ESGV β€” VANGUARD WORLD FD

Ownership history in Scott Capital Advisors, LLC  Β·  9 quarters on record

AI Ownership Summary

Scott Capital Advisors, LLC reported VANGUARD WORLD FD (ESGV) in 9 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.36% in 2025 Q2. The latest visible filing shows ESGV at 0.35% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ESGV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Scott Capital 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
2025 Q4

ESGV was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 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 Scott Capital Advisors, LLC held ESGV β€” position size vs. price
% of Fund (quarterly)    ESGV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 13,108 +971 +8.0% 0.35% $1.6M 2026-02-14 (Est.) $118.23
2025 Q3 ADDED 12,137 +197 +1.6% 0.33% $1.5M 2025-10-16 $116.81
2025 Q2 ADDED 11,940 +789 +7.1% 0.36% $1.3M 2025-07-11 $109.60
2025 Q1 REDUCED 11,151 -9,991 -47.3% 0.33% $1.1M 2025-04-17 $91.22
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Scott Capital 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 Scott Capital Advisors, LLC reported owning ESGV?

Scott Capital Advisors, LLC reported ESGV across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported ESGV position in Scott Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for ESGV was 0.36% in 2025 Q2.

What is the latest reported ESGV position on this page?

The most recent filing on this page is 2025 Q4, when Scott Capital Advisors, LLC reported 13,108 shares, equal to 0.35% of portfolio, with an estimated market value of $1.6M.

What does the chart on this ESGV ownership page compare?

The chart compares Scott Capital 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.

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