Vanguard ESG US Stock ETF (ESGV) Institutional Ownership

$96.62

+1.18 (+1.24%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 253
Total Institutional Inflows (last 12 months): $557.42M

Number of Institutional Sellers (last 12 months): 190
Total Institutional Outflows (last 12 months): $440.22M

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ESGV Institutional Buying and Selling by Quarter

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Vanguard ESG US Stock ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Walkner Condon Financial Advisors LLC	2,620	$253K	0.1%	-41.6%	0.003%
7/26/2024	McClarren Financial Advisors Inc.	3,091	$299K	0.2%	-90.9%	0.003%
7/26/2024	Financial Connections Group Inc.	150,821	$14.57M	7.6%	N/A	0.167%
7/26/2024	Harbour Investments Inc.	13,795	$1.33M	0.0%	+16.4%	0.015%
7/26/2024	Atomi Financial Group Inc.	3,332	$322K	0.0%	N/A	0.004%
7/26/2024	Cambridge Investment Research Advisors Inc.	111,991	$10.82M	0.0%	+5.0%	0.124%
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7/26/2024	Atlantic Edge Private Wealth Management LLC	665	$64K	0.0%	+43.0%	0.001%
7/26/2024	Signature Estate & Investment Advisors LLC	3,071	$297K	0.0%	N/A	0.003%
7/26/2024	Bailard Inc.	8,638	$835K	0.0%	+68.9%	0.010%
7/26/2024	Bank of New York Mellon Corp	36,658	$3.54M	0.0%	-8.8%	0.041%
7/26/2024	Bristlecone Advisors LLC	2,227	$215K	0.0%	N/A	0.002%
7/25/2024	Mokosak Advisory Group LLC	5,623	$543K	0.2%	-4.4%	0.006%
7/25/2024	AMG National Trust Bank	85,438	$8.26M	0.2%	+18.8%	0.094%
7/25/2024	EQ LLC	75,290	$7.27M	4.4%	-4.4%	0.083%
7/25/2024	Laurel Wealth Planning LLC	13,361	$1.29M	0.9%	-18.6%	0.015%
7/24/2024	Charter Oak Capital Management LLC	55,620	$5.37M	0.6%	+3.4%	0.061%
7/24/2024	Leonard Rickey Investment Advisors P.L.L.C.	16,542	$1.60M	0.4%	-2.1%	0.018%
7/24/2024	Farrell Financial LLC	81,348	$7.86M	6.1%	+5.0%	0.090%
7/23/2024	Thompson Davis & CO. Inc.	8,124	$785K	0.7%	-3.6%	0.009%
7/23/2024	Concourse Financial Group Securities Inc.	3,950	$382K	0.0%	-9.4%	0.004%
7/23/2024	Diversified Portfolios Inc.	146,627	$14.17M	1.9%	-3.6%	0.162%
7/23/2024	Orgel Wealth Management LLC	209,868	$20.28M	0.5%	-10.6%	0.232%
7/22/2024	Brickley Wealth Management	12,615	$1.22M	0.3%	-5.4%	0.014%
7/20/2024	First Horizon Advisors Inc.	34,065	$3.29M	0.1%	-10.0%	0.038%
7/20/2024	Parsons Capital Management Inc. RI	3,735	$361K	0.0%	+13.9%	0.004%
7/20/2024	Raymond James Financial Services Advisors Inc.	216,625	$20.93M	0.0%	+0.3%	0.239%
7/19/2024	Johnson Bixby & Associates LLC	19,358	$1.87M	0.3%	-2.7%	0.021%
7/19/2024	Raymond James & Associates	257,120	$24.84M	0.0%	+8.8%	0.284%
7/19/2024	Well Done LLC	31,571	$3.05M	0.6%	-0.9%	0.035%
7/18/2024	NORTHSTAR ASSET MANAGEMENT Co LLC	5,780	$558K	0.1%	-6.5%	0.006%
7/18/2024	Brookstone Capital Management	8,526	$845K	0.0%	+25.8%	0.009%
7/18/2024	Baron Silver Stevens Financial Advisors LLC	3,272	$316K	0.1%	-26.3%	0.004%
