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

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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)
383
Total
Institutional Inflows
(last 12 months)
$853.65M
Number of
Institutional Sellers
(last 12 months)
228
Total
Institutional Outflows
(last 12 months)
$210.88M
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ESGV Institutional Buying and Selling by Quarter

Vanguard ESG U.S. Stock ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025Boston Standard Wealth Management LLC70,374$7.72M1.4%+6.9%0.072%
7/2/2025Central Pacific Bank Trust Division8,751$959K0.1%+54.8%0.009%
7/1/2025 Stonehearth Capital Management LLC37,229$4.08M1.7%+5.4%0.038%
6/4/2025First Hawaiian Bank30,733$3.01M0.1%+170.6%0.032%
5/22/2025Rollins Financial Advisors LLC4,845$475K0.1%-23.5%0.005%
5/21/2025Geneos Wealth Management Inc.4,083$400K0.0%-5.4%0.004%
5/20/2025Focus Partners Wealth112,607$11.03M0.0%+5.9%0.116%
5/20/2025Glenview Trust co16,964$1.66M0.0%-0.8%0.017%
5/19/2025Jane Street Group LLC2,424$237K0.0%N/A0.002%
5/19/2025SageView Advisory Group LLC137,998$13.52M0.6%+0.2%0.142%
5/19/2025SCS Capital Management LLC382,717$37.49M0.5%+14.7%0.393%
5/16/2025Bell Investment Advisors Inc19,935$1.95M0.4%-3.4%0.020%
5/16/2025Ashton Thomas Private Wealth LLC2,131$209K0.0%N/A0.002%
5/16/2025Goldman Sachs Group Inc.256,476$25.12M0.0%+20.4%0.263%
5/16/2025Jones Financial Companies Lllp134,268$13.10M0.0%-5.7%0.138%
5/16/2025NewEdge Advisors LLC6,405$627K0.0%-77.1%0.007%
5/16/2025Integrated Wealth Concepts LLC2,895$284K0.0%-14.0%0.003%
5/16/2025AQR Capital Management LLC11,741$1.15M0.0%+2.4%0.012%
5/16/2025AlTi Global Inc.7,083$694K0.0%-69.1%0.007%
5/16/2025Angeles Investment Advisors LLC373,446$36.58M2.0%-16.9%0.384%
5/16/2025Aprio Wealth Management LLC4,617$452K0.1%N/A0.005%
5/15/2025EP Wealth Advisors LLC5,422$531K0.0%-43.1%0.006%
5/15/2025First Manhattan CO. LLC.2,640$259K0.0%N/A0.003%
5/15/2025Royal Bank of Canada426,508$41.78M0.0%+1.6%0.438%
5/15/2025Betterment LLC508,902$49.85M0.1%+22.9%0.523%
5/15/2025MAI Capital Management7,442$729K0.0%-8.4%0.008%
5/15/2025Baird Financial Group Inc.385,265$37.74M0.1%-1.9%0.396%
5/15/2025Vermillion & White Wealth Management Group LLC14,090$1.38M1.0%-17.5%0.014%
5/15/2025Tortoise Investment Management LLC12,947$1.27M0.1%+2.6%0.013%
5/15/2025Monterey Private Wealth Inc.44,479$4.36M1.3%-1.0%0.046%
5/15/2025Clarity Asset Management Inc.195,970$19.20M12.4%+18.5%0.201%
5/14/2025Ieq Capital LLC2,889$283K0.0%+11.5%0.003%
5/14/2025Apexium Financial LP59,179$5.80M0.3%+0.2%0.061%
5/14/2025Ally Invest Advisors Inc.2,430$238K0.0%N/A0.002%
5/14/2025Northwestern Mutual Wealth Management Co.102,188$10.01M0.0%-4.2%0.105%
5/14/2025Haverford Trust Co28,763$2.82M0.0%+16.5%0.030%
5/14/2025Bragg Financial Advisors Inc9,534$934K0.0%+6.2%0.010%
5/14/2025Estate Counselors LLC3,190$312K0.0%+31.8%0.003%
5/14/2025Flow Traders U.S. LLC22,133$2.17M0.1%N/A0.023%
5/14/2025Partners Capital Investment Group LLP440,383$43.14M0.7%+22.7%0.452%
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5/14/2025Tradition Wealth Management LLC7,841$768K0.1%-60.3%0.008%
5/14/2025Humankind Investments LLC4,565$447K0.1%N/A0.005%
