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 |
| Stonehearth Capital Management, LLC | 1.46% | Add +66.2% | 34,715 | $3.2M |
| McClarren Financial Advisors, Inc. | 2.28% | Add +1.0% | 34,001 | $3.2M |
| Palisades Hudson Asset Management, L.P. | 1.40% | Add +124.4% | 33,058 | $3.1M |
| Choreo, LLC | 0.08% | Add +0.9% | 32,520 | $3.0M |
| Jacobson & Schmitt Advisors, LLC | 0.72% | No change | 32,455 | $3.0M |
| Corient Private Wealth LP | 0.01% | Add +0.6% | 32,304 | $3.0M |
| AlTi Global, Inc. | 0.08% | Reduce -13.1% | 32,095 | $3.0M |
| Northland Capital Management LLC | 2.08% | Add +0.1% | 31,931 | $3.0M |
| Well Done, LLC | 0.58% | Add +11.4% | 31,872 | $3.0M |
| MML Investors Services, LLC | 0.01% | Reduce -8.9% | 31,019 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -15.8% | 31,004 | $2.9M |
| Fiduciary Trust Co | 0.04% | Reduce -5.2% | 30,746 | $2.9M |
| Sageworth Trust Co | 0.18% | Add +0.0% | 30,420 | $2.8M |
| Blair William & Co. | 0.01% | Add +1.8% | 29,798 | $2.8M |
| Whittier Trust Co. | 0.04% | No change | 29,014 | $2.7M |
| CGN Advisors LLC | 0.33% | Add +0.6% | 27,899 | $2.6M |
| SageView Advisory Group, LLC | 0.13% | Reduce -57.0% | 51,749 | $2.6M |
| My Personal CFO, LLC | 1.49% | Add +0.0% | 27,726 | $2.6M |
| M&T Bank Corp | 0.01% | Add +77.0% | 27,274 | $2.5M |
| Trademark Financial Management, LLC | 2.05% | Reduce -38.2% | 26,540 | $2.5M |
| Mayport, LLC | 0.92% | Reduce -11.1% | 25,839 | $2.4M |
| St Germain D J Co. Inc. | 0.11% | Add +3.6% | 24,529 | $2.3M |
| Equitable Trust Co. | 0.16% | No change | 24,516 | $2.3M |
| Brooklyn FI, LLC | 0.94% | Add +0.5% | 24,398 | $2.3M |
| Topel & Distasi Wealth Management, LLC | 1.01% | Reduce -0.2% | 24,391 | $2.3M |
| Petix & Botte Co | 0.56% | New | 24,391 | $2.3M |
| Modera Wealth Management, LLC | 0.03% | Reduce -1.0% | 24,155 | $2.3M |
| Prio Wealth Limited Partnership | 0.06% | Add +3.8% | 23,430 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -31.7% | 22,548 | $2.1M |
| Wealth Group Ltd | 0.64% | Reduce -26.2% | 18,255 | $2.1M |
| Idaho Trust Co | 2.01% | New | 22,309 | $2.1M |
| Fingerlakes Wealth Management, Inc. | 2.01% | Add +4.5% | 22,309 | $2.1M |
| Northern Trust Corp. | 0.00% | Reduce -20.5% | 21,688 | $2.0M |
| Cornerstone Wealth Management, LLC | 0.16% | Add +1.5% | 21,385 | $2.0M |
| Bell Investment Advisors, Inc | 0.39% | Reduce -6.5% | 21,363 | $2.0M |
| Arjuna Capital | 0.56% | Reduce -3.5% | 21,144 | $2.0M |
| NewEdge Advisors, LLC | 0.02% | Add +8.6% | 20,471 | $1.9M |
| Johnson Bixby & Associates, LLC | 0.32% | Add +7.4% | 19,902 | $1.9M |
| Bell Bank | 0.16% | Reduce -3.2% | 19,465 | $1.8M |
| UMB Bank, n.a. | 0.03% | No change | 19,183 | $1.8M |
| Citadel Advisors | 0.00% | Add +602.9% | 18,515 | $1.7M |
| Focus Partners Wealth | 0.01% | Add +6.6% | 18,418 | $1.7M |
| NewEdge Wealth, LLC | 0.04% | Add +6.6% | 19,037 | $1.7M |
| Larson Financial Group LLC | 0.13% | Reduce -5.3% | 18,166 | $1.7M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -5.1% | 17,921 | $1.7M |
| Marshall Financial Group Inc. | 0.54% | Reduce -1.7% | 17,515 | $1.6M |
| Vermillion & White Wealth Management Group, LLC | 1.30% | Reduce -1.3% | 17,455 | $1.6M |
| First Hawaiian Bank | 0.05% | Reduce -75.7% | 17,390 | $1.6M |
