DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WORLD FD (ESGV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
723
Reporting holders
$4.2B
Reported value
0.0%
Calls
0.0%
Puts
+44
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC | $508.1M | 3,842,055 | 1.73% | 2q | +3.8%+$18.8M |
| Wealthfront Advisers LLC | $240.6M | 1,819,118 | 0.46% | 21q | +1.6%+$3.8M |
| MORGAN STANLEY | $227.7M | 1,721,745 | 0.01% | 28q | +2.5%+$5.5M |
| Creative Planning | $193.8M | 1,465,297 | 0.11% | 31q | +0.5%+$987.7K |
| VISA FOUNDATION | $145.1M | 1,097,235 | 93.46% | 19q | -6.4%-$10.0M |
| RAYMOND JAMES FINANCIAL INC | $88.3M | 667,954 | 0.02% | 7q | +0.5%+$446.0K |
| Betterment LLC | $78.8M | 596,067 | 0.13% | 21q | -1.5%-$1.2M |
| BANK OF AMERICA CORP /DE/ | $75.8M | 573,327 | 0.00% | 31q | -0.8%-$587.1K |
| Stanich Group LLC | $72.9M | 551,409 | 45.91% | 7q | +4.5%+$3.1M |
| IMPACTfolio, LLC | $66.0M | 499,439 | 24.87% | 19q | HELD |
| ROYAL BANK OF CANADA | $64.4M | 487,150 | 0.01% | 31q | +6.1%+$3.7M |
| Baird Financial Group, Inc. | $58.5M | 442,529 | 0.08% | 28q | +3.2%+$1.8M |
| Apella Capital, LLC | $54.9M | 415,255 | 0.78% | 24q | HELD |
| SCS Capital Management LLC | $51.7M | 391,185 | 0.49% | 29q | HELD |
| Crewe Advisors LLC | $48.2M | 364,656 | 3.49% | 27q | HELD |
| IMA Advisory Services, Inc. | $46.2M | 349,458 | 2.89% | 4q | +28.0%+$10.1M |
| Platt Investment Counsel, LLC | $46.1M | 348,831 | 30.91% | 23q | HELD |
| Facet Wealth, Inc. | $45.9M | 347,433 | 0.66% | 22q | -3.3%-$1.6M |
| MATHER GROUP, LLC. | $42.6M | 321,873 | 0.37% | 24q | +10.8%+$4.2M |
| Sellwood Investment Partners LLC | $41.6M | 314,328 | 14.66% | 7q | -6.3%-$2.8M |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | $38.3M | 289,370 | 7.39% | new | FIRST |
| JONES FINANCIAL COMPANIES LLLP | $37.5M | 290,727 | 0.02% | 19q | +9.4%+$3.2M |
| LPL Financial LLC | $36.2M | 273,953 | 0.01% | 23q | +5.2%+$1.8M |
| Verde Capital Management | $35.6M | 268,931 | 6.58% | 21q | -55.7%-$44.7M |
| GOLDMAN SACHS GROUP INC | $33.0M | 249,827 | 0.00% | 26q | +1.3%+$419.5K |
| FRANKLIN RESOURCES INC | $32.6M | 246,817 | 0.01% | 15q | +1.5%+$481.4K |
| AMERIPRISE FINANCIAL INC | $32.3M | 245,103 | 0.01% | 27q | -3.9%-$1.3M |
| Garde Capital, Inc. | $31.1M | 234,927 | 1.39% | 26q | -1.2%-$372.8K |
| Angeles Investment Advisors, LLC | $30.5M | 230,836 | 1.83% | 17q | +23.7%+$5.8M |
| UBS Group AG | $30.5M | 230,304 | 0.00% | 30q | -10.4%-$3.5M |
| ENVESTNET ASSET MANAGEMENT INC | $30.4M | 230,220 | 0.01% | 29q | -4.4%-$1.4M |
