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Vanguard ESG U.S. Stock ETF (ESGV) Institutional Ownership

Vanguard ESG U.S. Stock ETF logo
$115.25 +11.29 (+10.86%)
Closing price 09/5/2025 03:59 PM Eastern
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$115.36 +0.10 (+0.09%)
As of 09/5/2025 07:18 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard ESG U.S. Stock ETF (BATS:ESGV)

Number of
Institutional Buyers
(last 12 months)
422
Total
Institutional Inflows
(last 12 months)
$929.86M
Number of
Institutional Sellers
(last 12 months)
246
Total
Institutional Outflows
(last 12 months)
$274.53M
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ESGV Institutional Buying and Selling by Quarter

Vanguard ESG U.S. Stock ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.69,312$7.60M0.0%+12.5%0.071%
8/27/2025 Tribridge Partners Financial LLC3,106$341K0.2%N/A0.003%
8/26/2025 Thrivent Financial for Lutherans6,937$761K0.0%N/A0.007%
8/26/2025 Nautilus Advisors LLC2,053$225K0.2%N/A0.002%
8/19/2025 Advisory Services Network LLC3,918$439K0.0%+73.7%0.004%
8/18/2025 N.E.W. Advisory Services LLC1,098$120K0.0%-79.7%0.001%
8/18/2025 Geneos Wealth Management Inc.5,054$554K0.0%+23.8%0.005%
8/18/2025 Hollencrest Capital Management1,388$152K0.0%N/A0.001%
8/15/2025 Tower Research Capital LLC TRC 4,753$521K0.0%-68.1%0.005%
8/15/2025 North Ridge Wealth Advisors Inc.532$58K0.0%+65.2%0.001%
8/15/2025 Corient Private Wealth LLC63,098$6.92M0.0%+85.7%0.065%
8/15/2025 WFA of San Diego LLC873$96K0.1%N/A0.001%
8/15/2025 Sherman Asset Management Inc.3,200$351K0.3%N/A0.003%
8/15/2025 Snowden Capital Advisors LLC12,870$1.41M0.0%+2.1%0.013%
8/15/2025 MML Investors Services LLC33,688$3.69M0.0%-3.5%0.035%
8/15/2025 Humankind Investments LLC5,851$642K0.2%+28.2%0.006%
8/15/2025 Great Valley Advisor Group Inc.11,972$1.31M0.0%+11.1%0.012%
8/15/2025 EP Wealth Advisors LLC5,215$572K0.0%-3.8%0.005%
8/15/2025 Curi Capital LLC2,590$284K0.0%N/A0.003%
8/15/2025 Bank of America Corp DE568,075$62.28M0.0%-0.5%0.583%
8/15/2025 Ameriprise Financial Inc.271,127$29.75M0.0%-1.0%0.278%
8/14/2025 Raymond James Financial Inc.616,894$67.64M0.0%+22.0%0.633%
8/14/2025 Betterment LLC557,611$61.14M0.1%+9.6%0.572%
8/14/2025 Diversify Advisory Services LLC2,018$230K0.0%N/A0.002%
8/14/2025 HUB Investment Partners LLC43,559$4.78M0.2%N/A0.045%
8/14/2025 Main Street Financial Solutions LLC8,405$921K0.1%-11.3%0.009%
8/14/2025 Clarity Asset Management Inc.185,830$20.37M12.2%-5.2%0.191%
8/14/2025 Glenview Trust co18,423$2.02M0.0%+8.6%0.019%
8/14/2025 NewEdge Advisors LLC6,214$681K0.0%-3.0%0.006%
8/14/2025 Pecaut & CO.7,947$871K0.3%-4.2%0.008%
8/14/2025 Qube Research & Technologies Ltd574$63K0.0%-47.6%0.001%
8/14/2025 Transce3nd LLC303$33K0.0%N/A0.000%
8/14/2025 Ally Invest Advisors Inc.4,114$451K0.0%+69.3%0.004%
8/14/2025 Cerity Partners LLC231,340$25.36M0.0%-0.3%0.237%
8/13/2025 Per Stirling Capital Management LLC.3,710$407K0.1%-3.1%0.004%
8/13/2025 SageView Advisory Group LLC97,944$11.06M0.4%-29.0%0.101%
8/13/2025 Cresset Asset Management LLC88,785$9.73M0.0%+1.0%0.091%
8/13/2025 Brown Advisory Inc.8,398$921K0.0%+36.0%0.009%
8/13/2025 SCS Capital Management LLC405,655$44.48M0.5%+6.0%0.416%
8/13/2025 Baird Financial Group Inc.414,349$45.43M0.1%+7.5%0.425%
8/13/2025 Parkworth Wealth Management Inc.718$79K0.1%-67.2%0.001%
8/13/2025 Beacon Pointe Advisors LLC68,510$7.51M0.1%+8.5%0.070%
8/13/2025 Arjuna Capital15,610$1.71M0.5%-3.6%0.016%
8/13/2025 Momentous Wealth Management Inc.2,274$249K0.2%-19.6%0.002%