| Glenview Trust Co | 0.03% | Add +5.7% | 17,260 | $1.6M |
| Sapient Capital LLC | 0.04% | No change | 17,094 | $1.6M |
| US Financial Advisors, LLC | 0.55% | Add +2.5% | 17,092 | $1.6M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.41% | Reduce -1.4% | 16,899 | $1.6M |
| Raffa Wealth Management, LLC | 0.46% | Add +0.2% | 16,440 | $1.5M |
| Laurel Wealth Planning LLC | 1.02% | Reduce -25.3% | 16,411 | $1.5M |
| Addison Advisors LLC | 0.52% | Add +1.5% | 16,326 | $1.5M |
| West Financial Advisors, LLC | 0.32% | Reduce -0.4% | 16,230 | $1.5M |
| RFG Advisory, LLC | 0.05% | Reduce -9.4% | 16,189 | $1.5M |
| Strategic Point Investment Advisors, LLC | 0.27% | Reduce -0.4% | 16,060 | $1.5M |
| Davis R M Inc. | 0.03% | Add +9.0% | 16,042 | $1.5M |
| Everett Harris & Co. | 0.02% | Add +77.8% | 16,000 | $1.5M |
| WealthCollab, LLC | 1.10% | No change | 15,981 | $1.5M |
| Composition Wealth, LLC | 0.04% | No change | 15,896 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +14.8% | 15,621 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | No change | 15,331 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -18.9% | 15,107 | $1.4M |
| Marino, Stram & Associates LLC | 0.32% | Reduce -0.7% | 14,375 | $1.3M |
| Cherrydale Wealth Management, LLC | 0.62% | Add +8.2% | 14,239 | $1.3M |
| Balanced Rock Investment Advisors LLC | 1.13% | Add +12.1% | 14,223 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +815.8% | 14,168 | $1.3M |
| Pegasus Partners Ltd. | 0.14% | Add +4.3% | 14,083 | $1.3M |
| PFG Investments, LLC | 0.08% | New | 14,082 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.0% | 13,994 | $1.3M |
| Brickley Wealth Management | 0.28% | Reduce -0.2% | 13,329 | $1.2M |
| National Bank of Canada | 0.00% | Reduce -6.2% | 13,456 | $1.2M |
| Values Added Financial LLC | 0.96% | No change | 13,156 | $1.2M |
| Proffitt & Goodson Inc. | 0.22% | Reduce -6.5% | 13,047 | $1.2M |
| Shepherd Financial Partners LLC | 0.16% | No change | 12,933 | $1.2M |
| Arbor Investment Advisors, LLC | 0.18% | Add +8.0% | 12,832 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -5.3% | 12,817 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -5.0% | 12,811 | $1.2M |
| Tortoise Investment Management, LLC | 0.14% | Add +0.9% | 12,687 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.6% | 12,614 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -36.6% | 12,376 | $1.2M |
| Lindbrook Capital, LLC | 0.11% | Reduce -4.9% | 12,155 | $1.1M |
| Keating Wealth Management LLC | 0.68% | Add +0.1% | 12,091 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.3% | 12,091 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.1% | 12,030 | $1.1M |
| Beacon Financial Planning, Inc. | 0.78% | Add +0.2% | 11,996 | $1.1M |
| Cahill Financial Advisors Inc. | 0.15% | Reduce -3.0% | 11,868 | $1.1M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -2.2% | 11,894 | $1.1M |
| Harbour Investments, Inc. | 0.04% | Add +35.9% | 11,847 | $1.1M |
| Haverford Trust Co | 0.01% | Add +13.1% | 11,831 | $1.1M |
| GenTrust, LLC | 0.07% | Add +0.1% | 11,814 | $1.1M |
| JNBA Financial Advisors | 0.12% | Reduce -14.2% | 11,754 | $1.1M |
| AQR Capital Management | 0.00% | New | 11,664 | $1.1M |
