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

Vanguard ESG U.S. Stock ETF logo
$137.43 -0.37 (-0.27%)
As of 02:12 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)
370
Total
Institutional Inflows
(last 12 months)
$570.28M
Number of
Institutional Sellers
(last 12 months)
276
Total
Institutional Outflows
(last 12 months)
$161.73M
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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
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%
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%
5/22/2026WNY 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%
5/19/2026 NewEdge 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%
5/15/2026 Bridgewater Advisors Inc.3,817$429K0.0%-18.6%0.004%
5/14/2026Pennington Partners & CO. LLC26,069$2.93M1.0%-42.9%0.027%
5/14/2026 Compound Planning Inc.11,783$1.32M0.0%-6.3%0.012%
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5/14/2026Davis 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%
5/13/2026Cambridge 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%
5/7/2026Hollencrest 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%
5/7/2026 Parallel Advisors LLC17,353$1.95M0.0%-49.5%0.018%
5/7/2026Arjuna 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%
5/5/2026Milestone Investment Advisors LLC7,239$813K0.2%+2.9%0.007%
5/5/2026Sanctuary Advisors LLC14,309$1.61M0.0%+1.3%0.015%
5/5/2026 Cornerstone Advisory LLC1,933$217K0.0%-4.2%0.002%
5/5/2026Fortress Financial Solutions LLC9,614$1.08M1.1%+4.7%0.010%
5/4/2026 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%
5/1/2026Financial 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%
4/30/2026 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%
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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%


ESGV Institutional Ownership - Frequently Asked Questions

During the previous two years, 682 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 597 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 4,795,175 shares in the last 24 months. This purchase volume represents approximately $570.28M in transactions.

Of the 275 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 1,375,947 shares in the last 24 months. This volume of shares sold represents approximately $161.73M in transactions.


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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 8/7/2026. New 13F filings are added each quarter as they're published.
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