Home › ESGV

Who holds ESGV

VANGUARD WORLD FD · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
VANGUARD ADVISERS INC3.8M$508.1M1.7%
Wealthfront Advisers LLC1.8M$240.6M0.5%
MORGAN STANLEY1.7M$227.7M0.0%
Creative Planning1.5M$193.8M0.1%
VISA FOUNDATION1.1M$145.1M93.5%
RAYMOND JAMES FINANCIAL INC668.0K$88.3M0.0%
Betterment LLC596.1K$78.8M0.1%
BANK OF AMERICA CORP /DE/573.3K$75.8M0.0%
Stanich Group LLC551.4K$72.9M45.9%
IMPACTfolio, LLC499.4K$66.0M24.9%
ROYAL BANK OF CANADA487.1K$64.4M0.0%
Baird Financial Group, Inc.442.5K$58.5M0.1%
Apella Capital, LLC415.3K$54.9M0.8%
SCS Capital Management LLC391.2K$51.7M0.5%
Crewe Advisors LLC364.7K$48.2M3.5%
IMA Advisory Services, Inc.349.5K$46.2M2.9%
Platt Investment Counsel, LLC348.8K$46.1M30.9%
Facet Wealth, Inc.347.4K$45.9M0.7%
MATHER GROUP, LLC.321.9K$42.6M0.4%
Sellwood Investment Partners LLC314.3K$41.6M14.7%
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni289.4K$38.3M7.4%
JONES FINANCIAL COMPANIES LLLP290.7K$37.5M0.0%
LPL Financial LLC274.0K$36.2M0.0%
Verde Capital Management268.9K$35.6M6.6%
GOLDMAN SACHS GROUP INC249.8K$33.0M0.0%
FRANKLIN RESOURCES INC246.8K$32.6M0.0%
AMERIPRISE FINANCIAL INC245.1K$32.3M0.0%
Garde Capital, Inc.234.9K$31.1M1.4%
Angeles Investment Advisors, LLC230.8K$30.5M1.8%
UBS Group AG230.3K$30.5M0.0%
ENVESTNET ASSET MANAGEMENT INC230.2K$30.4M0.0%
Hanson & Doremus Investment Management227.6K$30.1M3.1%
Cerity Partners LLC225.5K$29.8M0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC205.8K$27.3M0.2%
Mariner, LLC203.1K$26.9M0.0%
Cedar Wealth Management, LLC202.2K$26.7M6.9%
Olde Wealth Management, LLC192.9K$25.5M7.2%
BANK OF MONTREAL /CAN/191.8K$25.4M0.0%
Gemmer Asset Management LLC183.3K$24.2M1.6%
Soundwatch Capital LLC181.4K$24.0M2.7%
HUB Investment Partners, LLC171.3K$22.7M0.4%
CIBC Bancorp USA Inc.170.4K$22.5M0.0%
Dundas Partners LLP164.9K$21.8M1.6%
RWA WEALTH PARTNERS, LLC164.4K$21.7M0.2%
REGATTA CAPITAL GROUP, LLC163.7K$21.6M2.9%
LifeGuide Financial Advisors, LLC161.7K$21.4M6.1%
COMMONWEALTH EQUITY SERVICES, LLC149.1K$19.7M0.0%
Human Investing LLC148.5K$19.6M2.5%
SILVER OAK WEALTH ADVISORS SERVICES, LLC145.1K$19.2M11.5%
Orgel Wealth Management, LLC143.2K$18.9M0.4%
Caprock Group, LLC139.9K$18.5M0.4%
Prime Buchholz LLC135.6K$17.9M6.5%
Beacon Pointe Advisors, LLC134.2K$17.7M0.1%
Focus Partners Wealth133.5K$17.7M0.0%
Harpswell Capital Advisors, LLC129.4K$17.1M11.0%
Diversified Portfolios, Inc.121.5K$16.1M1.2%
MERCER GLOBAL ADVISORS INC /ADV117.6K$15.5M0.0%
Composition Wealth, LLC117.4K$15.5M0.2%
One Day In July LLC113.0K$14.9M1.0%
Cambridge Investment Research Advisors, Inc.108.0K$14.3M0.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}