Vault-13

VANGUARD WORLD FD ESGV

ESG US STK ETF · ETP · CUSIP 921910733

624 institutional holders +37 vs Q1 2025
29,137,31829.1m shares reported held*
$3.2bnreported value*
62 new 233 added 183 reduced 26 sold out net bought ≈ $61.4m (+596.9k 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 ($3.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $109.22. Options: 0 managers hold calls (— notional), 1 hold puts ($307.0k).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 374Q4 22: 401Q1 23: 416Q2 23: 429Q3 23: 423Q4 23: 472Q1 24: 483Q2 24: 497Q3 24: 524Q4 24: 591Q1 25: 587Q2 25: 624624Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025624

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 24Q3 24: 258 bought or addedQ3 24: 148 cut or sold outQ4 24: 253 bought or addedQ4 24: 185 cut or sold outQ4 24Q1 25: 286 bought or addedQ1 25: 211 cut or sold outQ2 25: 295 bought or addedQ2 25: 209 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023209162
Q4 2023221157
Q1 2024222187
Q2 2024237173
Q3 2024258148
Q4 2024253185
Q1 2025286211
Q2 2025295209

Calls vs puts

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

CallsPuts
$0$100k$200k$300k$400kQ3 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 —Q2 25 calls: $0Q2 25 puts: $307.0kQ2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$71.2k$00.00
Q4 2024$0$0—
Q1 2025$0$310.2k—
Q2 2025$0$307.0k—

Biggest buyers

ROYAL BANK OF CANADA Added +456,680+456.7k
Leo Wealth, LLC Added +299,201+299.2k
TWO SIGMA INVESTMENTS, LP New +188,497+188.5k
GOLDMAN SACHS GROUP INC Added +139,388+139.4k
RAYMOND JAMES FINANCIAL INC Added +111,318+111.3k
Composition Wealth, LLC Added +107,384+107.4k
VANGUARD GROUP INC Added +97,093+97.1k
Prime Buchholz LLC Added +83,635+83.6k
Betterment LLC Added +48,709+48.7k
HUB Investment Partners, LLC New +43,559+43.6k

Biggest sellers

PARTNERS CAPITAL INVESTMENT GROUP, LLP Sold out -440,383-440.4k
VISA FOUNDATION Reduced -183,540-183.5k
DOHJ, LLC Reduced -143,434-143.4k
Angeles Investment Advisors, LLC Reduced -140,847-140.8k
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Reduced -97,066-97.1k
RETIREMENT CAPITAL STRATEGIES Reduced -56,409-56.4k
Stanich Group LLC Reduced -53,430-53.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -40,282-40.3k
SageView Advisory Group, LLC Reduced -40,054-40.1k
TORONTO DOMINION BANK Sold out -39,205-39.2k