7/18/2024	Marino Stram & Associates LLC	13,912	$1.34M	0.3%	-3.2%	0.015%
7/18/2024	Verde Capital Management	566,896	$54.77M	17.4%	+6.7%	0.627%
7/17/2024	Human Investing LLC	126,864	$12.26M	2.4%	+0.5%	0.140%
7/17/2024	Physician Wealth Advisors Inc.	4,046	$408K	0.1%	+4.1%	0.004%
7/17/2024	Platt Investment Counsel LLC	406,441	$39.27M	37.8%	+2.8%	0.449%
7/16/2024	Envestnet Portfolio Solutions Inc.	2,698	$261K	0.0%	-6.2%	0.003%
7/16/2024	GPS Wealth Strategies Group LLC	319	$31K	0.0%	+112.7%	0.000%
7/16/2024	Wealth Enhancement Advisory Services LLC	23,203	$2.24M	0.0%	+65.8%	0.026%
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7/16/2024	Gemmer Asset Management LLC	114,510	$11.06M	1.2%	+10.6%	0.127%
7/16/2024	White Lighthouse Investment Management Inc.	39,932	$3.86M	0.7%	-1.5%	0.044%
7/16/2024	Buckingham Capital Management Inc.	2,619	$253K	0.0%	-4.7%	0.003%
7/15/2024	D. Scott Neal Inc.	2,388	$231K	0.1%	-8.8%	0.003%
7/15/2024	Patriot Investment Management Group Inc.	44,004	$4.25M	0.3%	-0.3%	0.049%
7/15/2024	West Financial Advisors LLC	22,522	$2.18M	0.5%	+38.8%	0.025%
7/15/2024	RFG Advisory LLC	16,339	$1.58M	0.1%	+0.9%	0.018%
7/15/2024	Presilium Private Wealth LLC	7,460	$721K	0.2%	-2.4%	0.008%
7/15/2024	InTrack Investment Management Inc	4,321	$417K	0.3%	+59.1%	0.005%
7/13/2024	Cornerstone Wealth Advisors Inc.	2,450	$237K	0.1%	N/A	0.003%
7/12/2024	Carolina Wealth Advisors LLC	1,769	$171K	0.1%	-5.8%	0.002%
7/11/2024	Symmetry Partners LLC	6,393	$618K	0.0%	+83.9%	0.007%
7/11/2024	Cherrydale Wealth Management LLC	6,762	$653K	0.3%	-52.5%	0.007%
7/11/2024	Clarius Group LLC	2,707	$262K	0.0%	+17.8%	0.003%
7/10/2024	Boston Standard Wealth Management LLC	65,843	$6.36M	1.4%	-1.8%	0.073%
7/10/2024	Selective Wealth Management Inc.	8,897	$879K	0.4%	-4.7%	0.010%
7/10/2024	Valeo Financial Advisors LLC	4,011	$388K	0.0%	-46.9%	0.004%
7/10/2024	CGN Advisors LLC	24,987	$2.41M	0.3%	-10.4%	0.028%
7/10/2024	Albion Financial Group UT	1,100	$106K	0.0%	-44.3%	0.001%
7/10/2024	Atmos Advisory LLC	37,058	$3.58M	2.8%	-3.9%	0.041%
7/10/2024	Apella Capital LLC	102,640	$10.14M	0.5%	-2.0%	0.113%
7/9/2024	Wealth Group Ltd	25,040	$2.42M	0.7%	+37.2%	0.028%
7/9/2024	Monterey Private Wealth Inc.	43,766	$4.23M	1.6%	-0.5%	0.048%
7/9/2024	Mather Group LLC.	267,742	$24.95M	0.3%	+15.0%	0.296%
7/8/2024	IMPACTfolio LLC	451,064	$43.58M	24.4%	+4.6%	0.499%
7/8/2024	Cascade Investment Advisors Inc.	6,950	$672K	0.5%	-9.7%	0.008%
7/8/2024	Benchmark Wealth Management LLC	6,838	$661K	0.4%	-6.4%	0.008%
7/8/2024	ST Germain D J Co. Inc.	49,390	$4.77M	0.2%	+101.4%	0.055%
7/5/2024	Stonehearth Capital Management LLC	37,109	$3.59M	1.5%	+6.9%	0.041%
7/2/2024	First Hawaiian Bank	9,685	$936K	0.0%	-44.3%	0.011%
7/2/2024	Appleton Partners Inc. MA	5,385	$520K	0.0%	-7.6%	0.006%
5/29/2024	Garde Capital Inc.	201,923	$18.82M	1.3%	+49.4%	0.223%