| Hanson & Doremus Investment Management | $30.1M | 227,643 | 3.06% | 29q | HELD |
| Cerity Partners LLC | $29.8M | 225,455 | 0.04% | 19q | -0.7%-$217.9K |
| Cambridge Investment Research Advisors, Inc. | $28.6M | 215,976 | 0.03% | 28q | +88.9%+$13.4M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $27.3M | 205,816 | 0.15% | 28q | +223.5%+$18.8M |
| Mariner, LLC | $26.9M | 203,100 | 0.03% | 19q | +13.9%+$3.3M |
| Cedar Wealth Management, LLC | $26.7M | 202,193 | 6.87% | 22q | HELD |
| Olde Wealth Management, LLC | $25.5M | 192,912 | 7.23% | 22q | +4.1%+$1.0M |
| BANK OF MONTREAL /CAN/ | $25.4M | 191,841 | 0.01% | 29q | +0.9%+$217.8K |
| Gemmer Asset Management LLC | $24.2M | 183,341 | 1.63% | 26q | HELD |
| Soundwatch Capital LLC | $24.0M | 181,428 | 2.66% | 4q | +364.0%+$18.8M |
| HUB Investment Partners, LLC | $22.7M | 171,322 | 0.41% | 5q | HELD |
| CIBC Bancorp USA Inc. | $22.5M | 170,359 | 0.03% | 2q | +96.7%+$11.1M |
| HighTower Advisors, LLC | $21.9M | 165,545 | 0.02% | 22q | +1.3%+$282.6K |
| Dundas Partners LLP | $21.8M | 164,888 | 1.58% | new | NEW |
| RWA WEALTH PARTNERS, LLC | $21.7M | 164,394 | 0.21% | 30q | HELD |
| REGATTA CAPITAL GROUP, LLC | $21.6M | 163,717 | 2.91% | 12q | +2.1%+$439.0K |
| LifeGuide Financial Advisors, LLC | $21.4M | 161,663 | 6.09% | 14q | +3.9%+$794.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $19.7M | 149,053 | 0.02% | 31q | -2.8%-$566.8K |
| Human Investing LLC | $19.6M | 148,493 | 2.55% | 23q | -2.0%-$393.9K |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | $19.2M | 145,129 | 11.49% | 7q | -2.0%-$392.5K |
| Orgel Wealth Management, LLC | $18.9M | 143,189 | 0.36% | 28q | +3.7%+$668.3K |
| Caprock Group, LLC | $18.5M | 139,946 | 0.35% | 25q | +3.0%+$535.0K |
| Prime Buchholz LLC | $17.9M | 135,621 | 6.47% | 6q | +46.3%+$5.7M |
| Beacon Pointe Advisors, LLC | $17.7M | 134,191 | 0.08% | 26q | +8.8%+$1.4M |
| Focus Partners Wealth | $17.7M | 133,546 | 0.02% | 11q | -2.0%-$366.7K |
| Harpswell Capital Advisors, LLC | $17.1M | 129,450 | 10.99% | 4q | +0.7%+$119.0K |
| Diversified Portfolios, Inc. | $16.1M | 121,505 | 1.17% | 28q | -6.9%-$1.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $15.5M | 117,575 | 0.02% | 21q | +49.3%+$5.1M |
| Composition Wealth, LLC | $15.5M | 117,352 | 0.18% | 15q | -2.8%-$454.8K |
| One Day In July LLC | $14.9M | 112,962 | 1.04% | 26q | +1.1%+$160.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.1M | 106,893 | 0.01% | 27q | HELD |
