Vanguard ESG US Stock ETFESGVETF
13F holders, Q2 2024 (June 30)496holders +13
38new positions
26sold out
3famous investors
$96.61avg. 13F price*
At the end of Q2 2024, 496 institutions reported holding Vanguard ESG US Stock ETF (ESGV) in their 13F filings, up 13 from Q1 2024. 38 opened new positions and 26 sold out. The largest holders were Vanguard Group Inc. ($650.4M), Visa Foundation ($166.3M) and Creative Planning ($113.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $26.9M |
| Exits | 26 | $44.0M |
All 13F filers, Q1 2024 → Q2 2024: 2,205,994 shares bought and 1,455,954 shares sold, net +750,040 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 496 holders
| Vanguard Group Inc. | 0.01% | Add +11.5% | 6,732,003 | $650.4M |
| Visa Foundation | 70.92% | Reduce -2.9% | 1,721,275 | $166.3M |
| Creative Planning | 0.12% | Add +1.9% | 1,176,731 | $113.7M |
| Wealthfront Advisers LLC | 0.35% | Add +13.3% | 1,082,094 | $104.6M |
| Morgan Stanley | 0.01% | Reduce -2.5% | 832,535 | $80.4M |
| Leo Wealth, LLC | 6.67% | Reduce -7.7% | 675,878 | $65.4M |
| Bank of America Corp. | 0.01% | Add +10.3% | 566,925 | $54.8M |
| Verde Capital Management | 17.39% | Add +6.7% | 566,896 | $54.8M |
| IMPACTfolio, LLC | 24.41% | Add +4.6% | 451,064 | $43.6M |
| Royal Bank of Canada | 0.01% | Add +8.1% | 432,914 | $41.8M |
| Angeles Investment Advisors, LLC | 2.13% | Reduce -9.6% | 432,665 | $41.8M |
| Platt Investment Counsel, LLC | 37.77% | Add +2.8% | 406,441 | $39.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.5% | 388,130 | $37.5M |
| Betterment LLC | 0.09% | Add +4.2% | 374,736 | $36.2M |
| Facet Wealth, Inc. | 1.02% | Add +8.0% | 346,474 | $33.3M |
| Baird Financial Group, Inc. | 0.07% | Add +1.4% | 342,601 | $33.1M |
| Partners Capital Investment Group, LLP | 0.53% | Add +50.7% | 320,974 | $31.1M |
| Crewe Advisors LLC | 3.37% | Reduce -1.5% | 310,850 | $30.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +33.0% | 290,945 | $28.1M |
| UBS Group AG | 0.01% | Reduce -2.9% | 287,196 | $27.7M |
| SCS Capital Management LLC | 0.57% | Add +15.2% | 281,823 | $27.2M |
| Mather Group, Llc. | 0.31% | Add +15.0% | 267,742 | $25.0M |
| Olde Wealth Management, LLC | 9.50% | Add +0.7% | 258,213 | $24.9M |
| Raymond James & Associates | 0.02% | Add +8.8% | 257,120 | $24.8M |
| Cerity Partners LLC | 0.06% | Add +3.9% | 226,338 | $21.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +0.3% | 216,625 | $20.9M |
| LPL Financial LLC | 0.01% | Add +1.2% | 214,701 | $20.7M |
| Orgel Wealth Management, LLC | 0.55% | Reduce -10.6% | 209,868 | $20.3M |
| Hanson & Doremus Investment Management | 3.35% | Add +1.3% | 207,042 | $20.0M |
| Cedar Wealth Management, LLC | 6.49% | Reduce -0.5% | 207,037 | $20.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -7.3% | 202,747 | $19.6M |
| JPMorgan Chase & Co. | 0.00% | Add +209.4% | 201,266 | $19.4M |
| Garde Capital, Inc. | 1.34% | Reduce -1.2% | 199,410 | $19.3M |
| Bank of Montreal | 0.01% | Reduce -8.7% | 198,072 | $19.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +2.3% | 190,828 | $18.4M |
| Caprock Group, LLC | 0.74% | Add +1.7% | 187,497 | $18.1M |
| Mill Creek Capital Advisors, LLC | 0.43% | Reduce -6.4% | 175,391 | $16.9M |
| Clarity Asset Management, Inc. | 11.53% | Add +0.6% | 168,084 | $16.2M |
| SageView Advisory Group, LLC | 0.97% | Add +210.8% | 160,850 | $15.5M |
| Financial Connections Group, Inc. | 7.56% | New | 150,821 | $14.6M |
| Diversified Portfolios, Inc. | 1.87% | Reduce -3.6% | 146,627 | $14.2M |
| One Day In July LLC | 1.70% | Add +2.9% | 141,055 | $13.6M |
| Dohj, LLC | 3.27% | Add +4.9% | 135,453 | $13.1M |
| Human Investing LLC | 2.38% | Add +0.5% | 126,864 | $12.3M |
| Lake Street Advisors Group, LLC | 0.59% | Add +4.3% | 126,668 | $12.2M |
| Regatta Capital Group, LLC | 2.59% | Add +4.6% | 124,219 | $12.0M |
