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

Vanguard ESG U.S. Stock ETF logo
$131.47 0.00 (0.00%)
As of 05/22/2026 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)
423
Total
Institutional Inflows
(last 12 months)
$691.54M
Number of
Institutional Sellers
(last 12 months)
310
Total
Institutional Outflows
(last 12 months)
$250.68M
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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
5/22/2026WNY Asset Management LLC4,087$459K0.0%N/A0.004%
5/19/2026 Western Wealth Management LLC625$70K0.0%N/A0.001%
5/19/2026 McIlrath & 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%
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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%
5/5/2026 Fortress 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%
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%
5/1/2026 Financial 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%
4/30/2026 Millstone Evans Group LLC7,019$788K0.5%+47.4%0.007%
4/30/2026 Ibex Wealth Advisors3,475$390K0.0%N/A0.004%
4/30/2026 Pearl Planning LLC58,628$6.58M3.5%+2.9%0.060%
4/30/2026 Kestra Advisory Services LLC8,080$907K0.0%-16.3%0.008%
4/30/2026 Sageworth Trust Co37,613$4.22M0.2%+5.7%0.039%
4/29/2026 Golden Road Advisors LLC7,681$862K0.5%+2.2%0.008%
4/29/2026 Marino Stram & Associates LLC12,362$1.39M0.2%-0.8%0.013%
4/29/2026 Silver Oak Wealth Advisors Services LLC148,097$16.63M10.8%+0.3%0.152%
4/29/2026 Kiley Juergens Wealth Management LLC3,226$362K0.1%N/A0.003%
4/28/2026 Arbor Investment Advisors LLC11,420$1.28M0.2%+1.9%0.012%
4/28/2026 Libra Wealth LLC53,524$6.01M1.7%+0.7%0.055%
4/28/2026 Westfuller 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%
4/28/2026 Whitegate Investment Counselors Inc.2,269$255K0.1%-4.2%0.002%
4/28/2026 Koshinski 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%
4/27/2026 Lodestar Private Asset Management LLC7,250$814K0.1%+4.4%0.007%
4/27/2026 Gordian Advisors LLC5,501$618K0.4%+19.2%0.006%
4/27/2026 Private Advisor Group LLC33,699$3.78M0.0%+4.7%0.035%
4/27/2026 Y Intercept Hong Kong Ltd2,692$302K0.0%N/A0.003%
4/27/2026 Trademark Financial Management LLC30,132$3.38M1.7%-0.9%0.031%
4/25/2026 Peregrine Asset Advisers Inc.3,186$358K0.1%+15.0%0.003%
4/25/2026 Physician Wealth Advisors Inc.4,179$469K0.1%-10.2%0.004%
4/24/2026 Jacobsen Capital Management1,849$208K0.1%+8.7%0.002%
4/24/2026 Newton One Investments LLC520$58K0.0%-15.9%0.001%
4/24/2026 Strategic Point Investment Advisors LLC23,710$2.66M0.4%-1.9%0.024%
4/23/2026 Kohmann Bosshard Financial Services LLC1,087$122K0.0%-9.9%0.001%
4/23/2026 Salus Financial Advisors LLC2,491$280K0.2%-14.6%0.003%
4/23/2026 Manchester Financial Inc.2,595$291K0.1%+52.2%0.003%
4/23/2026 Sellwood Investment Partners LLC335,411$37.66M14.8%+3.5%0.344%
4/23/2026 North Star Investment Management Corp.2,149$241K0.0%+10.0%0.002%
4/23/2026 McLean Asset Management Corp12,589$1.41M0.2%+12.4%0.013%
4/23/2026 Apollon Wealth Management LLC2,178$245K0.0%-38.4%0.002%
4/23/2026 Coston McIsaac & Partners5,608$629K0.1%-8.1%0.006%
4/22/2026 Princeton Global Asset Management LLC6,550$735K0.1%+6.8%0.007%
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4/22/2026 Janney Montgomery Scott LLC8,360$939K0.0%-11.9%0.009%
4/22/2026 My Personal CFO LLC8,696$976K0.4%-6.5%0.009%
4/22/2026 Harbor Asset Planning Inc.2,690$302K0.3%-4.6%0.003%
4/21/2026 Armbruster Capital Management Inc.22,492$2.53M0.4%+0.4%0.023%
4/21/2026 Penobscot Wealth Management10,093$1.13M0.3%+16.7%0.010%
4/20/2026 Factor Wealth Management LTD5,799$651K0.1%+76.4%0.006%
4/20/2026 Joel Adams & Associates Inc.10,202$1.15M0.9%+10.2%0.010%
4/20/2026 Apella Capital LLC413,715$51.56M0.8%+69.1%0.425%
4/20/2026 Brandywine Oak Private Wealth LLC46,487$5.22M0.4%+2.6%0.048%
4/18/2026 Richards Merrill & Peterson Inc.960$108K0.0%+10.3%0.001%


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 5,911,372 shares in the last 24 months. This purchase volume represents approximately $691.54M 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 Stanich Group LLC ($53.43K).

Institutional investors have sold a total of 2,191,934 shares in the last 24 months. This volume of shares sold represents approximately $250.68M in transactions.


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This page (BATS:ESGV) was last updated on 5/25/2026 by MarketBeat.com Staff.
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