ESGV — VANGUARD WORLD FD

Ownership history in COREPATH WEALTH PARTNERS LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which COREPATH WEALTH PARTNERS 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
0.33% (2025 Q3)
Avg. % of fund
0.19%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,792 +5 +0.1% 0.31% $467K $120.65
2025 Q3 ADDED 3,787 +622 +19.7% 0.33% $453K $117.84
2023 Q4 UNCHANGED 3,165 — 0% 0.15% $264K $83.07
2023 Q3 UNCHANGED 3,165 — 0% 0.14% $240K $73.18
2023 Q2 UNCHANGED 3,165 — 0% 0.15% $254K $75.97
2023 Q1 UNCHANGED 3,165 — 0% 0.14% $227K $69.35
2022 Q4 UNCHANGED 3,165 — 0% 0.14% $212K $63.51
2022 Q3 INITIATED 3,165 — — 0.15% $203K $60.38
% 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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