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Vanguard ESG US Stock ETF (ESGV) Institutional Ownership

Vanguard ESG US Stock ETF logo
$106.81 +2.85 (+2.74%)
Closing price 02/21/2025 03:59 PM Eastern
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$106.60 -0.22 (-0.20%)
As of 02/21/2025 07:46 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)
325
Total
Institutional Inflows
(last 12 months)
$924.65M
Number of
Institutional Sellers
(last 12 months)
203
Total
Institutional Outflows
(last 12 months)
$425.93M
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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
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%
2/18/2025 Cornerstone Advisory LLC1,899$207K0.0%N/A0.002%
2/18/2025 Focus Partners Advisor Solutions LLC6,349$666K0.0%-16.5%0.007%
2/18/2025 NCM Capital Management LLC3,341$350K0.2%N/A0.004%
2/17/2025 US Financial Advisors LLC12,903$1.35M0.4%-2.9%0.014%
2/17/2025 Waverly Advisors LLC6,839$717K0.0%-19.1%0.008%
2/17/2025 Wimmer Associates 1 LLC1,915$201K0.1%N/A0.002%
2/17/2025 Two Sigma Investments LP192,797$20.22M0.0%+106.6%0.213%
2/17/2025 Salus Financial Advisors LLC3,165$332K0.3%N/A0.003%
2/17/2025 Snowden Capital Advisors LLC12,596$1.32M0.0%-1.6%0.014%
2/17/2025 Royal Bank of Canada419,747$44.03M0.0%-0.2%0.464%
2/17/2025 Pathstone Holdings LLC89,991$9.44M0.0%+5.6%0.099%
2/17/2025 Obermeyer Wealth Partners2,402$252K0.0%+6.4%0.003%
2/17/2025 LRI Investments LLC621$65K0.0%N/A0.001%
2/17/2025 Ellevest Inc.5,018$526K0.0%-6.0%0.006%
2/17/2025 Fairview Capital Investment Management LLC2,550$267K0.0%-10.5%0.003%
2/17/2025 Clarity Asset Management Inc.165,390$17.35M11.3%-2.7%0.183%
2/17/2025 EP Wealth Advisors LLC9,524$999K0.0%-32.4%0.011%
2/17/2025 Cornerstone Financial Group LLC NE 4,344$456K0.4%N/A0.005%
2/17/2025 Cresset Asset Management LLC85,005$8.92M0.0%+4.7%0.094%
2/17/2025 Cetera Investment Advisers60,604$6.36M0.0%-5.9%0.067%
2/17/2025 Cary Street Partners Financial LLC103,431$103K0.0%N/A0.114%
2/17/2025 Baird Financial Group Inc.392,661$41.19M0.1%+1.8%0.434%
2/17/2025 Bank of America Corp DE501,757$52.63M0.0%+10.3%0.555%
2/17/2025 Ameriprise Financial Inc.305,047$32.01M0.0%-14.7%0.337%
2/17/2025 Aptus Capital Advisors LLC1,154$121K0.0%+136.0%0.001%
2/14/2025 Mercer Global Advisors Inc. ADV59,837$6.28M0.0%-14.7%0.066%
2/14/2025 Sulzberger Capital Advisors Inc.5,281$554K0.6%N/A0.006%
2/14/2025 WealthCollab LLC17,209$1.81M1.2%+1.1%0.019%
2/14/2025 Lido Advisors LLC15,722$1.65M0.0%N/A0.017%
2/14/2025 Capstone Financial Advisors Inc.7,351$771K0.0%+2.3%0.008%
2/14/2025 Beacon Pointe Advisors LLC58,163$6.10M0.1%+18.5%0.064%
2/14/2025 Betterment LLC414,023$43.43M0.1%-2.0%0.458%
2/14/2025 SCS Capital Management LLC333,734$35.01M0.7%+1.0%0.369%
2/14/2025 Integrated Wealth Concepts LLC3,368$353K0.0%N/A0.004%
2/14/2025 TD Waterhouse Canada Inc.3,906$410K0.0%+26.0%0.004%
2/14/2025 Tradition Wealth Management LLC19,754$2.07M0.2%+29.8%0.022%
2/14/2025 MML Investors Services LLC32,401$3.40M0.0%-0.6%0.036%
2/14/2025 Balanced Rock Investment Advisors LLC12,118$1.27M1.0%-5.7%0.013%
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2/13/2025 MSH Capital Advisors LLC3,054$320K0.1%N/A0.003%
2/13/2025 NewEdge Advisors LLC27,995$2.94M0.0%+23.1%0.031%
2/13/2025 Main Street Financial Solutions LLC10,017$1.05M0.1%+12.4%0.011%
2/13/2025 Twin Focus Capital Partners LLC82,527$8.66M1.3%+951.6%0.091%
2/13/2025 Mariner LLC85,337$8.95M0.0%+30.6%0.094%
2/13/2025 SageView Advisory Group LLC137,692$14.44M0.6%+0.3%0.152%
2/13/2025 Savvy Advisors Inc.7,588$796K0.1%N/A0.008%
2/13/2025 Cahill Wealth Management LLC1,921$202K0.1%N/A0.002%
2/13/2025 Raymond James Financial Inc.504,516$52.92M0.0%N/A0.558%
2/13/2025 Advisory Services Network LLC2,566$269K0.0%+7.3%0.003%
2/13/2025 Renaissance Technologies LLC24,400$2.56M0.0%+313.6%0.027%
2/13/2025 Canopy Partners LLC8,120$852K0.3%+2.2%0.009%
2/13/2025 Bank of Montreal Can184,249$19.33M0.0%-1.8%0.204%
2/13/2025 Soundwatch Capital LLC38,859$4.08M0.4%-1.0%0.043%
2/13/2025 Cerity Partners LLC209,736$22.00M0.0%-2.0%0.232%
2/13/2025 Hurley Capital LLC1,931$205K0.2%N/A0.002%
