Vault-13

VANGUARD WORLD FD ESGV

ESG US STK ETF · ETP · CUSIP 921910733

497 institutional holders +14 vs Q1 2024
29,252,63829.3m shares reported held*
$2.8bnreported value*
38 new 199 added 148 reduced 25 sold out net sold ≈ $101.6m (-1.0m 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 ($5.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $96.26.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 374Q4 22: 401Q1 23: 416Q2 23: 429Q3 23: 423Q4 23: 472Q1 24: 483Q2 24: 497497Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022374
Q4 2022401
Q1 2023416
Q2 2023429
Q3 2023423
Q4 2023472
Q1 2024483
Q2 2024497

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 22: 225 bought or addedQ4 22: 147 cut or sold outQ4 22Q1 23: 229 bought or addedQ1 23: 140 cut or sold outQ2 23: 196 bought or addedQ2 23: 170 cut or sold outQ2 23Q3 23: 209 bought or addedQ3 23: 162 cut or sold outQ4 23: 221 bought or addedQ4 23: 157 cut or sold outQ4 23Q1 24: 222 bought or addedQ1 24: 187 cut or sold outQ2 24: 237 bought or addedQ2 24: 173 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022225147
Q1 2023229140
Q2 2023196170
Q3 2023209162
Q4 2023221157
Q1 2024222187
Q2 2024237173

Biggest buyers

VANGUARD GROUP INC Added +696,593+696.6k
JPMORGAN CHASE & CO Added +272,446+272.4k
Financial Connections Group, Inc. New +150,821+150.8k
Wealthfront Advisers LLC Added +126,593+126.6k
SageView Advisory Group, LLC Added +109,101+109.1k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Added +107,937+107.9k
GOLDMAN SACHS GROUP INC Added +72,226+72.2k
BANK OF AMERICA CORP /DE/ Added +53,174+53.2k
Verde Capital Management Added +35,432+35.4k
MATHER GROUP, LLC. Added +34,975+35.0k

Biggest sellers

MORGAN STANLEY Reduced -1,728,742-1.7m
RETIREMENT CAPITAL STRATEGIES Reduced -294,824-294.8k
SCS Capital Management LLC Reduced -207,391-207.4k
Boston Common Asset Management, LLC Sold out -199,493-199.5k
CBIZ Investment Advisory Services, LLC Reduced -65,970-66.0k
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Reduced -62,291-62.3k
Leo Wealth, LLC Reduced -56,379-56.4k
VISA FOUNDATION Reduced -52,000-52.0k
DHK Financial Advisors, Inc. Sold out -50,507-50.5k
Angeles Investment Advisors, LLC Reduced -46,080-46.1k

