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

Vanguard ESG U.S. Stock ETF logo
$118.82 +14.87 (+14.30%)
Closing price 03:59 PM Eastern
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$118.86 +0.03 (+0.03%)
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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)
423
Total
Institutional Inflows
(last 12 months)
$928.73M
Number of
Institutional Sellers
(last 12 months)
248
Total
Institutional Outflows
(last 12 months)
$277.68M
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ESGV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025ST Germain D J Co. Inc.60,604$7.18M0.3%+1.4%0.062%
10/7/2025Ervin Investment Management LLC11,931$1.41M0.8%+1.8%0.012%
10/7/2025Carolina Wealth Advisors LLC1,205$143K0.1%-15.0%0.001%
10/6/2025Boston 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%
8/14/2025Cerity Partners LLC231,340$25.36M0.0%-0.3%0.237%
8/13/2025Per Stirling Capital Management LLC.3,710$407K0.1%-3.1%0.004%
8/13/2025SageView Advisory Group LLC97,944$11.06M0.4%-29.0%0.101%
8/13/2025Cresset Asset Management LLC88,785$9.73M0.0%+1.0%0.091%
8/13/2025Brown Advisory Inc.8,398$921K0.0%+36.0%0.009%
8/13/2025SCS Capital Management LLC405,655$44.48M0.5%+6.0%0.416%
8/13/2025Baird Financial Group Inc.414,349$45.43M0.1%+7.5%0.425%
8/13/2025Parkworth Wealth Management Inc.718$79K0.1%-67.2%0.001%
8/13/2025Beacon Pointe Advisors LLC68,510$7.51M0.1%+8.5%0.070%
8/13/2025Arjuna Capital15,610$1.71M0.5%-3.6%0.016%
8/13/2025Momentous Wealth Management Inc.2,274$249K0.2%-19.6%0.002%
8/13/2025M&T Bank Corp15,728$1.72M0.0%+2.1%0.016%
8/13/2025Lido Advisors LLC33,268$3.65M0.0%+3.6%0.034%
8/13/2025Northwestern Mutual Wealth Management Co.101,648$11.15M0.0%-0.5%0.104%
8/13/2025Farnam Financial LLC17,344$1.90M1.7%+56.0%0.018%
8/13/2025Fortress Financial Solutions LLC10,735$1.18M1.5%+90.0%0.011%
8/13/2025Choreo LLC29,494$3.23M0.0%-0.3%0.030%
8/12/2025J.W. Cole Advisors Inc.3,502$384K0.0%+11.8%0.004%
8/12/2025Steward 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%
8/12/2025Cozad Asset Management Inc.7,512$824K0.1%-2.8%0.008%
8/12/2025Franklin Resources Inc.258,665$28.36M0.0%-1.9%0.265%
8/12/2025MAI Capital Management7,352$806K0.0%-1.2%0.008%
8/12/2025JPMorgan Chase & Co.75,068$8.23M0.0%-0.6%0.077%
8/11/2025Wealthspire Advisors LLC18,950$2.08M0.0%+27.8%0.019%
8/11/2025Angeles Investment Advisors LLC232,599$25.50M1.4%-37.7%0.239%
8/11/2025Diversified Portfolios Inc.138,595$15.20M1.4%+0.8%0.142%
8/11/2025Rockbridge Investment Management LCC7,594$833K0.1%+28.2%0.008%
8/11/2025Bell Investment Advisors Inc18,897$2.07M0.4%-5.2%0.019%
8/8/2025Firestone Capital Management5,802$636K0.1%+5.0%0.006%
8/8/2025Visa Foundation1,172,735$128.58M100.0%-13.5%1.203%
8/8/2025Cetera Investment Advisers51,621$5.66M0.0%-13.1%0.053%
8/8/2025Creative Planning1,276,648$139.97M0.1%+1.8%1.310%
8/8/2025Truepoint Inc.11,119$1.22M0.0%+5.2%0.011%
8/8/2025OmniStar Financial Group Inc.2,853$313K0.2%-18.9%0.003%
8/8/2025Empower Advisory Group LLC7,231$793K0.0%-2.3%0.007%
8/8/2025Capstone Financial Advisors Inc.5,306$582K0.0%-7.8%0.005%
8/8/2025Glassman Wealth Services260$29K0.0%+6,400.0%0.000%
8/8/2025Bailard Inc.12,341$1.35M0.0%+11.2%0.013%
8/8/2025PNC Financial Services Group Inc.5,075$556K0.0%-3.0%0.005%
8/8/2025Brickley Wealth Management11,514$1.26M0.2%-2.9%0.012%
8/7/2025Fund Evaluation Group LLC24,720$2.71M0.1%N/A0.025%
8/7/2025Mayport LLC22,802$2.50M0.6%+0.4%0.023%
8/7/2025Weil Company Inc.14,070$1.54M0.4%N/A0.014%
8/7/2025Ibex Wealth Advisors3,444$378K0.0%N/A0.004%
8/7/2025Topel & Distasi Wealth Management LLC28,096$3.08M1.6%+3.4%0.029%
8/7/2025Allworth Financial LP8,649$948K0.0%-4.0%0.009%
8/7/2025Addison Advisors LLC17,529$1.92M0.5%-0.9%0.018%
8/7/2025Davis R M Inc.24,280$2.66M0.0%+7.7%0.025%
8/7/2025Pinnacle Wealth Management Advisory Group LLC4,440$487K0.0%-2.1%0.005%
8/7/2025Midwest Trust Co7,827$858K0.0%N/A0.008%
8/7/2025Brio Consultants LLC3,093$339K0.0%-56.1%0.003%
8/7/2025Rollins Financial Advisors LLC4,348$477K0.1%-10.3%0.004%
8/6/2025RWA Wealth Partners LLC171,192$18.77M0.2%-12.2%0.176%
8/6/2025AGF Management Ltd.3,700$406K0.0%-9.8%0.004%
8/6/2025Wedbush Securities Inc.10,262$1.13M0.0%-8.0%0.011%
8/6/2025Zevin Asset Management LLC4,369$479K0.1%N/A0.004%
(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, 604 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 513 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 8,888,187 shares in the last 24 months. This purchase volume represents approximately $928.73M in transactions.

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

Of the 248 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 2,679,717 shares in the last 24 months. This volume of shares sold represents approximately $277.68M in transactions.



This page (BATS:ESGV) was last updated on 10/7/2025 by MarketBeat.com Staff
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