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Vanguard ESG US Stock ETF (ESGV) Institutional Ownership

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$89.30
+0.17 (+0.19%)
(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for Vanguard ESG US Stock ETF (BATS:ESGV)

Number of
Institutional Buyers
(last 12 months)
281
Total
Institutional Inflows
(last 12 months)
$914.43M
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$163.13M
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ESGV Institutional Buying and Selling by Quarter

Vanguard ESG US Stock ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024Gemmer Asset Management LLC103,520$9.65M1.1%+11.9%0.114%
4/23/2024 Bell Bank19,465$1.81M0.2%-3.2%0.022%
4/23/2024 Truefg LLC9,555$890K0.3%-2.8%0.011%
4/23/2024 Charter Oak Capital Management LLC53,791$5.01M0.5%-0.6%0.059%
4/23/2024 BSW Wealth Partners73,648$6.86M1.2%-6.6%0.081%
4/23/2024 Arbor Investment Advisors LLC12,832$1.20M0.2%+8.0%0.014%
4/23/2024 Regatta Capital Group LLC118,748$11.07M2.5%+99.2%0.131%
4/23/2024 Hanson & Doremus Investment Management204,325$19.04M3.1%+9.1%0.226%
4/23/2024 Raymond James Financial Services Advisors Inc.216,036$20.13M0.0%+6.7%0.239%
4/22/2024 Confluence Wealth Services Inc.4,403$410K0.0%+51.1%0.005%
4/22/2024 Johnson Bixby & Associates LLC19,902$1.86M0.3%+7.4%0.022%
4/22/2024 PFG Investments LLC14,082$1.31M0.1%N/A0.016%
4/22/2024 Laurel Wealth Planning LLC16,411$1.53M1.0%-25.3%0.018%
4/22/2024 Parsons Capital Management Inc. RI3,280$306K0.0%+6.5%0.004%
4/22/2024 Raymond James & Associates236,318$22.02M0.0%+7.0%0.261%
4/19/2024 FORVIS Wealth Advisors LLC10,200$951K0.0%-12.8%0.011%
4/19/2024 Everett Harris & Co. CA16,000$1.49M0.0%+77.8%0.018%
4/19/2024 Level Financial Advisors4,586$427K0.2%-10.7%0.005%
4/19/2024 Cornerstone Wealth Management LLC21,385$1.99M0.2%+1.5%0.024%
4/19/2024 Platt Investment Counsel LLC395,419$36.85M35.1%-1.9%0.437%
4/19/2024 Albion Financial Group UT1,975$184K0.0%-78.2%0.002%
4/18/2024 Leonard Rickey Investment Advisors P.L.L.C.16,899$1.58M0.4%-1.4%0.019%
4/18/2024 LifeGuide Financial Advisors LLC111,814$10.42M5.3%+4.7%0.124%
4/18/2024 Skyline Advisors Inc.122,338$11.40M5.1%-0.6%0.135%
4/18/2024 Compass Ion Advisors LLC6,293$586K0.1%+2.2%0.007%
4/17/2024 Stephens Consulting LLC39,513$3.68M1.1%+1.2%0.044%
4/17/2024 Coston McIsaac & Partners5,085$473K0.2%+10.3%0.006%
4/16/2024 Dohj LLC129,103$12.03M3.2%+6.0%0.143%
4/16/2024 Towerpoint Wealth LLC2,569$239K0.1%-15.6%0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC13,994$1.30M0.0%-3.0%0.015%
4/15/2024 Orgel Wealth Management LLC234,701$21.87M0.6%-2.3%0.259%
4/15/2024 Brookstone Capital Management6,779$632K0.0%+9.5%0.008%
4/13/2024 Affinity Capital Advisors LLC63,725$5.94M1.3%-21.5%0.074%
4/12/2024 CGN Advisors LLC27,899$2.60M0.3%+0.6%0.033%
4/12/2024 Cherrydale Wealth Management LLC14,239$1.33M0.6%+8.1%0.017%
4/11/2024 Single Point Partners LLC2,684$250K0.1%N/A0.003%