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 6,732,0036.7m $650.4m $650.4m 0.01% Added +696.6k +696,593
2 VISA FOUNDATION 70.92% of their portfolio SAN FRANCISCO, CA 1,721,2751.7m $166.3m $166.3m 70.92% Reduced -52.0k -52,000
3 Creative Planning 0.12% of their portfolio OVERLAND PARK, KS 1,176,7311.2m $113.7m $113.7m 0.12% Added +21.6k +21,582
4 Wealthfront Advisers LLC 0.35% of their portfolio Palo Alto, CA 1,082,0941.1m $104.6m $104.6m 0.35% Added +126.6k +126,593
5 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 832,535832.5k $80.4m $80.4m 0.01% Reduced -1.7m -1,728,742
6 Leo Wealth, LLC 6.67% of their portfolio HURST, TX 675,878675.9k $65.4m $65.4m 6.67% Reduced -56.4k -56,379
7 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 566,925566.9k $54.8m $54.8m 0.01% Added +53.2k +53,174
8 Verde Capital Management 17.39% of their portfolio CLARKSTON, MI 566,896566.9k $54.8m $54.8m 17.39% Added +35.4k +35,432
9 IMPACTfolio, LLC 24.41% of their portfolio DENVER, CO 451,064451.1k $43.6m $43.6m 24.41% Added +20.0k +19,994
10 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 432,914432.9k $41.8m $41.8m 0.01% Added +32.4k +32,392
11 Angeles Investment Advisors, LLC 2.13% of their portfolio SANTA MONICA, CA 432,665432.7k $41.8m $41.8m 2.13% Reduced -46.1k -46,080
12 Platt Investment Counsel, LLC 37.77% of their portfolio CARY, NC 406,441406.4k $39.3m $39.3m 37.77% Added +11.0k +11,022
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 402,532402.5k $38.9m $38.9m 0.00% Added +272.4k +272,446
14 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 388,130388.1k $37.5m $37.5m 0.01% Reduced -2.1k -2,120
15 Betterment LLC 0.09% of their portfolio NEW YORK, NY 374,736374.7k $36.2m $36.2m 0.09% Added +15.2k +15,249
16 Facet Wealth, Inc. 1.02% of their portfolio WEST PALM BEACH, FL 346,474346.5k $33.3m $33.3m 1.02% Added +25.6k +25,574
17 Baird Financial Group, Inc. 0.07% of their portfolio MILWAUKEE, WI 342,601342.6k $33.1m $33.1m 0.07% Added +4.6k +4,570
18 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.53% of their portfolio BOSTON, MA 320,974321.0k $31.1m $31.1m 0.53% Added +107.9k +107,937
19 Crewe Advisors LLC 3.37% of their portfolio SALT LAKE CITY, UT 310,850310.9k $30.0m $30.0m 3.37% Reduced -4.6k -4,638
20 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 290,945290.9k $28.1m $28.1m 0.01% Added +72.2k +72,226
21 UBS Group AG 0.01% of their portfolio ZURICH, V8 287,196287.2k $27.7m $27.7m 0.01% Reduced -8.4k -8,441
22 SCS Capital Management LLC 0.57% of their portfolio BOSTON, MA 281,823281.8k $27.2m $27.2m 0.57% Reduced -207.4k -207,391
23 MATHER GROUP, LLC. 0.31% of their portfolio CHICAGO, IL 267,742267.7k $25.0m $25.0m 0.31% Added +35.0k +34,975
24 Olde Wealth Management, LLC 9.50% of their portfolio SAMMAMISH, WA 258,213258.2k $24.9m $24.9m 9.50% Added +1.8k +1,843
25 RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio ST PETERSBURG, FL 257,120257.1k $24.8m $24.8m 0.02% Added +20.8k +20,802
26 Cerity Partners LLC 0.06% of their portfolio NEW YORK, NY 226,338226.3k $21.9m $21.9m 0.06% Added +8.6k +8,563
27 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 216,625216.6k $20.9m $20.9m 0.03% Added +589 +589
28 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 214,701214.7k $20.7m $20.7m 0.01% Added +2.6k +2,576
29 Orgel Wealth Management, LLC 0.55% of their portfolio ALTOONA, WI 209,868209.9k $20.3m $20.3m 0.55% Reduced -24.8k -24,833
30 Hanson & Doremus Investment Management 3.35% of their portfolio BURLINGTON, VT 207,042207.0k $20.0m $20.0m 3.35% Added +2.7k +2,717
31 Cedar Wealth Management, LLC 6.49% of their portfolio LA JOLLA, CA 207,037207.0k $20.0m $20.0m 6.49% Reduced -1.0k -1,020
32 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 202,747202.7k $19.6m $19.6m 0.01% Reduced -16.0k -16,007
33 Garde Capital, Inc. 1.34% of their portfolio SEATTLE, WA 199,410199.4k $19.3m $19.3m 1.34% Reduced -2.5k -2,513
