Vanguard ESG US Stock ETF (ESGV) Institutional Ownership

$93.74
+0.06 (+0.06%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard ESG US Stock ETF (BATS:ESGV)

Number of
Institutional Buyers
(last 12 months)
256
Total
Institutional Inflows
(last 12 months)
$546.22M
Number of
Institutional Sellers
(last 12 months)
189
Total
Institutional Outflows
(last 12 months)
$451.60M
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ESGV Institutional Buying and Selling by Quarter

Vanguard ESG US Stock ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 New Covenant Trust Company N.A.69,411$6.47M6.5%N/A0.077%
5/15/2024 Fairview Capital Investment Management LLC3,050$284K0.0%-6.2%0.003%
5/14/2024 EP Wealth Advisors LLC12,376$1.15M0.0%-36.6%0.014%
5/14/2024 Freestone Capital Holdings LLC55,004$5.13M0.2%-1.1%0.061%
5/14/2024 Crewe Advisors LLC315,488$29.40M3.4%+0.2%0.349%
5/14/2024 Lake Street Advisors Group LLC121,409$11.31M0.5%-1.9%0.134%
5/14/2024 Arjuna Capital21,144$1.97M0.6%-3.5%0.023%
5/13/2024Cedar Wealth Management LLC208,057$19.39M6.4%-2.7%0.230%
5/13/2024 Balanced Rock Investment Advisors LLC14,223$1.33M1.1%+12.1%0.016%
5/13/2024 O Shaughnessy Asset Management LLC805$75K0.0%+312.8%0.001%
5/11/2024 Davis R M Inc.16,042$1.50M0.0%+9.0%0.018%
5/11/2024 Covestor Ltd1,489$139K0.1%-11.6%0.002%
5/10/2024 Capital Management Corp VA2,770$258K0.0%-66.2%0.003%
5/10/2024 Vanguard Group Inc.6,035,410$562.44M0.0%-33.8%6.670%
5/10/2024 Truepoint Inc.8,843$824K0.0%-7.7%0.010%
5/9/2024 Trillium Asset Management LLC8,446$787K0.0%N/A0.009%
5/9/2024 Leo Wealth LLC732,257$68.12M7.0%+6.3%0.809%
5/9/2024 Blair William & Co. IL29,798$2.78M0.0%+1.8%0.033%
5/9/2024 Landaas & Co. WI ADV6,079$567K0.2%-5.1%0.007%
5/9/2024 SageView Advisory Group LLC51,749$4.82M0.2%-57.0%0.057%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,660$714K0.0%N/A0.008%
5/8/2024 Visa Foundation1,773,275$165.25M100.0%-6.3%1.960%
5/8/2024 Cozad Asset Management Inc.7,922$738K0.1%-9.1%0.009%
5/8/2024 Bell Investment Advisors Inc21,363$1.99M0.4%-6.5%0.024%
5/8/2024 Avantax Advisory Services Inc.2,783$259K0.0%N/A0.003%
5/8/2024 Trademark Financial Management LLC26,540$2.47M2.1%-38.2%0.029%
5/7/2024 White Lighthouse Investment Management Inc.40,545$3.78M0.8%+6.5%0.045%
5/7/2024 Pecaut & CO.5,537$516K0.2%-18.9%0.006%
5/7/2024 Smithfield Trust Co10,038$937K0.0%-3.3%0.011%
5/7/2024 Facet Wealth Inc.320,900$29.39M1.0%+0.1%0.355%
5/7/2024 EQ LLC78,762$7.34M4.5%+2.4%0.087%
5/4/2024 McClarren Financial Advisors Inc.2,796$261K0.1%-91.7%0.003%
5/4/2024 Gould Asset Management LLC CA36,693$3.42M0.8%+16.2%0.041%
5/3/2024 Larson Financial Group LLC18,166$1.69M0.1%-5.3%0.020%
5/3/2024 Whittier Trust Co. of Nevada Inc.10,785$1.01M0.0%+15.5%0.012%
5/2/2024 Financial Counselors Inc.7,827$729K0.0%+1.5%0.009%
5/2/2024 Haverford Trust Co11,831$1.10M0.0%+13.1%0.013%
5/2/2024 Pittenger & Anderson Inc.833$78K0.0%-48.4%0.001%
5/2/2024 Thompson Davis & CO. Inc.8,424$785K0.5%+57.6%0.009%
5/2/2024 Choreo LLC32,520$3.03M0.1%+0.9%0.036%
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5/2/2024 Presilium Private Wealth LLC7,641$712K0.2%-7.3%0.008%
5/2/2024 PDS Planning Inc4,289$400K0.0%-39.3%0.005%
5/1/2024 5th Street Advisors LLC2,309$215K0.1%-17.3%0.003%
5/1/2024 Cherry Tree Wealth Management LLC9,474$883K0.2%-4.2%0.010%
5/1/2024 Janney Montgomery Scott LLC31,004$2.89M0.0%-15.8%0.034%
5/1/2024 Mission Wealth Management LP35,691$3.33M0.1%+112.6%0.039%
4/30/2024 Private Advisor Group LLC15,107$1.41M0.0%-18.9%0.017%
4/30/2024 Fortis Group Advisors LLC680$63K0.0%-50.0%0.001%
4/30/2024 Turtle Creek Wealth Advisors LLC791$74K0.0%N/A0.001%
4/30/2024 Caprock Group LLC184,283$17.17M1.0%-0.8%0.204%
