VANGUARD ESG US STOCK ETF ESGV
$131.90
-0.3% 52w: $108.35 – $134.51
Latest 13F among current holders filed 5 days ago (Aug 28, 2026)
Price — last 12 months
research preview data108.35121.43134.51
Aug 18, 2025 Jul 2, 2026
Institutional holders
679
-10 QoQ
13F value
$3.51B
-5.6% QoQ
Smart-money holders
13
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
puts only
— calls / $307K puts
Institutional value by quarter
Number of holders
Who owns ESGV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC | Wealth advisor | 3.7M | $415.4M | 1.6% | — |
| Wealthfront Advisers LLC | Wealth advisor | 1.8M | $201.0M | 0.4% | +13.6% |
| MORGAN STANLEY | Bank broker | 1.7M | $188.7M | 0.0% | 0.0% |
| Creative Planning | Wealth advisor | 1.5M | $163.7M | 0.1% | +8.4% |
| VISA FOUNDATION | Wealth advisor | 1.2M | $131.7M | — | Held |
| Leo Wealth, LLC | Wealth advisor | 692.5K | $77.8M | 5.6% | -0.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 664.6K | $74.6M | 0.0% | +0.5% |
| Verde Capital Management | Wealth advisor | 607.1K | $68.2M | 14.6% | -0.2% |
| Betterment LLC | Wealth advisor | 605.1K | $67.9M | 0.1% | +13.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 577.8K | $64.9M | 0.0% | +2.2% |
| Stanich Group LLC | Wealth advisor | 527.6K | $59.2M | 45.2% | +3.8% |
| IMPACTfolio, LLC | Wealth advisor | 499.7K | $56.1M | 23.8% | -2.1% |
| ROYAL BANK OF CANADA | Bank broker | 459.2K | $51.6M | 0.0% | +0.7% |
| Apella Capital, LLC | Wealth advisor | 413.7K | $51.6M | 0.8% | +69.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 428.7K | $48.1M | 0.1% | +3.6% |
| SCS Capital Management LLC | Wealth advisor | 390.5K | $43.8M | 0.5% | -0.6% |
| Crewe Advisors LLC | Wealth advisor | 364.6K | $40.9M | 3.5% | +13.1% |
| Facet Wealth, Inc. | Wealth advisor | 359.4K | $40.3M | 0.7% | -3.7% |
| Platt Investment Counsel, LLC | Wealth advisor | 347.2K | $39.0M | — | -13.6% |
| Sellwood Investment Partners LLC | Wealth advisor | 335.4K | $37.7M | — | +3.5% |
| MATHER GROUP, LLC. | Wealth advisor | 290.4K | $32.6M | 0.3% | +2.1% |
| IMA Advisory Services, Inc. | Wealth advisor | 273.0K | $30.6M | 3.0% | 0.0% |
| LPL Financial LLC | Bank broker | 260.5K | $29.2M | 0.0% | +1.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 265.8K | $29.0M | 0.0% | +16.0% |
| UBS Group AG | Bank broker | 257.1K | $28.9M | 0.0% | -3.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 255.1K | $28.6M | 0.0% | -1.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 246.7K | $27.7M | 0.0% | -18.9% |
| FRANKLIN RESOURCES INC | Long only active | 243.2K | $27.3M | 0.0% | -0.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 240.8K | $27.0M | 0.0% | +31.3% |
| Garde Capital, Inc. | Wealth advisor | 237.7K | $26.7M | 1.6% | +2.6% |
| Hanson & Doremus Investment Management | Wealth advisor | 227.9K | $25.6M | 2.9% | +5.3% |
| Cerity Partners LLC | Diversified mechanical | 227.1K | $25.5M | 0.0% | -0.3% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | Wealth advisor | 212.7K | $23.9M | 0.4% | +6.3% |
| Cedar Wealth Management, LLC | Wealth advisor | 202.3K | $22.7M | — | 0.0% |
| BANK OF MONTREAL /CAN/ | Bank broker | 190.2K | $21.4M | 0.0% | +0.4% |
| Angeles Investment Advisors, LLC | Wealth advisor | 186.6K | $21.0M | — | +8.0% |
| Olde Wealth Management, LLC | Wealth advisor | 185.3K | $20.8M | 6.6% | -0.3% |
| Gemmer Asset Management LLC | Wealth advisor | 183.6K | $20.6M | 1.6% | +3.3% |
| Mariner, LLC | Diversified mechanical | 178.3K | $20.0M | 0.0% | +19.4% |
| Mill Creek Capital Advisors, LLC | Wealth advisor | 173.3K | $19.5M | 0.4% | +6.3% |
| HUB Investment Partners, LLC | Other | 171.1K | $19.2M | 0.5% | +0.2% |
| Financial Connections Group, Inc. | Wealth advisor | 166.6K | $18.7M | 6.5% | -4.6% |
| RWA WEALTH PARTNERS, LLC | Wealth advisor | 163.9K | $18.4M | 0.2% | +4.7% |
| HighTower Advisors, LLC | Diversified mechanical | 163.4K | $18.3M | 0.0% | -6.0% |
| REGATTA CAPITAL GROUP, LLC | Wealth advisor | 160.4K | $18.0M | 2.7% | +5.5% |
| LifeGuide Financial Advisors, LLC | Wealth advisor | 155.7K | $17.5M | 5.6% | +5.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 153.3K | $17.2M | 0.0% | -3.3% |
| Human Investing LLC | Wealth advisor | 151.5K | $17.0M | — | +3.8% |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | Wealth advisor | 148.1K | $16.6M | — | +0.3% |
| Orgel Wealth Management, LLC | Wealth advisor | 138.1K | $15.5M | 0.3% | +8.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.