Go Pro
→ Read now. Do not delete. You’ve been warned. (From Porter & Company) (Ad)tc pixel Free ESGV Stock Alerts

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

Vanguard ESG U.S. Stock ETF logo
$131.90 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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)
$685.86M
Number of
Institutional Sellers
(last 12 months)
310
Total
Institutional Outflows
(last 12 months)
$254.13M
Get ESGV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard ESG U.S. Stock ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ESGV Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Atmos Advisory LLC23,083$3.05M1.6%+3.0%0.024%
6/22/2026Sapient Capital LLC17,094$1.92M0.0%-30.4%0.018%
6/3/2026Parallel Advisors LLC17,353$1.95M0.0%-49.5%0.018%
6/3/2026NewEdge Advisors LLC24,994$2.81M0.0%-20.0%0.026%
5/22/2026WNY Asset Management LLC4,087$459K0.0%N/A0.004%
5/19/2026Western Wealth Management LLC625$70K0.0%N/A0.001%
5/19/2026McIlrath & Eck LLC2,228$250K0.0%+6.3%0.002%
5/19/2026NewEdge Advisors LLC24,994$2.81M0.1%-20.0%0.026%
5/19/2026Bank of America Corp DE577,767$64.87M0.0%+2.2%0.593%
5/18/2026Royal Bank of Canada459,249$51.56M0.0%+0.7%0.471%
5/15/2026Bradley Foster & Sargent Inc. CT6,774$761K0.0%-15.6%0.007%
5/15/2026Waverly Advisors LLC9,391$1.05M0.0%-10.5%0.010%
5/15/2026Bridgewater Advisors Inc.3,817$429K0.0%-18.6%0.004%
5/14/2026Pennington Partners & CO. LLC26,069$2.93M1.0%-42.9%0.027%
5/14/2026Compound Planning Inc.11,783$1.32M0.0%-6.3%0.012%
5/14/2026Davis R M Inc.24,177$2.71M0.0%-1.9%0.025%
5/14/2026Lido Advisors LLC32,790$3.68M0.0%-2.2%0.034%
5/13/2026Cetera Investment Advisers60,627$6.81M0.0%+1.1%0.062%
5/13/2026Cambridge Associates LLC MA ADV212,729$23.88M0.4%+6.3%0.218%
5/13/2026WealthCollab LLC16,380$1.84M0.8%+0.8%0.017%
5/8/2026Atlantic Private Wealth LLC43,089$4.84M3.2%+1.6%0.044%
5/8/2026Glenview Trust Co19,297$2.17M0.0%+4.6%0.020%
5/8/2026Cassaday & Co Wealth Management LLC266$30K0.0%N/A0.000%
5/8/2026Cutler Investment Counsel LLC3,850$432K0.0%+2.8%0.004%
5/7/2026Hollencrest Capital Management1,920$216K0.0%+38.3%0.002%
5/7/2026Human Investing LLC151,472$17.01M2.5%+3.8%0.155%
5/7/2026Scarborough Advisors LLC1,480$166K0.0%N/A0.002%
5/7/2026Parallel Advisors LLC17,353$1.95M0.0%-49.5%0.018%
5/7/2026Arjuna Capital17,475$1.96M0.5%+0.7%0.018%
5/7/2026ANB Bank9,327$1.05M0.4%-5.3%0.010%
5/6/2026Bartlett & CO. Wealth Management LLC51,103$5.74M0.1%+56.2%0.052%
5/6/2026Modera Wealth Management LLC28,106$3.16M0.0%-3.3%0.029%
5/6/2026Assetmark Inc.268$30K0.0%-86.5%0.000%
5/6/2026Gould Asset Management LLC CA38,914$4.37M0.8%+3.6%0.040%
5/6/2026Avalon Trust Co375$42K0.0%+50.0%0.000%
5/6/2026Ashford Advisors LLC35,896$4.03M0.9%-78.9%0.037%
5/6/2026One Day In July LLC111,749$12.55M1.0%+5.9%0.115%
5/6/2026Thayer Partners LLC MA16,465$1.85M0.9%+0.9%0.017%
5/6/2026Birchwood Financial Partners Inc.5,918$664K0.6%+24.6%0.006%
5/5/2026Wealthfront Advisers LLC1,790,108$200.98M0.4%+13.6%1.837%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
5/5/2026D.A. Davidson & CO.47,207$5.30M0.0%-2.0%0.048%
5/5/2026Marks Group Wealth Management Inc2,289$257K0.0%N/A0.002%
5/5/2026Bank of New York Mellon Corp61,496$6.90M0.0%+29.6%0.063%
5/5/2026Milestone Investment Advisors LLC7,239$813K0.2%+2.9%0.007%
5/5/2026Sanctuary Advisors LLC14,309$1.61M0.0%+1.3%0.015%
5/5/2026Cornerstone Advisory LLC1,933$217K0.0%-4.2%0.002%
5/5/2026Fortress Financial Solutions LLC9,614$1.08M1.1%+4.7%0.010%
