TWIN FOCUS CAPITAL PARTNERS, LLC ESGV — VANGUARD WORLD FD

Ownership history in TWIN FOCUS CAPITAL PARTNERS, LLC  ·  24 quarters on record

AI Ownership Summary

TWIN FOCUS CAPITAL PARTNERS, LLC reported VANGUARD WORLD FD (ESGV) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.34% in 2025 Q1. The latest visible filing shows ESGV at 1.13% 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 TWIN FOCUS CAPITAL PARTNERS, 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 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.34% in 2025 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 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.

ESGV stock page TWIN FOCUS CAPITAL PARTNERS, LLC fund profile TWIN FOCUS CAPITAL PARTNERS, LLC full holdings
How TWIN FOCUS CAPITAL PARTNERS, 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 81,388 +7,291 +9.8% 1.13% $9.8M 2026-02-14 (Est.) $118.23
2025 Q3 ADDED — — — 74,097 +5 +0.0% 1.12% $8.8M 2025-11-12 $120.61
2025 Q2 REDUCED 16.0% +7.9% ❌ 74,092 -14,066 -16.0% 1.14% $8.1M 2025-08-12 $113.23
2025 Q1 ADDED — — — 88,158 +5,631 +6.8% 1.34% $8.6M 2025-05-13 $102.84
2024 Q4 ADDED — — — 82,527 +74,679 +951.6% 1.28% $8.7M 2025-02-13 $107.76
2024 Q3 ADDED — — — 7,848 +7 +0.1% 0.13% $798K 2024-11-14 $104.06
2024 Q2 REDUCED 5.0% +5.5% ❌ 7,841 -413 -5.0% 0.12% $758K 2024-08-14 $94.46
2024 Q1 REDUCED 5.8% +4.3% ❌ 8,254 -504 -5.8% 0.15% $769K 2024-05-15 $91.96
2023 Q4 REDUCED — — — 8,758 -241 -2.7% 0.07% $745K 2024-02-13 $86.33
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% IMPACTfolio, LLC 3Y 23.84% Sellwood Investment Partners LLC 14.84% Verde Capital Management 3Y 14.58% SILVER OAK WEALTH ADVISORS SERVICES, LLC 10.8% Harpswell Capital Advisors, LLC 10.75% New Covenant Trust Company, N.A. 6.87% Farrell Financial LLC 6.62% Financial Connections Group, Inc. 3Y 6.5%

FAQ About TWIN FOCUS CAPITAL PARTNERS, 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 TWIN FOCUS CAPITAL PARTNERS, LLC reported owning ESGV?

TWIN FOCUS CAPITAL PARTNERS, LLC reported ESGV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ESGV position in TWIN FOCUS CAPITAL PARTNERS, LLC's portfolio?

The largest reported portfolio weight for ESGV was 1.34% in 2025 Q1.

What is the latest reported ESGV position on this page?

The most recent filing on this page is 2025 Q4, when TWIN FOCUS CAPITAL PARTNERS, LLC reported 81,388 shares, equal to 1.13% of portfolio, with an estimated market value of $9.8M.

What does the chart on this ESGV ownership page compare?

The chart compares TWIN FOCUS CAPITAL PARTNERS, 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 TWIN FOCUS CAPITAL PARTNERS, LLC time their ESGV position?

Based on 13F filing dates vs. subsequent ESGV price moves, TWIN FOCUS CAPITAL PARTNERS, LLC correctly timed 10 out of 23 reported position changes (43%). The annualised alpha on ESGV relative to SPY over the holding period was -0.9%.

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