| Ervin Investment Management, LLC | 0.74% | Add +0.4% | 11,376 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +81.3% | 10,924 | $1.0M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +15.5% | 10,785 | $1.0M |
| Renaissance Technologies | 0.00% | Add +0.9% | 10,700 | $997K |
| Halbert Hargrove Global Advisors, LLC | 0.07% | Reduce -0.1% | 10,666 | $994K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -5.6% | 10,541 | $982K |
| Mutual Advisors, LLC | 0.03% | Add +79.1% | 10,248 | $955K |
| Clearview Wealth Advisors LLC | 0.97% | Reduce -13.3% | 10,247 | $955K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -12.8% | 10,200 | $951K |
| Wealthspire Advisors, LLC | 0.01% | Add +0.3% | 10,089 | $940K |
| Joel Isaacson & Co., LLC | 0.05% | Add +0.2% | 10,085 | $940K |
| Silver Oak Advisory Group, Inc. | 0.53% | Reduce -0.6% | 10,044 | $937K |
| Smithfield Trust Co | 0.05% | Reduce -3.3% | 10,038 | $937K |
| Sfm, LLC | 0.70% | Add +1.0% | 9,844 | $917K |
| Seeds Investor LLC | 0.84% | No change | 9,735 | $907K |
| Main Street Financial Solutions, LLC | 0.10% | Add +1.0% | 9,715 | $905K |
| Empower Advisory Group, LLC | 0.00% | Add +27.9% | 9,699 | $904K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -22.1% | 9,636 | $898K |
| Truefg, LLC | 0.33% | Reduce -2.9% | 9,555 | $890K |
| Cherry Tree Wealth Management, LLC | 0.22% | Reduce -4.2% | 9,474 | $883K |
| Waverly Advisors, LLC | 0.02% | New | 9,267 | $864K |
| Tradition Wealth Management, LLC | 0.09% | Add +72.1% | 9,172 | $855K |
| Selective Wealth Management, Inc. | 0.37% | Add +88.7% | 9,335 | $851K |
| Family CFO Inc | 0.53% | Reduce -0.1% | 9,114 | $849K |
| Truepoint, Inc. | 0.02% | Reduce -7.7% | 8,843 | $824K |
| Northeast Investment Management | 0.04% | Add +0.1% | 8,796 | $820K |
| Legacy Edge Advisors, LLC | 0.17% | Reduce -2.8% | 8,747 | $815K |
| Bragg Financial Advisors, Inc | 0.04% | Add +3.2% | 8,733 | $814K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +20.6% | 8,656 | $807K |
| Trillium Asset Management, LLC | 0.02% | New | 8,446 | $787K |
| Thompson Davis & Co., Inc. | 0.53% | Add +57.6% | 8,424 | $785K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +0.7% | 8,418 | $784K |
| Equitable Holdings, Inc. | 0.01% | Reduce -22.3% | 8,395 | $782K |
| Milestone Investment Advisors LLC | 0.21% | Reduce -0.7% | 8,311 | $775K |
| Twin Focus Capital Partners, LLC | 0.15% | Reduce -5.8% | 8,254 | $769K |
| Nottingham Advisors, Inc. | 0.09% | No change | 8,250 | $769K |
| Greenspring Advisors, LLC | 0.19% | No change | 8,198 | $764K |
| Robertson Stephens Wealth Management, LLC | 0.04% | No change | 8,150 | $759K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -8.9% | 8,136 | $758K |
| Eagle Strategies LLC | 0.17% | New | 8,107 | $755K |
| Sage Advisory Services, Ltd.Co. | 0.21% | Add +0.1% | 8,094 | $754K |
| CJM Wealth Advisers, Ltd. | 0.28% | Reduce -6.4% | 8,002 | $746K |
| Cozad Asset Management Inc. | 0.08% | Reduce -9.1% | 7,922 | $738K |
| First National Corp. /Ma/ | 0.18% | No change | 8,667 | $737K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +5.0% | 7,840 | $731K |
| Financial Counselors Inc. | 0.01% | Add +1.5% | 7,827 | $729K |
