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

0200400600800 Q1 2024: 483Q1 2024Q2 2024: 496Q2 2024Q3 2024: 522Q3 2024Q4 2024: 591Q4 2024Q1 2025: 587Q1 2025Q2 2025: 623Q2 2025Q3 2025: 642Q3 2025Q4 2025: 690Q4 2025Q1 2026: 679Q1 2026Q2 2026: 720Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions38$26.9M
Exits26$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
First Horizon Advisors, Inc. 0.10% Reduce -10.0% 34,065 $3.3M
Corient Private Wealth LP 0.01% Add +4.3% 33,703 $3.3M
Choreo, LLC 0.05% Add +2.9% 33,469 $3.2M
Palisades Hudson Asset Management, L.P. 1.47% Add +0.3% 33,161 $3.2M
MML Investors Services, LLC 0.01% Add +1.8% 31,581 $3.1M
Well Done, LLC 0.63% Reduce -0.9% 31,571 $3.1M
Sageworth Trust Co 0.19% Add +1.9% 30,987 $3.0M
Fiduciary Trust Co 0.04% No change 30,746 $3.0M
Blair William & Co. 0.01% Add +1.2% 30,157 $2.9M
Whittier Trust Co. 0.04% No change 29,014 $2.8M
My Personal CFO, LLC 1.43% Add +0.0% 27,728 $2.7M
M&T Bank Corp 0.01% No change 27,274 $2.6M
Brooklyn FI, LLC 0.99% Add +7.9% 26,316 $2.5M
Paragon Capital Management Ltd 0.47% New 26,314 $2.5M
Citadel Advisors 0.00% Add +41.8% 26,255 $2.5M
Trademark Financial Management, LLC 2.06% Reduce -1.2% 26,216 $2.5M
Mayport, LLC 0.89% No change 25,839 $2.5M
AlTi Global, Inc. 0.07% Reduce -22.0% 25,025 $2.4M
Wealth Group Ltd 0.73% Add +37.2% 25,040 $2.4M
CGN Advisors LLC 0.28% Reduce -10.4% 24,987 $2.4M
Equitable Trust Co. 0.16% Reduce -0.7% 24,347 $2.4M
Topel & Distasi Wealth Management, LLC 1.03% Reduce -0.3% 24,326 $2.4M
Modera Wealth Management, LLC 0.03% Add +0.4% 24,250 $2.3M
Summit Wealth Group, LLC 0.70% New 24,068 $2.3M
Prio Wealth Limited Partnership 0.07% Add +0.1% 23,460 $2.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +65.8% 23,203 $2.2M
West Financial Advisors, LLC 0.45% Add +38.8% 22,522 $2.2M
Fingerlakes Wealth Management, Inc. 1.95% Add +0.8% 22,496 $2.2M
NewEdge Advisors, LLC 0.02% Add +9.0% 22,311 $2.2M
Larson Financial Group LLC 0.15% Add +22.0% 22,158 $2.1M
Northern Trust Corp. 0.00% No change 21,688 $2.1M
Cornerstone Wealth Management, LLC 0.16% Add +0.2% 21,430 $2.1M
Bell Investment Advisors, Inc 0.41% Add +0.2% 21,397 $2.1M
Truist Financial Corp. 0.00% Reduce -6.4% 21,115 $2.0M
Arjuna Capital 0.54% Reduce -1.9% 20,752 $2.0M
Bartlett & Co. Wealth Management LLC 0.03% Add +8.3% 19,406 $1.9M
Johnson Bixby & Associates, LLC 0.31% Reduce -2.7% 19,358 $1.9M
UMB Bank, n.a. 0.03% No change 19,183 $1.9M
NewEdge Wealth, LLC 0.04% No change 19,037 $1.8M
Haverford Trust Co 0.02% Add +56.8% 18,554 $1.8M
Davis R M Inc. 0.04% Add +12.5% 18,053 $1.7M
Marshall Financial Group Inc. 0.55% Add +0.3% 17,559 $1.7M
Vermillion & White Wealth Management Group, LLC 1.27% Add +0.0% 17,456 $1.7M
Glenview Trust Co 0.03% Add +0.8% 17,404 $1.7M
Addison Advisors LLC 0.54% Add +6.4% 17,367 $1.7M
Sapient Capital LLC 0.03% No change 17,094 $1.7M
Mission Wealth Management, LP 0.04% Reduce -53.0% 16,784 $1.6M
Leonard Rickey Investment Advisors P.L.L.C. 0.38% Reduce -2.1% 16,542 $1.6M
WealthCollab, LLC 1.14% Add +2.5% 16,372 $1.6M
RFG Advisory, LLC 0.05% Add +0.9% 16,339 $1.6M
Strategic Point Investment Advisors, LLC 0.28% Add +0.6% 16,150 $1.6M
US Financial Advisors, LLC 0.52% Reduce -5.7% 16,122 $1.6M
Everett Harris & Co. 0.02% No change 16,000 $1.5M
PFG Investments, LLC 0.11% Add +13.4% 15,965 $1.5M
