Vault-13

VANGUARD WORLD FD ESGV

ESG US STK ETF · ETP · CUSIP 921910733

715 institutional holders +36 vs Q1 2026
31,501,22831.5m shares reported held*
$4.2bnreported value*
73 new 268 added 193 reduced 29 sold out net bought ≈ $165.9m (+1.3m 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 ($28.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $131.79. Options: 1 managers hold calls ($264.5k notional), 0 hold puts (—).

Trends to Q2 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: 679Q2 26: 715715Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026715

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q3 25: 264 bought or addedQ3 25: 244 cut or sold outQ4 25: 294 bought or addedQ4 25: 221 cut or sold outQ4 25Q1 26: 310 bought or addedQ1 26: 230 cut or sold outQ2 26: 341 bought or addedQ2 26: 222 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024258148
Q4 2024253185
Q1 2025286211
Q2 2025295209
Q3 2025264244
Q4 2025294221
Q1 2026310230
Q2 2026341222

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ3 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 —Q2 26 calls: $264.5kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$264.5k$00.00

Biggest buyers

Dundas Partners LLP New +164,888+164.9k
Soundwatch Capital LLC Added +142,330+142.3k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Added +142,195+142.2k
VANGUARD ADVISERS INC Added +141,981+142.0k
TIAA TRUST, NATIONAL ASSOCIATION Added +106,642+106.6k
Cambridge Investment Research Advisors, Inc. Added +101,624+101.6k
BAILARD, INC. Added +88,809+88.8k
CIBC Bancorp USA Inc. Added +83,733+83.7k
V-Square Quantitative Management LLC New +77,000+77.0k
IMA Advisory Services, Inc. Added +76,507+76.5k

Biggest sellers

Verde Capital Management Reduced -338,213-338.2k
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Reduced -111,272-111.3k
VISA FOUNDATION Reduced -75,500-75.5k
EVOKE WEALTH, LLC Sold out -66,700-66.7k
Bank of New York Mellon Corp Reduced -38,567-38.6k
UBS Group AG Reduced -26,793-26.8k
Strategic Financial Planning, Inc. Sold out -21,237-21.2k
Sellwood Investment Partners LLC Reduced -21,083-21.1k
Facet Wealth, Inc. Reduced -11,920-11.9k
M Holdings Securities, Inc. Sold out -11,351-11.4k

