Vault-13

VANGUARD WORLD FD ESGV

ESG US STK ETF · ETP · CUSIP 921910733

587 institutional holders -4 vs Q4 2024
29,011,70729.0m shares reported held*
$2.8bnreported value*
45 new 241 added 166 reduced 45 sold out net bought ≈ $50.0m (+505.9k 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 ($2.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $97.64. Options: 0 managers hold calls (— notional), 2 hold puts ($310.2k).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 374Q4 22: 401Q1 23: 416Q2 23: 429Q3 23: 423Q4 23: 472Q1 24: 483Q2 24: 497Q3 24: 524Q4 24: 591Q1 25: 587587Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022374
Q4 2022401
Q1 2023416
Q2 2023429
Q3 2023423
Q4 2023472
Q1 2024483
Q2 2024497
Q3 2024524
Q4 2024591
Q1 2025587

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 23: 196 bought or addedQ2 23: 170 cut or sold outQ3 23: 209 bought or addedQ3 23: 162 cut or sold outQ3 23Q4 23: 221 bought or addedQ4 23: 157 cut or sold outQ1 24: 222 bought or addedQ1 24: 187 cut or sold outQ1 24Q2 24: 237 bought or addedQ2 24: 173 cut or sold outQ3 24: 258 bought or addedQ3 24: 148 cut or sold outQ3 24Q4 24: 253 bought or addedQ4 24: 185 cut or sold outQ1 25: 286 bought or addedQ1 25: 211 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023196170
Q3 2023209162
Q4 2023221157
Q1 2024222187
Q2 2024237173
Q3 2024258148
Q4 2024253185
Q1 2025286211

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300k$400kQ2 24 calls: $0Q2 24 puts: $0Q2 24P/C —Q3 24 calls: $71.2kQ3 24 puts: $0Q3 24P/C 0.00Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $310.2kQ1 25P/C —
Numbers
QuarterCallsPutsP/C
Q2 2024$0$0—
Q3 2024$71.2k$00.00
Q4 2024$0$0—
Q1 2025$0$310.2k—

Biggest buyers

MORGAN STANLEY Added +826,785+826.8k
VANGUARD GROUP INC Added +148,348+148.3k
Prime Buchholz LLC New +117,758+117.8k
Betterment LLC Added +94,879+94.9k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Added +81,557+81.6k
Westfuller Advisors, LLC Added +77,854+77.9k
BANK OF AMERICA CORP /DE/ Added +69,054+69.1k
Wealthfront Advisers LLC Added +57,917+57.9k
SCS Capital Management LLC Added +48,983+49.0k
GOLDMAN SACHS GROUP INC Added +43,471+43.5k

Biggest sellers

Leo Wealth, LLC Reduced -314,094-314.1k
VISA FOUNDATION Reduced -270,000-270.0k
Essential Planning, LLC. Reduced -250,283-250.3k
TWO SIGMA INVESTMENTS, LP Sold out -192,797-192.8k
JPMORGAN CHASE & CO Reduced -147,516-147.5k
Focus Partners Wealth Reduced -100,610-100.6k
Angeles Investment Advisors, LLC Reduced -75,895-75.9k
Orgel Wealth Management, LLC Reduced -66,963-67.0k
Soundwatch Capital LLC Sold out -38,859-38.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -34,690-34.7k