| TIAA TRUST, NATIONAL ASSOCIATION | $14.1M | 106,687 | 0.83% | 4q | +236982.2%+$14.1M |
| BAILARD, INC. | $13.6M | 102,967 | 0.28% | 11q | +627.3%+$11.7M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $13.4M | 101,457 | 0.19% | 31q | -52.3%-$14.7M |
| SageView Advisory Group, LLC | $13.2M | 100,084 | 0.43% | 11q | +1.1%+$149.3K |
| Farrell Financial LLC | $13.0M | 98,026 | 7.01% | 11q | -0.7%-$92.2K |
| Cresset Asset Management, LLC | $12.3M | 92,937 | 0.04% | 13q | HELD |
| Sanchez Levi Garrett | $12.2M | 92,130 | 6.61% | 2q | +1.3%+$159.9K |
| BLAIR WILLIAM & CO/IL | $12.1M | 91,218 | 0.03% | 30q | +9.7%+$1.1M |
| Pathstone Holdings, LLC | $11.1M | 83,825 | 0.03% | 11q | +3.2%+$343.6K |
| AMG National Trust Bank | $11.0M | 83,470 | 0.23% | 27q | -4.3%-$502.0K |
| WELLS FARGO & COMPANY/MN | $11.0M | 82,860 | 0.00% | 24q | +11.1%+$1.1M |
| Boston Standard Wealth Management, LLC | $10.6M | 79,946 | 1.54% | 7q | +1.0%+$102.8K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $10.2M | 77,100 | 1.04% | 26q | HELD |
| V-Square Quantitative Management LLC | $10.2M | 77,000 | 0.97% | new | NEW |
| MAI Capital Management | $10.1M | 76,485 | 0.04% | 16q | +716.3%+$8.9M |
| OSAIC HOLDINGS, INC. | $9.7M | 73,515 | 0.01% | 26q | +12.8%+$1.1M |
| ST GERMAIN D J CO INC | $9.5M | 72,105 | 0.34% | 24q | +1.2%+$113.1K |
| JPMORGAN CHASE & CO | $8.9M | 67,590 | 0.00% | 24q | +5.8%+$488.8K |
| Relyea Zuckerberg Hanson LLC | $8.8M | 66,573 | 0.73% | 18q | -3.7%-$340.5K |
| AlTi Global, Inc. | $8.5M | 64,129 | 0.18% | 11q | +805.4%+$7.5M |
| NORTHERN TRUST CORP | $8.4M | 63,463 | 0.00% | 19q | +217.4%+$5.7M |
| Pearl Planning LLC | $8.0M | 60,619 | 3.69% | 3q | +3.4%+$263.3K |
| Cetera Investment Advisers | $7.9M | 60,047 | 0.01% | 15q | -1.0%-$76.7K |
| BSW Wealth Partners | $7.8M | 59,242 | 0.87% | 15q | -0.6%-$47.3K |
| New Covenant Trust Company, N.A. | $7.6M | 57,492 | 5.73% | 10q | -16.2%-$1.5M |
| Financial Engines Advisors L.L.C. | $7.5M | 56,694 | 0.01% | 19q | -4.2%-$326.9K |
| RAFFA WEALTH MANAGEMENT, LLC | $7.2M | 54,759 | 0.91% | 22q | HELD |
| Banco Santander, S.A. | $7.1M | 54,058 | 0.04% | 3q | +24.3%+$1.4M |
| LIBRA WEALTH LLC | $7.1M | 53,482 | 1.81% | 17q | HELD |
| Paragon Capital Management Ltd | $7.0M | 52,721 | 1.32% | 9q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $6.8M | 51,103 | 0.08% | 20q | HELD |
| Palisades Hudson Asset Management, L.P. | $6.7M | 50,847 | 2.35% | 16q | +9.0%+$554.7K |