| CM Wealth Advisors LLC | 0.21% | No change | 7,910 | $725K |
| Cascade Investment Advisors, Inc. | 0.47% | Reduce -11.5% | 7,700 | $718K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 7,660 | $714K |
| Presilium Private Wealth, LLC | 0.19% | Reduce -7.3% | 7,641 | $712K |
| Rollins Financial Advisors, LLC | 0.13% | Add +47.5% | 7,425 | $692K |
| Passive Capital Management, LLC. | 0.27% | Reduce -6.0% | 7,395 | $689K |
| Sageworth Trust Co of South Dakota | 1.05% | Add +1.6% | 7,324 | $683K |
| Benchmark Wealth Management, LLC | 0.37% | No change | 7,308 | $681K |
| HBK Sorce Advisory LLC | 0.02% | Add +0.3% | 7,261 | $677K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.1% | 7,556 | $675K |
| Denver PWM, LLC | 0.26% | Reduce -1.0% | 7,282 | $665K |
| Rossmore Private Capital | 0.09% | No change | 7,047 | $657K |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 7,030 | $655K |
| Schmidt P J Investment Management Inc. | 0.12% | Add +17.1% | 6,997 | $652K |
| Copperleaf Capital, LLC | 0.56% | New | 6,960 | $649K |
| Armbruster Capital Management, Inc. | 0.14% | Reduce -4.9% | 6,937 | $646K |
| Ballentine Partners, LLC | 0.01% | No change | 6,816 | $635K |
| Brookstone Capital Management | 0.01% | Add +9.5% | 6,779 | $632K |
| Lion Street Advisors, LLC | 0.25% | No change | 7,276 | $619K |
| Jefferies Financial Group Inc. | 0.01% | Add +7.0% | 6,579 | $613K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 6,950 | $612K |
| Meritage Portfolio Management | 0.04% | No change | 6,488 | $605K |
| Bremer Bank National Association | 0.11% | New | 6,482 | $604K |
| Compass Ion Advisors, LLC | 0.08% | Add +2.2% | 6,293 | $586K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.14% | Add +6.5% | 6,180 | $576K |
| Destination Wealth Management | 0.02% | No change | 6,177 | $576K |
| Landaas & Co. /Wi | 0.18% | Reduce -5.1% | 6,079 | $567K |
| Golden Road Advisors LLC | 0.46% | No change | 5,946 | $554K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 5,942 | $554K |
| KMG Fiduciary Partners, LLC | 0.06% | No change | 5,900 | $550K |
| Mokosak Advisory Group, LLC | 0.18% | Reduce -14.1% | 5,880 | $548K |
| Appleton Partners Inc. | 0.04% | Add +8.9% | 5,830 | $543K |
| Ameraudi Asset Management, Inc. | 0.25% | No change | 5,793 | $540K |
| IFG Advisors, LLC | 0.14% | Reduce -0.6% | 5,758 | $537K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.3% | 5,725 | $533K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 5,720 | $533K |
| Pecaut & Co. | 0.19% | Reduce -18.9% | 5,537 | $516K |
| FRG Family Wealth Advisors LLC | 0.10% | Add +3.5% | 5,784 | $513K |
| Cwm, LLC | 0.00% | Add +4.9% | 5,341 | $498K |
| Rockbridge Investment Management, LCC | 0.07% | No change | 5,264 | $491K |
| Per Stirling Capital Management, LLC. | 0.08% | New | 5,137 | $479K |
| Raymond James Trust N.A. | 0.01% | No change | 5,121 | $477K |
| Bailard, Inc. | 0.01% | Add +28.9% | 5,115 | $477K |
| Coston, McIsaac & Partners | 0.15% | Add +10.3% | 5,085 | $473K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.4% | 5,051 | $471K |
| PFG Advisors | 0.03% | Add +0.9% | 5,049 | $470K |
| Peirce Capital Management, LLC | 0.26% | No change | 5,047 | $470K |
| Ellevest, Inc. | 0.03% | Add +1.1% | 5,043 | $470K |