4/29/2024Commonwealth Equity Services LLC186,614$17.39M0.0%-14.2%0.206%
4/29/2024 RWA Wealth Partners LLC9,636$898K0.0%-22.1%0.011%
4/27/2024 NORTHSTAR ASSET MANAGEMENT Co LLC6,180$576K0.1%+6.5%0.007%
4/26/2024 Pinnacle Associates Ltd.4,825$450K0.0%+3.3%0.005%
4/26/2024 JNBA Financial Advisors11,754$1.10M0.1%-14.2%0.013%
4/26/2024 Schmidt P J Investment Management Inc.6,997$652K0.1%+17.1%0.008%
4/26/2024 Mesirow Financial Investment Management Inc.8,656$807K0.0%N/A0.010%
4/25/2024 Lindbrook Capital LLC12,155$1.13M0.1%-4.9%0.013%
4/25/2024 One Day In July LLC137,021$12.77M1.7%+3.0%0.151%
4/25/2024 Human Investing LLC126,188$11.76M2.4%+3.7%0.139%
4/25/2024 Cascade Investment Advisors Inc.7,700$718K0.5%-11.5%0.009%
4/25/2024 Cambridge Investment Research Advisors Inc.106,632$9.94M0.0%+4.4%0.118%
4/25/2024 Gordian Advisors LLC4,121$384K0.4%+14.1%0.005%
4/24/2024 Pegasus Partners Ltd.14,083$1.31M0.1%+4.3%0.016%
4/24/2024 Gemmer Asset Management LLC103,520$9.65M1.1%+11.9%0.114%
4/23/2024 Bell Bank19,465$1.81M0.2%-3.2%0.022%
4/23/2024 Truefg LLC9,555$890K0.3%-2.8%0.011%
4/23/2024 Charter Oak Capital Management LLC53,791$5.01M0.5%-0.6%0.059%
4/23/2024 BSW Wealth Partners73,648$6.86M1.2%-6.6%0.081%
4/23/2024 Arbor Investment Advisors LLC12,832$1.20M0.2%+8.0%0.014%
4/23/2024 Regatta Capital Group LLC118,748$11.07M2.5%+99.2%0.131%
4/23/2024 Hanson & Doremus Investment Management204,325$19.04M3.1%+9.1%0.226%
4/23/2024 Raymond James Financial Services Advisors Inc.216,036$20.13M0.0%+6.7%0.239%
4/22/2024 Confluence Wealth Services Inc.4,403$410K0.0%+51.1%0.005%
4/22/2024 Johnson Bixby & Associates LLC19,902$1.86M0.3%+7.4%0.022%
4/22/2024 PFG Investments LLC14,082$1.31M0.1%N/A0.016%
4/22/2024 Laurel Wealth Planning LLC16,411$1.53M1.0%-25.3%0.018%
4/22/2024 Parsons Capital Management Inc. RI3,280$306K0.0%+6.5%0.004%
4/22/2024 Raymond James & Associates236,318$22.02M0.0%+7.0%0.261%
4/19/2024 FORVIS Wealth Advisors LLC10,200$951K0.0%-12.8%0.011%
4/19/2024 Everett Harris & Co. CA16,000$1.49M0.0%+77.8%0.018%
4/19/2024 Level Financial Advisors4,586$427K0.2%-10.7%0.005%
4/19/2024 Cornerstone Wealth Management LLC21,385$1.99M0.2%+1.5%0.024%
4/19/2024 Platt Investment Counsel LLC395,419$36.85M35.1%-1.9%0.437%
4/19/2024 Albion Financial Group UT1,975$184K0.0%-78.2%0.002%
4/18/2024 Leonard Rickey Investment Advisors P.L.L.C.16,899$1.58M0.4%-1.4%0.019%
4/18/2024 LifeGuide Financial Advisors LLC111,814$10.42M5.3%+4.7%0.124%
4/18/2024 Skyline Advisors Inc.122,338$11.40M5.1%-0.6%0.135%
4/18/2024 Compass Ion Advisors LLC6,293$586K0.1%+2.2%0.007%
4/17/2024 Stephens Consulting LLC39,513$3.68M1.1%+1.2%0.044%
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4/17/2024 Coston McIsaac & Partners5,085$473K0.2%+10.3%0.006%
4/16/2024 Dohj LLC129,103$12.03M3.2%+6.0%0.143%
4/16/2024 Towerpoint Wealth LLC2,569$239K0.1%-15.6%0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC13,994$1.30M0.0%-3.0%0.015%
4/15/2024 Orgel Wealth Management LLC234,701$21.87M0.6%-2.3%0.259%
4/15/2024 Brookstone Capital Management6,779$632K0.0%+9.5%0.008%
4/13/2024 Affinity Capital Advisors LLC63,725$5.94M1.3%-21.5%0.074%
4/12/2024 CGN Advisors LLC27,899$2.60M0.3%+0.6%0.033%
4/12/2024 Cherrydale Wealth Management LLC14,239$1.33M0.6%+8.1%0.017%
4/11/2024 Single Point Partners LLC2,684$250K0.1%N/A0.003%
(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, 427 institutional investors and hedge funds held shares of Vanguard ESG US Stock ETF. The most heavily invested institutionals were Vanguard Group Inc. ($562.44M), Visa Foundation ($165.25M), Creative Planning ($98.92M), Leo Wealth LLC ($68.12M), Wealthfront Advisers LLC ($66.60M), Leo Brokerage LLC ($52.65M), and Bank of America Corp DE ($49.67M).Learn more on ESGV's institutional investors.