| MISSION WEALTH MANAGEMENT, LP | $6.4M | 48,546 | 0.08% | 17q | +95.5%+$3.1M |
| Atlas Legacy Advisors, LLC | $6.3M | 47,899 | 0.93% | 7q | +0.6%+$40.1K |
| EQ LLC | $6.2M | 47,209 | 1.53% | 23q | -6.2%-$411.8K |
| White Lighthouse Investment Management Inc. | $6.2M | 47,053 | 0.78% | 29q | +0.9%+$56.6K |
| US BANCORP \DE\ | $6.2M | 46,828 | 0.01% | 20q | HELD |
| D.A. DAVIDSON & CO. | $6.1M | 46,213 | 0.03% | 31q | -2.1%-$131.4K |
Showing the largest 100 of 724 reported holders. The count of 723 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 303 | $1.1B | 8,023,302 | 20 | 74 | 82 | 0.0% |
| Q2 2026 | 723 | $4.2B | 31,641,953 | 77 | 195 | 171 | 0.0% |
| Q1 2026 | 679 | $3.5B | 31,187,381 | 33 | 218 | 161 | 0.0% |
| Q4 2025 | 690 | $3.7B | 30,677,173 | 53 | 186 | 175 | 0.0% |
| Q3 2025 | 640 | $3.5B | 29,503,987 | 47 | 153 | 194 | 0.0% |
| Q2 2025 | 623 | $3.2B | 29,087,907 | 64 | 185 | 161 | 0.0% |
| Q1 2025 | 584 | $2.8B | 28,936,255 | 46 | 180 | 149 | 0.0% |
| Q4 2024 | 591 | $3.0B | 28,567,768 | 50 | 153 | 142 | 0.0% |
| Q3 2024 | 521 | $2.7B | 26,504,560 | 42 | 168 | 115 | 0.0% |
| Q2 2024 | 495 | $2.8B | 29,201,891 | 38 | 145 | 133 | 0.0% |
| Q1 2024 | 485 | $2.8B | 30,339,741 | 37 | 134 | 147 | 0.0% |
| Q4 2023 | 472 | $2.7B | 31,900,447 | 45 | 143 | 128 | 0.0% |
| Q3 2023 | 421 | $2.1B | 27,550,053 | 26 | 133 | 125 | 0.0% |
| Q2 2023 | 428 | $2.2B | 28,474,643 | 37 | 118 | 138 | 0.0% |
| Q1 2023 | 414 | $2.0B | 27,585,487 | 45 | 142 | 100 | 0.0% |
| Q4 2022 | 400 | $1.6B | 24,494,405 | 55 | 139 | 118 | 0.0% |
| Q3 2022 | 372 | $15.0B | 238,965,406 | 32 | 131 | 102 | 0.0% |
| Q2 2022 | 367 | $16.6B | 248,787,145 | 37 | 157 | 87 | 0.0% |
| Q1 2022 | 370 | $16.1B | 198,138,166 | 33 | 156 | 86 | 0.0% |
| Q4 2021 | 379 | $14.7B | 167,240,654 | 54 | 142 | 46 | 0.0% |
| Q3 2021 | 300 | $20.4B | 255,125,275 | 31 | 132 | 41 | 0.0% |
| Q2 2021 | 282 | $19.3B | 240,734,276 | 40 | 120 | 44 | 0.0% |
| Q1 2021 | 251 | $16.4B | 222,374,737 | 47 | 119 | 31 | 0.0% |
| Q4 2020 | 214 | $11.2B | 159,275,803 | 43 | 85 | 26 | 0.0% |
| Q3 2020 | 166 | $9.6B | 155,339,055 | 32 | 69 | 26 | 0.0% |
| Q2 2020 | 144 | $7.3B | 129,247,664 | 29 | 59 | 24 | 0.0% |
| Q1 2020 | 118 | $2.8B | 61,834,498 | 35 | 50 | 12 | 0.0% |
| Q4 2019 | 93 | $3.6B | 63,768,582 | 16 | 37 | 8 | 0.0% |
| Q3 2019 | 69 | $2.8B | 54,747,231 | 22 | 23 | 7 | 0.0% |
| Q2 2019 | 50 | $2.5B | 47,837,006 | 18 | 17 | 1 | 0.0% |
| Q1 2019 | 38 | $1.7B | 34,089,331 | 15 | 7 | 3 | 0.0% |
| Q4 2018 | 22 | $25.6M | 596,402 | 0 | 0 | 0 | 0.0% |