Biggest calls

None

Biggest puts

Compound Planning, Inc. Unchanged $307.0k2.8k 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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 3,312,4203.3m $363.2m $363.2m 0.01% Added +97.1k +97,093
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,674,9241.7m $183.6m $183.6m 0.01% Added +90 +90
3 Wealthfront Advisers LLC 0.43% of their portfolio Palo Alto, CA 1,521,9231.5m $166.9m $166.9m 0.43% Added +19.1k +19,083
4 Creative Planning 0.12% of their portfolio OVERLAND PARK, KS 1,276,6481.3m $140.0m $140.0m 0.12% Added +22.7k +22,736
5 VISA FOUNDATION 100.00% of their portfolio SAN FRANCISCO, CA 1,172,7351.2m $128.6m $128.6m 100.00% Reduced -183.5k -183,540
6 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 883,188883.2k $96.8m $96.8m 0.01% Added +456.7k +456,680
7 Leo Wealth, LLC 5.79% of their portfolio HURST, TX 678,646678.6k $74.5m $74.5m 5.79% Added +299.2k +299,201
8 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 616,894616.9k $67.6m $67.6m 0.02% Added +111.3k +111,318
9 Verde Capital Management 15.71% of their portfolio CLARKSTON, MI 580,684580.7k $63.7m $63.7m 15.71% Added +21.8k +21,785
10 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 568,075568.1k $62.3m $62.3m 0.01% Reduced -2.7k -2,736
11 Betterment LLC 0.13% of their portfolio NEW YORK, NY 557,611557.6k $61.1m $61.1m 0.13% Added +48.7k +48,709
12 IMPACTfolio, LLC 25.76% of their portfolio DENVER, CO 495,602495.6k $54.3m $54.3m 25.76% Added +26.9k +26,888
13 Stanich Group LLC 48.49% of their portfolio MONTAUK, NY 489,308489.3k $54.1m $54.1m 48.49% Reduced -53.4k -53,430
14 Baird Financial Group, Inc. 0.08% of their portfolio MILWAUKEE, WI 414,349414.3k $45.4m $45.4m 0.08% Added +29.1k +29,084
15 SCS Capital Management LLC 0.49% of their portfolio BOSTON, MA 405,655405.7k $44.5m $44.5m 0.49% Added +22.9k +22,938
16 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 395,864395.9k $43.4m $43.4m 0.01% Added +139.4k +139,388
17 Platt Investment Counsel, LLC 40.03% of their portfolio CARY, NC 384,193384.2k $42.1m $42.1m 40.03% Reduced -9.8k -9,779
18 Facet Wealth, Inc. 0.90% of their portfolio WEST PALM BEACH, FL 355,005355.0k $39.7m $39.7m 0.90% Added +7.1k +7,063
19 Sellwood Investment Partners LLC 17.51% of their portfolio PORTLAND, OR 334,170334.2k $36.6m $36.6m 17.51% Reduced -3.7k -3,714
20 Crewe Advisors LLC 5.01% of their portfolio SALT LAKE CITY, UT 322,980323.0k $35.4m $35.4m 5.01% Added +1.1k +1,073
21 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 271,127271.1k $29.7m $29.7m 0.01% Reduced -2.7k -2,700
22 MATHER GROUP, LLC. 0.31% of their portfolio CHICAGO, IL 267,797267.8k $29.4m $29.4m 0.31% Added +20.9k +20,908
23 UBS Group AG 0.01% of their portfolio ZURICH, V8 264,625264.6k $29.0m $29.0m 0.01% Reduced -13.6k -13,648
24 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 258,665258.7k $28.4m $28.4m 0.01% Reduced -5.1k -5,085
25 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 255,449255.4k $28.0m $28.0m 0.01% Added +1.7k +1,652
26 Garde Capital, Inc. 1.46% of their portfolio SEATTLE, WA 248,534248.5k $27.2m $27.2m 1.46% Added +16.4k +16,418
27 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 242,068242.1k $26.5m $26.5m 0.01% Added +7.8k +7,791
28 Angeles Investment Advisors, LLC 1.44% of their portfolio SANTA MONICA, CA 232,599232.6k $25.5m $25.5m 1.44% Reduced -140.8k -140,847
29 Cerity Partners LLC 0.05% of their portfolio NEW YORK, NY 231,340231.3k $25.4m $25.4m 0.05% Reduced -743 -743
30 Hanson & Doremus Investment Management 3.24% of their portfolio BURLINGTON, VT 221,254221.3k $24.3m $24.3m 3.24% Added +2.6k +2,644
31 Cedar Wealth Management, LLC 7.52% of their portfolio LA JOLLA, CA 202,551202.6k $22.2m $22.2m 7.52% Unchanged
32 Prime Buchholz LLC 7.05% of their portfolio PORTSMOUTH, NH 201,393201.4k $22.1m $22.1m 7.05% Added +83.6k +83,635
33 TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio NEW YORK, NY 188,497188.5k $20.7m $20.7m 0.04% New
