Vanguard ESG US Stock ETFESGVETF
13F holders, Q1 2024 (March 31)483holders
4famous investors
$92.67avg. 13F price*
At the end of Q1 2024, 483 institutions reported holding Vanguard ESG US Stock ETF (ESGV) in their 13F filings. The largest holders were Vanguard Group Inc. ($562.4M), Visa Foundation ($165.3M) and Creative Planning ($107.6M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard ESG US Stock ETF
- CUSIP
- 921910733
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $42.1M |
| Exits | 22 | $28.0M |
Ownership 483 holders
| Vanguard Group Inc. | 0.01% | Reduce -33.8% | 6,035,410 | $562.4M |
| Visa Foundation | 100.00% | Reduce -6.3% | 1,773,275 | $165.3M |
| Creative Planning | 0.12% | Reduce -0.7% | 1,155,149 | $107.6M |
| Wealthfront Advisers LLC | 0.31% | Add +1.6% | 955,501 | $89.0M |
| Morgan Stanley | 0.01% | Reduce -0.5% | 853,759 | $79.6M |
| Leo Wealth, LLC | 6.97% | Add +6.3% | 732,257 | $68.1M |
| Verde Capital Management | 16.95% | Add +7.9% | 531,464 | $49.5M |
| Bank of America Corp. | 0.00% | Reduce -2.9% | 513,751 | $47.9M |
| Angeles Investment Advisors, LLC | 2.37% | Reduce -0.2% | 478,745 | $44.6M |
| IMPACTfolio, LLC | 24.28% | Add +85.5% | 431,070 | $40.2M |
| Royal Bank of Canada | 0.01% | Reduce -2.9% | 400,522 | $37.3M |
| Platt Investment Counsel, LLC | 35.11% | Reduce -1.9% | 395,419 | $36.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.3% | 390,250 | $36.4M |
| Betterment LLC | 0.09% | Reduce -5.7% | 359,487 | $33.5M |
| Retirement Capital Strategies | 13.29% | Add +34.1% | 348,865 | $32.5M |
| Baird Financial Group, Inc. | 0.07% | Add +1.0% | 338,031 | $31.5M |
| Crewe Advisors LLC | 3.43% | Add +0.2% | 315,488 | $29.4M |
| Facet Wealth, Inc. | 0.99% | Add +0.1% | 320,900 | $29.4M |
| UBS Group AG | 0.01% | Reduce -3.3% | 295,637 | $27.6M |
| Olde Wealth Management, LLC | 11.11% | Reduce -1.9% | 256,370 | $23.5M |
| SCS Capital Management LLC | 0.48% | Reduce -3.6% | 244,607 | $22.8M |
| Raymond James & Associates | 0.01% | Add +7.0% | 236,318 | $22.0M |
| Orgel Wealth Management, LLC | 0.60% | Reduce -2.3% | 234,701 | $21.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.0% | 218,754 | $20.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.4% | 218,719 | $20.4M |
| Cerity Partners LLC | 0.05% | Reduce -1.0% | 217,775 | $20.3M |
| Bank of Montreal | 0.01% | Reduce -2.4% | 216,859 | $20.2M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +6.7% | 216,036 | $20.1M |
| Partners Capital Investment Group, LLP | 0.59% | Add +509.8% | 213,037 | $19.9M |
| Mather Group, Llc. | 0.31% | Reduce -0.5% | 232,767 | $19.8M |
| LPL Financial LLC | 0.01% | Add +19.1% | 212,125 | $19.8M |
| Cedar Wealth Management, LLC | 6.38% | Reduce -2.7% | 208,057 | $19.4M |
| Hanson & Doremus Investment Management | 3.28% | Add +9.2% | 204,325 | $19.0M |
| Garde Capital, Inc. | 1.32% | Add +49.4% | 201,923 | $18.8M |
| Boston Common Asset Management, LLC | 0.44% | New | 199,493 | $18.6M |
| Mill Creek Capital Advisors, LLC | 0.47% | Reduce -6.6% | 187,351 | $17.5M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -14.2% | 186,614 | $17.4M |
| Caprock Group, LLC | 0.98% | Reduce -0.8% | 184,283 | $17.2M |
| Clarity Asset Management, Inc. | 10.75% | Add +106969.9% | 167,029 | $15.6M |
| Diversified Portfolios, Inc. | 2.00% | Reduce -3.2% | 152,126 | $14.2M |
| One Day In July LLC | 1.70% | Add +3.0% | 137,021 | $12.8M |
| Dohj, LLC | 3.19% | Add +6.0% | 129,103 | $12.0M |
| Wells Fargo & Company | 0.00% | Add +4.4% | 126,398 | $11.8M |
| Human Investing LLC | 2.36% | Add +3.7% | 126,188 | $11.8M |
| Skyline Advisors, Inc. | 5.10% | Reduce -0.6% | 122,338 | $11.4M |
| Lake Street Advisors Group, LLC | 0.53% | Reduce -1.9% | 121,409 | $11.3M |
| Regatta Capital Group, LLC | 2.49% | Add +99.2% | 118,748 | $11.1M |