2/13/2025 Envestnet Asset Management Inc.241,631$25.35M0.0%-1.0%0.267%
2/13/2025 Wells Fargo & Company MN76,310$8.00M0.0%-16.0%0.084%
2/12/2025 Conquis Financial LLC267$28K0.0%N/A0.000%
2/12/2025 Cambridge Associates LLC MA ADV84,892$8.90M0.3%+505.2%0.094%
2/12/2025 World Investment Advisors2,390$251K0.0%-3.8%0.003%
2/12/2025 Martin Worley Group22,710$2.38M1.5%N/A0.025%
2/12/2025 Milestone Investment Advisors LLC7,290$765K0.2%+2.3%0.008%
2/12/2025 Massachusetts Financial Services Co. MA7,893$828K0.0%-31.2%0.009%
2/12/2025 Nemes Rush Group LLC2,165$227K0.0%N/A0.002%
2/12/2025 National Bank of Canada FI4,265$447K0.0%-68.3%0.005%
2/12/2025 Franklin Resources Inc.241,737$25.36M0.0%+40.6%0.267%
2/12/2025 Physician Wealth Advisors Inc.3,839$403K0.1%-3.6%0.004%
2/12/2025 RWA Wealth Partners LLC204,612$21.46M0.3%-1.7%0.226%
2/12/2025 Brown Brothers Harriman & Co.1,518$159K0.0%+48.0%0.002%
2/12/2025 Blair William & Co. IL59,019$6.19M0.0%-0.2%0.065%
2/12/2025 JPMorgan Chase & Co.223,056$23.40M0.0%+2.6%0.247%
2/12/2025 Graney & King LLC1,501$157K0.1%N/A0.002%
2/12/2025 Sellwood Investment Partners LLC318,867$33.45M18.0%N/A0.352%
2/12/2025 Financial Engines Advisors L.L.C.55,174$5.79M0.0%-4.5%0.061%
2/12/2025 Momentous Wealth Management Inc.2,988$313K0.3%N/A0.003%
2/11/2025 Signature Estate & Investment Advisors LLC3,198$335K0.0%+9.3%0.004%
2/11/2025 Haverford Trust Co24,685$2.59M0.0%+42.8%0.027%
2/11/2025 Angeles Investment Advisors LLC449,341$47.13M2.3%+1.8%0.497%
2/11/2025 Vanguard Group Inc.3,066,979$321.70M0.0%+11.4%3.390%
2/11/2025 Cedar Wealth Management LLC206,205$21.63M7.8%-0.4%0.228%
2/11/2025 LPL Financial LLC231,149$24.25M0.0%+5.8%0.255%
2/11/2025 Millstone Evans Group LLC1,582$166K0.1%N/A0.002%
2/11/2025 Financial Network Wealth Management LLC251,085$26.34M9.4%-0.7%0.278%
2/11/2025 Antonelli Financial Advisors LLC1,910$200K0.2%N/A0.002%
2/11/2025 Pecaut & CO.8,145$854K0.3%+62.1%0.009%
2/11/2025 Whittier Trust Co. of Nevada Inc.13,013$1.37M0.0%+16.8%0.014%
2/11/2025 Whittier Trust Co.29,239$3.07M0.0%+0.8%0.032%
2/11/2025 Symmetry Partners LLC8,084$848K0.1%+25.5%0.009%
2/11/2025 Atlantic Private Wealth LLC42,689$4.48M3.4%-3.1%0.047%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
2/11/2025 VSM Wealth Advisory LLC5,959$625K0.2%N/A0.007%
2/11/2025 Brooklyn FI LLC1,725,810$181.07M0.9%+6,293.5%1.907%
2/11/2025 Trillium Asset Management LLC2,850$299K0.0%-16.2%0.003%
2/10/2025 Evoke Wealth LLC112,025$11.75M0.3%+11.1%0.124%
2/10/2025 Visa Foundation1,626,275$170.58M78.3%-5.5%1.797%
2/10/2025 Cozad Asset Management Inc.7,729$811K0.1%-2.4%0.009%
2/10/2025 Curio Wealth LLC7,228$758K0.4%N/A0.008%
2/10/2025 Parallel Advisors LLC47,903$5.03M0.1%-5.2%0.053%
2/10/2025 First National Advisers LLC3,610$379K0.1%+46.7%0.004%
2/10/2025 Facet Wealth Inc.376,423$40.50M1.1%+5.1%0.416%
(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, 551 institutional investors and hedge funds held shares of Vanguard ESG US Stock ETF. The most heavily invested institutionals were Vanguard Group Inc. ($321.70M), Brooklyn FI LLC ($181.07M), Visa Foundation ($170.58M), Creative Planning ($125.12M), Leo Wealth LLC ($72.74M), Wealthfront Advisers LLC ($66.60M), and Verde Capital Management ($59.01M).Learn more on ESGV's institutional investors.

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

Of the 465 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 ($513.83K).

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

Institutional investors have bought a total of 19,062,475 shares in the last 24 months. This purchase volume represents approximately $1.66B in transactions.

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

Of the 281 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 ($125.24K), Evoke Wealth LLC ($95.61K), and SageView Advisory Group LLC ($92.06K).

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

Institutional investors have sold a total of 6,592,037 shares in the last 24 months. This volume of shares sold represents approximately $587.52M in transactions.



This page (BATS:ESGV) was last updated on 2/22/2025 by MarketBeat.com Staff
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