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

Vanguard ESG U.S. Stock ETF logo
$137.70 -0.02 (-0.01%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$137.68 -0.01 (-0.01%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
376
Total
Institutional Inflows
(last 12 months)
$592.40M
Number of
Institutional Sellers
(last 12 months)
274
Total
Institutional Outflows
(last 12 months)
$166.62M
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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
10/14/2026Stonehearth Capital Management LLC33,973$4.60M1.6%N/A0.035%
10/14/2026Krilogy Financial LLC1,684$232K0.0%+8.6%0.002%
10/14/2026Affinity Capital Advisors LLC25,409$3.51M0.4%-2.8%0.026%
10/13/2026Forvis Mazars Wealth Advisors LLC8,988$1.22M0.0%N/A0.009%
10/13/2026Financial Futures Ltd Liability Co.2,136$290K0.1%-18.5%0.002%
10/13/2026Sax Wealth Advisors LLC4,261$577K0.0%+2.1%0.004%
10/13/2026Avior Wealth Management LLC2,548$345K0.0%N/A0.003%
10/13/2026Baldwin Wealth Partners LLC MA3,220$436K0.0%-44.5%0.003%
10/13/2026Scott Capital Advisors LLC15,423$2.13M0.3%+5.6%0.016%
10/10/2026Harpswell Capital Advisors LLC99,500$13.49M8.8%-23.1%0.102%
10/10/2026ANB Bank9,169$1.24M0.5%-1.6%0.009%
10/10/2026Schaper Benz & Wise Investment Counsel Inc. WI7,863$1.07M0.1%-7.2%0.008%
10/9/2026Avaii Wealth Management LLC1,600$219K0.1%-11.1%0.002%
10/9/2026Wedmont Private Capital21,701$2.98M0.1%+16.7%0.022%
10/9/2026Paragon Capital Management Ltd52,844$7.16M1.3%+0.2%0.054%
10/9/2026Acropolis Investment Management LLC7,827$1.06M0.0%N/A0.008%
10/9/2026First Heartland Consultants Inc.11,879$1.61M0.1%N/A0.012%
10/9/2026GAMMA Investing LLC1,521$206K0.0%+5.5%0.002%
10/8/2026Farther Finance Advisors LLC40,395$5.48M0.0%+13.7%0.041%
10/8/2026Apella Capital LLC408,056$56.33M0.7%-1.7%0.419%
10/8/2026Avidian Wealth Enterprises LLC3,482$472K0.0%N/A0.004%
10/8/2026New Covenant Trust Company N.A.57,380$7.78M5.3%-0.2%0.059%
10/8/2026Toth Financial Advisory Corp228$31K0.0%N/A0.000%
10/8/2026Platt Investment Counsel LLC317,973$43.10M29.7%-8.8%0.326%
10/7/2026Boston Standard Wealth Management LLC79,634$10.79M1.6%N/A0.082%
10/7/2026Wealth Group Ltd24,917$3.41M0.6%-1.4%0.026%
10/6/2026Mallini Complete Financial Planning LLC29,024$3.93M2.8%-0.4%0.030%
10/6/2026Legacy Private Trust Co.2,940$398K0.0%N/A0.003%
10/6/2026Central Pacific Bank Trust Division9,114$1.24M0.1%-3.1%0.009%
10/5/2026Park National Corp OH17,391$2.36M0.1%+183.0%0.018%
10/5/2026Eastern Bank1,228$166K0.0%N/A0.001%
10/2/2026 CX Institutional325$44K0.0%+322.1%0.000%
9/25/2026Atomic Invest LLC12,971$1.70M0.2%+426.6%0.013%
9/23/2026Envestnet Portfolio Solutions Inc.2,543$336K0.0%+41.4%0.003%
9/23/2026Envestnet Asset Management Inc.230,220$30.44M0.0%-4.4%0.236%
9/18/2026Security National Bank of Sioux City Iowa IA250$33K0.0%N/A0.000%
9/9/2026Pecaut & CO.7,118$941K0.3%-3.1%0.007%
9/9/2026Bouchey Financial Group Ltd.1,954$258K0.0%+4.7%0.002%
9/9/2026Capstone Financial Advisors Inc.5,500$727K0.0%-4.6%0.006%
9/9/2026Tortoise Investment Management LLC17,083$2.26M0.2%-2.5%0.018%
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9/9/2026Sequoia Financial Advisors LLC20,671$2.73M0.0%-16.2%0.021%
9/9/2026Van Hulzen Asset Management LLC8,820$1.17M0.1%+15.9%0.009%
9/9/2026Cahill Financial Advisors Inc.10,570$1.40M0.1%-2.2%0.011%
9/9/2026Gemmer Asset Management LLC183,341$24.25M1.6%-0.2%0.188%
9/9/2026Capital Analysts LLC5,527$731K0.0%+429.9%0.006%
9/9/2026Pinnacle Wealth Management Advisory Group LLC3,133$414K0.0%+4.8%0.003%
9/9/2026NewEdge Advisors LLC25,537$3.38M0.0%+2.2%0.026%
9/9/2026IFP Advisors Inc1,155$153K0.0%+32.0%0.001%
9/9/2026Baird Financial Group Inc.442,529$58.52M0.1%+3.2%0.454%
9/9/2026XY Planning Network Inc.20,812$2.75M0.3%N/A0.021%
