ESGV Institutional Ownership & Shareholders
VANGUARD ESG US STOCK ETF (ESGV) is currently held by 721 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.03B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Vanguard Advisers Inc is currently the largest disclosed institutional shareholder of ESGV tracked by InsiderSet, reporting ownership valued at approximately $508.07M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $509.96M, representing an estimated gain of +0.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed ESGV value among the investors covered in this analysis. Major shareholders include Vanguard Advisers Inc, Wealthfront Advisers Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in VANGUARD ESG US STOCK ETF (ESGV).
This page ranks the largest institutional ESGV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
721
Total Reported Value
$4.03B
Largest Holder
Vanguard Advisers Inc
Largest Position
$508.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vanguard Advisers Inc | 1.73% | 3,842,055 | $508,073,325 | $509,955,960 | +$1,882,635 | +0.37% | |
| Wealthfront Advisers Llc | 0.46% | 1,819,118 | $240,560,164 | $241,451,532 | +$891,368 | +0.37% | |
| Morgan Stanley | 0.01% | 1,721,745 | $227,683,691 | $228,527,214 | +$843,523 | +0.37% | |
| Creative Planning | 0.11% | 1,422,985 | $192,857,130 | $188,872,799 | -$3,984,331 | -2.07% | |
| Visa Foundation | 93.53% | 1,060,735 | $143,761,415 | $140,791,357 | -$2,970,058 | -2.07% | |
| Raymond James Financial Inc | 0.02% | 667,954 | $88,330,264 | $88,657,534 | +$327,270 | +0.37% | |
| Betterment Llc | 0.13% | 596,067 | $78,824,000 | $79,115,973 | +$291,973 | +0.37% | |
| Bank Of America Corp | 0.00% | 573,327 | $75,816,774 | $76,097,693 | +$280,919 | +0.37% | |
| Stanich Group Llc | 36.54% | 558,545 | $75,702,231 | $74,135,678 | -$1,566,553 | -2.07% | |
| Impactfolio, Llc | 25.27% | 511,621 | $69,340,041 | $67,907,455 | -$1,432,586 | -2.07% | |
| Royal Bank Of Canada | 0.01% | 487,150 | $64,421,000 | $64,659,419 | +$238,419 | +0.37% | |
| Baird Financial Group, Inc. | 0.08% | 442,529 | $58,520,035 | $58,736,874 | +$216,839 | +0.37% | |
| Apella Capital, Llc | 0.71% | 408,056 | $56,332,127 | $54,161,273 | -$2,170,854 | -3.85% | |
| Scs Capital Management Llc | 0.49% | 391,185 | $51,730,334 | $51,921,985 | +$191,651 | +0.37% | |
| Crewe Advisors Llc | 3.49% | 364,656 | $48,222,175 | $48,400,791 | +$178,616 | +0.37% | |
| Ima Advisory Services, Inc. | 2.89% | 349,458 | $46,212,405 | $46,383,560 | +$171,155 | +0.37% | |
| Facet Wealth, Inc. | 0.66% | 347,433 | $45,944,498 | $46,114,782 | +$170,284 | +0.37% | |
| Mather Group, Llc. | 0.38% | 328,747 | $44,555,030 | $43,634,589 | -$920,441 | -2.07% | |
| Platt Investment Counsel, Llc | 29.66% | 317,973 | $43,094,872 | $42,204,556 | -$890,316 | -2.07% | |
| Jones Financial Companies Lllp | 0.02% | 290,727 | $37,532,878 | $38,588,195 | +$1,055,317 | +2.81% | |
| Lpl Financial Llc | 0.01% | 273,953 | $36,227,559 | $36,361,782 | +$134,223 | +0.37% | |
| Verde Capital Management | 6.23% | 263,276 | $35,681,844 | $34,944,623 | -$737,221 | -2.07% | |
| Angeles Investment Advisors, Llc | 2.03% | 248,852 | $33,726,948 | $33,030,126 | -$696,822 | -2.07% | |
| Goldman Sachs Group Inc | 0.00% | 249,827 | $33,037,122 | $33,159,538 | +$122,416 | +0.37% | |
| Ameriprise Financial Inc | 0.01% | 245,103 | $32,339,327 | $32,532,521 | +$193,194 | +0.60% | |
| Garde Capital, Inc. | 1.75% | 233,110 | $31,593,398 | $30,940,690 | -$652,708 | -2.07% | |
| Ubs Group Ag | 0.00% | 230,304 | $30,455,401 | $30,568,250 | +$112,849 | +0.37% | |
| Envestnet Asset Management Inc | 0.01% | 230,220 | $30,444,233 | $30,557,101 | +$112,868 | +0.37% | |