Biggest calls

CITADEL ADVISORS LLC New $264.5k2.0k shares

Biggest puts

None

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD ADVISERS INC 1.73% of their portfolio Malvern, PA 3,842,0553.8m $508.1m $508.1m 1.73% Added +142.0k +141,981
2 Wealthfront Advisers LLC 0.46% of their portfolio Palo Alto, CA 1,819,1181.8m $240.6m $240.6m 0.46% Added +29.0k +29,010
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,721,7451.7m $227.7m $227.7m 0.01% Added +41.4k +41,420
4 Creative Planning 0.11% of their portfolio OVERLAND PARK, KS 1,465,2971.5m $193.8m $193.8m 0.11% Added +7.5k +7,469
5 VISA FOUNDATION 93.46% of their portfolio SAN FRANCISCO, CA 1,097,2351.1m $145.1m $145.1m 93.46% Reduced -75.5k -75,500
6 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 667,954668.0k $88.3m $88.3m 0.02% Added +3.4k +3,373
7 Betterment LLC 0.13% of their portfolio NEW YORK, NY 596,067596.1k $78.8m $78.8m 0.13% Reduced -9.0k -8,986
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 573,327573.3k $75.8m $75.8m 0.00% Reduced -4.4k -4,440
9 Stanich Group LLC 45.91% of their portfolio MONTAUK, NY 551,409551.4k $72.9m $72.9m 45.91% Added +23.8k +23,788
10 IMPACTfolio, LLC 24.87% of their portfolio DENVER, CO 499,439499.4k $66.0m $66.0m 24.87% Reduced -290 -290
11 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 487,150487.1k $64.4m $64.4m 0.01% Added +27.9k +27,901
12 Baird Financial Group, Inc. 0.08% of their portfolio MILWAUKEE, WI 442,529442.5k $58.5m $58.5m 0.08% Added +13.8k +13,813
13 Apella Capital, LLC 0.78% of their portfolio WEST HARTFORD, CT 415,255415.3k $54.9m $54.9m 0.78% Added +1.5k +1,540
14 SCS Capital Management LLC 0.49% of their portfolio BOSTON, MA 391,185391.2k $51.7m $51.7m 0.49% Added +652 +652
15 Crewe Advisors LLC 3.49% of their portfolio SALT LAKE CITY, UT 364,656364.7k $48.2m $48.2m 3.49% Added +79 +79
16 IMA Advisory Services, Inc. 2.89% of their portfolio DENVER, CO 349,458349.5k $46.2m $46.2m 2.89% Added +76.5k +76,507
17 Platt Investment Counsel, LLC 30.91% of their portfolio CARY, NC 348,831348.8k $46.1m $46.1m 30.91% Added +1.6k +1,617
18 Facet Wealth, Inc. 0.66% of their portfolio WEST PALM BEACH, FL 347,433347.4k $45.9m $45.9m 0.66% Reduced -11.9k -11,920
19 MATHER GROUP, LLC. 0.37% of their portfolio CHICAGO, IL 321,873321.9k $42.6m $42.6m 0.37% Added +31.5k +31,476
20 Sellwood Investment Partners LLC 14.66% of their portfolio PORTLAND, OR 314,328314.3k $41.6m $41.6m 14.66% Reduced -21.1k -21,083
21 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 290,727290.7k $37.5m $37.5m 0.02% Added +24.9k +24,940
22 KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 7.39% of their portfolio SKOPJE, 1U 289,370289.4k $38.3m $38.3m 7.39% First filing
23 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 273,953274.0k $36.2m $36.2m 0.01% Added +13.4k +13,437
24 Verde Capital Management 6.58% of their portfolio CLARKSTON, MI 268,931268.9k $35.6m $35.6m 6.58% Reduced -338.2k -338,213
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 249,827249.8k $33.0m $33.0m 0.00% Added +3.2k +3,172
26 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 246,817246.8k $32.6m $32.6m 0.01% Added +3.6k +3,640
27 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 245,103245.1k $32.3m $32.3m 0.01% Reduced -10.0k -10,002
28 Garde Capital, Inc. 1.39% of their portfolio SEATTLE, WA 234,927234.9k $31.1m $31.1m 1.39% Reduced -2.8k -2,819
29 Angeles Investment Advisors, LLC 1.83% of their portfolio SANTA MONICA, CA 230,836230.8k $30.5m $30.5m 1.83% Added +44.2k +44,196
30 UBS Group AG 0.00% of their portfolio ZURICH, V8 230,304230.3k $30.5m $30.5m 0.00% Reduced -26.8k -26,793
31 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 230,220230.2k $30.4m $30.4m 0.01% Reduced -10.6k -10,555
32 Hanson & Doremus Investment Management 3.06% of their portfolio BURLINGTON, VT 227,643227.6k $30.1m $30.1m 3.06% Reduced -212 -212
33 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 225,455225.5k $29.8m $29.8m 0.04% Reduced -1.6k -1,648
