VANGUARD ESG US STOCK ETF (ESGV) Institutional Ownership Changes & 13F Activity

VANGUARD ESG US STOCK ETF (ESGV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Dundas Partners Llp, United Capital Financial Advisors, Llc, Cambridge Associates Llc, and Mai Capital Management.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-10,555-4.4%230,220$30.44MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+744+41.4%2,543$336.34KQ2 2026Sep 23, 2026
Security National Bank Of Sioux City IowaBuy+250—250$33.06KQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcBuy+58+1.5%3,903$516.09KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-741-45.5%886$117.17KQ2 2026Sep 04, 2026
Corient Private Wealth LlcSell-304-0.8%38,812$5.13MQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupSell-110-2.3%4,699$621.44KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+38,828+49.3%117,575$15.55MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+1,661—1,661$219.71KQ2 2026Aug 19, 2026
Vermillion & White Wealth Management Group, LlcSell-335-2.4%13,755$1.82MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+75+59.5%201$26.56KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+10,880+8.8%134,191$17.75MQ2 2026Aug 18, 2026
Glenview Trust CoSell-268-1.4%19,029$2.52MQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+142,195+223.5%205,816$27.25MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+4,083—4,083$539.94KQ2 2026Aug 17, 2026
Sanchez Levi GarrettBuy+1,209+1.3%92,130$12.18MQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcSell-720-6.3%10,696$1.41MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcSell-58-3.2%1,745$230.80KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-48-0.7%7,082$936.56KQ2 2026Aug 17, 2026
Wealth Management Strategies, Inc.Buy+25+0.6%4,000$529.02KQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+17+0.2%9,677$1.28MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+245,103—245,103$32.34MQ2 2026Aug 14, 2026
Dundas Partners LlpBuy+164,888—164,888$21.80MQ2 2026Aug 14, 2026
Cambridge Associates LlcSell-111,272-52.3%101,457$13.42MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+67,115+716.3%76,485$10.11MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+27,901+6.1%487,150$64.42MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+24,940+9.4%290,727$37.53MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+11,760—11,760$1.55MQ2 2026Aug 14, 2026
Betterment LlcSell-8,986-1.5%596,067$78.82MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+8,346+12.8%73,515$9.72MQ2 2026Aug 14, 2026
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Frequently asked questions about ESGV activity

  • Which institutional owners are buying ESGV?

    Institutional owners buying ESGV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ESGV activity?

    "Buy" means an investor increased their reported position in ESGV compared to the prior reporting period. This reflects growing exposure to VANGUARD ESG US STOCK ETF (ESGV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ESGV increasing?

    Institutional interest in ESGV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.