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Vanguard ESG US Stock ETF (ESGV) Institutional Ownership

Vanguard ESG US Stock ETF logo
$105.35 -1.46 (-1.37%)
As of 01/7/2025

Institutional Ownership Changes (13F Filings) for Vanguard ESG US Stock ETF (BATS:ESGV)

Number of
Institutional Buyers
(last 12 months)
249
Total
Institutional Inflows
(last 12 months)
$520.03M
Number of
Institutional Sellers
(last 12 months)
179
Total
Institutional Outflows
(last 12 months)
$394.78M
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ESGV Institutional Buying and Selling by Quarter

Vanguard ESG US Stock ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/7/2025Benchmark Wealth Management LLC6,568$689K0.3%-4.9%0.007%
1/7/2025Stonehearth Capital Management LLC35,571$3.73M1.5%-2.7%0.039%
1/7/2025FC Advisory LLC6,590$691K0.2%+103.1%0.007%
1/2/2025 IMPACTfolio LLC455,587$47.79M24.8%-0.4%0.504%
12/26/2024JPMorgan Chase & Co.217,442$22.10M0.0%+8.0%0.240%
12/3/2024Garde Capital Inc.212,570$21.61M1.4%+6.6%0.235%
11/27/2024Franklin Resources Inc.171,970$17.79M0.0%+55.1%0.190%
11/25/2024Wilmington Savings Fund Society FSB16,087$1.64M0.0%N/A0.018%
11/25/2024World Investment Advisors LLC2,485$253K0.0%+7.6%0.003%
11/25/2024Sanctuary Advisors LLC7,349$780K0.0%+17.1%0.008%
11/15/2024Clarity Asset Management Inc.169,896$17.27M12.0%+1.1%0.188%
11/15/2024MML Investors Services LLC32,583$3.31M0.0%+3.2%0.036%
11/15/2024Dunhill Financial LLC6,845$696K0.4%N/A0.008%
11/15/2024Passive Capital Management LLC.7,487$761K0.3%-2.6%0.008%
11/15/2024EP Wealth Advisors LLC14,096$1.43M0.0%+13.9%0.016%
11/15/2024Stifel Financial Corp15,476$1.57M0.0%+7.1%0.017%
11/15/2024SageView Advisory Group LLC137,322$13.96M0.7%-14.6%0.152%
11/15/2024IHT Wealth Management LLC2,252$228K0.0%N/A0.002%
11/15/2024HighTower Advisors LLC84,964$8.64M0.0%+28.0%0.094%
11/15/2024Hilltop Holdings Inc.3,161$321K0.0%+10.1%0.003%
11/14/2024Bell Investment Advisors Inc21,286$2.16M0.4%-0.5%0.024%
11/13/2024Glenmede Trust Co. NA8,301$844K0.0%N/A0.009%
11/13/2024BNP Paribas Financial Markets120,007$12.20M0.0%+173,823.2%0.133%
11/13/2024FMR LLC10,335$1.05M0.0%+5.0%0.011%
11/13/2024D.A. Davidson & CO.53,722$5.46M0.0%+2.6%0.059%
11/13/2024Elios Financial Group Inc.46,731$4.75M2.2%N/A0.052%
11/13/2024Bank of Montreal Can187,649$19.00M0.0%-5.3%0.207%
11/13/2024Brown Brothers Harriman & Co.1,026$104K0.0%N/A0.001%
11/13/2024Davis R M Inc.21,618$2.20M0.0%+19.7%0.024%
11/13/2024Fisher Asset Management LLC2,801$285K0.0%N/A0.003%
11/12/2024Cahill Financial Advisors Inc.12,039$1.22M0.2%+1.4%0.013%
11/12/2024Crewe Advisors LLC311,066$31.62M3.7%+0.1%0.344%
11/12/2024Larson Financial Group LLC20,078$2.04M0.1%-9.4%0.022%
11/12/2024Canopy Partners LLC7,947$808K0.3%N/A0.009%
11/12/2024Cerity Partners LLC214,106$21.76M0.0%-5.4%0.237%
11/12/2024Great Valley Advisor Group Inc.12,521$1.27M0.0%+14.5%0.014%
11/12/2024Smithfield Trust Co15,639$1.59M0.1%+61.9%0.017%
11/12/2024Massachusetts Financial Services Co. MA11,468$1.17M0.0%+122.9%0.013%
11/8/2024Citizens Financial Group Inc. RI8,373$851K0.0%+8.6%0.009%
11/7/2024Caprock Group LLC183,222$18.63M0.7%-2.3%0.203%
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11/7/2024Pathstone Holdings LLC85,248$8.67M0.0%-0.5%0.094%
