ESGV · Vanguard World Funds Extended Duration ETF

$136.54 -0.35 (-0.26%) At close · Aug 28

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 125

Total Value: $811,239,736

Total Shares: 12,465,271

Showing 1–100 of 130 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 125 13F filers · Δ vs Mar 31, 2026

Top Holder

12.3%

−5.7 pts

Top 5

39.2%

−1.1 pts

Top 10

58.6%

+1.2 pts

HHI

464

Broadly held−89

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -64

Institutional value: -45.2%

Shares held: -45.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega CITADEL ADVISORS LLC	+442,755	579,755
Small CAPITAL CITY TRUST CO/FL	+101,059	764,715
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	+87,428	388,234
Mega UBS Group AG	+73,870	160,476
Small FLOW TRADERS U.S. LLC	+52,230	158,645

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega JPMORGAN CHASE & CO	−4,091,654	13,588
Mega JANE STREET GROUP, LLC	−359,596	104,000
Small Beacon Capital Management, Inc.	−344,345	1,488
Mid HANTZ FINANCIAL SERVICES, INC.	−170,190	736,865
Mega RAYMOND JAMES FINANCIAL INC	−160,821	60,230

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Quadrature Capital Ltd	177,530	$11,553,652
Mid Savant Capital, LLC	167,592	$10,906,887
Mid Sigma Planning Corp	35,302	$2,297,454
Small COMPASS FINANCIAL MANAGEMENT LLC	35,119	$2,285,544
Mid GTS SECURITIES LLC	31,299	$2,036,938

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small MIDLAND WEALTH ADVISORS, LLC	1,443,025	$93,724,473
Large Mirae Asset Global Investments Co., Ltd.	1,055,701	$68,567,779
Mid SBI Securities Co., Ltd.	578,783	$37,591,955
Micro Fluent Financial, LLC	530,398	$34,449,350
Large Cambridge Investment Research Advisors, Inc.	231,191	$15,015,855

Filter: New 26 Increased 42 Reduced 42 Sold out 90 Unchanged 15

Showing 100 of 130

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BANK OF AMERICA CORP /DE/

$99,920,512

12.32%

1,535,349

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	117,029	$7,616,247	7.6%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	616,368	$40,113,229	40.1%	Defined
MANAGED ACCOUNT ADVISORS LLC	801,952	$52,191,036	52.2%	Defined

MORGAN STANLEY

$57,550,828

7.09%

884,309

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	227,810	$14,825,874	25.8%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	3,870	$251,859	0.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	652,629	$42,473,095	73.8%	Defined

RWA WEALTH PARTNERS, LLC

$56,998,040

7.03%

875,815

LPL Financial LLC

$54,064,754

6.66%

830,743

CAPITAL CITY TRUST CO/FL

$49,767,652

6.13%

764,715

HANTZ FINANCIAL SERVICES, INC.

$47,955,174

5.91%

736,865

CITADEL ADVISORS LLC

$28,202,743

3.48%

433,355

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	433,355	$28,202,743	100.0%	Defined

EP Wealth Advisors, LLC

$24,061,572

2.97%

369,723

Valtinson Bruner Financial Planning LLC

$21,832,322

2.69%

335,469

Cadence Wealth Management LLC

$17,939,562

2.21%

275,654

ALLIANCEBERNSTEIN L.P.

$16,968,308

2.09%

260,730

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	260,730	$16,968,308	100.0%	Defined

Hamilton Capital Partners Inc.

$14,822,295

1.83%

227,755

Harvest Portfolios Group Inc.

$14,431,034

1.78%

221,743

MML INVESTORS SERVICES, LLC

$14,278,942

1.76%

219,406

Cetera Investment Advisers

$13,594,951

1.68%

208,896

Tidal Investments LLC

$12,405,940

1.53%

190,626

WELLS FARGO & COMPANY/MN

$12,052,620

1.49%

185,197

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	7,359	$478,923	4.0%	Defined
WELLS FARGO CLEARING SERVICES, LLC	177,838	$11,573,697	96.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$11,655,828

1.44%

179,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	179,100	$11,655,828	100.0%	Other

Quadrature Capital Ltd

$11,553,652

1.42%

177,530

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	177,530	$11,553,652	100.0%	Other

Jump Financial, LLC

$11,552,611

1.42%

177,514

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jump Trading Holdings, LLC joint	177,514	$11,552,611	100.0%	Defined