| Skyline Advisors, Inc. | 5.16% | Add +0.3% | 122,766 | $11.9M |
| LifeGuide Financial Advisors, LLC | 5.48% | Add +4.4% | 116,754 | $11.3M |
| Gemmer Asset Management LLC | 1.18% | Add +10.6% | 114,510 | $11.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +5.0% | 111,991 | $10.8M |
| Jones Financial Companies LLLP | 0.01% | Add +15.5% | 110,977 | $10.7M |
| Franklin Resources Inc. | 0.00% | Add +5.2% | 110,885 | $10.7M |
| Cary Street Partners Investment Advisory LLC | 0.42% | No change | 103,431 | $10.3M |
| Apella Capital, LLC | 0.45% | Reduce -2.0% | 102,640 | $10.1M |
| Pathstone Holdings, LLC | 0.04% | Reduce -0.5% | 85,667 | $8.3M |
| AMG National Trust Bank | 0.22% | Add +18.8% | 85,438 | $8.3M |
| Evoke Wealth, LLC | 11.85% | Reduce -22.1% | 83,559 | $8.1M |
| Wells Fargo & Company | 0.00% | Reduce -35.1% | 81,998 | $7.9M |
| Cresset Asset Management, LLC | 0.03% | Add +24.9% | 81,450 | $7.9M |
| Farrell Financial LLC | 6.12% | Add +5.0% | 81,348 | $7.9M |
| Buckingham Strategic Wealth, LLC | 0.08% | Add +9.1% | 79,779 | $7.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -4.8% | 78,593 | $7.6M |
| Eq LLC | 4.36% | Reduce -4.4% | 75,290 | $7.3M |
| Cetera Investment Advisers | 0.02% | Add +0.5% | 68,330 | $6.6M |
| New Covenant Trust Company, N.A. | 7.40% | Reduce -4.9% | 66,030 | $6.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.6% | 66,384 | $6.4M |
| Boston Standard Wealth Management, LLC | 1.40% | Reduce -1.8% | 65,843 | $6.4M |
| BSW Wealth Partners | 1.01% | Reduce -13.1% | 63,967 | $6.2M |
| Affinity Capital Advisors, LLC | 1.28% | Reduce -1.3% | 62,902 | $6.1M |
| Libra Wealth LLC | 2.55% | Reduce -4.0% | 60,861 | $5.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.8% | 60,271 | $5.8M |
| Apexium Financial, LP | 0.41% | Reduce -0.2% | 58,680 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.4% | 58,016 | $5.6M |
| Charter Oak Capital Management, LLC | 0.56% | Add +3.4% | 55,620 | $5.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +38.9% | 54,282 | $5.2M |
| Retirement Capital Strategies | 2.09% | Reduce -84.5% | 54,041 | $5.2M |
| Mariner, LLC | 0.01% | Add +32.3% | 53,227 | $5.1M |
| Parallel Advisors, LLC | 0.13% | Reduce -10.1% | 52,452 | $5.1M |
| Relyea Zuckerberg Hanson LLC | 0.85% | Add +4.8% | 52,383 | $5.1M |
| D.A. Davidson & Co. | 0.04% | Add +1.8% | 52,355 | $5.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +9.0% | 51,497 | $5.0M |
| Atlantic Private Wealth, LLC | 3.99% | Reduce -3.3% | 50,664 | $4.9M |
| Freestone Capital Holdings, LLC | 0.18% | Reduce -8.0% | 50,595 | $4.9M |
| St Germain D J Co. Inc. | 0.23% | Add +101.3% | 49,390 | $4.8M |
| Brandywine Oak Private Wealth LLC | 0.46% | Reduce -0.3% | 46,180 | $4.5M |
| Patriot Investment Management Group, Inc. | 0.33% | Reduce -0.3% | 44,004 | $4.3M |
| Monterey Private Wealth, Inc. | 1.58% | Reduce -0.5% | 43,766 | $4.2M |
| Stephens Consulting, LLC | 1.18% | Add +8.7% | 42,946 | $4.1M |
| Ballentine Partners, LLC | 0.07% | Add +487.2% | 40,022 | $3.9M |
| White Lighthouse Investment Management Inc. | 0.74% | Reduce -1.5% | 39,932 | $3.9M |
| Merit Financial Group, LLC | 0.08% | Reduce -1.1% | 39,519 | $3.8M |
| Toronto Dominion Bank | 0.01% | Reduce -0.3% | 39,345 | $3.8M |
| Ashford Advisors, LLC | 0.90% | No change | 37,901 | $3.7M |
| Soundwatch Capital LLC | 20.08% | Reduce -6.5% | 37,775 | $3.6M |
| Stonehearth Capital Management, LLC | 1.54% | Add +6.9% | 37,109 | $3.6M |
| Atmos Advisory, LLC | 2.80% | Reduce -3.9% | 37,058 | $3.6M |
| Gould Asset Management LLC | 0.83% | Add +0.9% | 37,031 | $3.6M |
| Webster Bank, N. A. | 0.39% | No change | 36,729 | $3.5M |
| Focus Partners Wealth | 0.01% | Add +99.1% | 36,674 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.8% | 36,658 | $3.5M |
"% 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.