8/13/2025 M&T Bank Corp15,728$1.72M0.0%+2.1%0.016%
8/13/2025 Lido Advisors LLC33,268$3.65M0.0%+3.6%0.034%
8/13/2025 Northwestern Mutual Wealth Management Co.101,648$11.15M0.0%-0.5%0.104%
8/13/2025 Farnam Financial LLC17,344$1.90M1.7%+56.0%0.018%
8/13/2025 Fortress Financial Solutions LLC10,735$1.18M1.5%+90.0%0.011%
8/13/2025 Choreo LLC29,494$3.23M0.0%-0.3%0.030%
8/12/2025 J.W. Cole Advisors Inc.3,502$384K0.0%+11.8%0.004%
8/12/2025 Steward Partners Investment Advisory LLC4,749$521K0.0%-2.2%0.005%
8/12/2025Jefferies Financial Group Inc.10,964$1.20M0.0%-4.4%0.011%
8/12/2025 Cozad Asset Management Inc.7,512$824K0.1%-2.8%0.008%
8/12/2025 Franklin Resources Inc.258,665$28.36M0.0%-1.9%0.265%
8/12/2025 MAI Capital Management7,352$806K0.0%-1.2%0.008%
8/12/2025 JPMorgan Chase & Co.75,068$8.23M0.0%-0.6%0.077%
8/11/2025 Wealthspire Advisors LLC18,950$2.08M0.0%+27.8%0.019%
8/11/2025 Angeles Investment Advisors LLC232,599$25.50M1.4%-37.7%0.239%
8/11/2025 Diversified Portfolios Inc.138,595$15.20M1.4%+0.8%0.142%
8/11/2025 Rockbridge Investment Management LCC7,594$833K0.1%+28.2%0.008%
8/11/2025 Bell Investment Advisors Inc18,897$2.07M0.4%-5.2%0.019%
8/8/2025 Firestone Capital Management5,802$636K0.1%+5.0%0.006%
8/8/2025 Visa Foundation1,172,735$128.58M100.0%-13.5%1.203%
8/8/2025 Cetera Investment Advisers51,621$5.66M0.0%-13.1%0.053%
8/8/2025 Creative Planning1,276,648$139.97M0.1%+1.8%1.310%
8/8/2025 Truepoint Inc.11,119$1.22M0.0%+5.2%0.011%
8/8/2025 OmniStar Financial Group Inc.2,853$313K0.2%-18.9%0.003%
8/8/2025 Empower Advisory Group LLC7,231$793K0.0%-2.3%0.007%
8/8/2025 Capstone Financial Advisors Inc.5,306$582K0.0%-7.8%0.005%
8/8/2025 Glassman Wealth Services260$29K0.0%+6,400.0%0.000%
8/8/2025 Bailard Inc.12,341$1.35M0.0%+11.2%0.013%
8/8/2025 PNC Financial Services Group Inc.5,075$556K0.0%-3.0%0.005%
8/8/2025 Brickley Wealth Management11,514$1.26M0.2%-2.9%0.012%
8/7/2025 Fund Evaluation Group LLC24,720$2.71M0.1%N/A0.025%
8/7/2025 Mayport LLC22,802$2.50M0.6%+0.4%0.023%
8/7/2025 Weil Company Inc.14,070$1.54M0.4%N/A0.014%
8/7/2025 Ibex Wealth Advisors3,444$378K0.0%N/A0.004%
8/7/2025 Topel & Distasi Wealth Management LLC28,096$3.08M1.6%+3.4%0.029%
8/7/2025 Allworth Financial LP8,649$948K0.0%-4.0%0.009%
8/7/2025 Addison Advisors LLC17,529$1.92M0.5%-0.9%0.018%
8/7/2025 Davis R M Inc.24,280$2.66M0.0%+7.7%0.025%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC4,440$487K0.0%-2.1%0.005%
8/7/2025 Midwest Trust Co7,827$858K0.0%N/A0.008%
8/7/2025 Brio Consultants LLC3,093$339K0.0%-56.1%0.003%
8/7/2025 Rollins Financial Advisors LLC4,348$477K0.1%-10.3%0.004%
8/6/2025 RWA Wealth Partners LLC171,192$18.77M0.2%-12.2%0.176%
8/6/2025 AGF Management Ltd.3,700$406K0.0%-9.8%0.004%
8/6/2025 Wedbush Securities Inc.10,262$1.13M0.0%-8.0%0.011%
8/6/2025 Zevin Asset Management LLC4,369$479K0.1%N/A0.004%
8/6/2025 Atlas Legacy Advisors LLC48,559$5.32M1.2%+0.8%0.050%
8/6/2025 Savant Capital LLC14,301$1.57M0.0%+316.3%0.015%
8/6/2025 Modera Wealth Management LLC26,796$2.94M0.0%+7.8%0.027%
8/6/2025 Summit Wealth Group LLC20,847$2.29M0.6%+2.9%0.021%
8/6/2025 Stonebridge Financial Planning Group LLC2,805$308K0.1%-4.1%0.003%
8/6/2025 Financial Alternatives Inc6,140$673K0.4%+52.8%0.006%
8/6/2025 Trillium Asset Management LLC3,624$397K0.0%N/A0.004%
8/5/2025 Peregrine Asset Advisers Inc.2,709$297K0.1%N/A0.003%
8/5/2025 Freestone Capital Holdings LLC41,544$4.56M0.2%-7.2%0.043%
8/5/2025 Continuum Wealth Advisors LLC1,876$206K0.1%N/A0.002%
(Data available from 1/1/2016 forward)