AMERIPRISE FINANCIAL INC

$11,359,779

1.40%

174,551

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	173,513	$11,292,226	99.4%	Defined
Ameriprise Bank, FSB	1,038	$67,553	0.6%	Defined

Savant Capital, LLC

$10,906,887

1.34%

167,592

NATIONAL BANK OF CANADA /FI/

$10,679,888

1.32%

164,104

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	304	$19,784	0.2%	Defined
NBC Global Finance Ltd	163,800	$10,660,104	99.8%	Defined

UBS Group AG

$10,443,778

1.29%

160,476

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	160,476	$10,443,778	100.0%	Defined

FLOW TRADERS U.S. LLC

$10,324,616

1.27%

158,645

ROYAL BANK OF CANADA

$7,137,452

0.88%

109,672

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	99,049	$6,446,108	90.3%	Defined
RBC Dominion Securities Inc.	9,757	$634,985	8.9%	Defined
RBC Trust Co (Delaware) Ltd	866	$56,359	0.8%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$7,072,698

0.87%

108,677

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	60,761	$3,954,325	55.9%	Defined
PNC Wealth Management LLC	47,916	$3,118,373	44.1%	Defined

CITADEL ADVISORS LLC

$7,067,688

0.87%

108,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	108,600	$7,067,688	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$6,920,216

0.85%

106,334

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	106,334	$6,920,216	100.0%	Other

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$6,690,224

0.82%

102,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	102,800	$6,690,224	100.0%	Other

Advisory Services Network, LLC

$6,235,314

0.77%

95,810

Causey Wealth LLC

$6,009,291

0.74%

92,337

Baird Financial Group, Inc.

$5,989,898

0.74%

92,039

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	92,039	$5,989,898	100.0%	Defined

NORTHERN TRUST CORP

$5,608,464

0.69%

86,178

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO	86,178	$5,608,464	100.0%	Defined

OSAIC HOLDINGS, INC.

$5,422,660

0.67%

83,323

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	83,289	$5,420,448	100.0%	Defined
Osaic Advisory Services, LLC	34	$2,212	0.0%	Defined

CLEAR INVESTMENT RESEARCH, LLC

$5,225,338

0.64%

80,291

Beverly Hills Private Wealth, LLC

$5,171,777

0.64%

79,468

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Avise Financial Cooperative, Inc.	7,092	$461,547	8.9%	Other
Held directly	72,376	$4,710,230	91.1%	Sole

&PARTNERS

$4,718,885

0.58%

72,509

GOLDMAN SACHS GROUP INC

$4,544,536

0.56%

69,830

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	69,830	$4,544,536	100.0%	Defined

JANE STREET GROUP, LLC

$4,405,916

0.54%

67,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	67,700	$4,405,916	100.0%	Defined

Sankala Group LLC

$4,365,436

0.54%

67,078

CAPTRUST FINANCIAL ADVISORS

$4,266,189

0.53%

65,553

RAYMOND JAMES FINANCIAL INC

$3,919,767

0.48%

60,230

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	39,473	$2,568,902	65.5%	Defined
Raymond James Financial Services Advisors, Inc.	16,250	$1,057,550	27.0%	Defined
RAYMOND JAMES TRUST N.A.	4,507	$293,315	7.5%	Defined

First Commonwealth Financial Corp /PA/

$3,673,375

0.45%

56,444

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
First Commonwealth Bank	56,444	$3,673,375	100.0%	Sole

Cassaday & Co Wealth Management LLC

$3,432,384

0.42%

52,741

ENVESTNET ASSET MANAGEMENT INC

$3,394,182

0.42%

52,154

Tower Research Capital LLC (TRC)

$3,072,491

0.38%

47,211

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TOWER PRINCIPAL MARKETS LLC	47,211	$3,072,491	100.0%	Defined

Meridian Wealth Management, LLC

$2,814,514

0.35%

43,247

JONES FINANCIAL COMPANIES LLLP

$2,510,916

0.31%

38,582

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	38,582	$2,510,916	100.0%	Sole

CITADEL ADVISORS LLC

$2,460,024

0.30%

37,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	37,800	$2,460,024	100.0%	Defined

JANE STREET GROUP, LLC

$2,362,404

0.29%

36,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	36,300	$2,362,404	100.0%	Defined

Sigma Planning Corp

$2,297,454

0.28%

35,302

COMPASS FINANCIAL MANAGEMENT LLC

$2,285,544

0.28%

35,119

GTS SECURITIES LLC

$2,036,938

0.25%

31,299

ACTION POINT FINANCIAL PLANNING, LLC

$1,771,357

0.22%

27,219

CITIGROUP INC

$1,598,625

0.20%

24,564

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	24,564	$1,598,625	100.0%	Defined

HighTower Advisors, LLC

$1,580,663

0.19%

24,288

Lifetime Wealth Management P.C.

