Vault-13

VANGUARD WORLD FD ESGV

ESG US STK ETF · ETP · CUSIP 921910733

679 institutional holders -10 vs Q4 2025
31,235,73331.2m shares reported held*
$3.5bnreported value*
32 new 278 added 189 reduced 41 sold out net bought ≈ $25.6m (+257.0k 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 ($5.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $112.09.

Trends to Q1 2026

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: 624Q3 25: 641Q4 25: 689Q1 26: 679679Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025641
Q4 2025689
Q1 2026679

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q2 25: 295 bought or addedQ2 25: 209 cut or sold outQ3 25: 264 bought or addedQ3 25: 244 cut or sold outQ3 25Q4 25: 294 bought or addedQ4 25: 221 cut or sold outQ1 26: 310 bought or addedQ1 26: 230 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024237173
Q3 2024258148
Q4 2024253185
Q1 2025286211
Q2 2025295209
Q3 2025264244
Q4 2025294221
Q1 2026310230

Calls vs puts

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

CallsPuts
$0$100k$200k$300k$400kQ2 25 calls: $0Q2 25 puts: $307.0kQ2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$0$307.0k—
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$0—

Biggest buyers

Wealthfront Advisers LLC Added +214,530+214.5k
Apella Capital, LLC Added +169,130+169.1k
Creative Planning Added +113,383+113.4k
Betterment LLC Added +71,372+71.4k
ENVESTNET ASSET MANAGEMENT INC Added +57,419+57.4k
Crewe Advisors LLC Added +42,169+42.2k
JONES FINANCIAL COMPANIES LLLP Added +36,744+36.7k
Beacon Pointe Advisors, LLC Added +32,168+32.2k
Mariner, LLC Added +28,984+29.0k
McClarren Financial Advisors, Inc. Added +25,837+25.8k