| Agf Management Ltd. | 0.00% | Reduce -1.0% | 5,000 | $466K |
| Florida Trust Wealth Management Co | 0.02% | Add +8.5% | 4,972 | $463K |
| Better Money Decisions, LLC | 0.37% | Add +0.2% | 4,955 | $462K |
| RAM Investment Partners, LLC | 0.14% | No change | 4,878 | $455K |
| Firestone Capital Management | 0.13% | Add +0.3% | 4,863 | $453K |
| Pinnacle Associates Ltd. | 0.01% | Add +3.3% | 4,825 | $450K |
| Financial Advisory Group | 0.08% | No change | 4,805 | $448K |
| LexAurum Advisors, LLC | 0.11% | Add +16.0% | 4,794 | $447K |
| Cambridge Trust Co. | 0.02% | Reduce -2.0% | 4,715 | $439K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.0% | 4,710 | $439K |
| Brighton Jones LLC | 0.02% | Add +6.0% | 4,710 | $439K |
| Lodestar Private Asset Management LLC | 0.06% | Add +0.1% | 4,671 | $435K |
| Hall Kathryn A. | 0.10% | Add +0.2% | 4,670 | $435K |
| Treynor Bancshares, Inc. | 0.25% | Add +0.1% | 4,653 | $434K |
| Legacy Financial Advisors, Inc. | 0.08% | Reduce -4.3% | 4,600 | $429K |
| Level Financial Advisors | 0.19% | Reduce -10.7% | 4,586 | $427K |
| Sterling Wealth Management, Inc. | 0.21% | Add +0.1% | 4,571 | $426K |
| Walkner Condon Financial Advisors LLC | 0.09% | No change | 4,490 | $418K |
| Lincoln National Corp. | 0.01% | Reduce -18.4% | 4,482 | $418K |
| Baron Silver Stevens Financial Advisors, LLC | 0.08% | No change | 4,437 | $413K |
| Market Street Wealth Management Advisors LLC | 0.07% | Reduce -15.2% | 4,437 | $413K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.0% | 4,629 | $413K |
| Confluence Wealth Services, Inc. | 0.04% | Add +51.1% | 4,403 | $410K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -1.5% | 4,360 | $406K |
| PDS Planning, Inc | 0.04% | Reduce -39.3% | 4,289 | $400K |
| Hemington Wealth Management | 0.14% | Add +2.0% | 4,278 | $399K |
| Pinnacle Financial Group, LLC / IL | 0.17% | Reduce -5.9% | 4,263 | $397K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.9% | 4,261 | $397K |
| OmniStar Financial Group, Inc. | 0.36% | New | 4,245 | $396K |
| Citizens Financial Group Inc. | 0.01% | Add +0.2% | 4,195 | $391K |
| Abacus Planning Group, Inc. | 0.08% | No change | 4,135 | $385K |
| Gordian Advisors LLC | 0.35% | Add +14.1% | 4,121 | $384K |
| Geneos Wealth Management Inc. | 0.02% | Add +0.1% | 4,078 | $380K |
| Financial Alternatives, Inc | 0.29% | Add +0.1% | 4,056 | $378K |
| Concentric Wealth Management, LLC | 0.10% | New | 4,038 | $376K |
| MAI Capital Management | 0.00% | Reduce -1.9% | 3,879 | $361K |
| Integral Investment Advisors, Inc. | 0.15% | No change | 3,868 | $360K |
| Access Financial Services, Inc. | 0.16% | No change | 3,766 | $351K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -61.9% | 3,735 | $348K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | No change | 3,724 | $347K |
| Physician Wealth Advisors, Inc. | 0.07% | Reduce -1.2% | 3,888 | $346K |
| FMR LLC | 0.00% | Add +120.6% | 3,712 | $346K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 3,700 | $345K |
| McLean Asset Management Corp | 0.12% | No change | 3,743 | $345K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 3,661 | $341K |
| Princeton Global Asset Management LLC | 0.08% | Add +0.2% | 3,557 | $331K |
