Go Pro
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free ESGV Stock Alerts

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

Vanguard ESG U.S. Stock ETF logo
$137.13 +1.55 (+1.14%)
As of 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)
360
Total
Institutional Inflows
(last 12 months)
$567.93M
Number of
Institutional Sellers
(last 12 months)
273
Total
Institutional Outflows
(last 12 months)
$159.99M
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
8/27/2026 Corient Private Wealth LP38,812$5.13M0.0%-0.8%0.040%
8/27/2026 Tucker Asset Management LLC651$86K0.0%N/A0.001%
8/23/2026 Atlantic Private Wealth LLC40,214$5.32M3.2%-6.7%0.041%
8/23/2026 IMPACTfolio LLC499,439$66.05M24.9%-0.1%0.513%
8/22/2026 Noble Wealth Partners LLC6,377$843K0.7%N/A0.007%
8/22/2026 Cassilly Financial Group LLC1,743$230K0.2%N/A0.002%
8/22/2026 Aureum Wealth Management LLC4,100$542K0.3%-6.8%0.004%
8/22/2026 TD Waterhouse Canada Inc.5,710$756K0.0%+8.0%0.006%
8/22/2026 Concurrent Investment Advisors LLC7,862$1.04M0.0%+332.5%0.008%
8/21/2026 Mayport LLC19,942$2.64M0.4%-1.9%0.020%
8/21/2026 Continuum Advisory LLC8,832$1.17M0.1%+200.3%0.009%
8/21/2026 Round Rock Advisors LLC2,345$310K0.0%-4.1%0.002%
8/21/2026 Natural Investments LLC2,874$380K0.1%+22.6%0.003%
8/21/2026 Legacy Financial Advisors Inc.1,843$244K0.0%-6.4%0.002%
8/20/2026 Rehmann Capital Advisory Group4,699$621K0.0%-2.3%0.005%
8/20/2026 Orgel Wealth Management LLC143,189$18.94M0.4%+3.7%0.147%
8/15/2026 First Bancorp Inc ME905$120K0.0%N/A0.001%
8/7/2026 Trust Co. of Vermont1,621$214K0.0%N/A0.002%
7/10/2026 Fiduciary Financial Group LLC3,964$524K0.1%+12.5%0.004%
7/10/2026 Farrell Financial LLC98,026$12.96M7.0%-0.7%0.101%
7/10/2026 Wealth Group Ltd25,258$3.34M0.6%+0.6%0.026%
7/10/2026 Scott Capital Advisors LLC14,606$1.93M0.3%+4.1%0.015%
7/10/2026 Warner Financial Inc.3,170$419K0.1%+27.1%0.003%
7/9/2026 Focus Financial Network Inc.5,496$727K0.0%+6.1%0.006%
7/9/2026 Sax Wealth Advisors LLC4,175$552K0.0%N/A0.004%
7/9/2026 West Financial Advisors LLC18,386$2.43M0.4%-1.5%0.019%
7/9/2026 Ledgewood Wealth Advisors LLC1,855$245K0.1%-6.7%0.002%
7/9/2026 Strategic Point Investment Advisors LLC23,880$3.16M0.4%+0.7%0.025%
7/9/2026 Affinity Capital Advisors LLC26,153$3.48M0.4%-2.7%0.027%
7/8/2026 Platt Investment Counsel LLC348,831$46.13M30.9%+0.5%0.358%
7/8/2026 Chesley Taft & Associates LLC1,903$252K0.0%N/A0.002%
7/8/2026 Trust Point Inc.2,267$300K0.0%N/A0.002%
7/8/2026 First Heartland Consultants Inc.2,337$309K0.0%N/A0.002%
7/8/2026 Factor Wealth Management LTD4,951$655K0.1%-14.6%0.005%
7/8/2026 NerdWallet Wealth Partners LLC1,553$205K0.1%N/A0.002%
7/8/2026 Mallini Complete Financial Planning LLC29,154$3.86M2.8%-0.8%0.030%
7/8/2026 Apella Capital LLC415,255$54.93M0.8%+0.4%0.426%
7/8/2026 Stonehearth Capital Management LLC34,233$4.53M1.5%-3.9%0.035%
7/7/2026 Post Resch Tallon Group Inc.1,571$208K0.1%N/A0.002%
7/7/2026 Integral Investment Advisors Inc.4,921$651K0.1%+4.8%0.005%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
7/7/2026 CGN Advisors LLC23,238$3.07M0.2%-7.6%0.024%
7/7/2026 Boston Standard Wealth Management LLC79,946$10.62M1.5%+1.0%0.082%
7/2/2026 Atmos Advisory LLC23,083$3.05M1.6%+3.0%0.024%
6/22/2026 Sapient Capital LLC17,094$1.92M0.0%-30.4%0.018%
6/3/2026 Parallel Advisors LLC17,353$1.95M0.0%-49.5%0.018%
6/3/2026 NewEdge Advisors LLC24,994$2.81M0.0%-20.0%0.026%
5/22/2026 WNY Asset Management LLC4,087$459K0.0%N/A0.004%
5/19/2026 Western Wealth Management LLC625$70K0.0%N/A0.001%
5/19/2026McIlrath & Eck LLC2,228$250K0.0%+6.3%0.002%
5/19/2026 NewEdge Advisors LLC24,994$2.81M0.1%-20.0%0.026%
5/19/2026 Bank of America Corp DE577,767$64.87M0.0%+2.2%0.593%
5/18/2026 Royal Bank of Canada459,249$51.56M0.0%+0.7%0.471%
5/15/2026 Bradley Foster & Sargent Inc. CT6,774$761K0.0%-15.6%0.007%
5/15/2026 Waverly Advisors LLC9,391$1.05M0.0%-10.5%0.010%