34 Clarity Asset Management, Inc. 12.16% of their portfolio AMES, IA 185,830185.8k $20.4m $20.4m 12.16% Reduced -10.1k -10,140
35 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 182,763182.8k $19.9m $19.9m 0.02% Added +19.6k +19,620
36 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 175,843175.8k $19.3m $19.3m 0.01% Reduced -6.4k -6,414
37 Mill Creek Capital Advisors, LLC 0.42% of their portfolio Conshohocken, PA 174,401174.4k $19.1m $19.1m 0.42% Reduced -6.1k -6,125
38 Financial Connections Group, Inc. 7.82% of their portfolio CORTE MADERA, CA 172,838172.8k $18.9m $18.9m 7.82% Added +6.3k +6,299
39 RWA WEALTH PARTNERS, LLC 0.23% of their portfolio BOSTON, MA 171,192171.2k $18.8m $18.8m 0.23% Reduced -23.8k -23,842
40 Gemmer Asset Management LLC 1.52% of their portfolio WALNUT CREEK, CA 155,837155.8k $17.1m $17.1m 1.52% Added +10.2k +10,171
41 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 155,419155.4k $17.0m $17.0m 0.02% Reduced -2.7k -2,738
42 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 155,239155.2k $17.0m $17.0m 0.02% Reduced -40.3k -40,282
43 Human Investing LLC 2.60% of their portfolio LAKE OSWEGO, OR 150,010150.0k $16.5m $16.5m 2.60% Added +3.4k +3,351
44 SILVER OAK WEALTH ADVISORS SERVICES, LLC 11.76% of their portfolio LOS ANGELES, CA 148,866148.9k $16.3m $16.3m 11.76% Reduced -28.2k -28,225
45 REGATTA CAPITAL GROUP, LLC 2.77% of their portfolio EL SEGUNDO, CA 147,407147.4k $16.2m $16.2m 2.77% Added +5.9k +5,864
46 LifeGuide Financial Advisors, LLC 5.81% of their portfolio MECHANICSBURG, PA 143,686143.7k $15.8m $15.8m 5.81% Reduced -4.0k -4,043
47 Diversified Portfolios, Inc. 1.45% of their portfolio Bloomfield Hills, MI 138,595138.6k $15.2m $15.2m 1.45% Added +1.1k +1,092
48 Orgel Wealth Management, LLC 0.34% of their portfolio ALTOONA, WI 127,969128.0k $14.0m $14.0m 0.34% Reduced -9.8k -9,843
49 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 124,200124.2k $13.6m $13.6m 0.04% Added +3.7k +3,720
50 Mariner, LLC 0.02% of their portfolio Overland Park, KS 122,129122.1k $13.4m $13.4m 0.02% Added +14.4k +14,400
51 Composition Wealth, LLC 0.22% of their portfolio LOS ANGELES, CA 121,002121.0k $13.3m $13.3m 0.22% Added +107.4k +107,384
52 One Day In July LLC 1.19% of their portfolio BURLINGTON, VT 120,247120.2k $13.2m $13.2m 1.19% Reduced -15.1k -15,081
53 EVOKE WEALTH, LLC 0.30% of their portfolio Los Angeles, CA 118,307118.3k $13.0m $13.0m 0.30% Added +2.8k +2,841
54 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 116,598116.6k $12.8m $12.8m 0.03% Added +4.0k +3,991
55 Pathstone Holdings, LLC 0.04% of their portfolio ENGLEWOOD, NJ 114,367114.4k $9.8m $9.8m 0.04% Added +25.3k +25,290
56 CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio RICHMOND, VA 103,431103.4k $103.4k $103.4k 0.00% Unchanged
57 Apella Capital, LLC 0.30% of their portfolio WEST HARTFORD, CT 102,206102.2k $11.3m $11.3m 0.30% Added +2.5k +2,532
58 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 101,648101.6k $11.1m $11.1m 0.01% Reduced -540 -540
59 SageView Advisory Group, LLC 0.42% of their portfolio Newport Beach, CA 97,94497.9k $11.1m $11.1m 0.42% Reduced -40.1k -40,054
60 Farrell Financial LLC 6.58% of their portfolio ORCHARD PARK, NY 89,40389.4k $9.8m $9.8m 6.58% Added +387 +387
61 Cresset Asset Management, LLC 0.05% of their portfolio Chicago, IL 88,61288.6k $9.7m $9.7m 0.05% Added +744 +744
62 AMG National Trust Bank 0.24% of their portfolio GREENWOOD VILLAGE, CO 82,12482.1k $9.0m $9.0m 0.24% Reduced -16 -16
63 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 81,18781.2k $8.9m $8.9m 0.02% Added +20.6k +20,641
64 Westfuller Advisors, LLC 4.75% of their portfolio New York, NY 75,93875.9k $8.3m $8.3m 4.75% Reduced -23.5k -23,496
65 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 75,06875.1k $8.2m $8.2m 0.00% Reduced -472 -472
66 TWIN FOCUS CAPITAL PARTNERS, LLC 1.14% of their portfolio Boston, MA 74,09274.1k $8.1m $8.1m 1.14% Reduced -14.1k -14,066