Biggest calls

None

Biggest puts

Compound Planning, Inc. New $274.3k2.8k shares
Quaker Wealth Management, LLC First filing $35.9k367 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 3,215,3273.2m $314.9m $314.9m 0.01% Added +148.3k +148,348
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,674,8341.7m $164.1m $164.1m 0.01% Added +826.8k +826,785
3 Wealthfront Advisers LLC 0.40% of their portfolio Palo Alto, CA 1,502,8401.5m $147.2m $147.2m 0.40% Added +57.9k +57,917
4 VISA FOUNDATION 100.00% of their portfolio SAN FRANCISCO, CA 1,356,2751.4m $132.8m $132.8m 100.00% Reduced -270.0k -270,000
5 Creative Planning 0.12% of their portfolio OVERLAND PARK, KS 1,253,9121.3m $122.8m $122.8m 0.12% Added +10.2k +10,165
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 570,811570.8k $55.9m $55.9m 0.00% Added +69.1k +69,054
7 Verde Capital Management 15.57% of their portfolio CLARKSTON, MI 558,899558.9k $54.7m $54.7m 15.57% Reduced -3.7k -3,673
8 Stanich Group LLC 39.31% of their portfolio MONTAUK, NY 542,738542.7k $53.2m $53.2m 39.31% Added +28.9k +28,910
9 Betterment LLC 0.12% of their portfolio NEW YORK, NY 508,902508.9k $49.8m $49.8m 0.12% Added +94.9k +94,879
10 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 505,576505.6k $49.5m $49.5m 0.02% Added +1.1k +1,060
11 IMPACTfolio, LLC 24.13% of their portfolio DENVER, CO 468,714468.7k $45.9m $45.9m 24.13% Added +13.1k +13,127
12 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.73% of their portfolio BOSTON, MA 440,383440.4k $43.1m $43.1m 0.73% Added +81.6k +81,557
13 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 426,508426.5k $41.8m $41.8m 0.01% Added +6.8k +6,761
14 Platt Investment Counsel, LLC 38.08% of their portfolio CARY, NC 393,972394.0k $38.6m $38.6m 38.08% Added +14.8k +14,804
15 Baird Financial Group, Inc. 0.07% of their portfolio MILWAUKEE, WI 385,265385.3k $37.7m $37.7m 0.07% Reduced -7.4k -7,396
16 SCS Capital Management LLC 0.48% of their portfolio BOSTON, MA 382,717382.7k $37.5m $37.5m 0.48% Added +49.0k +48,983
17 Leo Wealth, LLC 5.34% of their portfolio HURST, TX 379,445379.4k $37.2m $37.2m 5.34% Reduced -314.1k -314,094
18 Angeles Investment Advisors, LLC 1.97% of their portfolio SANTA MONICA, CA 373,446373.4k $36.6m $36.6m 1.97% Reduced -75.9k -75,895
19 Facet Wealth, Inc. 0.89% of their portfolio WEST PALM BEACH, FL 347,942347.9k $34.6m $34.6m 0.89% Reduced -28.5k -28,481
20 Sellwood Investment Partners LLC 17.28% of their portfolio PORTLAND, OR 337,884337.9k $33.1m $33.1m 17.28% Added +19.0k +19,017
21 Crewe Advisors LLC 4.43% of their portfolio SALT LAKE CITY, UT 321,907321.9k $31.5m $31.5m 4.43% Added +10.4k +10,397
22 UBS Group AG 0.01% of their portfolio ZURICH, V8 278,273278.3k $27.3m $27.3m 0.01% Reduced -7.2k -7,178
23 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 273,827273.8k $26.8m $26.8m 0.01% Reduced -31.2k -31,220
24 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 263,750263.8k $25.8m $25.8m 0.01% Added +22.0k +22,013
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 256,476256.5k $25.1m $25.1m 0.00% Added +43.5k +43,471
26 Olde Wealth Management, LLC 8.79% of their portfolio SAMMAMISH, WA 254,139254.1k $24.9m $24.9m 8.79% Added +3.1k +3,054
27 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 253,797253.8k $24.9m $24.9m 0.01% Added +12.2k +12,166
28 MATHER GROUP, LLC. 0.28% of their portfolio CHICAGO, IL 246,889246.9k $24.2m $24.2m 0.28% Reduced -22.8k -22,824
29 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 234,277234.3k $22.9m $22.9m 0.01% Added +3.1k +3,128
30 Garde Capital, Inc. 1.30% of their portfolio SEATTLE, WA 232,116232.1k $22.7m $22.7m 1.30% Added +16.2k +16,166
31 Cerity Partners LLC 0.05% of their portfolio NEW YORK, NY 232,083232.1k $22.7m $22.7m 0.05% Added +22.3k +22,347
32 Hanson & Doremus Investment Management 3.13% of their portfolio BURLINGTON, VT 218,610218.6k $21.4m $21.4m 3.13% Added +323 +323
