Vault-13

VANGUARD WORLD FD VSGX

ESG INTL STK ETF · ETP · CUSIP 921910725

378 institutional holders +20 vs Q1 2025
20,229,10620.2m shares reported held*
$1.3bnreported value*
36 new 145 added 114 reduced 18 sold out net bought ≈ $128.4m (+2.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($742.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $65.49.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 242Q4 22: 275Q1 23: 288Q2 23: 293Q3 23: 278Q4 23: 314Q1 24: 315Q2 24: 327Q3 24: 349Q4 24: 359Q1 25: 358Q2 25: 378378Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022242
Q4 2022275
Q1 2023288
Q2 2023293
Q3 2023278
Q4 2023314
Q1 2024315
Q2 2024327
Q3 2024349
Q4 2024359
Q1 2025358
Q2 2025378

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 143 bought or addedQ3 23: 93 cut or sold outQ4 23: 160 bought or addedQ4 23: 95 cut or sold outQ4 23Q1 24: 162 bought or addedQ1 24: 108 cut or sold outQ2 24: 164 bought or addedQ2 24: 104 cut or sold outQ2 24Q3 24: 185 bought or addedQ3 24: 102 cut or sold outQ4 24: 170 bought or addedQ4 24: 136 cut or sold outQ4 24Q1 25: 172 bought or addedQ1 25: 130 cut or sold outQ2 25: 181 bought or addedQ2 25: 132 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202314393
Q4 202316095
Q1 2024162108
Q2 2024164104
Q3 2024185102
Q4 2024170136
Q1 2025172130
Q2 2025181132

Biggest buyers

MORGAN STANLEY Added +1,102,882+1.1m
ROYAL BANK OF CANADA Added +581,535+581.5k
Leo Wealth, LLC Added +198,676+198.7k
OGOREK ANTHONY JOSEPH /NY/ /ADV Added +99,907+99.9k
O'Brien Wealth Partners LLC New +91,966+92.0k
VANGUARD GROUP INC Added +78,593+78.6k
Angeles Investment Advisors, LLC Added +74,330+74.3k
Composition Wealth, LLC New +72,330+72.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +70,549+70.5k
Prime Buchholz LLC Added +43,978+44.0k