Composition Wealth, LLC 0.04% No change 15,896 $1.5M
Northland Capital Management LLC 1.07% Reduce -50.7% 15,751 $1.5M
CIBC Private Wealth Group LLC 0.00% Add +26.4% 15,281 $1.5M
Valmark Advisers, Inc. 0.03% Add +1.2% 15,516 $1.5M
Private Advisor Group, LLC 0.01% Add +0.5% 15,188 $1.5M
Tradition Wealth Management, LLC 0.14% Add +65.5% 15,181 $1.5M
Stifel Financial Corp. 0.00% Reduce -7.5% 14,446 $1.4M
Cambridge Associates LLC /Ma/ 0.06% Reduce -81.2% 14,442 $1.4M
Raffa Wealth Management, LLC 0.39% Reduce -12.6% 14,375 $1.4M
Pegasus Partners Ltd. 0.14% No change 14,083 $1.4M
Balanced Rock Investment Advisors LLC 1.14% Reduce -1.2% 14,050 $1.4M
Marino, Stram & Associates LLC 0.33% Reduce -3.2% 13,912 $1.3M
Values Added Financial LLC 0.96% Add +5.2% 13,839 $1.3M
Bell Bank 0.11% Reduce -29.0% 13,819 $1.3M
Harbour Investments, Inc. 0.04% Add +16.4% 13,795 $1.3M
National Bank of Canada 0.00% No change 13,456 $1.3M
Laurel Wealth Planning LLC 0.90% Reduce -18.6% 13,361 $1.3M
Proffitt & Goodson Inc. 0.22% Add +0.2% 13,075 $1.3M
Wedbush Securities Inc. 0.05% Add +2.0% 13,062 $1.3M
Shepherd Financial Partners LLC 0.16% No change 12,933 $1.2M
Arbor Investment Advisors, LLC 0.18% Add +0.8% 12,930 $1.2M
Tortoise Investment Management, LLC 0.14% Add +1.2% 12,839 $1.2M
Snowden Capital Advisors LLC 0.04% Reduce -0.3% 12,781 $1.2M
Brickley Wealth Management 0.27% Reduce -5.4% 12,615 $1.2M
EP Wealth Advisors, LLC 0.01% No change 12,376 $1.2M
Renaissance Technologies 0.00% Add +13.1% 12,100 $1.2M
Beacon Financial Planning, Inc. 0.79% Add +0.3% 12,033 $1.2M
Cahill Financial Advisors Inc. 0.16% Add +0.0% 11,871 $1.1M
GenTrust, LLC 0.06% Add +0.2% 11,833 $1.1M
Farther Finance Advisors, LLC 0.06% Reduce -1.1% 11,765 $1.1M
AQR Capital Management 0.00% No change 11,664 $1.1M
Ervin Investment Management, LLC 0.78% Add +2.2% 11,626 $1.1M
Great Valley Advisor Group, Inc. 0.03% Add +0.1% 10,939 $1.1M
Whittier Trust Co. of Nevada Inc. 0.03% No change 10,785 $1.0M
Jefferies Financial Group Inc. 0.02% Add +62.2% 10,674 $1.0M
Dynamic Advisor Solutions LLC 0.03% Reduce -0.8% 10,462 $1.0M
Joel Isaacson & Co., LLC 0.05% Add +2.5% 10,342 $999K
Halbert Hargrove Global Advisors, LLC 0.06% Reduce -3.8% 10,258 $991K
Clearview Wealth Advisors LLC 0.86% Reduce -0.2% 10,231 $989K
Stratos Wealth Partners, LTD. 0.02% Reduce -19.1% 10,205 $986K
Lindbrook Capital, LLC 0.09% Reduce -16.9% 10,105 $976K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -1.2% 10,080 $974K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +30.9% 10,027 $973K
Silver Oak Advisory Group, Inc. 0.53% Reduce -1.2% 9,919 $958K
FMR LLC 0.00% Add +165.1% 9,839 $951K
Sfm, LLC 0.72% Reduce -0.1% 9,835 $950K
Rwa Wealth Partners, LLC 0.01% Add +1.9% 9,824 $949K
Main Street Financial Solutions, LLC 0.09% Add +0.3% 9,744 $941K
Seeds Investor LLC 0.48% No change 9,735 $941K
First Hawaiian Bank 0.03% Reduce -44.3% 9,685 $936K
Smithfield Trust Co 0.05% Reduce -3.8% 9,657 $933K
JNBA Financial Advisors 0.10% Reduce -18.5% 9,582 $926K
Cherry Tree Wealth Management, LLC 0.23% Reduce -1.6% 9,324 $901K
Truefg, LLC 0.32% Reduce -3.7% 9,201 $889K
Empower Advisory Group, LLC 0.00% Reduce -5.4% 9,179 $887K
GTS Securities LLC 0.02% New 9,176 $887K
Robertson Stephens Wealth Management, LLC 0.05% Add +11.7% 9,103 $879K
Selective Wealth Management, Inc. 0.39% Reduce -4.7% 8,897 $879K