5/14/2025RWA Wealth Partners LLC195,034$19.10M0.2%-4.7%0.200%
5/13/2025Keystone Global Partners LLC279$27K0.0%N/A0.000%
5/13/2025Mill Creek Capital Advisors LLC180,526$17.68M0.4%+6.9%0.185%
5/13/2025Freestone Capital Holdings LLC44,784$4.39M0.2%-1.1%0.046%
5/13/2025Raymond James Financial Inc.505,576$49.52M0.0%+0.2%0.519%
5/13/2025Cresset Asset Management LLC87,868$8.61M0.0%+3.4%0.090%
5/13/2025Twin Focus Capital Partners LLC88,158$8.64M1.3%+6.8%0.091%
5/13/2025Waypoint Wealth Partners Inc.2,854$280K0.1%+4.7%0.003%
5/13/2025MSH Capital Advisors LLC3,285$322K0.1%+7.6%0.003%
5/13/2025Dagco Inc.1,340$131K0.0%N/A0.001%
5/13/2025HighTower Advisors LLC158,157$15.49M0.0%+10.9%0.163%
5/12/2025Financial Engines Advisors L.L.C.56,510$5.54M0.0%+2.4%0.058%
5/12/2025Visa Foundation1,356,275$132.85M100.0%-16.6%1.396%
5/12/2025White Lighthouse Investment Management Inc.42,045$4.12M0.7%+3.9%0.043%
5/12/2025Atlas Capital Advisors Inc.1,064$104K0.0%-40.0%0.001%
5/12/2025Balanced Rock Investment Advisors LLC11,547$1.13M0.9%-4.7%0.012%
5/12/2025Truepoint Inc.10,573$1.04M0.0%+22.1%0.011%
5/12/2025Savvy Advisors Inc.7,792$763K0.1%+2.7%0.008%
5/12/2025AlphaCore Capital LLC1,330$130K0.0%N/A0.001%
5/9/2025Arjuna Capital16,188$1.59M0.4%-20.2%0.017%
5/9/2025Silver Oak Advisory Group Inc.9,985$978K0.5%+4.1%0.010%
5/9/2025Chicago Partners Investment Group LLC5,037$498K0.0%+6.0%0.005%
5/9/2025Vanguard Group Inc.3,215,327$314.94M0.0%+4.8%3.309%
5/9/2025Natural Investments LLC2,393$234K0.1%-37.2%0.002%
5/9/2025Wealthspire Advisors LLC14,832$1.45M0.0%+164.5%0.015%
5/9/2025Prime Buchholz LLC117,758$11.53M4.0%N/A0.121%
5/9/2025Financial Connections Group Inc.166,539$16.31M7.4%-0.1%0.171%
5/9/2025Topel & Distasi Wealth Management LLC27,172$2.66M1.2%+10.2%0.028%
5/9/2025McClarren Financial Advisors Inc.30,803$3.02M2.1%N/A0.032%
5/9/2025Empower Advisory Group LLC7,399$725K0.0%-13.6%0.008%
5/9/2025Capstone Financial Advisors Inc.5,755$564K0.0%-21.7%0.006%
5/9/2025Commonwealth Equity Services LLC195,521$19.15M0.0%-15.1%0.201%
5/9/2025Cedar Wealth Management LLC202,551$19.84M7.1%-1.8%0.208%
5/9/2025Liberty Wealth Management LLC2,162$212K0.0%N/A0.002%
5/9/2025Beta Wealth Group Inc.2,611$256K0.1%-7.9%0.003%
5/8/2025Mengis Capital Management Inc.2,389$234K0.0%-9.6%0.002%
5/8/2025Jefferies Financial Group Inc.11,471$1.12M0.0%-1.0%0.012%
5/8/2025US Bancorp DE6,079$595K0.0%+590.8%0.006%
5/8/2025Momentous Wealth Management Inc.2,827$277K0.2%-5.4%0.003%
5/8/2025Elios Financial Group Inc.45,614$4.47M2.2%-2.4%0.047%
5/8/2025US Financial Advisors LLC13,632$1.34M0.4%+5.6%0.014%
5/8/2025Harbour Investments Inc.21,760$2.13M0.1%+18.1%0.022%
5/8/2025Sound View Wealth Advisors Group LLC2,651$260K0.0%-17.9%0.003%
5/8/2025Davis R M Inc.22,537$2.21M0.0%+0.8%0.023%
5/8/2025Modera Wealth Management LLC24,864$2.44M0.0%-1.8%0.026%
5/8/2025Mesirow Financial Investment Management Inc.10,604$1.04M0.0%+8.0%0.011%
5/8/2025Cutler Investment Counsel LLC2,481$243K0.0%N/A0.003%
5/7/2025N.E.W. Advisory Services LLC5,411$530K0.0%+91.4%0.006%
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Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (including the losers!).