Biggest sellers

Clarity Asset Management, Inc. Reduced -164,608-164.6k
Ashford Advisors, LLC Reduced -134,347-134.3k
Prime Buchholz LLC Reduced -80,773-80.8k
GOLDMAN SACHS GROUP INC Reduced -57,344-57.3k
Platt Investment Counsel, LLC Reduced -54,780-54.8k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -43,413-43.4k
NEUBERGER BERMAN GROUP LLC Reduced -40,509-40.5k
Corient Private Wealth LP Reduced -36,068-36.1k
FIRST HAWAIIAN BANK Reduced -35,019-35.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -24,371-24.4k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD ADVISERS INC 1.63% of their portfolio Malvern, PA 3,700,0743.7m $415.4m $415.4m 1.63% First filing
2 Wealthfront Advisers LLC 0.44% of their portfolio Palo Alto, CA 1,790,1081.8m $201.0m $201.0m 0.44% Added +214.5k +214,530
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,680,3251.7m $188.7m $188.7m 0.01% Reduced -387 -387
4 Creative Planning 0.11% of their portfolio OVERLAND PARK, KS 1,457,8281.5m $163.7m $163.7m 0.11% Added +113.4k +113,383
5 VISA FOUNDATION 100.00% of their portfolio SAN FRANCISCO, CA 1,172,7351.2m $131.7m $131.7m 100.00% Unchanged
6 Leo Wealth, LLC 5.65% of their portfolio HURST, TX 692,530692.5k $77.8m $77.8m 5.65% Reduced -1.6k -1,635
7 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 664,581664.6k $74.6m $74.6m 0.02% Added +3.0k +2,995
8 Verde Capital Management 14.58% of their portfolio CLARKSTON, MI 607,144607.1k $68.2m $68.2m 14.58% Reduced -1.3k -1,265
9 Betterment LLC 0.13% of their portfolio NEW YORK, NY 605,053605.1k $67.9m $67.9m 0.13% Added +71.4k +71,372
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 577,767577.8k $64.9m $64.9m 0.00% Added +12.4k +12,370
11 Stanich Group LLC 45.15% of their portfolio MONTAUK, NY 527,621527.6k $59.2m $59.2m 45.15% Added +19.5k +19,498
12 IMPACTfolio, LLC 23.84% of their portfolio DENVER, CO 499,729499.7k $56.1m $56.1m 23.84% Reduced -11.0k -10,956
13 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 459,249459.2k $51.6m $51.6m 0.01% Added +3.2k +3,193
14 Baird Financial Group, Inc. 0.08% of their portfolio MILWAUKEE, WI 428,716428.7k $48.1m $48.1m 0.08% Added +14.9k +14,936
15 Apella Capital, LLC 0.77% of their portfolio WEST HARTFORD, CT 413,715413.7k $51.6m $51.6m 0.77% Added +169.1k +169,130
16 SCS Capital Management LLC 0.46% of their portfolio BOSTON, MA 390,533390.5k $43.8m $43.8m 0.46% Reduced -2.3k -2,316
17 Crewe Advisors LLC 3.49% of their portfolio SALT LAKE CITY, UT 364,577364.6k $40.9m $40.9m 3.49% Added +42.2k +42,169
18 Facet Wealth, Inc. 0.70% of their portfolio WEST PALM BEACH, FL 359,353359.4k $40.3m $40.3m 0.70% Reduced -13.8k -13,815
19 Platt Investment Counsel, LLC 30.01% of their portfolio CARY, NC 347,214347.2k $39.0m $39.0m 30.01% Reduced -54.8k -54,780
20 Sellwood Investment Partners LLC 14.84% of their portfolio PORTLAND, OR 335,411335.4k $37.7m $37.7m 14.84% Added +11.3k +11,292
21 MATHER GROUP, LLC. 0.33% of their portfolio CHICAGO, IL 290,397290.4k $32.6m $32.6m 0.33% Added +5.8k +5,841
22 IMA Advisory Services, Inc. 2.99% of their portfolio DENVER, CO 272,951273.0k $30.6m $30.6m 2.99% Reduced -30 -30
23 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 265,787265.8k $29.0m $29.0m 0.01% Added +36.7k +36,744
24 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 260,516260.5k $29.2m $29.2m 0.01% Added +2.6k +2,600
25 UBS Group AG 0.01% of their portfolio ZURICH, V8 257,097257.1k $28.9m $28.9m 0.01% Reduced -8.4k -8,414
26 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 255,105255.1k $28.6m $28.6m 0.01% Reduced -4.4k -4,362
27 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 246,655246.7k $27.7m $27.7m 0.00% Reduced -57.3k -57,344
28 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 243,177243.2k $27.3m $27.3m 0.01% Reduced -1.6k -1,601
29 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 240,775240.8k $27.0m $27.0m 0.01% Added +57.4k +57,419
30 Garde Capital, Inc. 1.60% of their portfolio SEATTLE, WA 237,746237.7k $26.7m $26.7m 1.60% Added +6.0k +6,038
31 Hanson & Doremus Investment Management 2.94% of their portfolio BURLINGTON, VT 227,855227.9k $25.6m $25.6m 2.94% Added +11.4k +11,439