5/4/2026Summit Wealth Group LLC19,193$2.16M0.5%-3.1%0.020%
5/4/2026AMG National Trust Bank87,266$9.80M0.2%+6.3%0.090%
5/4/2026NWF Advisory Services Inc.3,870$434K0.0%+6.2%0.004%
5/4/2026Nadler Financial Group Inc.2,175$244K0.0%N/A0.002%
5/2/2026Silver Oak Advisory Group Inc.15,026$1.69M0.7%+11.4%0.015%
5/2/2026Valmark Advisers Inc.29,977$3.37M0.0%+5.3%0.031%
5/2/2026Pittenger & Anderson Inc.717$80K0.0%+118.6%0.001%
5/1/2026Citizens Financial Group Inc. RI7,907$888K0.0%-3.0%0.008%
5/1/2026Fifth Third Bancorp1,954$219K0.0%+297.2%0.002%
5/1/2026Financial Connections Group Inc.166,585$18.70M6.5%-4.6%0.171%
5/1/2026Relyea Zuckerberg Hanson LLC69,148$7.76M0.8%-0.4%0.071%
4/30/2026IMPACTfolio LLC499,729$56.11M23.8%-2.1%0.513%
4/30/2026Millstone Evans Group LLC7,019$788K0.5%+47.4%0.007%
4/30/2026Ibex Wealth Advisors3,475$390K0.0%N/A0.004%
4/30/2026Pearl Planning LLC58,628$6.58M3.5%+2.9%0.060%
4/30/2026Kestra Advisory Services LLC8,080$907K0.0%-16.3%0.008%
4/30/2026Sageworth Trust Co37,613$4.22M0.2%+5.7%0.039%
4/29/2026Golden Road Advisors LLC7,681$862K0.5%+2.2%0.008%
4/29/2026Marino Stram & Associates LLC12,362$1.39M0.2%-0.8%0.013%
4/29/2026Silver Oak Wealth Advisors Services LLC148,097$16.63M10.8%+0.3%0.152%
4/29/2026Kiley Juergens Wealth Management LLC3,226$362K0.1%N/A0.003%
4/28/2026Arbor Investment Advisors LLC11,420$1.28M0.2%+1.9%0.012%
4/28/2026Libra Wealth LLC53,524$6.01M1.7%+0.7%0.055%
4/28/2026Westfuller Advisors LLC25,860$2.90M1.3%-46.2%0.027%
4/28/2026Integral Investment Advisors Inc.4,696$527K0.1%+15.4%0.005%
4/28/2026Whitegate Investment Counselors Inc.2,269$255K0.1%-4.2%0.002%
4/28/2026Koshinski Asset Management Inc.31,635$3.55M0.2%-0.3%0.032%
4/27/2026PFG Investments LLC36,984$4.15M0.2%+0.2%0.038%
4/27/2026Lodestar Private Asset Management LLC7,250$814K0.1%+4.4%0.007%
4/27/2026Gordian Advisors LLC5,501$618K0.4%+19.2%0.006%
4/27/2026Private Advisor Group LLC33,699$3.78M0.0%+4.7%0.035%
4/27/2026Y Intercept Hong Kong Ltd2,692$302K0.0%N/A0.003%
4/27/2026Trademark Financial Management LLC30,132$3.38M1.7%-0.9%0.031%
4/25/2026Peregrine Asset Advisers Inc.3,186$358K0.1%+15.0%0.003%
4/25/2026Physician Wealth Advisors Inc.4,179$469K0.1%-10.2%0.004%
4/24/2026Jacobsen Capital Management1,849$208K0.1%+8.7%0.002%
4/24/2026Newton One Investments LLC520$58K0.0%-15.9%0.001%
4/24/2026Strategic Point Investment Advisors LLC23,710$2.66M0.4%-1.9%0.024%
4/23/2026Kohmann Bosshard Financial Services LLC1,087$122K0.0%-9.9%0.001%
4/23/2026Salus Financial Advisors LLC2,491$280K0.2%-14.6%0.003%
4/23/2026Manchester Financial Inc.2,595$291K0.1%+52.2%0.003%
4/23/2026Sellwood Investment Partners LLC335,411$37.66M14.8%+3.5%0.344%
4/23/2026North Star Investment Management Corp.2,149$241K0.0%+10.0%0.002%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
4/23/2026McLean Asset Management Corp12,589$1.41M0.2%+12.4%0.013%
4/23/2026Apollon Wealth Management LLC2,178$245K0.0%-38.4%0.002%
4/23/2026Coston McIsaac & Partners5,608$629K0.1%-8.1%0.006%
4/22/2026Princeton Global Asset Management LLC6,550$735K0.1%+6.8%0.007%
4/22/2026Janney Montgomery Scott LLC8,360$939K0.0%-11.9%0.009%
4/22/2026My Personal CFO LLC8,696$976K0.4%-6.5%0.009%
4/22/2026Harbor Asset Planning Inc.2,690$302K0.3%-4.6%0.003%
4/21/2026Armbruster Capital Management Inc.22,492$2.53M0.4%+0.4%0.023%
4/21/2026Penobscot Wealth Management10,093$1.13M0.3%+16.7%0.010%
4/20/2026Factor Wealth Management LTD5,799$651K0.1%+76.4%0.006%