34 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 215,976216.0k $28.6m $28.6m 0.03% Added +101.6k +101,624
35 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.15% of their portfolio IRVING, TX 205,816205.8k $27.3m $27.3m 0.15% Added +142.2k +142,195
36 Mariner, LLC 0.03% of their portfolio Overland Park, KS 203,100203.1k $26.9m $26.9m 0.03% Added +24.8k +24,778
37 Cedar Wealth Management, LLC 6.87% of their portfolio LA JOLLA, CA 202,193202.2k $26.7m $26.7m 6.87% Reduced -79 -79
38 Olde Wealth Management, LLC 7.23% of their portfolio SAMMAMISH, WA 192,912192.9k $25.5m $25.5m 7.23% Added +7.7k +7,655
39 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 191,841191.8k $25.4m $25.4m 0.01% Added +1.6k +1,647
40 Gemmer Asset Management LLC 1.63% of their portfolio WALNUT CREEK, CA 183,341183.3k $24.2m $24.2m 1.63% Reduced -284 -284
41 Soundwatch Capital LLC 2.66% of their portfolio DALLAS, TX 181,428181.4k $24.0m $24.0m 2.66% Added +142.3k +142,330
42 HUB Investment Partners, LLC 0.42% of their portfolio AUSTIN, TX 171,322171.3k $22.7m $22.7m 0.42% Added +231 +231
43 CIBC Bancorp USA Inc. 0.03% of their portfolio CHICAGO, IL 170,359170.4k $22.5m $22.5m 0.03% Added +83.7k +83,733
44 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 165,545165.5k $21.9m $21.9m 0.02% Added +2.1k +2,137
45 Dundas Partners LLP 1.58% of their portfolio EDINBURGH, X0 164,888164.9k $21.8m $21.8m 1.58% New
46 RWA WEALTH PARTNERS, LLC 0.21% of their portfolio BOSTON, MA 164,394164.4k $21.7m $21.7m 0.21% Added +494 +494
47 REGATTA CAPITAL GROUP, LLC 2.91% of their portfolio EL SEGUNDO, CA 163,717163.7k $21.6m $21.6m 2.91% Added +3.3k +3,320
48 LifeGuide Financial Advisors, LLC 6.09% of their portfolio MECHANICSBURG, PA 161,663161.7k $21.4m $21.4m 6.09% Added +6.0k +6,011
49 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 149,053149.1k $19.7m $19.7m 0.02% Reduced -4.3k -4,286
50 Human Investing LLC 2.55% of their portfolio LAKE OSWEGO, OR 148,493148.5k $19.6m $19.6m 2.55% Reduced -3.0k -2,979
51 SILVER OAK WEALTH ADVISORS SERVICES, LLC 11.49% of their portfolio LOS ANGELES, CA 145,129145.1k $19.2m $19.2m 11.49% Reduced -3.0k -2,968
52 Orgel Wealth Management, LLC 0.36% of their portfolio ALTOONA, WI 143,189143.2k $18.9m $18.9m 0.36% Added +5.1k +5,054
53 Caprock Group, LLC 0.35% of their portfolio BOISE, ID 139,946139.9k $18.5m $18.5m 0.35% Added +4.0k +4,046
54 Prime Buchholz LLC 6.47% of their portfolio PORTSMOUTH, NH 135,621135.6k $17.9m $17.9m 6.47% Added +42.9k +42,946
55 Beacon Pointe Advisors, LLC 0.08% of their portfolio NEWPORT BEACH, CA 134,191134.2k $17.7m $17.7m 0.08% Added +10.9k +10,880
56 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 133,546133.5k $17.7m $17.7m 0.02% Reduced -2.8k -2,773
57 Harpswell Capital Advisors, LLC 10.99% of their portfolio YARMOUTH, ME 129,450129.4k $17.1m $17.1m 10.99% Added +900 +900
58 Diversified Portfolios, Inc. 1.17% of their portfolio Bloomfield Hills, MI 121,505121.5k $16.1m $16.1m 1.17% Reduced -9.0k -9,008
59 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 117,575117.6k $15.5m $15.5m 0.02% Added +38.8k +38,828
60 Composition Wealth, LLC 0.18% of their portfolio LOS ANGELES, CA 117,352117.4k $15.5m $15.5m 0.18% Reduced -3.4k -3,439
61 One Day In July LLC 1.04% of their portfolio BURLINGTON, VT 112,962113.0k $14.9m $14.9m 1.04% Added +1.2k +1,213
62 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 106,893106.9k $14.1m $14.1m 0.01% Added +198 +198
63 TIAA TRUST, NATIONAL ASSOCIATION 0.83% of their portfolio CHARLOTTE, NC 106,687106.7k $14.1m $14.1m 0.83% Added +106.6k +106,642
64 CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio RICHMOND, VA 103,431103.4k $103.4k $103.4k 0.00% Unchanged
65 BAILARD, INC. 0.28% of their portfolio Foster City, CA 102,967103.0k $13.6m $13.6m 0.28% Added +88.8k +88,809
66 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.19% of their portfolio BOSTON, MA 101,457101.5k $13.4m $13.4m 0.19% Reduced -111.3k -111,272
