Form 13-F position report

VANGUARD WORLD FD ESG U.S. STO

Reported by Gemmer Asset Management LLC

ETF profile Manager portfolio Source filing
ESGV CUSIP 921910733 Manager CIK 0001607825
Latest reported change

Reported 177,806 shares, up 14,046 (8.6%) from the prior quarter.

Reported value 10.9%; share count 8.6% vs. the prior quarter.

Added
% of reported 13F value 1.66% This manager · Q4 2025
Shares 177,806 Quarter-end amount reported
Reported value $21,507,468 Fair value at quarter end
Consecutive quarters held 24 Through Q4 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 184,882 +1,541 (0.8%) 1.63% $25,057,015 2026-10-16
Q2 2026 Reduced 183,341 -284 (-0.2%) 1.63% $24,244,951 2026-07-15
Q1 2026 Added 183,625 +5,819 (3.3%) 1.63% $20,615,611 2026-04-23
Q4 2025 Added 177,806 +14,046 (8.6%) 1.66% $21,507,468 2026-01-23
Q3 2025 Added 163,760 +7,923 (5.1%) 1.56% $19,395,749 2025-10-15
Q2 2025 Added 155,837 +10,171 (7.0%) 1.52% $17,085,943 2025-07-22
Q1 2025 Added 145,666 +4,604 (3.3%) 1.42% $14,268,014 2025-04-14
Q4 2024 Added 141,062 +13,174 (10.3%) 1.46% $14,795,947 2025-01-16
Q3 2024 Added 127,888 +13,378 (11.7%) 1.3% $12,999,747 2024-10-24
Q2 2024 Added 114,510 +10,990 (10.6%) 1.18% $11,063,912 2024-07-16
Q1 2024 Added 103,520 +10,987 (11.9%) 1.12% $9,647,040 2024-04-24
Q4 2023 Added 92,533 +24,920 (36.9%) 0.97% $7,870,818 2024-01-17
Q3 2023 Added 67,613 +10,214 (17.8%) 0.69% $5,085,851 2023-10-19
Q2 2023 Added 57,399 +4,812 (9.2%) 0.61% $4,497,256 2023-07-20
Q1 2023 Added 52,587 +7,111 (15.6%) 0.55% $3,771,046 2023-04-17
Q4 2022 Added 45,476 +3,015 (7.1%) 0.47% $2,995,058 2023-01-20
Q3 2022 Added 42,461 +3,072 (7.8%) 0.44% $2,671,000 2022-10-21
Q2 2022 Added 39,389 +2,397 (6.5%) 0.41% $2,615,000 2022-07-22
Q1 2022 Added 36,992 +2,037 (5.8%) 0.37% $2,999,000 2022-04-20
Q4 2021 Added 34,955 +1,075 (3.2%) 0.36% $3,072,000 2022-01-21
Five years are shown. A free account unlocks the complete reported history. Unlock full history
Institutional context

Who else reported the position

719 managers reported VANGUARD WORLD FD ESG U.S. STO for Q4 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 3,606,850 +126,192 < 0.01% $436,284,580 30 qtrs
MORGAN STANLEY Reduced 1,680,712 -3,015 0.01% $203,299,187 30 qtrs
Wealthfront Advisers LLC Added 1,575,578 +77,842 0.43% $190,581,915 19 qtrs
Creative Planning Added 1,344,445 +112,947 0.12% $162,624,026 29 qtrs
VISA FOUNDATION Unchanged 1,172,735 0 100.0% $141,854,026 17 qtrs
Leo Wealth LLC Added 694,165 +317,058 6.09% $84,002,284 9 qtrs
RAYMOND JAMES FINANCIAL INC Added 661,586 +59,058 0.02% $80,025,485 5 qtrs
Verde Capital Management Reduced 608,409 -1,527 15.69% $73,593,208 19 qtrs
Bank of America Corporation Reduced 565,397 -50,514 < 0.01% $68,390,429 29 qtrs
Betterment LLC Added 533,681 +48 0.12% $64,554,000 19 qtrs
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Filing details and methodology As reported
Report period
December 31, 2025
Filed
January 23, 2026
Filing type
13F-HR
Position type
ESG US STK ETF

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.