33 Cedar Wealth Management, LLC 7.06% of their portfolio LA JOLLA, CA 202,551202.6k $19.8m $19.8m 7.06% Reduced -3.7k -3,654
34 Clarity Asset Management, Inc. 12.36% of their portfolio AMES, IA 195,970196.0k $19.2m $19.2m 12.36% Added +30.6k +30,580
35 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 195,521195.5k $19.2m $19.2m 0.03% Reduced -34.7k -34,690
36 RWA WEALTH PARTNERS, LLC 0.24% of their portfolio BOSTON, MA 195,034195.0k $19.1m $19.1m 0.24% Reduced -9.6k -9,578
37 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 182,257182.3k $17.9m $17.9m 0.01% Reduced -2.0k -1,992
38 Mill Creek Capital Advisors, LLC 0.43% of their portfolio Conshohocken, PA 180,526180.5k $17.7m $17.7m 0.43% Added +11.7k +11,715
39 SILVER OAK WEALTH ADVISORS SERVICES, LLC 15.47% of their portfolio LOS ANGELES, CA 177,091177.1k $17.3m $17.3m 15.47% Added +720 +720
40 Financial Connections Group, Inc. 7.32% of their portfolio CORTE MADERA, CA 166,539166.5k $16.3m $16.3m 7.32% Reduced -175 -175
41 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 163,143163.1k $15.9m $15.9m 0.01% Added +20.7k +20,718
42 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 158,157158.2k $15.5m $15.5m 0.02% Added +15.5k +15,516
43 DOHJ, LLC 3.45% of their portfolio SEATTLE, WA 154,012154.0k $15.1m $15.1m 3.45% Added +11.0k +11,003
44 Caprock Group, LLC 0.45% of their portfolio BOISE, ID 149,192149.2k $14.6m $14.6m 0.45% Added +2.8k +2,822
45 LifeGuide Financial Advisors, LLC 5.90% of their portfolio MECHANICSBURG, PA 147,729147.7k $14.5m $14.5m 5.90% Added +2.3k +2,295
46 Human Investing LLC 2.53% of their portfolio LAKE OSWEGO, OR 146,659146.7k $14.4m $14.4m 2.53% Added +11.8k +11,803
47 Gemmer Asset Management LLC 1.42% of their portfolio WALNUT CREEK, CA 145,666145.7k $14.3m $14.3m 1.42% Added +4.6k +4,604
48 REGATTA CAPITAL GROUP, LLC 2.68% of their portfolio EL SEGUNDO, CA 141,543141.5k $13.9m $13.9m 2.68% Added +6.5k +6,532
49 SageView Advisory Group, LLC 0.58% of their portfolio Newport Beach, CA 137,998138.0k $13.5m $13.5m 0.58% Added +306 +306
50 Orgel Wealth Management, LLC 0.35% of their portfolio ALTOONA, WI 137,812137.8k $13.5m $13.5m 0.35% Reduced -67.0k -66,963
51 Diversified Portfolios, Inc. 1.42% of their portfolio Bloomfield Hills, MI 137,503137.5k $13.5m $13.5m 1.42% Added +7.8k +7,752
52 One Day In July LLC 1.33% of their portfolio BURLINGTON, VT 135,328135.3k $13.3m $13.3m 1.33% Reduced -4.8k -4,833
53 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.36% of their portfolio BOSTON, MA 127,632127.6k $12.5m $12.5m 0.36% Added +42.7k +42,740
54 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 120,480120.5k $11.8m $11.8m 0.04% Added +2.4k +2,433
55 Prime Buchholz LLC 4.03% of their portfolio PORTSMOUTH, NH 117,758117.8k $11.5m $11.5m 4.03% New
56 EVOKE WEALTH, LLC 0.30% of their portfolio Los Angeles, CA 115,466115.5k $11.3m $11.3m 0.30% Added +3.4k +3,441
57 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 112,607112.6k $11.0m $11.0m 0.03% Reduced -100.6k -100,610
58 Mariner, LLC 0.02% of their portfolio Overland Park, KS 107,729107.7k $10.6m $10.6m 0.02% Added +22.4k +22,392
59 CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio RICHMOND, VA 103,431103.4k $103.4k $103.4k 0.00% Unchanged
60 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 102,188102.2k $10.0m $10.0m 0.01% Reduced -4.5k -4,452
61 Apella Capital, LLC 0.33% of their portfolio WEST HARTFORD, CT 99,67499.7k $9.5m $9.5m 0.33% Added +4.0k +4,003
62 Westfuller Advisors, LLC 6.50% of their portfolio New York, NY 99,43499.4k $9.7m $9.7m 6.50% Added +77.9k +77,854
63 Pathstone Holdings, LLC 0.04% of their portfolio ENGLEWOOD, NJ 89,07789.1k $8.7m $8.7m 0.04% Reduced -914 -914
64 Farrell Financial LLC 6.35% of their portfolio ORCHARD PARK, NY 89,01689.0k $8.7m $8.7m 6.35% Reduced -1.4k -1,378
65 TWIN FOCUS CAPITAL PARTNERS, LLC 1.34% of their portfolio Boston, MA 88,15888.2k $8.6m $8.6m 1.34% Added +5.6k +5,631
66 RETIREMENT CAPITAL STRATEGIES 3.37% of their portfolio SAN JOSE, CA 88,09288.1k $8.6m $8.6m 3.37% Reduced -643 -643