| Pinnacle Bancorp, Inc. | 0.10% | Add +0.2% | 3,556 | $331K |
| Five Oceans Advisors | 0.17% | No change | 3,515 | $328K |
| Rice Partnership, LLC | 0.08% | Reduce -7.5% | 3,510 | $327K |
| Sentinel Pension Advisors, LLC | 0.07% | Add +0.0% | 3,487 | $325K |
| Symmetry Partners, LLC | 0.03% | Add +0.1% | 3,477 | $324K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +2.4% | 3,413 | $318K |
| Principle Wealth Partners LLC | 0.02% | Add +2.9% | 3,349 | $312K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,579 | $308K |
| Zhang Financial LLC | 0.02% | No change | 3,287 | $306K |
| Parsons Capital Management Inc. | 0.02% | Add +6.5% | 3,280 | $306K |
| Legacy Private Trust Co. | 0.02% | No change | 3,280 | $306K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 3,280 | $306K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +42.7% | 3,260 | $304K |
| B & T Capital Management DBA Alpha Capital Management | 0.06% | Add +0.1% | 3,236 | $302K |
| Bluestem Financial Advisors, LLC | 0.16% | Add +0.1% | 3,224 | $300K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 3,509 | $298K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.7% | 3,176 | $296K |
| Stonebridge Financial Planning Group, LLC | 0.15% | No change | 3,115 | $290K |
| Cedar Brook Financial Partners, LLC | 0.06% | Add +0.2% | 3,061 | $285K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -6.2% | 3,050 | $284K |
| Savant Capital, LLC | 0.00% | Add +0.3% | 3,018 | $281K |
| Park National Corp. | 0.01% | No change | 3,005 | $280K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +17.9% | 3,004 | $280K |
| Mengis Capital Management, Inc. | 0.04% | Add +3.5% | 2,976 | $277K |
| Sonoma Private Wealth LLC | 0.45% | Add +2.0% | 2,970 | $277K |
| Continuum Advisory, LLC | 0.04% | Reduce -52.2% | 2,961 | $273K |
| Citigroup Inc. | 0.00% | Add +23.4% | 2,904 | $271K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.6% | 2,875 | $268K |
| Hilltop Holdings Inc. | 0.03% | New | 2,870 | $267K |
| Focus Financial Network, Inc. | 0.01% | — | 3,007 | $265K |
| Fiera Capital Corp | 0.00% | Add +0.3% | 2,798 | $261K |
| Regis Acquisition Inc. | 0.16% | New | 2,785 | $260K |
| Avantax Advisory Services, Inc. | 0.00% | New | 2,783 | $259K |
| Capital Management Corp. | 0.05% | Reduce -66.2% | 2,770 | $258K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.2% | 2,750 | $256K |
| Buckingham Capital Management, Inc. | 0.03% | Add +8.1% | 2,748 | $256K |
| NWF Advisory Services Inc. | 0.04% | No change | 2,745 | $256K |
| Waypoint Wealth Partners Inc. | 0.07% | No change | 2,730 | $254K |
| United Bank | 0.03% | New | 2,720 | $253K |
| Beta Wealth Group, Inc. | 0.12% | Reduce -1.8% | 2,719 | $253K |
| InTrack Investment Management Inc | 0.19% | Reduce -3.6% | 2,716 | $253K |
| RB Capital Management, LLC | 0.07% | No change | 2,709 | $252K |
| Hexagon Capital Partners LLC | 0.06% | Reduce -3.7% | 2,708 | $252K |
| Single Point Partners, LLC | 0.06% | New | 2,684 | $250K |
| Kades & Cheifetz LLC | 0.16% | No change | 2,655 | $247K |
| D. Scott Neal, Inc. | 0.16% | No change | 2,618 | $244K |
| Blue Barn Wealth, LLC | 0.14% | No change | 2,599 | $242K |
| Ieq Capital, LLC | 0.00% | No change | 2,592 | $242K |
