ESGV β€” VANGUARD WORLD FD

Ownership history in J. Mark Nickell & Co.  Β·  1 quarter on record

AI Ownership Summary

J. Mark Nickell & Co. reported VANGUARD WORLD FD (ESGV) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.29% in 2025 Q4. The latest visible filing shows ESGV at 0.29% 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 J. Mark Nickell & Co.'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
2025 Q4

ESGV was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2025 Q4

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.

How J. Mark Nickell & Co. held ESGV β€” position size vs. price
% of Fund (quarterly)    ESGV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 2,575 β€” β€” 0.29% $311K 2026-02-14 (Est.) $118.23

FAQ About J. Mark Nickell & Co. and ESGV

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

How long has J. Mark Nickell & Co. reported owning ESGV?

J. Mark Nickell & Co. reported ESGV across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported ESGV position in J. Mark Nickell & Co.'s portfolio?

The largest reported portfolio weight for ESGV was 0.29% in 2025 Q4.

What is the latest reported ESGV position on this page?

The most recent filing on this page is 2025 Q4, when J. Mark Nickell & Co. reported 2,575 shares, equal to 0.29% of portfolio, with an estimated market value of $311K.

What does the chart on this ESGV ownership page compare?

The chart compares J. Mark Nickell & Co.'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.

← Back to J. Mark Nickell & Co. Holdings