ESGV β€” VANGUARD WORLD FD

Ownership history in Stanich Group LLC  Β·  6 quarters on record

AI Ownership Summary

Stanich Group LLC reported VANGUARD WORLD FD (ESGV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 48.49% in 2025 Q2. The latest visible filing shows ESGV at 45.15% 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 Stanich Group 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 45.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
48.49% 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
2024 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.

How Stanich Group LLC held ESGV β€” position size vs. price
% of Fund (quarterly)    ESGV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 527,621 +19,498 +3.8% 45.15% $59.2M 2026-04-15 $122.39
2025 Q4 ADDED 508,123 +14,688 +3.0% 46.35% $61.5M 2026-01-23 $121.40
2025 Q3 ADDED 493,435 +4,127 +0.8% 35.78% $58.4M 2025-10-15 $117.55
2025 Q2 REDUCED 489,308 -53,430 -9.8% 48.49% $54.1M 2025-07-22 $110.72
2025 Q1 ADDED 542,738 +28,910 +5.6% 39.31% $53.2M 2025-04-17 $91.22
2024 Q4 INITIATED 513,828 β€” β€” 40.27% $53.9M 2025-01-30 $107.00

FAQ About Stanich Group 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 Stanich Group LLC reported owning ESGV?

Stanich Group LLC reported ESGV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ESGV position in Stanich Group LLC's portfolio?

The largest reported portfolio weight for ESGV was 48.49% in 2025 Q2.

What is the latest reported ESGV position on this page?

The most recent filing on this page is 2026 Q1, when Stanich Group LLC reported 527,621 shares, equal to 45.15% of portfolio, with an estimated market value of $59.2M.

What does the chart on this ESGV ownership page compare?

The chart compares Stanich Group 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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