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

Vanguard ESG U.S. Stock ETF logo
$118.06 +14.10 (+13.56%)
Closing price 10/17/2025 03:59 PM Eastern
Extended Trading
$117.98 -0.08 (-0.07%)
As of 10/17/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
421
Total
Institutional Inflows
(last 12 months)
$922.41M
Number of
Institutional Sellers
(last 12 months)
259
Total
Institutional Outflows
(last 12 months)
$281.52M
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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
10/17/2025HM Payson & Co.2,075$246K0.0%+108.8%0.002%
10/17/2025Trademark Financial Management LLC37,764$4.47M2.6%-1.0%0.039%
10/17/2025Westend Capital Management LLC471$56K0.0%N/A0.000%
10/17/2025KW Wealth Management LLC2,195$260K0.4%N/A0.002%
10/17/2025Regatta Capital Group LLC149,520$17.71M2.8%+1.4%0.153%
10/17/2025Perigon Wealth Management LLC21,208$2.51M0.1%+2.0%0.022%
10/17/2025Sowell Financial Services LLC2,779$329K0.0%-3.0%0.003%
10/17/2025Sapient Capital LLC24,549$2.90M0.0%-13.7%0.025%
10/17/2025Apella Capital LLC104,807$12.30M0.3%+2.5%0.108%
10/16/2025 Townsend Asset Management Corp NC ADV2,383$282K0.1%-4.0%0.002%
10/16/2025 Halbert Hargrove Global Advisors LLC5,766$683K0.0%+27.3%0.006%
10/16/2025 HBK Sorce Advisory LLC7,119$841K0.0%-10.7%0.007%
10/16/2025 Scott Capital Advisors LLC12,137$1.45M0.3%+1.6%0.012%
10/16/2025 Johnson Bixby & Associates LLC16,353$1.94M0.2%-1.1%0.017%
10/15/2025 CWM LLC6,518$772K0.0%+65.3%0.007%
10/15/2025 BSW Wealth Partners64,081$7.59M0.9%-7.4%0.066%
10/15/2025 SFM LLC8,537$1.01M0.6%-9.1%0.009%
10/15/2025 Patriot Investment Management Group Inc.28,083$3.33M0.2%-44.2%0.029%
10/15/2025 Weinberger Asset Management Inc1,738$206K0.1%N/A0.002%
10/15/2025 Gemmer Asset Management LLC163,760$19.40M1.6%+5.1%0.168%
10/15/2025 Brookstone Capital Management6,885$815K0.0%+3.1%0.007%
10/15/2025 Paragon Capital Management Ltd36,117$4.28M0.8%+2.8%0.037%
10/15/2025 Symmetry Partners LLC5,524$654K0.1%-16.6%0.006%
10/15/2025 Hanson & Doremus Investment Management216,603$25.66M3.2%-2.1%0.222%
10/15/2025 Stanich Group LLC493,435$58.45M35.8%+0.8%0.506%
10/15/2025 McClarren Financial Advisors Inc.29,225$3.46M2.2%-18.5%0.030%
10/15/2025 Cornerstone Wealth Advisors Inc.3,025$358K0.1%-12.4%0.003%
10/15/2025 Plancorp LLC2,679$317K0.0%N/A0.003%
10/14/2025 Farther Finance Advisors LLC12,588$1.49M0.0%+3.2%0.013%
10/14/2025 Leonard Rickey Investment Advisors P.L.L.C.15,562$1.84M0.3%-0.7%0.016%
10/14/2025 CJM Wealth Advisers Ltd.8,195$971K0.3%-5.6%0.008%
10/14/2025 Market Street Wealth Management Advisors LLC3,079$365K0.1%-13.4%0.003%
10/14/2025 HBK Sorce Advisory LLC7,119$852K0.0%-10.7%0.007%
10/14/2025 Platt Investment Counsel LLC401,203$47.52M37.4%+4.4%0.412%
10/14/2025 West Financial Advisors LLC19,030$2.25M0.4%-5.0%0.020%
10/14/2025 LongView Wealth Management2,268$269K0.1%+17.4%0.002%
10/14/2025 Baldwin Wealth Partners LLC MA3,228$382K0.0%-16.1%0.003%
10/14/2025 Brighton Jones LLC4,999$592K0.0%-24.4%0.005%
10/14/2025 TCI Wealth Advisors Inc.2,361$280K0.0%+20.3%0.002%
10/10/2025 Financial Connections Group Inc.178,571$21.15M8.3%+3.3%0.183%
10/10/2025 Sound Income Strategies LLC1,024$122K0.0%+28.0%0.001%
10/10/2025 Selective Wealth Management Inc.13,955$1.66M0.5%-6.9%0.014%
10/10/2025 Focus Financial Network Inc.5,727$678K0.0%+38.2%0.006%
10/10/2025 Five Pine Wealth Management3,593$426K0.3%-3.5%0.004%
10/10/2025 Fiduciary Financial Group LLC3,969$470K0.1%+12.9%0.004%
10/9/2025 CGN Advisors LLC22,202$2.63M0.2%+18.7%0.023%
10/9/2025 Cascade Investment Advisors Inc.5,642$668K0.4%-8.1%0.006%
10/9/2025 Affinity Capital Advisors LLC27,638$3.29M0.5%-1.9%0.028%
10/9/2025 Dynamic Advisor Solutions LLC7,159$848K0.0%-7.0%0.007%
10/8/2025 Wealth Group Ltd23,960$2.84M0.7%-8.0%0.025%
10/8/2025 Legacy Private Trust Co.3,125$370K0.0%-4.6%0.003%
10/8/2025 Ignite Planners LLC2,813$333K0.1%-7.2%0.003%
10/8/2025 Towerpoint Wealth LLC6,381$756K0.3%+13.2%0.007%
10/8/2025 Carr Financial Group Corp1,748$207K0.1%N/A0.002%
10/7/2025 New Covenant Trust Company N.A.59,268$7.02M6.5%-3.4%0.061%
10/7/2025 McLean Asset Management Corp11,200$1.34M0.3%-25.0%0.011%
10/7/2025 Atmos Advisory LLC24,196$2.87M1.7%-2.9%0.025%
10/7/2025 ST Germain D J Co. Inc.60,604$7.18M0.3%+1.4%0.062%
10/7/2025 Ervin Investment Management LLC11,931$1.41M0.8%+1.8%0.012%
10/7/2025 Carolina Wealth Advisors LLC1,205$143K0.1%-15.0%0.001%
10/6/2025 Boston Standard Wealth Management LLC81,171$9.61M1.6%+15.3%0.083%
10/3/2025 IMPACTfolio LLC501,046$59.34M25.6%+1.1%0.514%
10/2/2025 First Hawaiian Bank39,774$4.71M0.6%-1.2%0.041%
10/1/2025 Park National Corp OH2,856$338K0.0%-5.0%0.003%
9/26/2025Corient Private Wealth LLC2,272$249K0.0%-93.3%0.002%
9/22/2025Caldwell Trust Co805$88K0.0%N/A0.001%
9/9/2025NWF Advisory Services Inc.3,545$389K0.0%+7.6%0.004%
9/4/2025Osaic Holdings Inc.69,312$7.60M0.0%+12.5%0.071%
8/27/2025Tribridge Partners Financial LLC3,106$341K0.2%N/A0.003%
8/26/2025Thrivent Financial for Lutherans6,937$761K0.0%N/A0.007%
8/26/2025Nautilus Advisors LLC2,053$225K0.2%N/A0.002%
8/19/2025Advisory Services Network LLC3,918$439K0.0%+73.7%0.004%
8/18/2025N.E.W. Advisory Services LLC1,098$120K0.0%-79.7%0.001%
8/18/2025Geneos Wealth Management Inc.5,054$554K0.0%+23.8%0.005%
8/18/2025Hollencrest Capital Management1,388$152K0.0%N/A0.001%
8/15/2025Tower Research Capital LLC TRC 4,753$521K0.0%-68.1%0.005%
8/15/2025North Ridge Wealth Advisors Inc.532$58K0.0%+65.2%0.001%
8/15/2025Corient Private Wealth LLC63,098$6.92M0.0%+85.7%0.065%
8/15/2025WFA of San Diego LLC873$96K0.1%N/A0.001%
8/15/2025Sherman Asset Management Inc.3,200$351K0.3%N/A0.003%
8/15/2025Snowden Capital Advisors LLC12,870$1.41M0.0%+2.1%0.013%
8/15/2025MML Investors Services LLC33,688$3.69M0.0%-3.5%0.035%
8/15/2025Humankind Investments LLC5,851$642K0.2%+28.2%0.006%
8/15/2025Great Valley Advisor Group Inc.11,972$1.31M0.0%+11.1%0.012%
8/15/2025EP Wealth Advisors LLC5,215$572K0.0%-3.8%0.005%
8/15/2025Curi Capital LLC2,590$284K0.0%N/A0.003%
8/15/2025Bank of America Corp DE568,075$62.28M0.0%-0.5%0.583%
8/15/2025Ameriprise Financial Inc.271,127$29.75M0.0%-1.0%0.278%
8/14/2025Raymond James Financial Inc.616,894$67.64M0.0%+22.0%0.633%
8/14/2025Betterment LLC557,611$61.14M0.1%+9.6%0.572%
8/14/2025Diversify Advisory Services LLC2,018$230K0.0%N/A0.002%
8/14/2025HUB Investment Partners LLC43,559$4.78M0.2%N/A0.045%
8/14/2025Main Street Financial Solutions LLC8,405$921K0.1%-11.3%0.009%
8/14/2025Clarity Asset Management Inc.185,830$20.37M12.2%-5.2%0.191%
8/14/2025Glenview Trust co18,423$2.02M0.0%+8.6%0.019%
8/14/2025NewEdge Advisors LLC6,214$681K0.0%-3.0%0.006%
8/14/2025Pecaut & CO.7,947$871K0.3%-4.2%0.008%
8/14/2025Qube Research & Technologies Ltd574$63K0.0%-47.6%0.001%
8/14/2025Transce3nd LLC303$33K0.0%N/A0.000%
8/14/2025Ally Invest Advisors Inc.4,114$451K0.0%+69.3%0.004%
(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, 606 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 515 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 ($546.87K), 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 8,815,641 shares in the last 24 months. This purchase volume represents approximately $922.41M in transactions.

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

Of the 259 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. ($102.80K), Orgel Wealth Management LLC ($77.72K), 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 2,707,003 shares in the last 24 months. This volume of shares sold represents approximately $281.52M in transactions.


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This page (BATS:ESGV) was last updated on 10/19/2025 by MarketBeat.com Staff
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