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

Vanguard ESG U.S. Stock ETF logo
$130.10 +0.04 (+0.03%)
As of 07/24/2026 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)
406
Total
Institutional Inflows
(last 12 months)
$628.68M
Number of
Institutional Sellers
(last 12 months)
298
Total
Institutional Outflows
(last 12 months)
$216.06M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
6/3/2026Parallel 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%
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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%
5/8/2026 Cutler Investment Counsel LLC3,850$432K0.0%+2.8%0.004%
5/7/2026Hollencrest 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%
5/7/2026Parallel 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%
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%
5/1/2026 Relyea Zuckerberg Hanson LLC69,148$7.76M0.8%-0.4%0.071%
4/30/2026 IMPACTfolio 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%
4/30/2026 Pearl 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%
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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%
4/28/2026 Integral 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%
4/27/2026 PFG Investments LLC36,984$4.15M0.2%+0.2%0.038%
4/27/2026Lodestar Private Asset Management LLC7,250$814K0.1%+4.4%0.007%


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 605 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 5,329,854 shares in the last 24 months. This purchase volume represents approximately $628.68M in transactions.

Of the 296 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), Ashford Advisors LLC ($136.35K), Fifth Third Wealth Advisors LLC ($75.27K), Parallel Advisors LLC ($51.52K), Goldman Sachs Group Inc. ($51.29K), and Westfuller Advisors LLC ($50.25K).

Institutional investors have sold a total of 1,873,078 shares in the last 24 months. This volume of shares sold represents approximately $216.06M in transactions.


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This page (BATS:ESGV) was last updated on 7/25/2026 by MarketBeat.com Staff.
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