ESGV Institutional Ownership - Frequently Asked Questions

During the previous two years, 691 institutional investors and hedge funds held shares of Vanguard ESG U.S. Stock ETF. The most heavily invested institutionals were Vanguard Group Inc. ($436.29M), Morgan Stanley ($203.30M), Wealthfront Advisers LLC ($200.98M), Creative Planning ($145.86M), Visa Foundation ($128.58M), Leo Wealth LLC ($84.00M), and Raymond James Financial Inc. ($71.36M).Learn more on Vanguard ESG U.S. Stock ETF's institutional investors.

Of the 602 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), Raymond James Financial Inc. ($1.12M), Vanguard Group Inc. ($756.63K), Leo Wealth LLC ($633.92K), New England Private Wealth Advisors LLC ($599.14K), Stanich Group LLC ($561.55K), and Wealthfront Advisers LLC ($369.37K).

Institutional investors have bought a total of 5,857,218 shares in the last 24 months. This purchase volume represents approximately $685.86M in transactions.

Of the 310 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: Angeles Investment Advisors LLC ($283.25K), Visa Foundation ($183.54K), Dohj LLC ($143.43K), Ashford Advisors LLC ($136.35K), Fifth Third Wealth Advisors LLC ($75.27K), Westfuller Advisors LLC ($73.75K), and Parallel Advisors LLC ($53.92K).

Institutional investors have sold a total of 2,222,684 shares in the last 24 months. This volume of shares sold represents approximately $254.13M in transactions.


Related Companies

This page (BATS:ESGV) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel