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

Vanguard ESG U.S. Stock ETF logo
$136.30 -1.27 (-0.92%)
Closing price 04:10 PM Eastern
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$136.32 +0.01 (+0.01%)
As of 07:30 PM Eastern
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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)
368
Total
Institutional Inflows
(last 12 months)
$573.36M
Number of
Institutional Sellers
(last 12 months)
277
Total
Institutional Outflows
(last 12 months)
$162.20M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.2,543$336K0.0%+41.4%0.003%
9/23/2026 Envestnet Asset Management Inc.230,220$30.44M0.0%-4.4%0.236%
9/18/2026 Security National Bank of Sioux City Iowa IA250$33K0.0%N/A0.000%
9/9/2026 Pecaut & CO.7,118$941K0.3%-3.1%0.007%
9/9/2026 Bouchey Financial Group Ltd.1,954$258K0.0%+4.7%0.002%
9/9/2026 Capstone Financial Advisors Inc.5,500$727K0.0%-4.6%0.006%
9/9/2026 Tortoise Investment Management LLC17,083$2.26M0.2%-2.5%0.018%
9/9/2026 Sequoia Financial Advisors LLC20,671$2.73M0.0%-16.2%0.021%
9/9/2026 Van Hulzen Asset Management LLC8,820$1.17M0.1%+15.9%0.009%
9/9/2026 Cahill Financial Advisors Inc.10,570$1.40M0.1%-2.2%0.011%
9/9/2026 Gemmer Asset Management LLC183,341$24.25M1.6%-0.2%0.188%
9/9/2026 Capital Analysts LLC5,527$731K0.0%+429.9%0.006%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC3,133$414K0.0%+4.8%0.003%
9/9/2026 NewEdge Advisors LLC25,537$3.38M0.0%+2.2%0.026%
9/9/2026 IFP Advisors Inc1,155$153K0.0%+32.0%0.001%
9/9/2026 Baird Financial Group Inc.442,529$58.52M0.1%+3.2%0.454%
9/9/2026 XY Planning Network Inc.20,812$2.75M0.3%N/A0.021%
9/8/2026 Allworth Financial LP12,961$1.71M0.0%+32.9%0.013%
9/8/2026 Waverly Advisors LLC11,997$1.59M0.0%+27.7%0.012%
9/8/2026 Paragon Capital Management Ltd52,721$6.97M1.3%+0.2%0.054%
9/4/2026 Parkside Financial Bank & Trust886$117K0.0%-45.5%0.001%
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%
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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%
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%
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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%


ESGV Institutional Ownership - Frequently Asked Questions

During the previous two years, 694 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 609 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 4,807,480 shares in the last 24 months. This purchase volume represents approximately $573.36M in transactions.

Of the 277 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 1,375,859 shares in the last 24 months. This volume of shares sold represents approximately $162.20M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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