Biggest sellers

PARTNERS CAPITAL INVESTMENT GROUP, LLP Sold out -398,892-398.9k
JANE STREET GROUP, LLC Reduced -136,883-136.9k
FLOW TRADERS U.S. LLC Reduced -81,638-81.6k
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Reduced -55,951-56.0k
DOHJ, LLC Sold out -36,172-36.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -23,001-23.0k
Pallas Capital Advisors LLC Sold out -22,111-22.1k
UBS Group AG Reduced -18,093-18.1k
BANK OF AMERICA CORP /DE/ Reduced -17,395-17.4k
Cerity Partners LLC Reduced -17,310-17.3k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 3,624,9573.6m $237.4m $237.4m 0.00% Added +78.6k +78,593
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,506,0601.5m $98.6m $98.6m 0.01% Added +1.1m +1,102,882
3 Creative Planning 0.07% of their portfolio OVERLAND PARK, KS 1,316,8711.3m $86.3m $86.3m 0.07% Added +4.4k +4,367
4 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,110,9181.1m $72.8m $72.8m 0.01% Added +581.5k +581,535
5 Leo Wealth, LLC 4.16% of their portfolio HURST, TX 816,012816.0k $53.5m $53.5m 4.16% Added +198.7k +198,676
6 SCS Capital Management LLC 0.33% of their portfolio BOSTON, MA 456,580456.6k $29.9m $29.9m 0.33% Added +28.1k +28,105
7 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 365,833365.8k $24.0m $24.0m 0.01% Added +24.7k +24,691
8 Angeles Investment Advisors, LLC 1.12% of their portfolio SANTA MONICA, CA 302,740302.7k $19.8m $19.8m 1.12% Added +74.3k +74,330
9 Facet Wealth, Inc. 0.44% of their portfolio WEST PALM BEACH, FL 301,167301.2k $19.5m $19.5m 0.44% Added +7.6k +7,599
10 Sellwood Investment Partners LLC 8.50% of their portfolio PORTLAND, OR 271,542271.5k $17.8m $17.8m 8.50% Added +1.3k +1,317
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 266,038266.0k $17.4m $17.4m 0.00% Reduced -17.4k -17,395
12 Boston Trust Walden Corp 0.12% of their portfolio BOSTON, MA 262,144262.1k $17.2m $17.2m 0.12% Added +26.3k +26,267
13 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 261,155261.2k $17.1m $17.1m 0.03% Reduced -17.3k -17,310
14 Prime Buchholz LLC 5.45% of their portfolio PORTSMOUTH, NH 260,500260.5k $17.1m $17.1m 5.45% Added +44.0k +43,978
15 Refined Wealth Management 10.96% of their portfolio SALT LAKE CITY, UT 243,425243.4k $15.9m $15.9m 10.96% Added +1.8k +1,772
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 239,397239.4k $15.7m $15.7m 0.00% Reduced -18.1k -18,093
17 Hanson & Doremus Investment Management 2.05% of their portfolio BURLINGTON, VT 234,285234.3k $15.3m $15.3m 2.05% Added +3.2k +3,203
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 214,922214.9k $14.0m $14.0m 0.00% Reduced -1.8k -1,813
19 LifeGuide Financial Advisors, LLC 4.60% of their portfolio MECHANICSBURG, PA 190,339190.3k $12.5m $12.5m 4.60% Added +2.5k +2,512
20 SPINNAKER TRUST 0.72% of their portfolio PORTLAND, ME 182,548182.5k $12.0m $12.0m 0.72% Reduced -5.1k -5,096
21 FLOW TRADERS U.S. LLC 0.41% of their portfolio NEW YORK, NY 167,839167.8k $11.0m $11.0m 0.41% Reduced -81.6k -81,638
22 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 166,471166.5k $10.9m $10.9m 0.02% Reduced -415 -415
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 161,553161.6k $10.6m $10.6m 0.00% Added +678 +678
24 Stewardship Advisors, LLC 2.62% of their portfolio MOUNT JOY, PA 158,314158.3k $10.4m $10.4m 2.62% Reduced -3.9k -3,901
25 OGOREK ANTHONY JOSEPH /NY/ /ADV 3.11% of their portfolio WILLIAMSVILLE, NY 153,683153.7k $10.1m $10.1m 3.11% Added +99.9k +99,907
26 MISSION WEALTH MANAGEMENT, LP 0.22% of their portfolio Santa Barbara, CA 150,935150.9k $9.9m $9.9m 0.22% Added +30.6k +30,551
27 Charter Oak Capital Management, LLC 0.82% of their portfolio PORTSMOUTH, NH 148,797148.8k $9.7m $9.7m 0.82% Added +7.3k +7,344
28 Crewe Advisors LLC 1.38% of their portfolio SALT LAKE CITY, UT 148,434148.4k $9.7m $9.7m 1.38% Reduced -835 -835
29 Mariner, LLC 0.01% of their portfolio Overland Park, KS 144,380144.4k $9.5m $9.5m 0.01% Added +10.9k +10,921
30 Joel Adams & Associates, Inc. 8.24% of their portfolio ASHEVILLE, NC 142,037142.0k $9.3m $9.3m 8.24% Reduced -12.7k -12,680
31 Fiduciary Trust Co 0.11% of their portfolio Boston, MA 139,283139.3k $9.1m $9.1m 0.11% Reduced -1.1k -1,057
32 Westfuller Advisors, LLC 4.76% of their portfolio New York, NY 127,552127.6k $8.4m $8.4m 4.76% Added +477 +477
33 Diversified Portfolios, Inc. 0.79% of their portfolio Bloomfield Hills, MI 127,112127.1k $8.3m $8.3m 0.79% Reduced -726 -726
34 SageView Advisory Group, LLC 0.30% of their portfolio Newport Beach, CA 119,042119.0k $7.8m $7.8m 0.30% Added +5.4k +5,403
35 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 118,257118.3k $7.7m $7.7m 0.00% Added +1.5k +1,544
36 Garde Capital, Inc. 0.40% of their portfolio SEATTLE, WA 112,972113.0k $7.4m $7.4m 0.40% Added +4.7k +4,748
37 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 112,664112.7k $7.4m $7.4m 0.00% Added +160 +160
38 Beacon Pointe Advisors, LLC 0.07% of their portfolio NEWPORT BEACH, CA 105,749105.7k $6.9m $6.9m 0.07% Reduced -1.1k -1,094
39 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 101,409101.4k $6.6m $6.6m 0.01% Added +9.8k +9,792
40 Financial Connections Group, Inc. 2.71% of their portfolio CORTE MADERA, CA 100,429100.4k $6.6m $6.6m 2.71% Added +495 +495
41 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 94,44194.4k $6.2m $6.2m 0.02% Added +4.9k +4,867
42 Apella Capital, LLC 0.16% of their portfolio WEST HARTFORD, CT 92,93392.9k $6.0m $6.0m 0.16% Reduced -8.5k -8,531
43 O'Brien Wealth Partners LLC 0.95% of their portfolio Waltham, MA 91,96692.0k $6.0m $6.0m 0.95% New
44 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 91,37891.4k $6.0m $6.0m 0.02% Reduced -2.3k -2,348
45 EVOKE WEALTH, LLC 0.13% of their portfolio Los Angeles, CA 86,33486.3k $5.7m $5.7m 0.13% Added +106 +106
46 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 85,01685.0k $5.6m $5.6m 0.00% Reduced -11.7k -11,706
47 Orgel Wealth Management, LLC 0.13% of their portfolio ALTOONA, WI 82,55682.6k $5.4m $5.4m 0.13% Reduced -8.7k -8,714
48 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 81,91381.9k $5.4m $5.4m 0.01% Reduced -1.6k -1,562
49 Farrell Financial LLC 3.59% of their portfolio ORCHARD PARK, NY 81,71581.7k $5.4m $5.4m 3.59% Added +959 +959
50 Quent Capital, LLC 0.51% of their portfolio NEW YORK, NY 81,30481.3k $5.3m $5.3m 0.51% Added +911 +911
51 White Lighthouse Investment Management Inc. 0.86% of their portfolio BEDFORD, MA 81,18581.2k $5.3m $5.3m 0.86% Reduced -2.1k -2,058
52 Advisory Services Network, LLC 0.08% of their portfolio ATLANTA, GA 80,17080.2k $5.2m $5.2m 0.08% Reduced -4.0k -3,973
53 Human Investing LLC 0.81% of their portfolio LAKE OSWEGO, OR 78,66078.7k $5.1m $5.1m 0.81% Reduced -404 -404
54 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.11% of their portfolio Seattle, WA 75,28375.3k $4.9m $4.9m 0.11% Added +2.7k +2,749
55 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 73,79173.8k $4.8m $4.8m 0.01% Reduced -1.4k -1,383
56 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 73,69573.7k $4.8m $4.8m 0.01% Added +6.5k +6,491
57 Composition Wealth, LLC 0.08% of their portfolio LOS ANGELES, CA 72,33072.3k $4.7m $4.7m 0.08% New
58 Fund Evaluation Group, LLC 0.18% of their portfolio CINCINNATI, OH 72,07372.1k $4.7m $4.7m 0.18% Added +13.6k +13,613
59 TWIN FOCUS CAPITAL PARTNERS, LLC 0.65% of their portfolio Boston, MA 70,80770.8k $4.6m $4.6m 0.65% Added +18.3k +18,291
60 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 70,54970.5k $4.6m $4.6m 0.01% New
61 BLUESTEM FINANCIAL ADVISORS, LLC 1.66% of their portfolio SAVOY, IL 59,15559.2k $3.9m $3.9m 1.66% Reduced -4.1k -4,079
62 Koss-Olinger Consulting, LLC 0.31% of their portfolio GAINESVILLE, FL 57,70057.7k $3.8m $3.8m 0.31% Reduced -4.7k -4,650
63 AMG National Trust Bank 0.09% of their portfolio GREENWOOD VILLAGE, CO 54,13954.1k $3.5m $3.5m 0.09% Reduced -4.3k -4,302
64 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 54,02254.0k $3.5m $3.5m 0.00% Added +15.0k +14,958