11/7/2024AMG National Trust Bank81,903$8.33M0.2%-4.1%0.091%
11/7/2024EQ LLC74,732$7.60M3.8%-0.7%0.083%
11/7/2024Phillips Financial Management LLC513$52K0.0%N/A0.001%
11/7/2024Westfuller Advisors LLC21,444$2.18M1.6%N/A0.024%
11/7/2024Essential Planning LLC.4,039$411K0.2%-3.2%0.004%
11/6/2024Mill Creek Capital Advisors LLC168,811$17.16M0.4%-3.8%0.187%
11/6/2024Signature Estate & Investment Advisors LLC2,927$298K0.0%-4.7%0.003%
11/6/2024Diversified Portfolios Inc.142,260$14.46M1.6%-3.0%0.157%
11/6/2024Bell Bank13,438$1.37M0.2%-2.8%0.015%
11/6/2024Main Street Financial Solutions LLC8,911$906K0.1%-8.5%0.010%
11/6/2024Arjuna Capital33,354$3.39M0.9%+60.7%0.037%
11/6/2024Angeles Investment Advisors LLC441,396$44.87M2.3%+2.0%0.488%
11/6/2024Mengis Capital Management Inc.2,724$277K0.1%-7.7%0.003%
11/5/2024Haverford Trust Co17,292$1.76M0.0%-6.8%0.019%
11/5/2024Empower Advisory Group LLC9,287$944K0.0%+1.2%0.010%
11/5/2024Aptus Capital Advisors LLC489$50K0.0%+294.4%0.001%
11/5/2024Mascoma Wealth Management LLC1,634$166K0.0%-10.8%0.002%
11/5/2024Harbour Investments Inc.17,870$1.82M0.1%+29.5%0.020%
11/5/2024Apollon Wealth Management LLC3,613$367K0.0%+14.1%0.004%
11/4/2024Addison Advisors LLC17,869$1.82M0.5%+2.9%0.020%
11/4/2024Marshall Financial Group Inc. ADV18,691$1.90M0.6%+6.4%0.021%
11/4/2024Proffitt & Goodson Inc.12,478$1.27M0.2%-4.6%0.014%
11/4/2024Legacy Capital Wealth Partners LLC2,843$289K0.0%+27.0%0.003%
11/2/2024Mesirow Financial Investment Management Inc.18,026$1.83M0.0%+100.4%0.020%
11/1/2024Fairway Wealth LLC471$48K0.0%N/A0.001%
11/1/2024Rockbridge Investment Management LCC5,997$610K0.1%+5.9%0.007%
10/31/2024Keudell Morrison Wealth Management2,230$227K0.1%N/A0.002%
10/31/2024US Financial Advisors LLC13,284$1.35M0.4%-17.6%0.015%
10/31/2024Trademark Financial Management LLC25,732$2.62M2.1%-1.8%0.028%
10/31/2024JNBA Financial Advisors6,433$654K0.1%-32.9%0.007%
10/30/2024White Lighthouse Investment Management Inc.40,640$4.13M0.7%+1.8%0.045%
10/30/2024Milestone Investment Advisors LLC7,124$724K0.2%-13.1%0.008%
10/30/2024PDS Planning Inc4,621$470K0.0%+7.9%0.005%
10/29/2024BSW Wealth Partners64,418$6.55M1.0%+0.7%0.071%
10/29/2024Janney Montgomery Scott LLC9,178$933K0.0%N/A0.010%
10/29/2024New Covenant Trust Company N.A.65,876$6.67M6.5%-0.2%0.073%
10/29/2024Brooklyn FI LLC26,993$2.74M1.0%+2.6%0.030%
10/29/2024Farther Finance Advisors LLC12,518$1.27M0.0%+6.4%0.014%
10/28/2024Human Investing LLC130,744$13.29M2.4%+3.1%0.145%
10/28/2024Laurel Wealth Planning LLC11,415$1.16M0.8%-14.6%0.013%
10/28/2024Baron Silver Stevens Financial Advisors LLC3,378$343K0.1%+3.2%0.004%
10/25/2024Pinnacle Associates Ltd.4,673$475K0.0%-6.6%0.005%
10/25/2024Lodestar Private Asset Management LLC5,059$514K0.1%+8.2%0.006%
10/25/2024Better Money Decisions LLC4,223$429K0.3%-15.0%0.005%
10/25/2024Atmos Advisory LLC35,682$3.63M2.6%-3.7%0.039%
10/25/2024Integrated Advisors Network LLC1,969$200K0.0%N/A0.002%
10/24/2024Financial Futures Ltd Liability Co.3,983$405K0.2%+86.9%0.004%
10/24/2024Concord Wealth Partners2,664$271K0.0%+13.1%0.003%
10/24/2024Gemmer Asset Management LLC127,888$13M1.3%+11.7%0.141%
liberals FOOLED by Elon’s shocking surprise (Ad)