4/11/2024 Market Street Wealth Management Advisors LLC4,437$413K0.1%-15.2%0.005%
4/11/2024 Selective Wealth Management Inc.9,335$851K0.4%+88.7%0.011%
4/11/2024 RFG Advisory LLC16,189$1.51M0.1%-9.4%0.019%
4/11/2024 Boston Standard Wealth Management LLC67,037$6.25M1.4%-2.7%0.078%
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4/10/2024 Buckingham Capital Management Inc.2,748$256K0.0%+8.1%0.003%
4/10/2024 LexAurum Advisors LLC4,794$447K0.1%+16.0%0.006%
4/10/2024 Apella Capital LLC104,742$9.65M0.5%-8.0%0.122%
4/10/2024 Abacus Wealth Partners LLC2,252$210K0.0%N/A0.003%
4/10/2024 Clearview Wealth Advisors LLC10,247$955K1.0%-13.3%0.012%
4/9/2024 Monterey Private Wealth Inc.43,994$4.10M1.6%-0.4%0.051%
4/9/2024 CJM Wealth Advisers Ltd.8,002$746K0.3%-6.4%0.009%
4/9/2024 Mather Group LLC.232,767$19.80M0.3%-0.5%0.271%
4/5/2024 First Hawaiian Bank17,390$1.62M0.1%-75.7%0.020%
4/5/2024 Madison Park Capital Advisors LLC2,253$210K0.2%N/A0.003%
4/2/2024 ST Germain D J Co. Inc.24,529$2.29M0.1%+3.6%0.029%
4/2/2024 Stonehearth Capital Management LLC34,715$3.24M1.5%+66.2%0.040%
4/1/2024 IMPACTfolio LLC431,070$40.17M24.3%+85.5%0.502%
4/1/2024 Appleton Partners Inc. MA5,830$543K0.0%+8.9%0.007%
3/15/2024 Skyline Advisors Inc.123,096$10.47M5.0%N/A0.143%
3/14/2024Leo Wealth LLC688,579$60.72M6.3%N/A0.802%
3/14/2024 Golden Road Advisors LLC5,946$506K0.5%N/A0.007%
3/11/2024Vanguard Group Inc.9,111,043$774.99M0.0%+10.7%10.616%
3/6/2024SageView Advisory Group LLC120,280$10.56M0.4%N/A0.140%
3/5/2024Twin Focus Capital Partners LLC8,758$745K0.1%-2.7%0.010%
3/4/2024Fortis Group Advisors LLC1,360$116K0.0%N/A0.002%
3/1/2024Goldman Sachs Group Inc.231,226$19.67M0.0%-0.7%0.269%
2/29/2024Scarborough Advisors LLC1,400$119K0.0%N/A0.002%
2/29/2024Tortoise Investment Management LLC12,575$1.07M0.1%+3.1%0.015%
2/29/2024Acima Private Wealth LLC482$41K0.0%-44.7%0.001%
2/28/2024EP Wealth Advisors LLC19,514$1.66M0.0%N/A0.023%
2/23/2024Chicago Partners Investment Group LLC4,627$402K0.0%+13.1%0.005%
2/21/2024Garde Capital Inc.135,196$11.50M0.9%+38.5%0.158%
2/16/2024SageView Advisory Group LLC120,280$10.56M0.4%N/A0.140%
2/15/2024 Bluestem Financial Advisors LLC3,221$274K0.2%-10.7%0.004%
2/15/2024Bell Investment Advisors Inc22,848$1.94M0.4%+1.9%0.027%
2/14/2024Creative Planning1,162,945$98.92M0.1%+4.4%1.355%
2/14/2024Retirement Capital Strategies260,107$22.13M9.6%+6,943.2%0.303%
2/14/2024Vermillion & White Wealth Management Group LLC17,678$1.50M1.5%N/A0.021%
2/14/2024Stonehage Fleming Financial Services Holdings Ltd3,300$281K0.0%N/A0.004%
2/14/2024Angeles Investment Advisors LLC479,870$40.82M2.5%+4.6%0.559%
2/13/2024Cetera Advisor Networks LLC49,942$4.25M0.0%-0.8%0.058%
2/13/2024Trademark Financial Management LLC42,973$3.66M2.7%N/A0.050%
2/13/2024Gordian Advisors LLC3,612$307K0.3%N/A0.004%
2/13/2024Lake Street Advisors Group LLC123,817$10.53M0.7%+1.7%0.144%
2/13/2024CIBC Private Wealth Group LLC12,050$1.03M0.0%+5.4%0.014%
2/13/2024Advanced Research Investment Solutions LLC25,909$2.20M1.4%-9.8%0.030%