34 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 198,072198.1k $19.2m $19.2m 0.01% Reduced -18.8k -18,787
35 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 190,828190.8k $18.4m $18.4m 0.03% Added +4.2k +4,214
36 Caprock Group, LLC 0.74% of their portfolio BOISE, ID 187,497187.5k $18.1m $18.1m 0.74% Added +3.2k +3,214
37 Mill Creek Capital Advisors, LLC 0.43% of their portfolio Conshohocken, PA 175,391175.4k $16.9m $16.9m 0.43% Reduced -12.0k -11,960
38 Clarity Asset Management, Inc. 11.53% of their portfolio AMES, IA 168,084168.1k $16.2m $16.2m 11.53% Added +1.1k +1,055
39 SageView Advisory Group, LLC 0.72% of their portfolio Newport Beach, CA 160,850160.8k $15.5m $15.5m 0.72% Added +109.1k +109,101
40 Financial Connections Group, Inc. 7.56% of their portfolio CORTE MADERA, CA 150,821150.8k $14.6m $14.6m 7.56% New
41 Diversified Portfolios, Inc. 1.87% of their portfolio Bloomfield Hills, MI 146,627146.6k $14.2m $14.2m 1.87% Reduced -5.5k -5,499
42 One Day In July LLC 1.70% of their portfolio BURLINGTON, VT 141,055141.1k $13.6m $13.6m 1.70% Added +4.0k +4,034
43 DOHJ, LLC 3.27% of their portfolio SEATTLE, WA 135,453135.5k $13.1m $13.1m 3.27% Added +6.3k +6,350
44 Human Investing LLC 2.38% of their portfolio LAKE OSWEGO, OR 126,864126.9k $12.3m $12.3m 2.38% Added +676 +676
45 LAKE STREET ADVISORS GROUP, LLC 0.59% of their portfolio PORTSMOUTH, NH 126,668126.7k $12.2m $12.2m 0.59% Added +5.3k +5,259
46 REGATTA CAPITAL GROUP, LLC 2.59% of their portfolio EL SEGUNDO, CA 124,219124.2k $12.0m $12.0m 2.59% Added +5.5k +5,471
47 Skyline Advisors, Inc. 5.16% of their portfolio BELLINGHAM, WA 122,766122.8k $11.9m $11.9m 5.16% Added +428 +428
48 LifeGuide Financial Advisors, LLC 5.48% of their portfolio MECHANICSBURG, PA 116,754116.8k $11.3m $11.3m 5.48% Added +4.9k +4,940
49 Gemmer Asset Management LLC 1.18% of their portfolio WALNUT CREEK, CA 114,510114.5k $11.1m $11.1m 1.18% Added +11.0k +10,990
50 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 111,991112.0k $10.8m $10.8m 0.04% Added +5.4k +5,359
51 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 110,977111.0k $10.7m $10.7m 0.01% Added +14.9k +14,881
52 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 110,885110.9k $10.7m $10.7m 0.00% Added +5.5k +5,457
53 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 103,431103.4k $103.4k $103.4k 0.00% Unchanged
54 Apella Capital, LLC 0.45% of their portfolio WEST HARTFORD, CT 102,640102.6k $10.1m $10.1m 0.45% Reduced -2.1k -2,102
55 Pathstone Holdings, LLC 0.04% of their portfolio ENGLEWOOD, NJ 85,66785.7k $8.3m $8.3m 0.04% Reduced -418 -418
56 AMG National Trust Bank 0.22% of their portfolio GREENWOOD VILLAGE, CO 85,43885.4k $8.3m $8.3m 0.22% Added +13.5k +13,494
57 EVOKE WEALTH, LLC 11.85% of their portfolio Los Angeles, CA 83,55983.6k $8.1m $8.1m 11.85% Reduced -23.7k -23,714
58 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 81,99882.0k $7.9m $7.9m 0.00% Reduced -44.4k -44,400
59 Cresset Asset Management, LLC 0.03% of their portfolio Chicago, IL 81,45081.5k $7.9m $7.9m 0.03% Added +16.2k +16,227
60 Farrell Financial LLC 6.12% of their portfolio ORCHARD PARK, NY 81,34881.3k $7.9m $7.9m 6.12% Added +3.8k +3,842
61 BUCKINGHAM STRATEGIC WEALTH, LLC 0.08% of their portfolio CLAYTON, MO 79,77979.8k $7.7m $7.7m 0.08% Added +6.7k +6,650
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 78,59378.6k $7.6m $7.6m 0.01% Reduced -3.9k -3,942
63 EQ LLC 4.36% of their portfolio BELLEVUE, WA 75,29075.3k $7.3m $7.3m 4.36% Reduced -3.5k -3,472
64 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 68,33068.3k $6.6m $6.6m 0.02% Added +303 +303
65 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 66,38466.4k $6.4m $6.4m 0.01% Reduced -1.1k -1,117
66 New Covenant Trust Company, N.A. 7.40% of their portfolio JEFFERSONVILLE, IN 66,03066.0k $6.4m $6.4m 7.40% Reduced -3.4k -3,381
