ESGV — VANGUARD WORLD FD

Ownership history in LIBRA WEALTH LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which LIBRA WEALTH 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
2.61% (2023 Q2)
Avg. % of fund
2.23%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 53,132 -3,429 -6.1% 1.80% $6.4M $120.96
2025 Q3 REDUCED 56,561 -275 -0.5% 2.01% $6.7M $118.15
2025 Q2 REDUCED 56,836 -3,146 -5.2% 2.04% $6.2M $109.11
2025 Q1 ADDED 59,982 +348 +0.6% 2.20% $5.9M $97.24
11 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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