67 Cresset Asset Management, LLC 0.04% of their portfolio Chicago, IL 87,86887.9k $8.6m $8.6m 0.04% Added +2.9k +2,863
68 AMG National Trust Bank 0.23% of their portfolio GREENWOOD VILLAGE, CO 82,14082.1k $8.0m $8.0m 0.23% Reduced -2.1k -2,096
69 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 78,23478.2k $7.7m $7.7m 0.00% Added +1.9k +1,924
70 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 75,54075.5k $7.4m $7.4m 0.00% Reduced -147.5k -147,516
71 EQ LLC 3.16% of their portfolio BELLEVUE, WA 69,10569.1k $6.8m $6.8m 3.16% Reduced -4.8k -4,784
72 Relyea Zuckerberg Hanson LLC 0.90% of their portfolio STAMFORD, CT 68,19168.2k $6.7m $6.7m 0.90% Added +2.5k +2,475
73 Boston Standard Wealth Management, LLC 1.40% of their portfolio WINCHESTER, MA 65,84365.8k $6.4m $6.4m 1.40% Reduced -473 -473
74 Beacon Pointe Advisors, LLC 0.07% of their portfolio NEWPORT BEACH, CA 63,15263.2k $6.2m $6.2m 0.07% Added +5.0k +4,989
75 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 61,62861.6k $6.0m $6.0m 0.01% Added +851 +851
76 New Covenant Trust Company, N.A. 6.32% of their portfolio JEFFERSONVILLE, IN 61,39161.4k $6.0m $6.0m 6.32% Reduced -3.8k -3,760
77 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 60,54660.5k $5.9m $5.9m 0.01% Added +709 +709
78 LIBRA WEALTH LLC 2.20% of their portfolio LOS GATOS, CA 59,98260.0k $5.9m $5.9m 2.20% Added +348 +348
79 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 59,43559.4k $5.8m $5.8m 0.01% Reduced -1.2k -1,169
80 ST GERMAIN D J CO INC 0.27% of their portfolio SPRINGFIELD, MA 59,18159.2k $5.8m $5.8m 0.27% Added +5.4k +5,367
81 Apexium Financial, LP 0.35% of their portfolio Dallas, TX 59,17959.2k $5.8m $5.8m 0.35% Added +120 +120
82 BLAIR WILLIAM & CO/IL 0.02% of their portfolio CHICAGO, IL 59,01359.0k $5.8m $5.8m 0.02% Reduced -6 -6
83 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 56,51056.5k $5.5m $5.5m 0.01% Added +1.3k +1,336
84 BSW Wealth Partners 0.83% of their portfolio BOULDER, CO 56,10656.1k $5.5m $5.5m 0.83% Reduced -9.0k -8,970
85 Parallel Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 54,23954.2k $5.3m $5.3m 0.12% Added +6.3k +6,336
86 Charter Oak Capital Management, LLC 0.48% of their portfolio PORTSMOUTH, NH 53,48153.5k $5.2m $5.2m 0.48% Reduced -1.4k -1,376
87 D.A. DAVIDSON & CO. 0.04% of their portfolio GREAT FALLS, MT 53,26253.3k $5.2m $5.2m 0.04% Added +281 +281
88 RAFFA WEALTH MANAGEMENT, LLC 1.18% of their portfolio WASHINGTON, DC 53,15853.2k $5.2m $5.2m 1.18% Added +29 +29
89 Stephens Consulting, LLC 1.21% of their portfolio FLINT, MI 49,28249.3k $4.8m $4.8m 1.21% Added +2.3k +2,260
90 BRANDYWINE OAK PRIVATE WEALTH LLC 0.47% of their portfolio Kennett Square, PA 49,03749.0k $4.8m $4.8m 0.47% Added +4.2k +4,169
91 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.35% of their portfolio KNOXVILLE, TN 48,18248.2k $4.7m $4.7m 0.35% Added +1.6k +1,626
92 Atlas Legacy Advisors, LLC 1.24% of their portfolio LOS ANGELES, CA 48,16648.2k $4.9m $4.9m 1.24% Reduced -915 -915
93 Elios Financial Group Inc. 2.20% of their portfolio WESTLAKE, OH 45,61445.6k $4.5m $4.5m 2.20% Reduced -1.1k -1,145
94 Freestone Capital Holdings, LLC 0.16% of their portfolio Seattle, WA 44,78444.8k $4.4m $4.4m 0.16% Reduced -493 -493
95 Monterey Private Wealth, Inc. 1.28% of their portfolio MONTEREY, CA 44,47944.5k $4.4m $4.4m 1.28% Reduced -457 -457
96 Atlantic Private Wealth, LLC 3.09% of their portfolio CHAPEL HILL, NC 42,68942.7k $4.2m $4.2m 3.09% Unchanged
97 White Lighthouse Investment Management Inc. 0.74% of their portfolio BEDFORD, MA 42,04542.0k $4.1m $4.1m 0.74% Added +1.6k +1,566
98 ATMOS ADVISORY, LLC 2.68% of their portfolio PITTSBURGH, PA 40,70440.7k $4.0m $4.0m 2.68% Added +5.4k +5,381
99 TORONTO DOMINION BANK 0.01% of their portfolio TORONTO, ONTARIO, A6 39,20539.2k $3.8m $3.8m 0.01% Reduced -140 -140
100 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 37,95438.0k $3.7m $3.7m 0.02% Added +4.2k +4,230