5/15/2026 Bridgewater Advisors Inc.3,817$429K0.0%-18.6%0.004%
5/14/2026 Pennington Partners & CO. LLC26,069$2.93M1.0%-42.9%0.027%
5/14/2026 Compound Planning Inc.11,783$1.32M0.0%-6.3%0.012%
5/14/2026 Davis R M Inc.24,177$2.71M0.0%-1.9%0.025%
5/14/2026 Lido Advisors LLC32,790$3.68M0.0%-2.2%0.034%
5/13/2026 Cetera Investment Advisers60,627$6.81M0.0%+1.1%0.062%
5/13/2026 Cambridge Associates LLC MA ADV212,729$23.88M0.4%+6.3%0.218%
5/13/2026 WealthCollab LLC16,380$1.84M0.8%+0.8%0.017%
5/8/2026 Atlantic Private Wealth LLC43,089$4.84M3.2%+1.6%0.044%
5/8/2026 Glenview Trust Co19,297$2.17M0.0%+4.6%0.020%
5/8/2026 Cassaday & Co Wealth Management LLC266$30K0.0%N/A0.000%
5/8/2026 Cutler Investment Counsel LLC3,850$432K0.0%+2.8%0.004%
5/7/2026 Hollencrest Capital Management1,920$216K0.0%+38.3%0.002%
5/7/2026 Human Investing LLC151,472$17.01M2.5%+3.8%0.155%
5/7/2026 Scarborough Advisors LLC1,480$166K0.0%N/A0.002%
5/7/2026 Parallel Advisors LLC17,353$1.95M0.0%-49.5%0.018%
5/7/2026 Arjuna Capital17,475$1.96M0.5%+0.7%0.018%
5/7/2026 ANB Bank9,327$1.05M0.4%-5.3%0.010%
5/6/2026 Bartlett & CO. Wealth Management LLC51,103$5.74M0.1%+56.2%0.052%
5/6/2026 Modera Wealth Management LLC28,106$3.16M0.0%-3.3%0.029%
5/6/2026 Assetmark Inc.268$30K0.0%-86.5%0.000%
5/6/2026 Gould Asset Management LLC CA38,914$4.37M0.8%+3.6%0.040%
5/6/2026 Avalon Trust Co375$42K0.0%+50.0%0.000%
5/6/2026 Ashford Advisors LLC35,896$4.03M0.9%-78.9%0.037%
5/6/2026 One Day In July LLC111,749$12.55M1.0%+5.9%0.115%
5/6/2026 Thayer Partners LLC MA16,465$1.85M0.9%+0.9%0.017%
5/6/2026 Birchwood Financial Partners Inc.5,918$664K0.6%+24.6%0.006%
5/5/2026 Wealthfront Advisers LLC1,790,108$200.98M0.4%+13.6%1.837%
5/5/2026 D.A. Davidson & CO.47,207$5.30M0.0%-2.0%0.048%
5/5/2026 Marks Group Wealth Management Inc2,289$257K0.0%N/A0.002%
5/5/2026 Bank of New York Mellon Corp61,496$6.90M0.0%+29.6%0.063%
5/5/2026 Milestone Investment Advisors LLC7,239$813K0.2%+2.9%0.007%
5/5/2026 Sanctuary Advisors LLC14,309$1.61M0.0%+1.3%0.015%
5/5/2026 Cornerstone Advisory LLC1,933$217K0.0%-4.2%0.002%
5/5/2026Fortress Financial Solutions LLC9,614$1.08M1.1%+4.7%0.010%
5/4/2026 Summit Wealth Group LLC19,193$2.16M0.5%-3.1%0.020%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
5/4/2026 AMG National Trust Bank87,266$9.80M0.2%+6.3%0.090%
5/4/2026 NWF Advisory Services Inc.3,870$434K0.0%+6.2%0.004%
5/4/2026 Nadler Financial Group Inc.2,175$244K0.0%N/A0.002%
5/2/2026 Silver Oak Advisory Group Inc.15,026$1.69M0.7%+11.4%0.015%
5/2/2026 Valmark Advisers Inc.29,977$3.37M0.0%+5.3%0.031%
5/2/2026 Pittenger & Anderson Inc.717$80K0.0%+118.6%0.001%
5/1/2026 Citizens Financial Group Inc. RI7,907$888K0.0%-3.0%0.008%
5/1/2026 Fifth Third Bancorp1,954$219K0.0%+297.2%0.002%
5/1/2026Financial Connections Group Inc.166,585$18.70M6.5%-4.6%0.171%
5/1/2026 Relyea Zuckerberg Hanson LLC69,148$7.76M0.8%-0.4%0.071%


ESGV Institutional Ownership - Frequently Asked Questions

During the previous two years, 687 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 ($596.19K), Stanich Group LLC ($561.55K), and Wealthfront Advisers LLC ($369.37K).

Institutional investors have bought a total of 4,767,932 shares in the last 24 months. This purchase volume represents approximately $567.93M in transactions.

Of the 273 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 ($142.41K), Ashford Advisors LLC ($136.35K), Fifth Third Wealth Advisors LLC ($75.27K), Parallel Advisors LLC ($51.52K), Goldman Sachs Group Inc. ($51.29K), Westfuller Advisors LLC ($50.25K), and Creative Planning ($45.15K).

Institutional investors have sold a total of 1,359,117 shares in the last 24 months. This volume of shares sold represents approximately $159.99M in transactions.


Related Companies

Institutional ownership data for BATS:ESGV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel