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Vanguard ESG US Stock ETF (ESGV) Institutional Ownership

Vanguard ESG US Stock ETF logo
$92.11 -11.85 (-11.40%)
Closing price 04/17/2025 03:59 PM Eastern
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$91.83 -0.29 (-0.31%)
As of 04/17/2025 04:25 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 Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
341
Total
Institutional Inflows
(last 12 months)
$787.20M
Number of
Institutional Sellers
(last 12 months)
206
Total
Institutional Outflows
(last 12 months)
$439.19M
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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
4/17/2025Schaper Benz & Wise Investment Counsel Inc. WI8,836$865K0.1%+54.2%0.009%
4/17/2025Stephens Consulting LLC49,282$4.83M1.2%+4.8%0.051%
4/17/2025Sowell Financial Services LLC3,020$296K0.0%N/A0.003%
4/17/2025Hanson & Doremus Investment Management218,610$21.41M3.1%+0.1%0.224%
4/17/2025Stanich Group LLC542,738$53.16M39.3%+5.6%0.557%
4/17/2025SFM LLC9,140$895K0.7%N/A0.009%
4/17/2025Scott Capital Advisors LLC11,151$1.09M0.3%N/A0.011%
4/17/2025Affinity Capital Advisors LLC28,854$2.70M0.5%-43.1%0.030%
4/17/2025Dynamic Advisor Solutions LLC7,700$754K0.0%N/A0.008%
4/17/2025Dohj LLC154,012$15.09M3.4%+7.7%0.158%
4/16/2025 TPG Financial Advisors LLC8,595$842K0.4%+79.5%0.009%
4/16/2025 Wealth Enhancement Advisory Services LLC21,514$2.11M0.0%-11.8%0.022%
4/16/2025 Schoolcraft Capital LLC6,602$647K0.1%N/A0.007%
4/16/2025 Relyea Zuckerberg Hanson LLC68,191$6.68M0.9%+3.8%0.070%
4/16/2025 Paragon Capital Management Ltd32,049$3.14M0.6%+16.7%0.033%
4/16/2025 Patriot Investment Management Group Inc.48,182$4.72M0.4%+3.5%0.049%
4/16/2025 Farrell Financial LLC89,016$8.72M6.3%-1.5%0.091%
4/15/2025 Skyline Advisors Inc.19,191$1.88M0.7%-25.4%0.020%
4/15/2025 Focus Financial Network Inc.4,139$405K0.0%+37.0%0.004%
4/15/2025 InTrack Investment Management Inc5,456$534K0.5%-4.0%0.006%
4/15/2025 Northeast Investment Management5,374$526K0.0%-18.0%0.006%
4/15/2025 Leonard Rickey Investment Advisors P.L.L.C.17,347$1.64M0.4%+13.8%0.018%
4/15/2025 Integral Investment Advisors Inc.4,257$417K0.1%-26.3%0.004%
4/15/2025 Orgel Wealth Management LLC137,812$13.50M0.4%-32.7%0.141%
4/15/2025 Fiduciary Financial Group LLC3,504$323K0.1%N/A0.004%
4/14/2025 Truefg LLC8,980$880K0.3%+1.6%0.009%
4/14/2025 Regatta Capital Group LLC141,543$13.86M2.7%+4.8%0.145%
4/14/2025 Panoramic Capital Partners LLC3,261$319K0.3%N/A0.003%
4/14/2025 Octavia Wealth Advisors LLC2,385$234K0.0%+11.4%0.002%
4/14/2025 Farther Finance Advisors LLC11,317$1.11M0.0%-8.1%0.012%
4/14/2025 CJM Wealth Advisers Ltd.8,680$850K0.3%+8.4%0.009%
4/14/2025 Selective Wealth Management Inc.12,278$1.15M0.5%+32.3%0.013%
4/14/2025 Baldwin Wealth Partners LLC MA3,848$377K0.0%-7.2%0.004%
4/14/2025 Capital Investment Advisors LLC8,998$881K0.0%N/A0.009%
4/14/2025 Meridian Financial Partners LLC2,967$291K0.1%+16.5%0.003%
4/14/2025 Charter Oak Capital Management LLC53,481$5.24M0.5%-2.5%0.055%
4/14/2025 Wedmont Private Capital16,595$1.56M0.1%+550.0%0.017%
4/14/2025 LexAurum Advisors LLC6,246$612K0.1%+3.5%0.006%
4/14/2025 Gemmer Asset Management LLC145,666$14.27M1.4%+3.3%0.150%
4/11/2025 Sulzberger Capital Advisors Inc.3,827$375K0.5%-27.5%0.004%
BREAKING: Trump Bans NVIDIA Chips to China (Ad)

On April 16th, 2025, President Trump banned Nvidia from selling its most advanced semiconductors to China. That brings the U.S. and China closer to war than at any time since the Korean War ended in 1953.

There's a good chance you own at least one of these through a brokerage account, mutual fund, 401K,
4/11/2025 D. Scott Neal Inc.2,065$202K0.1%-7.1%0.002%
4/11/2025 LifeGuide Financial Advisors LLC147,729$14.47M5.9%+1.6%0.152%
4/10/2025 Retirement Planning Group LLC4,360$427K0.0%-7.0%0.004%
4/10/2025 Platt Investment Counsel LLC393,972$38.59M38.1%+3.9%0.404%
4/10/2025 Apella Capital LLC99,674$9.52M0.3%+4.2%0.102%
4/10/2025 Presilium Private Wealth LLC8,712$853K0.2%+7.9%0.009%
4/10/2025 CGN Advisors LLC23,423$2.29M0.2%-9.2%0.024%
4/9/2025 McLean Asset Management Corp14,943$1.46M0.4%+299.2%0.015%
4/9/2025 ETF Portfolio Partners Inc.6,168$604K0.2%+1.8%0.006%
4/9/2025 ST Germain D J Co. Inc.59,181$5.80M0.3%+10.0%0.061%
4/9/2025 Merit Financial Group LLC24,689$2.42M0.0%-31.4%0.025%
4/9/2025 Towerpoint Wealth LLC5,517$540K0.3%+75.8%0.006%
4/9/2025 West Financial Advisors LLC19,492$1.91M0.4%+1.0%0.020%
4/8/2025 Verde Capital Management558,899$54.74M15.6%-0.7%0.574%
4/8/2025 Boston Standard Wealth Management LLC65,843$6.36M1.4%-0.7%0.068%
4/8/2025 Highland Financial Advisors LLC3,741$366K0.1%N/A0.004%
4/8/2025 Investors Research Corp607$59K0.0%+44.9%0.001%
4/8/2025 IFG Advisors LLC6,346$622K0.1%+2.2%0.007%
4/8/2025 Parallel Advisors LLC54,239$5.31M0.1%+13.2%0.056%
4/7/2025 AdvisorNet Financial Inc447$44K0.0%+59.6%0.000%
4/7/2025 FC Advisory LLC6,716$658K0.2%+1.9%0.007%
4/4/2025 Quent Capital LLC2,665$261K0.0%+7.9%0.003%
4/3/2025 First Hawaiian Bank30,733$3.01M0.2%+170.6%0.032%
4/1/2025 Stonehearth Capital Management LLC35,337$3.46M1.4%-0.7%0.036%
3/24/2025Mascagni Wealth Management Inc.316$33K0.0%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC24,380$2.56M0.0%+18.1%0.025%
3/17/2025 Members Wealth LLC2,140$231K0.2%N/A0.002%
3/13/2025Silver Oak Wealth Advisors Services LLC176,371$18.50M16.4%N/A0.180%
3/6/2025Wood Tarver Financial Group LLC4,090$429K0.1%N/A0.004%
2/28/2025Brooklyn FI LLC26,859$2.82M0.5%-0.5%0.027%
2/27/2025 Skyline Advisors Inc.25,732$2.70M1.0%-78.7%0.026%
2/27/2025Landaas & Co. WI ADV8,060$845K0.2%+18.1%0.008%
2/25/2025Garde Capital Inc.215,950$22.65M1.5%+1.6%0.239%
2/20/2025Wealth Management Strategies Inc.2,826$296K0.2%N/A0.003%
2/20/2025Westfuller Advisors LLC21,580$2.26M1.4%+0.6%0.024%
2/18/2025Cornerstone Advisory LLC1,899$207K0.0%N/A0.002%
2/18/2025Focus Partners Advisor Solutions LLC6,349$666K0.0%-16.5%0.007%
2/18/2025NCM Capital Management LLC3,341$350K0.2%N/A0.004%
2/17/2025US Financial Advisors LLC12,903$1.35M0.4%-2.9%0.014%
2/17/2025Waverly Advisors LLC6,839$717K0.0%-19.1%0.008%
2/17/2025Wimmer Associates 1 LLC1,915$201K0.1%N/A0.002%
2/17/2025Two Sigma Investments LP192,797$20.22M0.0%+106.6%0.213%
2/17/2025Salus Financial Advisors LLC3,165$332K0.3%N/A0.003%
2/17/2025Snowden Capital Advisors LLC12,596$1.32M0.0%-1.6%0.014%
2/17/2025Royal Bank of Canada419,747$44.03M0.0%-0.2%0.464%
2/17/2025Pathstone Holdings LLC89,991$9.44M0.0%+5.6%0.099%
2/17/2025Obermeyer Wealth Partners2,402$252K0.0%+6.4%0.003%
2/17/2025LRI Investments LLC621$65K0.0%N/A0.001%
2/17/2025Ellevest Inc.5,018$526K0.0%-6.0%0.006%
2/17/2025Fairview Capital Investment Management LLC2,550$267K0.0%-10.5%0.003%
BREAKING: Trump Bans NVIDIA Chips to China (Ad)

On April 16th, 2025, President Trump banned Nvidia from selling its most advanced semiconductors to China. That brings the U.S. and China closer to war than at any time since the Korean War ended in 1953.

There's a good chance you own at least one of these through a brokerage account, mutual fund, 401K,
2/17/2025Clarity Asset Management Inc.165,390$17.35M11.3%-2.7%0.183%
2/17/2025EP Wealth Advisors LLC9,524$999K0.0%-32.4%0.011%
2/17/2025Cornerstone Financial Group LLC NE 4,344$456K0.4%N/A0.005%
2/17/2025Cresset Asset Management LLC85,005$8.92M0.0%+4.7%0.094%
2/17/2025Cetera Investment Advisers60,604$6.36M0.0%-5.9%0.067%
2/17/2025Cary Street Partners Financial LLC103,431$103K0.0%N/A0.114%
2/17/2025Baird Financial Group Inc.392,661$41.19M0.1%+1.8%0.434%
2/17/2025Bank of America Corp DE501,757$52.63M0.0%+10.3%0.555%
2/17/2025Ameriprise Financial Inc.305,047$32.01M0.0%-14.7%0.337%
2/17/2025Aptus Capital Advisors LLC1,154$121K0.0%+136.0%0.001%
(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, 556 institutional investors and hedge funds held shares of Vanguard ESG US Stock ETF. The most heavily invested institutionals were Vanguard Group Inc. ($321.70M), Visa Foundation ($170.58M), Creative Planning ($125.12M), Leo Wealth LLC ($72.74M), Wealthfront Advisers LLC ($66.60M), Verde Capital Management ($54.74M), and Stanich Group LLC ($53.16M).Learn more on ESGV's institutional investors.

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

Of the 474 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 ($4.13M), Brooklyn FI LLC ($1.73M), Vanguard Group Inc. ($1.31M), Raymond James Financial Inc. ($1.01M), Leo Wealth LLC ($749.92K), Leo Brokerage LLC ($696.18K), and Stanich Group LLC ($542.74K).

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

Institutional investors have bought a total of 19,344,396 shares in the last 24 months. This purchase volume represents approximately $1.70B in transactions.

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

Of the 284 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 ($727.70K), Retirement Capital Strategies ($309.93K), American Financial Advisors LLC ($167.31K), Affinity Capital Advisors LLC ($139.86K), Orgel Wealth Management LLC ($109.92K), and Skyline Advisors Inc. ($104.33K).

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

Institutional investors have sold a total of 6,729,422 shares in the last 24 months. This volume of shares sold represents approximately $603.92M in transactions.



This page (BATS:ESGV) was last updated on 4/18/2025 by MarketBeat.com Staff
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