Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD WORLD FD (ESGV)

644 + Investors. Track Smart Money conviction in ESGV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +45
Streak
9Q ▲
Buyers last Q
58%

Smart Money Signals — ESGV

Based on 644 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added ESGV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
644 hedge funds hold ESGV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+108 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

309 buying220 selling
Last quarter: 309 funds bought or added vs 220 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new ESGV position: 53 → 67 → 58 → 78. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 21% new
364 out of 644 hedge funds have held ESGV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

73 → 53 → 67 → 58 → 78 new funds/Q
New funds entering each quarter: 53 → 67 → 58 → 78. A growing number of institutions are discovering ESGV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 15% 1-2yr ■ 30% new
Of 644 current holders: 356 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
23 of 644 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ESGV

How many hedge funds hold ESGV — quarterly history vs. share price
Quarterly hedge fund ownership of ESGV vs. share price

Market Analysis: ESGV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESGV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 13 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: ESGV
2026 Q1 Stats Unlock in 10 days 644 + Investors

Track Smart Money conviction in ESGV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 644 599 7.51%
13F Shares 30M 29M 5.69%
Total Value $3.65B $3.38B 7.85%
New Positions 78 58 +20
Increased Positions 231 203 +28
Closed Positions 33 34 -1
Reduced Positions 187 204 -17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESGV

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Financial Highlights

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Institutional Holders (2026 Q1)

644 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ESGV. Verified SEC 13F-HR filings.

Top 25 institutional holders of ESGV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VISA FOUNDATION 100.00% 1,172,735 $131.7M
2 Stanich Group LLC 45.15% 527,621 $59.2M
3 Platt Investment Counsel, LLC 30.01% 347,214 $39.0M
4 IMPACTfolio, LLC 23.84% 499,729 $56.1M
5 Sellwood Investment Partners LLC 14.84% 335,411 $37.7M
6 Verde Capital Management 14.58% 607,144 $68.2M
7 SILVER OAK WEALTH ADVISORS SERVICES, LLC 10.80% 148,097 $16.6M
8 Harpswell Capital Advisors, LLC 10.75% 128,550 $14.4M
9 New Covenant Trust Company, N.A. 6.87% 68,571 $7.7M
10 Farrell Financial LLC 6.62% 98,723 $11.1M
11 Financial Connections Group, Inc. 6.50% 166,585 $19K
12 Leo Wealth, LLC 5.65% 692,530 $77.8M
13 LifeGuide Financial Advisors, LLC 5.59% 155,652 $17.5M
14 Pearl Planning LLC 3.52% 58,628 $6.6M
15 Crewe Advisors LLC 3.49% 364,577 $40.9M
16 Atlantic Private Wealth, LLC 3.16% 43,089 $4.8M
17 IMA Advisory Services, Inc. 2.99% 272,951 $30.6M
18 Hanson & Doremus Investment Management 2.94% 227,855 $26K
19 REGATTA CAPITAL GROUP, LLC 2.73% 160,397 $18.0M
20 Mallini Complete Financial Planning LLC 2.61% 29,379 $3.3M
21 Human Investing LLC 2.48% 151,472 $17.0M
22 Hamrick Investment Counsel, llc 2.34% 25,972 $3.1M
23 McClarren Financial Advisors, Inc. 2.28% 34,352 $3.9M
24 Palisades Hudson Asset Management, L.P. 2.04% 46,652 $5K
25 LIBRA WEALTH LLC 1.69% 53,524 $6.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VANGUARD WORLD FD (ESGV)

What does the Smart Money Trend signal show for ESGV?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added ESGV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ESGV?

Slight buying edge — 58% buying: Last quarter: 309 funds bought or added vs 220 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ESGV holders?

Strong quality — 28% AUM from major funds: 23 of 644 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ESGV?

57% of holders stayed for 2+ years: 364 out of 644 hedge funds have held ESGV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.