ESGV VANGUARD WORLD FD

Ownership history in Verde Capital Management  ·  19 quarters on record

AI Ownership Summary

Verde Capital Management reported VANGUARD WORLD FD (ESGV) in 19 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 17.39% in 2024 Q2. The latest visible filing shows ESGV at 15.69% 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 Verde Capital Management'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 15.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.39% in 2024 Q2

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

Time in book
Holding Window
2023 Q3 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 Verde Capital Management held ESGV — position size vs. price
% of Fund (quarterly)    ESGV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 608,409 -1,527 -0.3% 15.69% $73.6M 2026-02-14 (Est.) $118.23
2025 Q3 ADDED 609,936 +29,252 +5.0% 16.01% $72.2M 2025-11-12 $120.61
2025 Q2 ADDED 580,684 +21,785 +3.9% 15.71% $63.7M 2025-07-07 $109.26
2025 Q1 REDUCED 558,899 -3,673 -0.7% 15.57% $54.7M 2025-04-08 $86.08
2024 Q4 ADDED 562,572 +12,748 +2.3% 16.65% $59.0M 2025-01-17 $105.37
2024 Q3 REDUCED 549,824 -17,072 -3.0% 16.76% $55.9M 2024-10-18 $101.99
2024 Q2 ADDED 566,896 +35,432 +6.7% 17.39% $54.8M 2024-07-18 $96.36
2024 Q1 ADDED 531,464 +38,944 +7.9% 16.95% $49.5M 2024-04-15 $87.39
2023 Q4 REDUCED 492,520 -13,948 -2.8% 15.84% $41.9M 2024-01-12 $83.12
2023 Q3 ADDED 506,468 +13,371 +2.7% 14.81% $38.1M 2023-11-14 $77.19
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Verde Capital Management and ESGV

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

How long has Verde Capital Management reported owning ESGV?

Verde Capital Management reported ESGV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported ESGV position in Verde Capital Management's portfolio?

The largest reported portfolio weight for ESGV was 17.39% in 2024 Q2.

What is the latest reported ESGV position on this page?

The most recent filing on this page is 2025 Q4, when Verde Capital Management reported 608,409 shares, equal to 15.69% of portfolio, with an estimated market value of $73.6M.

What does the chart on this ESGV ownership page compare?

The chart compares Verde Capital Management'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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