| Curi Capital, LLC | 0.01% | New | 2,590 | $241K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.2% | 2,571 | $240K |
| Towerpoint Wealth, LLC | 0.12% | Reduce -15.6% | 2,569 | $239K |
| D. E. Shaw & Co. | 0.00% | New | 2,559 | $238K |
| Everhart Financial Group, Inc. | 0.07% | Reduce -0.3% | 2,553 | $238K |
| Townsend Asset Management Corp. /NC/ | 0.09% | No change | 2,523 | $235K |
| Quent Capital, LLC | 0.03% | No change | 2,480 | $231K |
| Global Strategic Investment Solutions, LLC | 0.03% | Add +0.3% | 2,423 | $226K |
| Evermay Wealth Management LLC | 0.03% | No change | 2,415 | $225K |
| Reliant Wealth Planning | 0.11% | Add +1.2% | 2,410 | $225K |
| Concord Wealth Partners | 0.04% | No change | 2,356 | $220K |
| Round Rock Advisors LLC | 0.05% | No change | 2,355 | $219K |
| Estate Counselors, LLC | 0.03% | Reduce -42.1% | 2,340 | $218K |
| DAVENPORT & Co LLC | 0.00% | New | 2,325 | $217K |
| 5th Street Advisors, LLC | 0.12% | Reduce -17.3% | 2,309 | $215K |
| Clarius Group, LLC | 0.01% | Reduce -81.8% | 2,297 | $214K |
| Bigelow Investment Advisors, LLC | 0.11% | New | 2,295 | $214K |
| Advisory Services Network, LLC | 0.00% | Add +19.1% | 2,286 | $213K |
| Madison Park Capital Advisors, LLC | 0.18% | New | 2,253 | $210K |
| Abacus Wealth Partners, LLC | 0.04% | New | 2,252 | $210K |
| Baldwin Wealth Partners LLC | 0.02% | Add +30.0% | 2,238 | $209K |
| Goepper Burkhardt LLC | 0.10% | No change | 2,250 | $207K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 2,205 | $205K |
| Martel Wealth Advisors LLC | 0.04% | Reduce -25.6% | 2,200 | $205K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,170 | $202K |
| North Star Investment Management Corp. | 0.01% | Add +0.2% | 2,086 | $194K |
| Albion Financial Group | 0.01% | Reduce -78.2% | 1,975 | $184K |
| Carolina Wealth Advisors, LLC | 0.09% | No change | 1,878 | $175K |
| Mascoma Wealth Management LLC | 0.05% | Reduce -35.6% | 1,826 | $170K |
| Atlas Capital Advisors Inc. | 0.03% | Add +0.1% | 1,748 | $163K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,627 | $152K |
| Red Lighthouse Investment Management, LLC | 0.06% | No change | 1,576 | $147K |
| Covestor Ltd | 0.09% | Reduce -11.6% | 1,489 | $139K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -46.4% | 1,261 | $118K |
| Annapolis Financial Services, LLC | 0.04% | Reduce -7.2% | 1,210 | $113K |
| US Bancorp \de | 0.00% | Add +13.9% | 1,165 | $109K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 103,431 | $103K |
| Allworth Financial LP | 0.00% | No change | 1,028 | $96K |
| Abound Wealth Management | 0.04% | Add +10.5% | 1,018 | $95K |
| Janiczek Wealth Management, LLC | 0.02% | Add +5.5% | 1,016 | $95K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Reduce -48.1% | 938 | $87K |
| HM Payson & Co. | 0.00% | No change | 901 | $84K |
| Trust Co. of Vermont | 0.00% | No change | 900 | $84K |
| Newton One Investments LLC | 0.04% | Add +0.2% | 868 | $81K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -48.4% | 833 | $78K |
| Rain Capital Management, LLC | 0.05% | Add +0.2% | 829 | $77K |
| Trust Co | 0.01% | Reduce -8.5% | 809 | $75K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +312.8% | 805 | $75K |
