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Vanguard ESG US Stock ETF (ESGV) Institutional Ownership

Vanguard ESG US Stock ETF logo
$107.88 +0.38 (+0.35%)
(As of 12/2/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
248
Total
Institutional Inflows
(last 12 months)
$525.64M
Number of
Institutional Sellers
(last 12 months)
180
Total
Institutional Outflows
(last 12 months)
$395.31M
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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
11/27/2024 Franklin Resources Inc.171,970$17.79M0.0%+55.1%0.190%
11/25/2024 Wilmington Savings Fund Society FSB16,087$1.64M0.0%N/A0.018%
11/25/2024 World Investment Advisors LLC2,485$253K0.0%+7.6%0.003%
11/25/2024 Sanctuary Advisors LLC7,349$780K0.0%+17.1%0.008%
11/15/2024 Clarity Asset Management Inc.169,896$17.27M12.0%+1.1%0.188%
11/15/2024 MML Investors Services LLC32,583$3.31M0.0%+3.2%0.036%
11/15/2024 Dunhill Financial LLC6,845$696K0.4%N/A0.008%
11/15/2024 Passive Capital Management LLC.7,487$761K0.3%-2.6%0.008%
11/15/2024 EP Wealth Advisors LLC14,096$1.43M0.0%+13.9%0.016%
11/15/2024 Stifel Financial Corp15,476$1.57M0.0%+7.1%0.017%
11/15/2024 SageView Advisory Group LLC137,322$13.96M0.7%-14.6%0.152%
11/15/2024 IHT Wealth Management LLC2,252$228K0.0%N/A0.002%
11/15/2024 HighTower Advisors LLC84,964$8.64M0.0%+28.0%0.094%
11/15/2024 Hilltop Holdings Inc.3,161$321K0.0%+10.1%0.003%
11/14/2024 Bell Investment Advisors Inc21,286$2.16M0.4%-0.5%0.024%
11/13/2024 Glenmede Trust Co. NA8,301$844K0.0%N/A0.009%
11/13/2024 BNP Paribas Financial Markets120,007$12.20M0.0%+173,823.2%0.133%
11/13/2024 FMR LLC10,335$1.05M0.0%+5.0%0.011%
11/13/2024 D.A. Davidson & CO.53,722$5.46M0.0%+2.6%0.059%
11/13/2024 Elios Financial Group Inc.46,731$4.75M2.2%N/A0.052%
11/13/2024 Bank of Montreal Can187,649$19.00M0.0%-5.3%0.207%
11/13/2024 Brown Brothers Harriman & Co.1,026$104K0.0%N/A0.001%
11/13/2024 Davis R M Inc.21,618$2.20M0.0%+19.7%0.024%
11/13/2024Fisher Asset Management LLC2,801$285K0.0%N/A0.003%
11/12/2024 Cahill Financial Advisors Inc.12,039$1.22M0.2%+1.4%0.013%
11/12/2024 Crewe Advisors LLC311,066$31.62M3.7%+0.1%0.344%
11/12/2024Larson Financial Group LLC20,078$2.04M0.1%-9.4%0.022%
11/12/2024 Canopy Partners LLC7,947$808K0.3%N/A0.009%
11/12/2024 Cerity Partners LLC214,106$21.76M0.0%-5.4%0.237%
11/12/2024 Great Valley Advisor Group Inc.12,521$1.27M0.0%+14.5%0.014%
11/12/2024 Smithfield Trust Co15,639$1.59M0.1%+61.9%0.017%
11/12/2024 Massachusetts Financial Services Co. MA11,468$1.17M0.0%+122.9%0.013%
11/8/2024 Citizens Financial Group Inc. RI8,373$851K0.0%+8.6%0.009%
11/7/2024 Caprock Group LLC183,222$18.63M0.7%-2.3%0.203%
11/7/2024 Pathstone Holdings LLC85,248$8.67M0.0%-0.5%0.094%
11/7/2024 AMG National Trust Bank81,903$8.33M0.2%-4.1%0.091%
11/7/2024 EQ LLC74,732$7.60M3.8%-0.7%0.083%
11/7/2024 Phillips Financial Management LLC513$52K0.0%N/A0.001%
11/7/2024 Westfuller Advisors LLC21,444$2.18M1.6%N/A0.024%
11/7/2024 Essential Planning LLC.4,039$411K0.2%-3.2%0.004%
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11/6/2024 Mill Creek Capital Advisors LLC168,811$17.16M0.4%-3.8%0.187%
11/6/2024 Signature Estate & Investment Advisors LLC2,927$298K0.0%-4.7%0.003%
11/6/2024 Diversified Portfolios Inc.142,260$14.46M1.6%-3.0%0.157%
11/6/2024 Bell Bank13,438$1.37M0.2%-2.8%0.015%
11/6/2024 Main Street Financial Solutions LLC8,911$906K0.1%-8.5%0.010%
11/6/2024 Arjuna Capital33,354$3.39M0.9%+60.7%0.037%
11/6/2024 Angeles Investment Advisors LLC441,396$44.87M2.3%+2.0%0.488%
11/6/2024 Mengis Capital Management Inc.2,724$277K0.1%-7.7%0.003%
11/5/2024 Haverford Trust Co17,292$1.76M0.0%-6.8%0.019%
11/5/2024 Empower Advisory Group LLC9,287$944K0.0%+1.2%0.010%
11/5/2024 Aptus Capital Advisors LLC489$50K0.0%+294.4%0.001%
11/5/2024 Mascoma Wealth Management LLC1,634$166K0.0%-10.8%0.002%