Elon Musk and Donald Trump fooled everyone. They said it was to “save free speech”... Or “fix what the liberals broke”... But it turns out that was all just a smokescreen to hide the TRUTH…

Click here to discover the real reason Elon Musk became buddy-buddy with Trump.
10/24/2024Platt Investment Counsel LLC411,198$41.80M37.1%+1.2%0.454%
10/24/2024Modera Wealth Management LLC24,812$2.52M0.0%+2.3%0.027%
10/24/2024Wealth Enhancement Advisory Services LLC20,648$2.10M0.0%-11.0%0.023%
10/24/2024PFG Investments LLC18,958$1.93M0.1%+18.7%0.021%
10/24/2024Sageworth Trust Co32,714$3.33M0.2%+5.6%0.036%
10/23/2024Allworth Financial LP1,801$183K0.0%+54.6%0.002%
10/23/2024Lake Street Advisors Group LLC131,345$13.35M0.6%+3.7%0.145%
10/23/2024Ballentine Partners LLC30,309$3.08M0.1%-24.3%0.033%
10/23/2024Schmidt P J Investment Management Inc.7,087$720K0.1%+4.4%0.008%
10/23/2024Northland Capital Management LLC17,503$1.78M1.0%+11.1%0.019%
(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, 491 institutional investors and hedge funds held shares of Vanguard ESG US Stock ETF. The most heavily invested institutionals were Vanguard Group Inc. ($562.44M), Visa Foundation ($166.31M), Creative Planning ($125.12M), Leo Wealth LLC ($69.42M), Wealthfront Advisers LLC ($66.60M), Verde Capital Management ($55.89M), and Leo Brokerage LLC ($52.65M).Learn more on ESGV's institutional investors.

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

Of the 411 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 Wealth LLC ($739.30K), Leo Brokerage LLC ($696.18K), SageView Advisory Group LLC ($360.84K), Retirement Capital Strategies ($353.42K), and Financial Connections Group Inc. ($318.48K).

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

Institutional investors have bought a total of 15,378,337 shares in the last 24 months. This purchase volume represents approximately $1.21B in transactions.

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

Of the 262 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: Vanguard Group Inc. ($3.08M), Visa Foundation ($804.85K), Retirement Capital Strategies ($306.99K), American Financial Advisors LLC ($182.20K), Angeles Investment Advisors LLC ($128.23K), Affinity Capital Advisors LLC ($119.69K), and Evoke Wealth LLC ($95.61K).

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

Institutional investors have sold a total of 6,920,551 shares in the last 24 months. This volume of shares sold represents approximately $590.07M in transactions.



This page (BATS:ESGV) was last updated on 1/8/2025 by MarketBeat.com Staff
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