Click here for the names of our three top stocks to own this year (no purchase necessary).
5/7/2025Canopy Partners LLC8,276$811K0.3%+1.9%0.009%
5/7/2025Pinnacle Wealth Management Advisory Group LLC4,536$444K0.0%+13.7%0.005%
5/7/2025Atlas Legacy Advisors LLC48,166$4.88M1.2%-1.9%0.050%
5/7/2025Facet Wealth Inc.347,942$34.57M0.9%-7.6%0.358%
5/7/2025Passive Capital Management LLC.8,196$803K0.2%+3.0%0.008%
5/7/2025LPL Financial LLC234,277$22.95M0.0%+1.4%0.241%
5/7/2025Baron Silver Stevens Financial Advisors LLC3,240$317K0.1%-4.1%0.003%
5/7/2025Brandywine Oak Private Wealth LLC49,037$4.80M0.5%+9.3%0.050%
5/7/2025Equitable Trust Co.21,097$2.07M0.1%-12.6%0.022%
5/6/2025ANB Bank11,152$1.09M0.5%+5.2%0.011%
(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, 575 institutional investors and hedge funds held shares of Vanguard ESG U.S. Stock ETF. The most heavily invested institutionals were Vanguard Group Inc. ($314.94M), Wealthfront Advisers LLC ($147.20M), Visa Foundation ($132.85M), Creative Planning ($125.12M), Verde Capital Management ($54.74M), Stanich Group LLC ($53.16M), and Leo Brokerage LLC ($52.65M).Learn more on Vanguard ESG U.S. Stock ETF's institutional investors.

Which institutional investors have been buying Vanguard ESG U.S. Stock ETF's stock?

Of the 482 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 ($1.72M), Vanguard Group Inc. ($1.46M), Raymond James Financial Inc. ($1.01M), Leo Wealth LLC ($749.92K), Stanich Group LLC ($542.74K), SageView Advisory Group LLC ($361.52K), and Sellwood Investment Partners LLC ($318.87K).

How much institutional buying is happening at Vanguard ESG U.S. Stock ETF?

Institutional investors have bought a total of 8,267,332 shares in the last 24 months. This purchase volume represents approximately $853.65M in transactions.

Which of Vanguard ESG U.S. Stock ETF's major shareholders have been selling company stock?

Of the 227 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: Visa Foundation ($417K), Leo Wealth LLC ($314.09K), Angeles Investment Advisors LLC ($121.98K), Skyline Advisors Inc. ($103.58K), Orgel Wealth Management LLC ($96.89K), Ameriprise Financial Inc. ($52.44K), and Caprock Group LLC ($41.13K).

How much institutional selling is happening at Vanguard ESG U.S. Stock ETF?

Institutional investors have sold a total of 2,107,258 shares in the last 24 months. This volume of shares sold represents approximately $210.88M in transactions.



This page (BATS:ESGV) was last updated on 7/2/2025 by MarketBeat.com Staff
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