ESGV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESGV shares?

During the previous two years, 601 institutional investors and hedge funds held shares of Vanguard ESG U.S. Stock ETF. The most heavily invested institutionals were Vanguard Group Inc. ($314.94M), Wealthfront Advisers LLC ($166.86M), Creative Planning ($139.97M), Visa Foundation ($128.58M), Leo Wealth LLC ($74.47M), Raymond James Financial Inc. ($67.64M), and Verde Capital Management ($63.67M).Learn more on Vanguard ESG U.S. Stock ETF's institutional investors.

Which institutional investors have been buying Vanguard ESG U.S. Stock ETF's stock?

Of the 511 institutional investors that purchased Vanguard ESG U.S. Stock ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brooklyn FI LLC ($1.71M), Vanguard Group Inc. ($1.46M), Raymond James Financial Inc. ($1.12M), Leo Wealth LLC ($1.05M), Stanich Group LLC ($542.74K), SageView Advisory Group LLC ($361.52K), and Sellwood Investment Partners LLC ($318.87K).

How much institutional buying is happening at Vanguard ESG U.S. Stock ETF?

Institutional investors have bought a total of 8,902,239 shares in the last 24 months. This purchase volume represents approximately $929.86M in transactions.

Which of Vanguard ESG U.S. Stock ETF's major shareholders have been selling company stock?

Of the 246 institutional investors that sold Vanguard ESG U.S. Stock ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Visa Foundation ($548.54K), Leo Wealth LLC ($314.09K), Angeles Investment Advisors LLC ($216.74K), Dohj LLC ($143.43K), Skyline Advisors Inc. ($104.89K), Orgel Wealth Management LLC ($81.90K), and SageView Advisory Group LLC ($63.58K).

How much institutional selling is happening at Vanguard ESG U.S. Stock ETF?

Institutional investors have sold a total of 2,651,274 shares in the last 24 months. This volume of shares sold represents approximately $274.53M in transactions.


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This page (BATS:ESGV) was last updated on 9/6/2025 by MarketBeat.com Staff
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