67 Boston Standard Wealth Management, LLC 1.40% of their portfolio WINCHESTER, MA 65,84365.8k $6.4m $6.4m 1.40% Reduced -1.2k -1,194
68 BSW Wealth Partners 1.01% of their portfolio BOULDER, CO 63,96764.0k $6.2m $6.2m 1.01% Reduced -9.7k -9,681
69 Affinity Capital Advisors, LLC 1.28% of their portfolio BERKELEY, CA 62,90262.9k $6.1m $6.1m 1.28% Reduced -823 -823
70 LIBRA WEALTH LLC 2.55% of their portfolio LOS GATOS, CA 60,86160.9k $5.9m $5.9m 2.55% Reduced -2.5k -2,536
71 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 60,27160.3k $5.8m $5.8m 0.01% Added +1.7k +1,659
72 Apexium Financial, LP 0.41% of their portfolio Dallas, TX 58,68058.7k $5.7m $5.7m 0.41% Reduced -126 -126
73 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 58,01658.0k $5.6m $5.6m 0.01% Reduced -818 -818
74 Charter Oak Capital Management, LLC 0.56% of their portfolio PORTSMOUTH, NH 55,62055.6k $5.4m $5.4m 0.56% Added +1.8k +1,829
75 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 54,28254.3k $5.2m $5.2m 0.01% Added +15.2k +15,207
76 RETIREMENT CAPITAL STRATEGIES 2.09% of their portfolio SAN JOSE, CA 54,04154.0k $5.2m $5.2m 2.09% Reduced -294.8k -294,824
77 Mariner, LLC 0.01% of their portfolio Overland Park, KS 53,22753.2k $5.1m $5.1m 0.01% Added +13.0k +12,985
78 Parallel Advisors, LLC 0.13% of their portfolio SAN FRANCISCO, CA 52,45252.5k $5.1m $5.1m 0.13% Reduced -5.9k -5,882
79 Relyea Zuckerberg Hanson LLC 0.85% of their portfolio STAMFORD, CT 52,38352.4k $5.1m $5.1m 0.85% Added +2.4k +2,411
80 D.A. DAVIDSON & CO. 0.04% of their portfolio GREAT FALLS, MT 52,35552.4k $5.1m $5.1m 0.04% Added +936 +936
81 Beacon Pointe Advisors, LLC 0.06% of their portfolio NEWPORT BEACH, CA 51,49751.5k $5.0m $5.0m 0.06% Added +4.2k +4,238
82 Atlantic Private Wealth, LLC 3.99% of their portfolio CHAPEL HILL, NC 50,66450.7k $4.9m $4.9m 3.99% Reduced -1.7k -1,743
83 Freestone Capital Holdings, LLC 0.18% of their portfolio Seattle, WA 50,59550.6k $4.9m $4.9m 0.18% Reduced -4.4k -4,409
84 ST GERMAIN D J CO INC 0.23% of their portfolio SPRINGFIELD, MA 49,39049.4k $4.8m $4.8m 0.23% Added +24.9k +24,861
85 BRANDYWINE OAK PRIVATE WEALTH LLC 0.46% of their portfolio Kennett Square, PA 46,18046.2k $4.5m $4.5m 0.46% Reduced -150 -150
86 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.33% of their portfolio KNOXVILLE, TN 44,00444.0k $4.3m $4.3m 0.33% Reduced -151 -151
87 Monterey Private Wealth, Inc. 1.58% of their portfolio MONTEREY, CA 43,76643.8k $4.2m $4.2m 1.58% Reduced -228 -228
88 Stephens Consulting, LLC 1.18% of their portfolio FLINT, MI 42,94642.9k $4.1m $4.1m 1.18% Added +3.4k +3,433
89 Ballentine Partners, LLC 0.07% of their portfolio Waltham, MA 40,02240.0k $3.9m $3.9m 0.07% Added +33.2k +33,206
90 White Lighthouse Investment Management Inc. 0.74% of their portfolio BEDFORD, MA 39,93239.9k $3.9m $3.9m 0.74% Reduced -613 -613
91 Merit Financial Group, LLC 0.08% of their portfolio ALPHARETTA, GA 39,51939.5k $3.8m $3.8m 0.08% Reduced -452 -452
92 TORONTO DOMINION BANK 0.01% of their portfolio TORONTO, ONTARIO, A6 39,34539.3k $3.8m $3.8m 0.01% Reduced -100 -100
93 Ashford Advisors, LLC 0.90% of their portfolio PITTSFORD, NY 37,90137.9k $3.7m $3.7m 0.90% Unchanged
94 Soundwatch Capital LLC 20.08% of their portfolio DALLAS, TX 37,77537.8k $3.6m $3.6m 20.08% Reduced -2.6k -2,632
95 Stonehearth Capital Management, LLC 1.54% of their portfolio DANVERS, MA 37,10937.1k $3.6m $3.6m 1.54% Added +2.4k +2,394
96 ATMOS ADVISORY, LLC 2.80% of their portfolio PITTSBURGH, PA 37,05837.1k $3.6m $3.6m 2.80% Reduced -1.5k -1,515
97 GOULD ASSET MANAGEMENT LLC /CA/ 0.83% of their portfolio CLAREMONT, CA 37,03137.0k $3.6m $3.6m 0.83% Added +338 +338
98 WEBSTER BANK, N. A. 0.39% of their portfolio WATERBURY, CT 36,72936.7k $3.5m $3.5m 0.39% Unchanged
99 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 36,67436.7k $3.5m $3.5m 0.01% Added +18.3k +18,256
100 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 36,65836.7k $3.5m $3.5m 0.00% Reduced -3.5k -3,544