11/5/2024 Harbour Investments Inc.17,870$1.82M0.1%+29.5%0.020%
11/5/2024 Apollon Wealth Management LLC3,613$367K0.0%+14.1%0.004%
11/4/2024 Addison Advisors LLC17,869$1.82M0.5%+2.9%0.020%
11/4/2024 Marshall Financial Group Inc. ADV18,691$1.90M0.6%+6.4%0.021%
11/4/2024 Proffitt & Goodson Inc.12,478$1.27M0.2%-4.6%0.014%
11/4/2024 Legacy Capital Wealth Partners LLC2,843$289K0.0%+27.0%0.003%
11/2/2024 Mesirow Financial Investment Management Inc.18,026$1.83M0.0%+100.4%0.020%
11/1/2024 Fairway Wealth LLC471$48K0.0%N/A0.001%
11/1/2024 Rockbridge Investment Management LCC5,997$610K0.1%+5.9%0.007%
10/31/2024 Keudell Morrison Wealth Management2,230$227K0.1%N/A0.002%
10/31/2024 US Financial Advisors LLC13,284$1.35M0.4%-17.6%0.015%
10/31/2024 Trademark Financial Management LLC25,732$2.62M2.1%-1.8%0.028%
10/31/2024 JNBA Financial Advisors6,433$654K0.1%-32.9%0.007%
10/30/2024 White Lighthouse Investment Management Inc.40,640$4.13M0.7%+1.8%0.045%
10/30/2024 Milestone Investment Advisors LLC7,124$724K0.2%-13.1%0.008%
10/30/2024 PDS Planning Inc4,621$470K0.0%+7.9%0.005%
10/29/2024 BSW Wealth Partners64,418$6.55M1.0%+0.7%0.071%
10/29/2024 Janney Montgomery Scott LLC9,178$933K0.0%N/A0.010%
10/29/2024 New Covenant Trust Company N.A.65,876$6.67M6.5%-0.2%0.073%
10/29/2024 Brooklyn FI LLC26,993$2.74M1.0%+2.6%0.030%
10/29/2024 Farther Finance Advisors LLC12,518$1.27M0.0%+6.4%0.014%
10/28/2024 Human Investing LLC130,744$13.29M2.4%+3.1%0.145%
10/28/2024 Laurel Wealth Planning LLC11,415$1.16M0.8%-14.6%0.013%
10/28/2024 Baron Silver Stevens Financial Advisors LLC3,378$343K0.1%+3.2%0.004%
10/25/2024 Pinnacle Associates Ltd.4,673$475K0.0%-6.6%0.005%
10/25/2024 Lodestar Private Asset Management LLC5,059$514K0.1%+8.2%0.006%
10/25/2024 Better Money Decisions LLC4,223$429K0.3%-15.0%0.005%
10/25/2024 Atmos Advisory LLC35,682$3.63M2.6%-3.7%0.039%
10/25/2024 Integrated Advisors Network LLC1,969$200K0.0%N/A0.002%
10/24/2024 Financial Futures Ltd Liability Co.3,983$405K0.2%+86.9%0.004%
10/24/2024 Concord Wealth Partners2,664$271K0.0%+13.1%0.003%
10/24/2024 Gemmer Asset Management LLC127,888$13M1.3%+11.7%0.141%
10/24/2024 Platt Investment Counsel LLC411,198$41.80M37.1%+1.2%0.454%
10/24/2024 Modera Wealth Management LLC24,812$2.52M0.0%+2.3%0.027%
10/24/2024 Wealth Enhancement Advisory Services LLC20,648$2.10M0.0%-11.0%0.023%
10/24/2024 PFG Investments LLC18,958$1.93M0.1%+18.7%0.021%
10/24/2024 Sageworth Trust Co32,714$3.33M0.2%+5.6%0.036%
10/23/2024 Allworth Financial LP1,801$183K0.0%+54.6%0.002%
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10/23/2024 Lake Street Advisors Group LLC131,345$13.35M0.6%+3.7%0.145%
10/23/2024 Ballentine Partners LLC30,309$3.08M0.1%-24.3%0.033%
10/23/2024 Schmidt P J Investment Management Inc.7,087$720K0.1%+4.4%0.008%
10/23/2024 Northland Capital Management LLC17,503$1.78M1.0%+11.1%0.019%
10/22/2024 International Assets Investment Management LLC155,394$15.80M0.0%+67,170.1%0.172%
10/22/2024 Coston McIsaac & Partners5,522$561K0.2%+3.7%0.006%
10/22/2024 Private Advisor Group LLC21,349$2.17M0.0%+40.6%0.024%
10/22/2024 Leo Wealth LLC682,919$69.42M6.3%+1.0%0.755%
10/22/2024 My Personal CFO LLC27,552$2.80M1.5%-0.6%0.030%
10/22/2024 Eastern Bank1,497$152K0.0%N/A0.002%
(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 15,350,795 shares in the last 24 months. This purchase volume represents approximately $1.20B in transactions.

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

Of the 263 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 6,944,826 shares in the last 24 months. This volume of shares sold represents approximately $591.54M in transactions.



This page (BATS:ESGV) was last updated on 12/3/2024 by MarketBeat.com Staff
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