13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
ESGV

VANGUARD WORLD FD

713 institutions still hold VANGUARD WORLD FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921910733·Exchange Traded Fund·713 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.4%
vs prior quarter
13F value held
$1.9B
59.0% inst. owned
of float
Holders
713
-78 QoQ
filers reporting
Activity
+9 / −86
+742 added · −740 reduced
this quarter
Concentration
22.02%
VANGUARD ADVISERS INC #1
top holder share
AI Holders Summary · Q1 2026

713 institutions reported ESGV in Q1 2026. VANGUARD ADVISERS INC leads at 22.0% of the visible book. -78 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
VANGUARD ADVISERS INC
CIK 0000947529
$415M3.7M1.63%Q1 202602
Wealthfront Advisers LLC
CIK 0001763921
$201M1.8M0.44%Q1 202603
MORGAN STANLEY
CIK 0000895421
$189M1.7M0.01%Q1 202604
Creative Planning
CIK 0001540235
$164M1.5M0.11%Q1 202605
VISA FOUNDATION
CIK 0001709478
$132M1.2M100.00%Q1 202606
Leo Wealth, LLC
CIK 0001912202
$78M693K5.65%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$75M665K0.02%Q1 202608
Verde Capital Management
CIK 0001802891
$68M607K14.58%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$65M578K0.00%Q1 202610
Stanich Group LLC
CIK 0002023324
$59M528K45.15%Q1 202611
IMPACTfolio, LLC
CIK 0001896447
$56M500K23.84%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$52M459K0.01%Q1 202613
Apella Capital, LLC
CIK 0001801507
$52M414K0.77%Q1 202614
Baird Financial Group, Inc.
CIK 0001648711
$48M429K0.08%Q1 202615
SCS Capital Management LLC
CIK 0001303159
$44M391K0.46%Q1 202616
Crewe Advisors LLC
CIK 0001730033
$41M365K3.49%Q1 202617
Facet Wealth, Inc.
CIK 0001748271
$40M359K0.70%Q1 202618
Platt Investment Counsel, LLC
CIK 0001859195
$39M347K30.01%Q1 202619
Sellwood Investment Partners LLC
CIK 0001763958
$38M335K14.84%Q1 202620
MATHER GROUP, LLC.
CIK 0001527641
$33M290K0.33%Q1 2026
Page 1 of 36
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