0.43% | 11q | +1.1%+$149.3K |
| Farrell Financial LLC | $13.0M | 98,026 | 7.01% | 11q | -0.7%-$92.2K |
| Cresset Asset Management, LLC | $12.3M | 92,937 | 0.04% | 13q | HELD |
| Sanchez Levi Garrett | $12.2M | 92,130 | 6.61% | 2q | +1.3%+$159.9K |
| BLAIR WILLIAM & CO/IL | $12.1M | 91,218 | 0.03% | 30q | +9.7%+$1.1M |
| Pathstone Holdings, LLC | $11.1M | 83,825 | 0.03% | 11q | +3.2%+$343.6K |
| AMG National Trust Bank | $11.0M | 83,470 | 0.23% | 27q | -4.3%-$502.0K |
| WELLS FARGO & COMPANY/MN | $11.0M | 82,860 | 0.00% | 24q | -44.4%-$8.8M |
| Boston Standard Wealth Management, LLC | $10.6M | 79,946 | 1.54% | 7q | +1.0%+$102.8K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $10.2M | 77,100 | 1.04% | 26q | HELD |
| V-Square Quantitative Management LLC | $10.2M | 77,000 | 0.97% | new | NEW |
| MAI Capital Management | $10.1M | 76,485 | 0.04% | 16q | +716.3%+$8.9M |
| Corient Private Wealth LP | $10.1M | 76,183 | 0.01% | 15q | +94.8%+$4.9M |
| OSAIC HOLDINGS, INC. | $9.7M | 73,515 | 0.01% | 26q | +12.8%+$1.1M |
| ST GERMAIN D J CO INC | $9.5M | 72,105 | 0.34% | 24q | +1.2%+$113.1K |
| JPMORGAN CHASE & CO | $8.9M | 67,590 | 0.00% | 24q | +5.8%+$488.8K |
| AlTi Global, Inc. | $8.5M | 64,129 | 0.18% | 11q | +805.4%+$7.5M |
| NORTHERN TRUST CORP | $8.4M | 63,463 | 0.00% | 19q | +217.4%+$5.7M |
| Pearl Planning LLC | $8.0M | 60,619 | 3.69% | 3q | +3.4%+$263.3K |
| Cetera Investment Advisers | $7.9M | 60,047 | 0.01% | 15q | -1.0%-$76.7K |
| BSW Wealth Partners | $7.8M | 59,242 | 0.87% | 15q | -0.6%-$47.3K |
| New Covenant Trust Company, N.A. | $7.6M | 57,492 | 5.73% | 10q | -16.2%-$1.5M |
| Financial Engines Advisors L.L.C. | $7.5M | 56,694 | 0.01% | 19q | -4.2%-$326.9K |
| RAFFA WEALTH MANAGEMENT, LLC | $7.2M | 54,759 | 0.91% | 22q | HELD |
| Banco Santander, S.A. | $7.1M | 54,058 | 0.04% | 3q | +24.3%+$1.4M |
| LIBRA WEALTH LLC | $7.1M | 53,482 | 1.81% | 17q | HELD |
| Paragon Capital Management Ltd | $7.0M | 52,721 | 1.32% | 9q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $6.8M | 51,103 | 0.08% | 20q | HELD |
| MISSION WEALTH MANAGEMENT, LP | $6.4M | 48,546 | 0.08% | 17q | +95.5%+$3.1M |
| Atlas Legacy Advisors, LLC | $6.3M | 47,899 | 0.93% | 7q | +0.6%+$40.1K |
| EQ LLC | $6.2M | 47,209 | 1.53% | 23q | -6.2%-$411.8K |
| White Lighthouse Investment Management Inc. | $6.2M | 47,053 | 0.78% | 29q | +0.9%+$56.6K |
| US BANCORP \DE\ | $6.2M | 46,828 | 0.01% | 20q | HELD |
| D.A. DAVIDSON & CO. | $6.1M | 46,213 | 0.03% | 31q | -2.1%-$131.4K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $6.0M | 45,509 | 0.46% | 27q | -2.1%-$129.3K |
| AXXCESS WEALTH MANAGEMENT, LLC | $5.7M | 43,453 | 0.09% | new | NEW |
| Westfuller Advisors, LLC | $5.6M | 42,011 | 2.02% | 8q | +62.5%+$2.1M |
| Atlantic Private Wealth, LLC | $5.3M | 40,214 | 3.26% | 19q | -6.7%-$380.2K |
Showing the largest 100 of 715 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 689 | $4.1B | 30,660,089 | 71 | 193 | 161 | 0.0% |
| Q1 2026 | 653 | $3.4B | 30,045,498 | 34 | 211 | 151 | 0.0% |
| Q4 2025 | 662 | $3.5B | 29,293,493 | 49 | 176 | 169 | 0.0% |
| Q3 2025 | 613 | $3.3B | 27,947,052 | 47 | 145 | 184 | 0.0% |
| Q2 2025 | 590 | $3.0B | 27,645,675 | 58 | 171 | 157 | 0.0% |
| Q1 2025 | 557 | $2.7B | 27,253,816 | 44 | 170 | 143 | 0.0% |
| Q4 2024 | 560 | $2.8B | 26,753,489 | 47 | 146 | 131 | 0.0% |
| Q3 2024 | 493 | $2.5B | 24,593,444 | 40 | 156 | 109 | 0.0% |
| Q2 2024 | 467 | $2.7B | 27,481,886 | 35 | 133 | 128 | 0.0% |
| Q1 2024 | 448 | $2.6B | 28,444,654 | 32 | 121 | 137 | 0.0% |
| Q4 2023 | 437 | $2.6B | 30,156,110 | 41 | 129 | 119 | 0.0% |
| Q3 2023 | 386 | $2.0B | 25,958,465 | 25 | 117 | 116 | 0.0% |
| Q2 2023 | 383 | $2.1B | 26,661,954 | 33 | 106 | 120 | 0.0% |
| Q1 2023 | 366 | $1.9B | 26,251,525 | 41 | 124 | 92 | 0.0% |
| Q4 2022 | 330 | $1.4B | 21,968,560 | 50 | 116 | 86 | 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% |