Gordian Advisors LLC ESGV — VANGUARD WORLD FD

Ownership history in Gordian Advisors LLC  ·  10 quarters on record

AI Ownership Summary

Gordian Advisors LLC reported VANGUARD WORLD FD (ESGV) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.41% in 2026 Q1. The latest visible filing shows ESGV at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ESGV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gordian Advisors LLC's position in VANGUARD WORLD FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ESGV was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ESGV stock page Gordian Advisors LLC fund profile Gordian Advisors LLC full holdings
How Gordian Advisors LLC held ESGV — position size vs. price
% of Fund (quarterly)    ESGV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 5,501 +886 +19.2% 0.41% $618K 2026-04-27 $125.55
2025 Q4 ADDED — — — 4,615 +235 +5.4% 0.37% $558K 2026-02-09 $121.05
2025 Q3 ADDED — — — 4,380 +2 +0.0% 0.35% $519K 2025-10-31 $120.77
2025 Q2 ADDED — — — 4,378 +189 +4.5% 0.34% $480K 2025-07-25 $112.05
2025 Q1 ADDED — — — 4,189 +1 +0.0% 0.33% $410K 2025-04-30 $96.55
2024 Q4 ADDED — — — 4,188 +2 +0.0% 0.35% $439K 2025-02-05 $106.92
2024 Q3 ADDED — — — 4,186 +1 +0.0% 0.34% $426K 2024-10-30 $101.42
2024 Q2 ADDED — — — 4,185 +64 +1.6% 0.39% $404K 2024-08-07 $89.82
2024 Q1 ADDED — — — 4,121 +509 +14.1% 0.35% $384K 2024-04-24 $87.40
2023 Q4 INITIATED — — — 3,612 — — 0.30% $307K 2024-02-13 $86.33

🏢 Other funds also holding ESGV

As of 2026 Q1 — sorted by position size

Stanich Group LLC 45.15% Platt Investment Counsel, LLC 3Y 30.01% Sellwood Investment Partners LLC 14.84% Verde Capital Management 3Y 14.58% Harpswell Capital Advisors, LLC 10.75% New Covenant Trust Company, N.A. 6.87% Farrell Financial LLC 6.62% LifeGuide Financial Advisors, LLC 3Y 5.59% Hanson & Doremus Investment Management 3Y 7Y 2.94% REGATTA CAPITAL GROUP, LLC 3Y 2.73%

FAQ About Gordian Advisors LLC and ESGV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gordian Advisors LLC reported owning ESGV?

Gordian Advisors LLC reported ESGV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ESGV position in Gordian Advisors LLC's portfolio?

The largest reported portfolio weight for ESGV was 0.41% in 2026 Q1.

What is the latest reported ESGV position on this page?

The most recent filing on this page is 2026 Q1, when Gordian Advisors LLC reported 5,501 shares, equal to 0.41% of portfolio, with an estimated market value of $618K.

What does the chart on this ESGV ownership page compare?

The chart compares Gordian Advisors LLC's quarterly ESGV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Gordian Advisors LLC time their ESGV position?

Based on 13F filing dates vs. subsequent ESGV price moves, Gordian Advisors LLC correctly timed 8 out of 9 reported position changes (89%). The annualised alpha on ESGV relative to SPY over the holding period was -0.9%.

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