Which institutional investors have been buying Vanguard ESG US Stock ETF stock?

Of the 351 institutional investors that purchased Vanguard ESG US Stock ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Betterment LLC ($4.18M), Vanguard Group Inc. ($993.97K), Leo Wealth LLC ($732.26K), Leo Brokerage LLC ($696.18K), SageView Advisory Group LLC ($360.84K), Retirement Capital Strategies ($353.42K), and Cerity Partners LLC ($287.73K).

How much institutional buying is happening at Vanguard ESG US Stock ETF?

Institutional investors have bought a total of 13,909,485 shares in the last 24 months. This purchase volume represents approximately $1.06B in transactions.

Which Vanguard ESG US Stock ETF major shareholders have been selling company stock?

Of the 229 institutional investors that sold Vanguard ESG US Stock ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vanguard Group Inc. ($3.08M), Visa Foundation ($752.85K), Retirement Capital Strategies ($306.99K), American Financial Advisors LLC ($182.20K), Affinity Capital Advisors LLC ($112.22K), Cambridge Associates LLC MA ADV ($87.63K), and Angeles Investment Advisors LLC ($82.15K).

How much institutional selling is happening at Vanguard ESG US Stock ETF?

Institutional investors have sold a total of 6,469,540 shares in the last 24 months. This volume of shares sold represents approximately $544.93M in transactions.


This page (BATS:ESGV) was last updated on 5/19/2024 by MarketBeat.com Staff

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