32 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 227,103227.1k $25.5m $25.5m 0.04% Reduced -579 -579
33 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.38% of their portfolio BOSTON, MA 212,729212.7k $23.9m $23.9m 0.38% Added +12.6k +12,614
34 Cedar Wealth Management, LLC 6.61% of their portfolio LA JOLLA, CA 202,272202.3k $22.7m $22.7m 6.61% Reduced -93 -93
35 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 190,194190.2k $21.4m $21.4m 0.01% Added +693 +693
36 Angeles Investment Advisors, LLC 1.41% of their portfolio SANTA MONICA, CA 186,640186.6k $21.0m $21.0m 1.41% Added +13.8k +13,765
37 Olde Wealth Management, LLC 6.58% of their portfolio SAMMAMISH, WA 185,257185.3k $20.8m $20.8m 6.58% Reduced -571 -571
38 Gemmer Asset Management LLC 1.63% of their portfolio WALNUT CREEK, CA 183,625183.6k $20.6m $20.6m 1.63% Added +5.8k +5,819
39 Mariner, LLC 0.02% of their portfolio Overland Park, KS 178,322178.3k $20.0m $20.0m 0.02% Added +29.0k +28,984
40 Mill Creek Capital Advisors, LLC 0.40% of their portfolio Conshohocken, PA 173,348173.3k $19.5m $19.5m 0.40% Added +10.2k +10,232
41 HUB Investment Partners, LLC 0.47% of their portfolio AUSTIN, TX 171,091171.1k $19.2m $19.2m 0.47% Added +281 +281
42 Financial Connections Group, Inc. 6.50% of their portfolio CORTE MADERA, CA 166,585166.6k $18.7m $18.7m 6.50% Reduced -8.1k -8,113
43 RWA WEALTH PARTNERS, LLC 0.20% of their portfolio BOSTON, MA 163,900163.9k $18.4m $18.4m 0.20% Added +7.4k +7,395
44 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 163,408163.4k $18.3m $18.3m 0.02% Reduced -10.5k -10,451
45 REGATTA CAPITAL GROUP, LLC 2.73% of their portfolio EL SEGUNDO, CA 160,397160.4k $18.0m $18.0m 2.73% Added +8.3k +8,332
46 LifeGuide Financial Advisors, LLC 5.59% of their portfolio MECHANICSBURG, PA 155,652155.7k $17.5m $17.5m 5.59% Added +7.8k +7,841
47 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 153,339153.3k $17.2m $17.2m 0.02% Reduced -5.3k -5,295
48 Human Investing LLC 2.48% of their portfolio LAKE OSWEGO, OR 151,472151.5k $17.0m $17.0m 2.48% Added +5.6k +5,569
49 SILVER OAK WEALTH ADVISORS SERVICES, LLC 10.80% of their portfolio LOS ANGELES, CA 148,097148.1k $16.6m $16.6m 10.80% Added +483 +483
50 Orgel Wealth Management, LLC 0.33% of their portfolio ALTOONA, WI 138,135138.1k $15.5m $15.5m 0.33% Added +10.2k +10,246
51 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 136,319136.3k $15.4m $15.4m 0.02% Added +4.5k +4,550
52 Caprock Group, LLC 0.37% of their portfolio BOISE, ID 135,900135.9k $15.3m $15.3m 0.37% Reduced -16.7k -16,665
53 Diversified Portfolios, Inc. 1.20% of their portfolio Bloomfield Hills, MI 130,513130.5k $14.7m $14.7m 1.20% Added +4.9k +4,908
54 Harpswell Capital Advisors, LLC 10.75% of their portfolio YARMOUTH, ME 128,550128.6k $14.4m $14.4m 10.75% Added +3.0k +3,000
55 Beacon Pointe Advisors, LLC 0.07% of their portfolio NEWPORT BEACH, CA 123,311123.3k $13.8m $13.8m 0.07% Added +32.2k +32,168
56 Composition Wealth, LLC 0.19% of their portfolio LOS ANGELES, CA 120,791120.8k $13.6m $13.6m 0.19% Reduced -2.1k -2,126
57 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 114,352114.4k $12.8m $12.8m 0.03% Added +2.6k +2,584
58 One Day In July LLC 1.00% of their portfolio BURLINGTON, VT 111,749111.7k $12.5m $12.5m 1.00% Added +6.2k +6,222
59 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 106,695106.7k $12.0m $12.0m 0.01% Added +3.4k +3,392
60 CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio RICHMOND, VA 103,431103.4k $103.4k $103.4k 0.00% Unchanged
61 SageView Advisory Group, LLC 0.41% of their portfolio Newport Beach, CA 98,95599.0k $11.1m $11.1m 0.41% Added +539 +539
62 Farrell Financial LLC 6.62% of their portfolio ORCHARD PARK, NY 98,72398.7k $11.1m $11.1m 6.62% Reduced -1.2k -1,198
63 Cresset Asset Management, LLC 0.05% of their portfolio Chicago, IL 92,95793.0k $10.4m $10.4m 0.05% Added +738 +738
64 Prime Buchholz LLC 5.44% of their portfolio PORTSMOUTH, NH 92,67592.7k $10.4m $10.4m 5.44% Reduced -80.8k -80,773
