ESGV — VANGUARD WORLD FD

Ownership history in Advisory Alpha, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Advisory Alpha, LLC reported a position in VANGUARD WORLD FD (ESGV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2020 Q1)
Avg. % of fund
0.01%
First filed
2019 Q1
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,776 -781 -30.5% 0.01% $212K $118.15
2025 Q2 ADDED 2,557 +1,797 +236.4% 0.01% $280K $109.11
2020 Q1 ADDED 760 +252 +49.6% 0.01% $38K $42.79
2019 Q4 ADDED 508 +2 +0.4% 0.01% $29K $52.71
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ESGV price (monthly, adj. close)

Other funds also holding ESGV

As of 2025 Q4 — sorted by position size

VISA FOUNDATION 3Y 100.0% Platt Investment Counsel, LLC 3Y 35.93% IMPACTfolio, LLC 3Y 25.94% Verde Capital Management 3Y 15.69% Clarity Asset Management, Inc. 12.33% Cedar Wealth Management, LLC 3Y 7Y 7.32% Financial Connections Group, Inc. 3Y 7.26% Farrell Financial LLC 7.13% Olde Wealth Management, LLC 3Y 6.91% Leo Wealth, LLC 6.09%
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