| Cerity Partners Llc | 0.04% | 225,455 | $29,814,059 | $29,924,642 | +$110,583 | +0.37% | |
| United Capital Financial Advisors, Llc | 0.15% | 205,816 | $27,252,097 | $27,317,958 | +$65,861 | +0.24% | |
| Mariner, Llc | 0.03% | 203,100 | $26,857,896 | $26,957,463 | +$99,567 | +0.37% | |
| Leo Wealth, Llc | 5.68% | 197,466 | $26,762,561 | $26,209,662 | -$552,899 | -2.07% | |
| Cedar Wealth Management, Llc | 6.87% | 202,193 | $26,738,034 | $26,837,077 | +$99,043 | +0.37% | |
| Olde Wealth Management, Llc | 7.23% | 192,912 | $25,510,000 | $25,605,210 | +$95,210 | +0.37% | |
| Bank Of Montreal | 0.01% | 191,841 | $25,369,112 | $25,463,056 | +$93,944 | +0.37% | |
| Gemmer Asset Management Llc | 1.63% | 184,882 | $25,057,015 | $24,539,388 | -$517,627 | -2.07% | |
| Soundwatch Capital Llc | 2.66% | 181,428 | $23,992,039 | $24,080,938 | +$88,899 | +0.37% | |
| Commonwealth Equity Services, Llc | 0.03% | 170,067 | $23,049,148 | $22,572,993 | -$476,155 | -2.07% | |
| Regatta Capital Group, Llc | 2.91% | 169,562 | $22,980,857 | $22,505,964 | -$474,893 | -2.07% | |
| Hub Investment Partners, Llc | 0.42% | 171,322 | $22,655,604 | $22,739,569 | +$83,965 | +0.37% | |
| Cibc Bancorp Usa Inc. | 0.03% | 170,359 | $22,528,331 | $22,611,750 | +$83,419 | +0.37% | |
| Lifeguide Financial Advisors, Llc | 6.25% | 164,255 | $22,261,483 | $21,801,566 | -$459,917 | -2.07% | |
| Dundas Partners Llp | 1.58% | 164,888 | $21,804,789 | $21,885,584 | +$80,795 | +0.37% | |
| Rwa Wealth Partners, Llc | 0.21% | 164,394 | $21,739,526 | $21,820,016 | +$80,490 | +0.37% | |
| Human Investing Llc | 2.55% | 148,309 | $20,100,279 | $19,685,054 | -$415,225 | -2.07% | |
| Orgel Wealth Management, Llc | 0.37% | 144,730 | $19,615,257 | $19,210,013 | -$405,244 | -2.07% | |
| Mill Creek Capital Advisors, Llc | 0.40% | 173,348 | $19,461,780 | $23,008,480 | +$3,546,700 | +18.22% | |
| Silver Oak Wealth Advisors Services, Llc | 11.49% | 145,129 | $19,191,799 | $19,262,972 | +$71,173 | +0.37% | |
| Financial Connections Group, Inc. | 6.50% | 166,585 | $18,702,000 | $22,110,827 | +$3,408,827 | +18.23% | |
| Caprock Group, Llc | 0.35% | 139,946 | $18,506,459 | $18,575,033 | +$68,574 | +0.37% |
Frequently asked questions about ESGV
Who are the largest institutional holders of ESGV?
The largest institutional holders of ESGV reported in the latest SEC Form 13F filings include Vanguard Advisers Inc, Wealthfront Advisers Llc, Morgan Stanley, Creative Planning, and Visa Foundation. InsiderSet ranks institutional holders by their latest reported ESGV position.
What is ESGV institutional ownership?
This page tracks ESGV positions reported by institutional investment managers through SEC Form 13F. VANGUARD ESG US STOCK ETF (ESGV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ESGV?
InsiderSet currently tracks 721 institutional managers reporting ESGV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ESGV shareholders.
How much ESGV stock do institutions own?
Institutional investment managers disclosed approximately $4.03B in ESGV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ESGV institutional ownership last updated?
The latest ESGV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ESGV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ESGV position after the reporting date.
Are institutions buying or selling ESGV?
Institutional buying and selling can be analyzed by comparing ESGV positions across consecutive 13F reporting periods. InsiderSet's ESGV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ESGV ownership changes.
How has ESGV institutional ownership changed over time?
InsiderSet tracks ESGV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.