67 SageView Advisory Group, LLC 0.43% of their portfolio Newport Beach, CA 100,084100.1k $13.2m $13.2m 0.43% Added +1.1k +1,129
68 Farrell Financial LLC 7.01% of their portfolio ORCHARD PARK, NY 98,02698.0k $13.0m $13.0m 7.01% Reduced -697 -697
69 Cresset Asset Management, LLC 0.04% of their portfolio Chicago, IL 92,93792.9k $12.3m $12.3m 0.04% Reduced -20 -20
70 Sanchez Levi Garrett 6.61% of their portfolio BELLEVUE, WA 92,13092.1k $12.2m $12.2m 6.61% Added +1.2k +1,209
71 BLAIR WILLIAM & CO/IL 0.03% of their portfolio CHICAGO, IL 91,21891.2k $12.1m $12.1m 0.03% Added +8.1k +8,094
72 Pathstone Holdings, LLC 0.03% of their portfolio ENGLEWOOD, NJ 83,82583.8k $11.1m $11.1m 0.03% Added +2.6k +2,598
73 AMG National Trust Bank 0.23% of their portfolio GREENWOOD VILLAGE, CO 83,47083.5k $11.0m $11.0m 0.23% Reduced -3.8k -3,796
74 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 82,86082.9k $11.0m $11.0m 0.00% Added +8.3k +8,280
75 Boston Standard Wealth Management, LLC 1.54% of their portfolio WINCHESTER, MA 79,94679.9k $10.6m $10.6m 1.54% Added +774 +774
76 TWIN FOCUS CAPITAL PARTNERS, LLC 1.04% of their portfolio Boston, MA 77,10077.1k $10.2m $10.2m 1.04% Added +5 +5
77 V-Square Quantitative Management LLC 0.97% of their portfolio CHICAGO, IL 77,00077.0k $10.2m $10.2m 0.97% New
78 MAI Capital Management 0.04% of their portfolio INDEPENDENCE, OH 76,48576.5k $10.1m $10.1m 0.04% Added +67.1k +67,115
79 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 73,51573.5k $9.7m $9.7m 0.01% Added +8.3k +8,346
80 ST GERMAIN D J CO INC 0.34% of their portfolio SPRINGFIELD, MA 72,10572.1k $9.5m $9.5m 0.34% Added +855 +855
81 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 67,59067.6k $8.9m $8.9m 0.00% Added +3.7k +3,725
82 Relyea Zuckerberg Hanson LLC 0.73% of their portfolio STAMFORD, CT 66,57366.6k $8.8m $8.8m 0.73% Reduced -2.6k -2,575
83 AlTi Global, Inc. 0.18% of their portfolio NEW YORK, NY 64,12964.1k $8.5m $8.5m 0.18% Added +57.0k +57,046
84 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 63,46363.5k $8.4m $8.4m 0.00% Added +43.5k +43,466
85 Pearl Planning LLC 3.69% of their portfolio DEXTER, MI 60,61960.6k $8.0m $8.0m 3.69% Added +2.0k +1,991
86 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 60,04760.0k $7.9m $7.9m 0.01% Reduced -580 -580
87 BSW Wealth Partners 0.87% of their portfolio BOULDER, CO 59,24259.2k $7.8m $7.8m 0.87% Reduced -358 -358
88 New Covenant Trust Company, N.A. 5.73% of their portfolio JEFFERSONVILLE, IN 57,49257.5k $7.6m $7.6m 5.73% Reduced -11.1k -11,079
89 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 56,69456.7k $7.5m $7.5m 0.01% Reduced -2.5k -2,472
90 RAFFA WEALTH MANAGEMENT, LLC 0.91% of their portfolio WASHINGTON, DC 54,75954.8k $7.2m $7.2m 0.91% Added +117 +117
91 Banco Santander, S.A. 0.04% of their portfolio Madrid, U3 54,05854.1k $7.1m $7.1m 0.04% Added +10.6k +10,558
92 LIBRA WEALTH LLC 1.81% of their portfolio LOS GATOS, CA 53,48253.5k $7.1m $7.1m 1.81% Reduced -42 -42
93 Paragon Capital Management Ltd 1.32% of their portfolio DENVER, CO 52,72152.7k $7.0m $7.0m 1.32% Added +112 +112
94 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.08% of their portfolio CINCINNATI, OH 51,10351.1k $6.8m $6.8m 0.08% Unchanged
95 Palisades Hudson Asset Management, L.P. 2.35% of their portfolio FORT LAUDERDALE, FL 50,84750.8k $6.7m $6.7m 2.35% Added +4.2k +4,195
96 MISSION WEALTH MANAGEMENT, LP 0.08% of their portfolio Santa Barbara, CA 48,54648.5k $6.4m $6.4m 0.08% Added +23.7k +23,718
97 Atlas Legacy Advisors, LLC 0.94% of their portfolio LOS ANGELES, CA 47,89947.9k $6.3m $6.3m 0.94% Added +304 +304
98 EQ LLC 1.53% of their portfolio BELLEVUE, WA 47,20947.2k $6.2m $6.2m 1.53% Reduced -3.1k -3,114
99 White Lighthouse Investment Management Inc. 0.78% of their portfolio BEDFORD, MA 47,05347.1k $6.2m $6.2m 0.78% Added +428 +428
100 US BANCORP \DE\ 0.01% of their portfolio MINNEAPOLIS, MN 46,82846.8k $6.2m $6.2m 0.01% Added +125 +125