67 Boston Standard Wealth Management, LLC 1.39% of their portfolio WINCHESTER, MA 70,37470.4k $7.7m $7.7m 1.39% Added +4.5k +4,531
68 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 69,31269.3k $7.6m $7.6m 0.01% Added +7.7k +7,684
69 BSW Wealth Partners 1.04% of their portfolio BOULDER, CO 69,18269.2k $7.6m $7.6m 1.04% Added +13.1k +13,076
70 Beacon Pointe Advisors, LLC 0.08% of their portfolio NEWPORT BEACH, CA 68,51068.5k $7.5m $7.5m 0.08% Added +5.4k +5,358
71 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 67,79867.8k $7.4m $7.4m 0.00% Reduced -10.4k -10,436
72 Relyea Zuckerberg Hanson LLC 0.84% of their portfolio STAMFORD, CT 65,60265.6k $7.2m $7.2m 0.84% Reduced -2.6k -2,589
73 New Covenant Trust Company, N.A. 5.97% of their portfolio JEFFERSONVILLE, IN 61,37761.4k $6.7m $6.7m 5.97% Reduced -14 -14
74 ST GERMAIN D J CO INC 0.28% of their portfolio SPRINGFIELD, MA 59,73959.7k $6.5m $6.5m 0.28% Added +558 +558
75 EQ LLC 2.53% of their portfolio BELLEVUE, WA 59,37459.4k $6.5m $6.5m 2.53% Reduced -9.7k -9,731
76 Apexium Financial, LP 0.33% of their portfolio Dallas, TX 56,87256.9k $6.2m $6.2m 0.33% Reduced -2.3k -2,307
77 LIBRA WEALTH LLC 2.04% of their portfolio LOS GATOS, CA 56,83656.8k $6.2m $6.2m 2.04% Reduced -3.1k -3,146
78 RAFFA WEALTH MANAGEMENT, LLC 1.21% of their portfolio WASHINGTON, DC 55,28055.3k $6.1m $6.1m 1.21% Added +2.1k +2,122
79 Charter Oak Capital Management, LLC 0.50% of their portfolio PORTSMOUTH, NH 54,39354.4k $6.0m $6.0m 0.50% Added +912 +912
80 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 53,35753.4k $5.9m $5.9m 0.01% Reduced -3.2k -3,153
81 D.A. DAVIDSON & CO. 0.04% of their portfolio GREAT FALLS, MT 52,74852.7k $5.8m $5.8m 0.04% Reduced -514 -514
82 Parallel Advisors, LLC 0.11% of their portfolio SAN FRANCISCO, CA 51,84151.8k $5.7m $5.7m 0.11% Reduced -2.4k -2,398
83 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 51,62151.6k $5.7m $5.7m 0.01% Reduced -7.8k -7,814
84 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.38% of their portfolio KNOXVILLE, TN 50,29850.3k $5.5m $5.5m 0.38% Added +2.1k +2,116
85 Atlas Legacy Advisors, LLC 1.17% of their portfolio LOS ANGELES, CA 48,55948.6k $5.3m $5.3m 1.17% Added +393 +393
86 Stephens Consulting, LLC 1.26% of their portfolio FLINT, MI 48,15148.2k $5.3m $5.3m 1.26% Reduced -1.1k -1,131
87 BRANDYWINE OAK PRIVATE WEALTH LLC 0.48% of their portfolio Kennett Square, PA 47,12847.1k $5.2m $5.2m 0.48% Reduced -1.9k -1,909
88 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 46,54246.5k $5.1m $5.1m 0.00% Added +16.5k +16,545
89 Elios Financial Group Inc. 2.27% of their portfolio WESTLAKE, OH 45,59145.6k $5.0m $5.0m 2.27% Reduced -23 -23
90 HUB Investment Partners, LLC 0.17% of their portfolio AUSTIN, TX 43,55943.6k $4.8m $4.8m 0.17% New
91 White Lighthouse Investment Management Inc. 0.77% of their portfolio BEDFORD, MA 43,24243.2k $4.7m $4.7m 0.77% Added +1.2k +1,197
92 Atlantic Private Wealth, LLC 3.14% of their portfolio CHAPEL HILL, NC 42,69342.7k $4.7m $4.7m 3.14% Added +4 +4
93 Freestone Capital Holdings, LLC 0.15% of their portfolio Seattle, WA 41,54441.5k $4.6m $4.6m 0.15% Reduced -3.2k -3,240
94 FIRST HAWAIIAN BANK 0.60% of their portfolio HONOLULU, HI 40,25040.2k $4.4m $4.4m 0.60% Added +9.5k +9,517
95 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 39,32139.3k $4.3m $4.3m 0.01% Reduced -19.7k -19,692
96 Trademark Financial Management, LLC 2.56% of their portfolio Bloomington, MN 38,14838.1k $4.2m $4.2m 2.56% Added +2.3k +2,289
97 Ashford Advisors, LLC 0.96% of their portfolio PITTSFORD, NY 37,90137.9k $4.2m $4.2m 0.96% Unchanged
98 GOULD ASSET MANAGEMENT LLC /CA/ 0.80% of their portfolio CLAREMONT, CA 37,39737.4k $4.1m $4.1m 0.80% Reduced -110 -110
99 Stonehearth Capital Management, LLC 1.69% of their portfolio DANVERS, MA 37,22937.2k $4.1m $4.1m 1.69% Added +1.9k +1,892
100 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 37,07937.1k $4.1m $4.1m 0.02% Reduced -875 -875