65 New Covenant Trust Company, N.A. 3.05% of their portfolio JEFFERSONVILLE, IN 52,30152.3k $3.4m $3.4m 3.05% Reduced -11 -11
66 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 51,91451.9k $3.4m $3.4m 0.00% Reduced -23.0k -23,001
67 Ledyard National Bank 0.30% of their portfolio HANOVER, NH 49,03049.0k $3.2m $3.2m 0.30% Reduced -909 -909
68 DeDora Capital, Inc. 0.84% of their portfolio Napa, CA 48,94348.9k $3.2m $3.2m 0.84% Reduced -242 -242
69 Balanced Rock Investment Advisors LLC 2.44% of their portfolio ROSLINDALE, MA 47,41347.4k $3.1m $3.1m 2.44% Reduced -1.9k -1,887
70 Silver Oak Advisory Group, Inc. 1.43% of their portfolio PORTLAND, OR 44,98645.0k $2.9m $2.9m 1.43% Added +1.5k +1,486
71 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 43,60943.6k $2.9m $2.9m 0.00% Added +33.6k +33,562
72 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 43,48643.5k $2.9m $2.9m 0.00% Reduced -5.7k -5,689
73 Bear Mountain Capital, Inc. 1.01% of their portfolio SEATTLE, WA 43,10743.1k $2.8m $2.8m 1.01% Added +1.2k +1,180
74 Haverford Trust Co 0.03% of their portfolio Radnor, PA 41,57141.6k $2.7m $2.7m 0.03% Added +6.6k +6,617
75 BFSG, LLC 0.30% of their portfolio IRVINE, CA 41,32241.3k $2.7m $2.7m 0.30% Added +1.7k +1,701
76 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 40,85540.9k $2.7m $2.7m 0.00% Added +172 +172
77 Brooklyn FI, LLC 0.68% of their portfolio NEW YORK, NY 40,66340.7k $2.7m $2.7m 0.68% Added +8.4k +8,428
78 RAFFA WEALTH MANAGEMENT, LLC 0.52% of their portfolio WASHINGTON, DC 39,65139.7k $2.6m $2.6m 0.52% Added +722 +722
79 Boston Standard Wealth Management, LLC 0.46% of their portfolio WINCHESTER, MA 39,33139.3k $2.6m $2.6m 0.46% Added +3.2k +3,165
80 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 38,90738.9k $2.5m $2.5m 0.01% Added +3.4k +3,393
81 Martin Worley Group 1.23% of their portfolio COTTONWOOD HEIGHTS, UT 38,23938.2k $2.5m $2.5m 1.23% Reduced -11.0k -10,979
82 MAYPORT, LLC 0.58% of their portfolio NEWTON, MA 37,12437.1k $2.4m $2.4m 0.58% Reduced -2.4k -2,371
83 ORSER CAPITAL MANAGEMENT, LLC 1.70% of their portfolio SOUTHLAKE, TX 36,47036.5k $2.4m $2.4m 1.70% New
84 DAVIS R M INC 0.04% of their portfolio PORTLAND, ME 36,12236.1k $2.4m $2.4m 0.04% Added +513 +513
85 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 36,07236.1k $2.4m $2.4m 0.00% Reduced -13.9k -13,941
86 Carr Financial Group Corp 0.69% of their portfolio WORCESTER, MA 35,94135.9k $2.4m $2.4m 0.69% Added +350 +350
87 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 35,68735.7k $2.3m $2.3m 0.01% Added +222 +222
88 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 34,97435.0k $2.3m $2.3m 0.00% Unchanged
89 GOULD ASSET MANAGEMENT LLC /CA/ 0.42% of their portfolio CLAREMONT, CA 32,60632.6k $2.1m $2.1m 0.42% Reduced -470 -470
90 West Financial Advisors, LLC 0.37% of their portfolio DES MOINES, IA 32,30132.3k $2.1m $2.1m 0.37% Added +30 +30
91 Wealthfront Advisers LLC 0.01% of their portfolio Palo Alto, CA 31,30831.3k $2.1m $2.1m 0.01% Added +1.3k +1,265
92 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 30,13630.1k $2.0m $2.0m 0.00% Reduced -136.9k -136,883
93 CGN Advisors LLC 0.18% of their portfolio MANHATTAN, KS 30,13630.1k $2.0m $2.0m 0.18% Reduced -10.9k -10,859
94 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 29,29529.3k $1.9m $1.9m 0.01% Reduced -1.8k -1,833
95 MARSHALL FINANCIAL GROUP INC /ADV 0.56% of their portfolio DOYLESTOWN, PA 28,51928.5k $1.9m $1.9m 0.56% Added +383 +383
96 SENTINEL TRUST CO LBA 0.20% of their portfolio HOUSTON, TX 28,22728.2k $1.8m $1.8m 0.20% Reduced -715 -715
97 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 26,66126.7k $1.7m $1.7m 0.01% Reduced -2.0k -2,023
98 Beta Wealth Group, Inc. 0.63% of their portfolio SAN DIEGO, CA 26,11026.1k $1.7m $1.7m 0.63% New
99 Sageworth Trust Co 0.09% of their portfolio LANCASTER, PA 26,00826.0k $1.7m $1.7m 0.09% Reduced -1.0k -1,012
100 VISTA CAPITAL PARTNERS, INC. 0.18% of their portfolio PORTLAND, OR 25,06025.1k $1.6m $1.6m 0.18% Reduced -768 -768