ESGV — Vanguard World Fd Institutional Holders · Q3 2026

Name: Who Owns ESGV? 41 Institutions Hold $174M (Q3 2026)
Creator: ko.io

Who owns Vanguard World Fd (ESGV)? 41 institutions reported holding $173.90M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($56.3M), Platt Investment Counsel, LLC ($43.1M), Harpswell Capital Advisors, LLC ($13.5M).

Rank	Institution	Value	Shares	Change
1	Apella Capital, LLC	$56.3M	408,056	Trimmed
2	Platt Investment Counsel, LLC	$43.1M	317,973	Trimmed
3	Harpswell Capital Advisors, LLC	$13.5M	99,500	Trimmed
4	Boston Standard Wealth Management, LLC	$10.8M	79,634	Trimmed
5	New Covenant Trust Company, N.A.	$7.8M	57,380	Trimmed
6	Paragon Capital Management Ltd	$7.2M	52,844	Added
7	Farther Finance Advisors, LLC	$5.5M	40,395	Added
8	Mallini Complete Financial Planning LLC	$3.9M	29,024	Trimmed
9	Wealth Group Ltd	$3.4M	24,917	Trimmed
10	ATMOS ADVISORY, LLC	$3.1M	23,083	Hold
11	Wedmont Private Capital	$3.0M	21,701	Added
12	PARK NATIONAL CORP /OH/	$2.4M	17,391	Added
13	SAPIENT CAPITAL LLC	$2.3M	17,094	Hold
14	First Heartland Consultants, Inc.	$1.6M	11,879	Added
15	ANB BANK	$1.2M	9,169	Trimmed
16	Central Pacific Bank - Trust Division	$1.2M	9,114	Trimmed
17	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	$1.1M	7,863	Trimmed
18	Acropolis Investment Management, LLC	$1.1M	7,827	Added
19	CLUNE & ASSOCIATES, LTD.	$671,078	4,952	Added
20	ARMSTRONG ADVISORY GROUP, INC	$510,135	3,764	Trimmed
21	Avidian Wealth Enterprises, LLC	$471,925	3,482	Added
22	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$417,297	3,079	Hold
23	Valeo Financial Advisors, LLC	$415,806	3,068	Hold
24	RTD Financial Advisors, Inc.	$408,895	3,017	Hold
25	Legacy Private Trust Co.	$398,458	2,940	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30