65 Sanchez Levi Garrett 6.40% of their portfolio BELLEVUE, WA 90,92190.9k $10.2m $10.2m 6.40% First filing
66 AMG National Trust Bank 0.21% of their portfolio GREENWOOD VILLAGE, CO 87,26687.3k $9.8m $9.8m 0.21% Added +5.2k +5,180
67 CIBC Bancorp USA Inc. 0.01% of their portfolio CHICAGO, IL 86,62686.6k $9.7m $9.7m 0.01% First filing
68 BLAIR WILLIAM & CO/IL 0.03% of their portfolio CHICAGO, IL 83,12483.1k $9.3m $9.3m 0.03% Added +3.0k +2,966
69 Pathstone Holdings, LLC 0.04% of their portfolio ENGLEWOOD, NJ 81,22781.2k $9.1m $9.1m 0.04% Unchanged
70 Boston Standard Wealth Management, LLC 1.47% of their portfolio WINCHESTER, MA 79,17279.2k $9.0m $9.0m 1.47% Added +47 +47
71 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 78,74778.7k $8.8m $8.8m 0.01% Added +1.9k +1,884
72 TWIN FOCUS CAPITAL PARTNERS, LLC 0.99% of their portfolio Boston, MA 77,09577.1k $8.7m $8.7m 0.99% Reduced -4.3k -4,293
73 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 74,58074.6k $8.4m $8.4m 0.00% Reduced -7.5k -7,488
74 ST GERMAIN D J CO INC 0.32% of their portfolio SPRINGFIELD, MA 71,25071.2k $8.0m $8.0m 0.32% Added +1.8k +1,753
75 Relyea Zuckerberg Hanson LLC 0.78% of their portfolio STAMFORD, CT 69,14869.1k $7.8m $7.8m 0.78% Reduced -311 -311
76 New Covenant Trust Company, N.A. 6.87% of their portfolio JEFFERSONVILLE, IN 68,57168.6k $7.7m $7.7m 6.87% Added +2.3k +2,343
77 EVOKE WEALTH, LLC 0.14% of their portfolio Los Angeles, CA 66,70066.7k $7.5m $7.5m 0.14% Added +46 +46
78 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 65,16965.2k $7.3m $7.3m 0.01% Reduced -6.4k -6,385
79 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 63,86563.9k $6.9m $6.9m 0.00% Reduced -9.9k -9,867
80 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.04% of their portfolio IRVING, TX 63,62163.6k $7.1m $7.1m 0.04% Added +172 +172
81 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 61,49661.5k $6.9m $6.9m 0.00% Added +14.0k +14,034
82 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 60,62760.6k $6.8m $6.8m 0.01% Added +633 +633
83 BSW Wealth Partners 0.82% of their portfolio BOULDER, CO 59,60059.6k $6.7m $6.7m 0.82% Reduced -502 -502
84 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 59,16659.2k $6.6m $6.6m 0.01% Added +3.1k +3,127
85 Pearl Planning LLC 3.52% of their portfolio DEXTER, MI 58,62858.6k $6.6m $6.6m 3.52% Added +1.7k +1,668
86 RAFFA WEALTH MANAGEMENT, LLC 0.96% of their portfolio WASHINGTON, DC 54,64254.6k $6.1m $6.1m 0.96% Added +59 +59
87 LIBRA WEALTH LLC 1.69% of their portfolio LOS GATOS, CA 53,52453.5k $6.0m $6.0m 1.69% Added +392 +392
88 Paragon Capital Management Ltd 1.24% of their portfolio DENVER, CO 52,60952.6k $5.9m $5.9m 1.24% Added +7.9k +7,870
89 Charter Oak Capital Management, LLC 0.46% of their portfolio PORTSMOUTH, NH 52,58252.6k $5.9m $5.9m 0.46% Reduced -395 -395
90 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.08% of their portfolio CINCINNATI, OH 51,10351.1k $6.4m $6.4m 0.08% Added +18.4k +18,390
91 EQ LLC 1.59% of their portfolio BELLEVUE, WA 50,32350.3k $5.6m $5.6m 1.59% Reduced -3.8k -3,755
92 Atlas Legacy Advisors, LLC 0.98% of their portfolio LOS ANGELES, CA 47,59547.6k $5.3m $5.3m 0.98% Added +388 +388
93 D.A. DAVIDSON & CO. 0.03% of their portfolio GREAT FALLS, MT 47,20747.2k $5.3m $5.3m 0.03% Reduced -979 -979
94 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 46,70346.7k $5.2m $5.2m 0.01% Reduced -295 -295
95 Palisades Hudson Asset Management, L.P. 2.04% of their portfolio FORT LAUDERDALE, FL 46,65246.7k $5.2m $5.2m 2.04% Added +5.5k +5,513
96 White Lighthouse Investment Management Inc. 0.73% of their portfolio BEDFORD, MA 46,62546.6k $5.2m $5.2m 0.73% Added +1.3k +1,332
97 BRANDYWINE OAK PRIVATE WEALTH LLC 0.44% of their portfolio Kennett Square, PA 46,48746.5k $5.2m $5.2m 0.44% Added +1.2k +1,179
98 Banco Santander, S.A. 0.04% of their portfolio Madrid, U3 43,50043.5k $4.9m $4.9m 0.04% Added +6.2k +6,200
99 Atlantic Private Wealth, LLC 3.16% of their portfolio CHAPEL HILL, NC 43,08943.1k $4.8m $4.8m 3.16% Added +662 +662
100 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 39,11639.1k $4.4m $4.4m 0.01% Reduced -36.1k -36,068