5/24/2024	Cetera Investment Advisers	68,027	$6.34M	0.0%	+2,548.0%	0.075%
5/21/2024	Sanibel Captiva Trust Company Inc.	4,972	$463K	0.0%	+8.5%	0.005%
5/17/2024	New Covenant Trust Company N.A.	69,411	$6.47M	6.5%	N/A	0.077%
5/15/2024	Fairview Capital Investment Management LLC	3,050	$284K	0.0%	-6.2%	0.003%
5/14/2024	EP Wealth Advisors LLC	12,376	$1.15M	0.0%	-36.6%	0.014%
5/14/2024	Freestone Capital Holdings LLC	55,004	$5.13M	0.2%	-1.1%	0.061%
5/14/2024	Crewe Advisors LLC	315,488	$29.40M	3.4%	+0.2%	0.349%
5/14/2024	Lake Street Advisors Group LLC	121,409	$11.31M	0.5%	-1.9%	0.134%
5/14/2024	Arjuna Capital	21,144	$1.97M	0.6%	-3.5%	0.023%
5/13/2024	Cedar Wealth Management LLC	208,057	$19.39M	6.4%	-2.7%	0.230%
5/13/2024	Balanced Rock Investment Advisors LLC	14,223	$1.33M	1.1%	+12.1%	0.016%
5/13/2024	O Shaughnessy Asset Management LLC	805	$75K	0.0%	+312.8%	0.001%
5/11/2024	Davis R M Inc.	16,042	$1.50M	0.0%	+9.0%	0.018%
5/11/2024	Covestor Ltd	1,489	$139K	0.1%	-11.6%	0.002%
5/10/2024	Capital Management Corp VA	2,770	$258K	0.0%	-66.2%	0.003%
5/10/2024	Vanguard Group Inc.	6,035,410	$562.44M	0.0%	-33.8%	6.670%
5/10/2024	Truepoint Inc.	8,843	$824K	0.0%	-7.7%	0.010%
5/9/2024	Trillium Asset Management LLC	8,446	$787K	0.0%	N/A	0.009%
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5/9/2024	Leo Wealth LLC	732,257	$68.12M	7.0%	+6.3%	0.809%
5/9/2024	Blair William & Co. IL	29,798	$2.78M	0.0%	+1.8%	0.033%
5/9/2024	Landaas & Co. WI ADV	6,079	$567K	0.2%	-5.1%	0.007%
5/9/2024	SageView Advisory Group LLC	51,749	$4.82M	0.2%	-57.0%	0.057%
5/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	7,660	$714K	0.0%	N/A	0.008%
5/8/2024	Visa Foundation	1,773,275	$165.25M	100.0%	-6.3%	1.960%
5/8/2024	Cozad Asset Management Inc.	7,922	$738K	0.1%	-9.1%	0.009%
5/8/2024	Bell Investment Advisors Inc	21,363	$1.99M	0.4%	-6.5%	0.024%
5/8/2024	Avantax Advisory Services Inc.	2,783	$259K	0.0%	N/A	0.003%
5/8/2024	Trademark Financial Management LLC	26,540	$2.47M	2.1%	-38.2%	0.029%

(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, 436 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), Verde Capital Management ($54.77M), and Leo Brokerage LLC ($52.65M).Learn more on ESGV's institutional investors.
Which institutional investors have been buying Vanguard ESG US Stock ETF stock?: Of the 360 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 Financial Connections Group Inc. ($318.48K).
How much institutional buying is happening at Vanguard ESG US Stock ETF?: Institutional investors have bought a total of 14,425,787 shares in the last 24 months. This purchase volume represents approximately $1.11B in transactions.

Which Vanguard ESG US Stock ETF major shareholders have been selling company stock?: Of the 240 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 6,582,652 shares in the last 24 months. This volume of shares sold represents approximately $555.85M in transactions.