9/8/2026Allworth Financial LP12,961$1.71M0.0%+32.9%0.013%
9/8/2026Waverly Advisors LLC11,997$1.59M0.0%+27.7%0.012%
9/8/2026Paragon Capital Management Ltd52,721$6.97M1.3%+0.2%0.054%
9/4/2026Parkside Financial Bank & Trust886$117K0.0%-45.5%0.001%
8/27/2026Corient Private Wealth LP38,812$5.13M0.0%-0.8%0.040%
8/27/2026Tucker Asset Management LLC651$86K0.0%N/A0.001%
8/23/2026Atlantic Private Wealth LLC40,214$5.32M3.2%-6.7%0.041%
8/23/2026IMPACTfolio LLC499,439$66.05M24.9%-0.1%0.513%
8/22/2026Noble Wealth Partners LLC6,377$843K0.7%N/A0.007%
8/22/2026Cassilly Financial Group LLC1,743$230K0.2%N/A0.002%
8/22/2026Aureum Wealth Management LLC4,100$542K0.3%-6.8%0.004%
8/22/2026TD Waterhouse Canada Inc.5,710$756K0.0%+8.0%0.006%
8/22/2026Concurrent Investment Advisors LLC7,862$1.04M0.0%+332.5%0.008%
8/21/2026Mayport LLC19,942$2.64M0.4%-1.9%0.020%
8/21/2026Continuum Advisory LLC8,832$1.17M0.1%+200.3%0.009%
8/21/2026Round Rock Advisors LLC2,345$310K0.0%-4.1%0.002%
8/21/2026Natural Investments LLC2,874$380K0.1%+22.6%0.003%
8/21/2026Legacy Financial Advisors Inc.1,843$244K0.0%-6.4%0.002%
8/20/2026Rehmann Capital Advisory Group4,699$621K0.0%-2.3%0.005%
8/20/2026Orgel Wealth Management LLC143,189$18.94M0.4%+3.7%0.147%
8/15/2026First Bancorp Inc ME905$120K0.0%N/A0.001%
8/7/2026Trust Co. of Vermont1,621$214K0.0%N/A0.002%
7/10/2026Fiduciary Financial Group LLC3,964$524K0.1%+12.5%0.004%
7/10/2026Farrell Financial LLC98,026$12.96M7.0%-0.7%0.101%
7/10/2026Wealth Group Ltd25,258$3.34M0.6%+0.6%0.026%
7/10/2026Scott Capital Advisors LLC14,606$1.93M0.3%+4.1%0.015%
7/10/2026Warner Financial Inc.3,170$419K0.1%+27.1%0.003%
7/9/2026Focus Financial Network Inc.5,496$727K0.0%+6.1%0.006%
7/9/2026Sax Wealth Advisors LLC4,175$552K0.0%N/A0.004%
7/9/2026West Financial Advisors LLC18,386$2.43M0.4%-1.5%0.019%
7/9/2026Ledgewood Wealth Advisors LLC1,855$245K0.1%-6.7%0.002%
7/9/2026Strategic Point Investment Advisors LLC23,880$3.16M0.4%+0.7%0.025%
7/9/2026Affinity Capital Advisors LLC26,153$3.48M0.4%-2.7%0.027%
7/8/2026Platt Investment Counsel LLC348,831$46.13M30.9%+0.5%0.358%
7/8/2026Chesley Taft & Associates LLC1,903$252K0.0%N/A0.002%
7/8/2026Trust Point Inc.2,267$300K0.0%N/A0.002%
7/8/2026First Heartland Consultants Inc.2,337$309K0.0%N/A0.002%
7/8/2026Factor Wealth Management LTD4,951$655K0.1%-14.6%0.005%
7/8/2026NerdWallet Wealth Partners LLC1,553$205K0.1%N/A0.002%
7/8/2026Mallini Complete Financial Planning LLC29,154$3.86M2.8%-0.8%0.030%
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7/8/2026Apella Capital LLC415,255$54.93M0.8%+0.4%0.426%
7/8/2026Stonehearth Capital Management LLC34,233$4.53M1.5%-3.9%0.035%
7/7/2026Post Resch Tallon Group Inc.1,571$208K0.1%N/A0.002%
7/7/2026Integral Investment Advisors Inc.4,921$651K0.1%+4.8%0.005%
7/7/2026CGN Advisors LLC23,238$3.07M0.2%-7.6%0.024%
7/7/2026Boston Standard Wealth Management LLC79,946$10.62M1.5%+1.0%0.082%
7/2/2026Atmos Advisory LLC23,083$3.05M1.6%+3.0%0.024%
6/22/2026Sapient Capital LLC17,094$1.92M0.0%-30.4%0.018%
6/3/2026Parallel Advisors LLC17,353$1.95M0.0%-49.5%0.018%
6/3/2026NewEdge Advisors LLC24,994$2.81M0.0%-20.0%0.026%


ESGV Institutional Ownership - Frequently Asked Questions

During the previous two years, 696 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 612 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 4,926,025 shares in the last 24 months. This purchase volume represents approximately $589.93M in transactions.

Of the 274 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 1,404,451 shares in the last 24 months. This volume of shares sold represents approximately $167.13M in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
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