2/13/2024Jones Financial Companies Lllp83,082$7.07M0.0%+13.7%0.097%
2/12/2024Partners Capital Investment Group LLP34,935$2.97M0.1%+119.0%0.041%
2/12/2024Evoke Wealth LLC107,968$9.18M0.2%-17.8%0.126%
2/12/20245th Street Advisors LLC2,793$238K0.1%N/A0.003%
2/12/2024Fiduciary Trust Co32,421$2.76M0.0%-2.1%0.038%
2/12/2024Focus Financial Network Inc. ADV3,050$259K0.0%N/A0.004%
2/12/2024Steward Partners Investment Advisory LLC3,659$311K0.0%-3.5%0.004%
2/12/2024Human Investing LLC121,683$10.35M2.2%-1.4%0.142%
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2/12/2024Parallel Advisors LLC65,843$5.60M0.2%+10.7%0.077%
2/9/2024Advisory Services Network LLC1,920$163K0.0%N/A0.002%
2/9/2024SageView Advisory Group LLC120,280$10.56M0.3%N/A0.140%
2/9/2024Cambridge Investment Research Advisors Inc.102,114$8.69M0.0%+5.1%0.119%
2/9/2024Crewe Advisors LLC314,958$26.79M4.2%-9.0%0.367%
2/9/2024Davis R M Inc.14,723$1.25M0.0%+7.5%0.017%
2/9/2024Franklin Resources Inc.104,294$8.87M0.0%+16.4%0.122%
2/9/2024Milestone Investment Advisors LLC8,365$712K0.2%-16.9%0.010%
2/9/2024Corient Private Wealth LLC32,126$2.73M0.0%+18.4%0.037%
2/9/2024D.A. Davidson & CO.51,663$4.40M0.0%+3.9%0.060%
(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, 415 institutional investors and hedge funds held shares of Vanguard ESG US Stock ETF. The most heavily invested institutionals were Vanguard Group Inc. ($774.99M), Visa Foundation ($151.27M), Creative Planning ($98.92M), Wealthfront Advisers LLC ($66.60M), Leo Wealth LLC ($60.72M), Leo Brokerage LLC ($52.65M), and Bank of America Corp DE ($49.67M).Learn more on ESGV's institutional investors.

Which institutional investors have been buying Vanguard ESG US Stock ETF stock?

Of the 339 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 Brokerage LLC ($696.18K), Leo Wealth LLC ($688.58K), SageView Advisory Group LLC ($360.84K), Retirement Capital Strategies ($353.42K), and Cerity Partners LLC ($287.73K).

How much institutional buying is happening at Vanguard ESG US Stock ETF?

Institutional investors have bought a total of 13,713,050 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

Which Vanguard ESG US Stock ETF major shareholders have been selling company stock?

Of the 214 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: Visa Foundation ($632.85K), Retirement Capital Strategies ($306.99K), American Financial Advisors LLC ($182.20K), Affinity Capital Advisors LLC ($112.22K), Cambridge Associates LLC MA ADV ($87.63K), Angeles Investment Advisors LLC ($82.15K), and Flow Traders U.S. LLC ($80.75K).

How much institutional selling is happening at Vanguard ESG US Stock ETF?

Institutional investors have sold a total of 3,075,779 shares in the last 24 months. This volume of shares sold represents approximately $228.66M in transactions.


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This page (BATS:ESGV) was last updated on 4/24/2024 by MarketBeat.com Staff

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