Who Owns Vanguard ESG U.S. Stock ETF (ESGV)?Hedge Fund & Institutional Holders

$114.41-0.91 (-0.79%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.1741054326263878e+248T

% of Float Held

—

QoQ Change in Holders

+14 / -0

Price History

$86.93$95.99$105.04$114.09$123.15Sep 24Jun 25Mar 26

ESGV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Wealthfront Advisers LLCNew Position+1.6M+$190.6M
VISA FOUNDATIONNew Position+1.2M+$141.9M
Mengis Capital Management, Inc.Increased+816+$104.8M
Facet Wealth, Inc.New Position+373K+$45.8M
Sellwood Investment Partners LLCNew Position+324K+$39.2M
MATHER GROUP, LLC.New Position+285K+$34.4M
Apella Capital, LLCNew Position+245K+$29.6M
JONES FINANCIAL COMPANIES LLLPNew Position+229K+$27.0M
Hanson & Doremus Investment ManagementNew Position+216K+$26.2M
Cerity Partners LLCNew Position+228K+$26.0M
Clarity Asset Management, Inc.New Position+185K+$22.4M
ENVESTNET ASSET MANAGEMENT INCNew Position+183K+$22.0M
Prime Buchholz LLCNew Position+173K+$21.0M
Ashford Advisors, LLCNew Position+170K+$20.6M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+159K+$19.0M

ESGV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-3K-$199.2B
BANK OF AMERICA CORP /DE/Decreased-51K-$72.9B
Verde Capital ManagementDecreased-2K-$72.2B
ROYAL BANK OF CANADADecreased-4K-$54.4B
Baird Financial Group, Inc.Decreased-287-$49.0B
SCS Capital Management LLCDecreased-13K-$48.0B
GOLDMAN SACHS GROUP INCDecreased-51K-$42.0B
Crewe Advisors LLCDecreased-21-$38.1B
AMERIPRISE FINANCIAL INCDecreased-25K-$33.7B
IMA Advisory Services, Inc.Decreased-1K-$32.4B
Arax Advisory PartnersDecreased-168K-$29.7B
FRANKLIN RESOURCES INCDecreased-6K-$29.6B
Garde Capital, Inc.Decreased-10K-$28.6B
Cedar Wealth Management, LLCDecreased-186-$24.0B
RWA WEALTH PARTNERS, LLCDecreased-14K-$20.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bell Investment Advisors, Inc17,974$2.2B0.34%Share
2VANGUARD GROUP INC3,576,610$432.6M0.01%Share
3Mengis Capital Management, Inc.3,206$387.9M0.07%Share
4MORGAN STANLEY1,678,448$203.0M0.01%Share
5Wealthfront Advisers LLC1,575,578$190.6M0.43%Share
6Creative Planning1,231,606$148.0M0.11%Share
7VISA FOUNDATION1,172,735$141.9M100.00%Share
8Leo Wealth, LLC694,165$84.0M6.09%Share
9Verde Capital Management608,409$73.6M15.69%Share
10New England Private Wealth Advisors LLC596,018$72.3M4.35%Share
11Betterment LLC533,681$64.6M0.12%Share
12IMPACTfolio, LLC510,685$61.8M25.94%Share
13Stanich Group LLC508,123$61.5M46.35%Share
14ROYAL BANK OF CANADA449,008$54.0M0.01%Share
15RAYMOND JAMES FINANCIAL INC424,195$51.0M0.02%Share
16Baird Financial Group, Inc.413,474$50.0M0.08%Share
17Platt Investment Counsel, LLC401,994$48.6M35.93%Share
18SCS Capital Management LLC392,849$47.5M0.50%Share
19Facet Wealth, Inc.373,168$45.8M0.81%Share
20Sellwood Investment Partners LLC324,119$39.2M15.31%Share
21Crewe Advisors LLC322,408$39.0M3.45%Share
22GOLDMAN SACHS GROUP INC303,999$36.0M0.00%Share
23MATHER GROUP, LLC.284,556$34.4M0.35%Share
24IMA Advisory Services, Inc.272,981$33.0M3.17%Share
25UBS Group AG260,434$31.5M0.01%Share
26AMERIPRISE FINANCIAL INC257,551$31.0M0.01%Share
27LPL Financial LLC257,916$31.0M0.01%Share
28Apella Capital, LLC244,585$29.6M0.58%Share
29BANK OF AMERICA CORP /DE/245,870$29.0M0.00%Share
30Garde Capital, Inc.231,708$28.0M1.66%Share
31RAYMOND JAMES FINANCIAL INC231,853$28.0M0.01%Share
32JONES FINANCIAL COMPANIES LLLP229,043$27.0M0.02%Share
33Hanson & Doremus Investment Management216,416$26.2M3.15%Share
34Cedar Wealth Management, LLC202,365$24.5M7.32%Share
35CAMBRIDGE ASSOCIATES LLC /MA/ /ADV200,115$24.2M0.37%Share
36FRANKLIN RESOURCES INC192,535$23.0M0.01%Share
37Olde Wealth Management, LLC185,828$22.5M6.91%Share
38Clarity Asset Management, Inc.185,143$22.4M12.32%Share
39BANK OF MONTREAL /CAN/189,363$22.0M0.01%Share
40BANK OF AMERICA CORP /DE/182,643$22.0M0.00%Share
41ENVESTNET ASSET MANAGEMENT INC183,356$22.0M0.01%Share
42Gemmer Asset Management LLC177,806$21.5M1.66%Share
43Financial Connections Group, Inc.174,698$21.1M7.26%Share
44HighTower Advisors, LLC173,859$21.0M0.02%Share
45Prime Buchholz LLC173,448$21.0M12.46%Share
46Angeles Investment Advisors, LLC172,875$20.9M1.40%Share
47Ashford Advisors, LLC170,243$20.6M4.51%Share
48Cerity Partners LLC173,563$20.0M0.03%Share
49HUB Investment Partners, LLC170,810$20.0M0.52%Share
50Mill Creek Capital Advisors, LLC163,116$19.7M0.40%Share

ESGV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025679$6.3B+323
Q3 2025356$2.3T-213
Q2 2025569$2.5T-8
Q1 2025577$2.7T+103
Q4 2024474$219.2T+124
Q3 2024350$1082.8T+20
Q2 2024330$1360.7T+13
Q1 2024317$1250.4T—

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As of Q4 2025, 50 institutional investors hold ESGV (Vanguard ESG U.S. Stock ETF). The largest holder is Bell Investment Advisors, Inc with $2.2B in shares. This quarter, 14 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own ESGV?

As of Q4 2025, 50 institutional investors report holding ESGV (Vanguard ESG U.S. Stock ETF) in their 13F filings.

Who is the largest institutional holder of ESGV?

The largest institutional holder of ESGV is Bell Investment Advisors, Inc with $2.2B in shares.

Is institutional ownership of ESGV increasing or decreasing?

This quarter, 14 institutions opened new positions in ESGV and 0 closed their positions.