| LifeGuide Financial Advisors, LLC | 5.25% | Add +4.7% | 111,814 | $10.4M |
| Evoke Wealth, LLC | 0.30% | Add +30.7% | 107,273 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +4.4% | 106,632 | $9.9M |
| Franklin Resources Inc. | 0.00% | Add +1.1% | 105,428 | $9.8M |
| Apella Capital, LLC | 0.49% | Reduce -8.0% | 104,742 | $9.7M |
| Gemmer Asset Management LLC | 1.12% | Add +11.9% | 103,520 | $9.6M |
| Jones Financial Companies LLLP | 0.01% | Add +15.7% | 96,096 | $9.0M |
| Pathstone Holdings, LLC | 0.04% | Reduce -11.4% | 86,085 | $8.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.0% | 82,535 | $7.7M |
| Eq LLC | 4.52% | Add +2.4% | 78,762 | $7.3M |
| Farrell Financial LLC | 5.91% | Add +9.0% | 77,506 | $7.2M |
| Cambridge Associates LLC /Ma/ | 0.38% | Reduce -7.9% | 76,733 | $7.2M |
| BSW Wealth Partners | 1.16% | Reduce -6.6% | 73,648 | $6.9M |
| Buckingham Strategic Wealth, LLC | 0.07% | Add +1.8% | 73,129 | $6.8M |
| AMG National Trust Bank | 0.20% | Add +0.4% | 71,944 | $6.7M |
| New Covenant Trust Company, N.A. | 6.47% | — | 69,411 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +2548.0% | 68,027 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.1% | 67,501 | $6.3M |
| Boston Standard Wealth Management, LLC | 1.41% | Reduce -2.7% | 67,037 | $6.2M |
| CBIZ Investment Advisory Services, LLC | 0.43% | Reduce 0.0% | 66,038 | $6.2M |
| Cresset Asset Management, LLC | 0.03% | Reduce -5.1% | 65,223 | $6.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.5% | 65,043 | $6.1M |
| Affinity Capital Advisors, LLC | 1.32% | Reduce -21.5% | 63,725 | $5.9M |
| Libra Wealth LLC | 2.59% | Add +3.6% | 63,397 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.1% | 58,834 | $5.5M |
| Apexium Financial, LP | 0.42% | Reduce -10.3% | 58,806 | $5.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +11.7% | 58,612 | $5.5M |
| Parallel Advisors, LLC | 0.15% | Reduce -11.4% | 58,334 | $5.4M |
| Freestone Capital Holdings, LLC | 0.19% | Reduce -1.1% | 55,004 | $5.1M |
| Charter Oak Capital Management, LLC | 0.54% | Reduce -0.6% | 53,791 | $5.0M |
| Atlantic Private Wealth, LLC | 4.06% | Reduce -0.3% | 52,407 | $4.9M |
| D.A. Davidson & Co. | 0.04% | Reduce -0.5% | 51,419 | $4.8M |
| DHK Financial Advisors, Inc. | 3.33% | Add +0.1% | 50,507 | $4.7M |
| Relyea Zuckerberg Hanson LLC | 0.82% | Add +26.3% | 49,972 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +2.9% | 47,259 | $4.4M |
| Brandywine Oak Private Wealth LLC | 0.45% | Add +0.8% | 46,330 | $4.3M |
| Patriot Investment Management Group, Inc. | 0.33% | Reduce -0.3% | 44,155 | $4.1M |
| Monterey Private Wealth, Inc. | 1.65% | Reduce -0.4% | 43,994 | $4.1M |
| Jane Street Group, LLC | 0.01% | New | 41,133 | $3.8M |
| White Lighthouse Investment Management Inc. | 0.77% | Add +6.5% | 40,545 | $3.8M |
| Soundwatch Capital LLC | 0.73% | New | 40,407 | $3.8M |
| Mariner, LLC | 0.01% | Add +33.8% | 40,242 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.9% | 40,202 | $3.7M |
| Stephens Consulting, LLC | 1.13% | Add +1.2% | 39,513 | $3.7M |
| Toronto Dominion Bank | 0.01% | No change | 39,445 | $3.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.7% | 39,075 | $3.6M |
| Merit Financial Group, LLC | 0.09% | Reduce -1.0% | 39,971 | $3.6M |
| Atmos Advisory, LLC | 2.88% | Reduce -2.4% | 38,573 | $3.6M |
| Ashford Advisors, LLC | 0.89% | No change | 37,901 | $3.5M |
| First Horizon Advisors, Inc. | 0.11% | Reduce -3.6% | 37,842 | $3.5M |
| Webster Bank, N. A. | 0.38% | No change | 36,729 | $3.4M |
| Gould Asset Management LLC | 0.83% | Add +16.2% | 36,693 | $3.4M |
| Mission Wealth Management, LP | 0.09% | Add +112.7% | 35,691 | $3.3M |
"% of holder's portfolio" is ESGV's weight in each manager's 13F, not the share of Vanguard ESG US Stock ETF the manager owns.