$1,538,295

0.19%

23,637

NewEdge Wealth, LLC

$1,476,404

0.18%

22,686

Mariner, LLC

$1,468,269

0.18%

22,561

SCOTIA CAPITAL INC.

$1,430,198

0.18%

21,976

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF NOVA SCOTIA	21,976	$1,430,198	100.0%	Defined

STIFEL FINANCIAL CORP

$1,368,371

0.17%

21,026

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	19,857	$1,292,293	94.4%	Defined
1919 Investment Counsel, LLC	1,169	$76,078	5.6%	Defined

Trivium Point Advisory, LLC

$1,243,613

0.15%

19,109

Argentarii, LLC

$1,146,969

0.14%

17,624

Richmond Brothers, Inc.

$1,034,576

0.13%

15,897

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	14,600	$950,168	91.8%	Sole
Held directly	1,297	$84,408	8.2%	Sole

MAI Capital Management

$963,769

0.12%

14,809

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EVOKE WEALTH, LLC	13,915	$905,588	94.0%	Defined
Held directly	894	$58,181	6.0%	Sole

AE Wealth Management LLC

$934,288

0.12%

14,356

Steward Partners Investment Advisory, LLC

$899,991

0.11%

13,829

JPMORGAN CHASE & CO

$884,305

0.11%

13,588

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	561	$36,509	4.1%	Defined
J.P. Morgan Private Investments Inc.	8	$520	0.1%	Defined
55I, LLC	13,019	$847,276	95.8%	Other

Stokes Family Office, LLC

$832,503

0.10%

12,792

NewEdge Advisors, LLC

$729,026

0.09%

11,202

Harpswell Capital Advisors, LLC

$704,491

0.09%

10,825

Creative Planning

$703,775

0.09%

10,814

SageView Advisory Group, LLC

$685,682

0.08%

10,536

Leading Edge Financial Planning LLC

$618,845

0.08%

9,509

World Investment Advisors

$580,708

0.07%

8,923

PRELUDE CAPITAL MANAGEMENT, LLC

$579,862

0.07%

8,910

Inscription Capital, LLC

$576,543

0.07%

8,859

Financial Engines Advisors L.L.C.

$568,213

0.07%

8,731

BCWM, LLC

$546,476

0.07%

8,397

TWO SIGMA SECURITIES, LLC

$543,678

0.07%

8,354

SIMPLEX TRADING, LLC

$528,449

0.07%

8,120

Avise Financial Cooperative, Inc.

$461,547

0.06%

7,092

Maridea Wealth Management LLC

$449,963

0.06%

6,914

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$444,301

0.05%

6,827

Orographic Financial Advisors, LLC

$419,050

0.05%

6,439

Equitable Holdings, Inc.

$405,773

0.05%

6,235

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	6,235	$405,773	100.0%	Defined

FWL INVESTMENT MANAGEMENT, LLC

$394,645

0.05%

6,064

BRIGHTON JONES LLC

$390,935

0.05%

6,007

Corient Private Wealth LLC

$384,818

0.05%

5,913

Janney Montgomery Scott LLC

$374,210

0.05%

5,750

Signet Private Wealth LLC

$341,670

0.04%

5,250

Ameritas Advisory Services, LLC

$306,982

0.04%

4,717

Atlanta Consulting Group Advisors, LLC

$302,361

0.04%

4,646

IEQ CAPITAL, LLC

$298,717

0.04%

4,590

IHT Wealth Management, LLC

$276,980

0.03%

4,256

BOOTHBAY FUND MANAGEMENT, LLC

$250,558

0.03%

3,850

SwitchPoint Financial Planning, LLC

$226,087

0.03%

3,474

Carrera Capital Advisors

$205,327

0.03%

3,155

TUDOR INVESTMENT CORP ET AL

$202,919

0.03%

3,118

Key facts CIK 52848 CUSIP 921910709 13F (30d) 137 filings 126 filers Visit website