Olde Wealth Management, LLC / ESGV
Olde Wealth Management, LLC’s Vanguard World Fd Position
Does Olde Wealth Management, LLC own Vanguard World Fd (ESGV)? Yes — 185.3K shares worth $21M (+6.58% of its 13F portfolio) as of Q1 2026, down from 185.8K shares the prior filed quarter.
Position Value
$21M
Q1 2026
Shares
185.3K
% of Portfolio
+6.58%
Quarters Held
21
currently held
Position History ESGV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 185.3K | $21M | +6.58% |
| Q4 2025 | 185.8K | $22M | +6.91% |
| Q3 2025 | 186.2K | $23M | +6.95% |
| Q1 2025 | 254.1K | $25M | +8.79% |
| Q4 2024 | 251.1K | $26M | +9.41% |
| Q3 2024 | 253.0K | $26M | +9.22% |
| Q2 2024 | 258.2K | $25M | +9.50% |
| Q1 2024 | 256.4K | $23M | +11.11% |
| Q4 2023 | 261.4K | $22M | +9.62% |
| Q3 2023 | 269.1K | $20M | +9.89% |
| Q2 2023 | 232.1K | $19M | +8.68% |
| Q1 2023 | 218.9K | $16M | +7.77% |
| Q4 2022 | 201.4K | $13M | +7.18% |
| Q3 2022 | 201.4K | $13M | +7.91% |
| Q2 2022 | 182.6K | $12M | +7.26% |
| Q1 2022 | 134.9K | $11M | +5.71% |
| Q4 2021 | 117.5K | $10M | +5.23% |
| Q3 2021 | 113.9K | $9M | +5.21% |
| Q2 2021 | 108.7K | $9M | +5.11% |
| Q1 2021 | 104.9K | $8M | +5.05% |
| Q4 2020 | 96.4K | $7M | +5.30% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Olde Wealth Management, LLC’s full portfolio or all institutional holders of ESGV.