| Caldwell Trust Co | 0.01% | Reduce -13.6% | 805 | $75K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 791 | $74K |
| Spire Wealth Management | 0.00% | No change | 750 | $70K |
| Piscataqua Savings Bank | 0.06% | No change | 711 | $66K |
| Fortis Group Advisors, LLC | 0.01% | Reduce -50.0% | 680 | $63K |
| Richardson Capital Management LLC | 0.05% | Add +0.3% | 673 | $63K |
| Grand Wealth Management, LLC | 0.03% | No change | 659 | $61K |
| Dagco, Inc. | 0.02% | New | 582 | $54K |
| Private Trust Co. NA | 0.01% | No change | 580 | $54K |
| IFP Advisors, Inc | 0.00% | No change | 542 | $51K |
| Founders Financial Alliance, LLC | 0.01% | New | 512 | $48K |
| Acima Private Wealth, LLC | 0.02% | No change | 482 | $45K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +72.3% | 467 | $44K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 465 | $43K |
| Ransom Advisory, Ltd | 0.02% | — | 450 | $42K |
| Glen Eagle Advisors, LLC | 0.01% | Add +1.1% | 445 | $41K |
| Pacific Center for Financial Services | 0.01% | Add +0.2% | 434 | $40K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -73.7% | 419 | $39K |
| Wells Financial Advisors INC | 0.03% | No change | 400 | $37K |
| Winch Advisory Services, LLC | 0.01% | No change | 387 | $36K |
| Roble, Belko & Company, Inc | 0.01% | No change | 391 | $36K |
| Clearstead Advisors, LLC | 0.00% | New | 380 | $35K |
| Carmichael Hill & Associates, Inc. | 0.01% | Add +0.3% | 353 | $33K |
| Comerica Bank | 0.00% | Reduce -5.7% | 331 | $31K |
| Signaturefd, LLC | 0.00% | Add +0.3% | 296 | $28K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Add +24.7% | 288 | $27K |
| Front Row Advisors LLC | 0.01% | New | 266 | $25K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 244 | $23K |
| Breakwater Investment Management | 0.01% | — | 237 | $22K |
| Operose Advisors LLC | 0.01% | Add +48.0% | 228 | $21K |
| Toth Financial Advisory Corp. | 0.00% | Add +0.5% | 222 | $21K |
| DT Investment Partners, LLC | 0.00% | Reduce -0.5% | 215 | $20K |
| American Capital Advisory, LLC | 0.02% | Reduce -5.1% | 279 | $20K |
| Evolution Advisers, Inc. | 0.01% | No change | 199 | $19K |
| Principal Securities, Inc. | 0.00% | No change | 168 | $16K |
| Creative Financial Designs Inc. | 0.00% | No change | 165 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 150 | $14K |
| Global Retirement Partners, LLC | 0.00% | Add +50.0% | 150 | $14K |
| Birchbrook, Inc. | 0.01% | Add +0.7% | 149 | $14K |
| First Manhattan Co. Llc. | 0.00% | No change | 140 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 124 | $12K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -85.4% | 115 | $11K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 113 | $11K |
| City State Bank | 0.00% | No change | 100 | $9K |
| McIlrath & Eck, LLC | 0.00% | Reduce -88.7% | 94 | $9K |
| Penserra Capital Management LLC | 0.00% | New | 83 | $7K |
| FSA Wealth Management LLC | 0.00% | No change | 62 | $6K |
| Bogart Wealth, LLC | 0.00% | New | 43 | $4K |
| Bfsg, LLC | 0.00% | No change | 32 | $3K |
| Rothschild Investment LLC | 0.00% | New | 23 | $2K |
| Glassman Wealth Services | 0.00% | Reduce -89.5% | 4 | $373 |
| Gradient Investments LLC | 0.00% | No change | 2 | $186 |
"% 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.