Mesirow Financial Investment Management, Inc. 0.02% Add +3.9% 8,995 $870K
Bragg Financial Advisors, Inc 0.04% Add +0.6% 8,787 $849K
Family CFO Inc 0.52% Reduce -4.0% 8,753 $846K
Brookstone Capital Management 0.01% Add +25.8% 8,526 $845K
First National Corp. /Ma/ 0.20% Add +0.6% 8,717 $842K
Bailard, Inc. 0.02% Add +68.9% 8,638 $835K
Truepoint, Inc. 0.02% Reduce -2.4% 8,632 $834K
Novare Capital Management LLC 0.07% New 8,595 $830K
Capstone Financial Advisors, Inc. 0.05% Add +0.7% 8,477 $819K
Waverly Advisors, LLC 0.02% Reduce -8.9% 8,439 $815K
United Capital Financial Advisors, LLC 0.01% Add +1.2% 8,236 $796K
Greenspring Advisors, LLC 0.19% No change 8,198 $792K
Milestone Investment Advisors LLC 0.21% Reduce -1.4% 8,197 $792K
Thompson Davis & Co., Inc. 0.68% Reduce -3.6% 8,124 $785K
CJM Wealth Advisers, Ltd. 0.29% Add +0.1% 8,008 $776K
Cozad Asset Management Inc. 0.08% No change 7,922 $765K
CM Wealth Advisors LLC 0.36% No change 7,910 $764K
Twin Focus Capital Partners, LLC 0.12% Reduce -5.0% 7,841 $758K
Financial Counselors Inc. 0.01% No change 7,827 $756K
Citizens Financial Group Inc. 0.02% Add +83.7% 7,707 $745K
Passive Capital Management, LLC. 0.28% Add +3.9% 7,683 $742K
Bradley Foster & Sargent Inc. 0.01% Reduce -4.8% 7,465 $721K
HBK Sorce Advisory LLC 0.03% Add +2.8% 7,464 $721K
Presilium Private Wealth, LLC 0.18% Reduce -2.4% 7,460 $721K
Equitable Holdings, Inc. 0.01% Reduce -11.2% 7,451 $720K
Rollins Financial Advisors, LLC 0.12% Reduce -1.0% 7,351 $710K
Sageworth Trust Co of South Dakota 1.04% Reduce -0.3% 7,304 $706K
Ellevest, Inc. 0.04% Add +44.5% 7,289 $704K
Lion Street Advisors, LLC 0.26% No change 7,276 $703K
Nottingham Advisors, Inc. 0.08% Reduce -12.1% 7,250 $700K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 6,950 $700K
Rossmore Private Capital 0.09% No change 7,047 $681K
Focus Partners Advisor Solutions, LLC 0.02% No change 7,030 $679K
Copperleaf Capital, LLC 0.54% No change 6,960 $672K
Cascade Investment Advisors, Inc. 0.45% Reduce -9.7% 6,950 $672K
Armbruster Capital Management, Inc. 0.14% No change 6,937 $670K
Sage Advisory Services, Ltd.Co. 0.19% Reduce -14.7% 6,904 $667K
Benchmark Wealth Management, LLC 0.35% Reduce -6.4% 6,838 $661K
Schmidt P J Investment Management Inc. 0.12% Reduce -3.0% 6,790 $656K
Cherrydale Wealth Management, LLC 0.29% Reduce -52.5% 6,762 $653K
Landaas & Co. /Wi 0.20% Add +10.5% 6,720 $649K
Northeast Investment Management 0.03% Reduce -25.9% 6,517 $630K
Meritage Portfolio Management 0.04% No change 6,488 $627K
Bremer Bank National Association 0.12% No change 6,482 $626K
Symmetry Partners, LLC 0.03% Add +83.9% 6,393 $618K
Destination Wealth Management 0.02% No change 6,177 $597K
Golden Road Advisors LLC 0.48% No change 5,946 $588K
Compass Ion Advisors, LLC 0.08% No change 6,293 $586K
Integral Investment Advisors, Inc. 0.21% Add +53.6% 5,943 $577K
Avantax Planning Partners, Inc. 0.02% No change 5,942 $574K
Ameritas Investment Partners, Inc. 0.02% Add +3.2% 5,909 $571K
KMG Fiduciary Partners, LLC 0.06% No change 5,900 $570K
Sanctuary Advisors, LLC 0.00% — 6,278 $564K
Ameraudi Asset Management, Inc. 0.25% No change 5,793 $560K
NORTHSTAR ASSET MANAGEMENT Co 0.14% Reduce -6.5% 5,780 $558K
IFG Advisors, LLC 0.13% Add +0.3% 5,775 $558K
Rockbridge Investment Management, LCC 0.08% Add +7.6% 5,662 $547K
Mokosak Advisory Group, LLC 0.18% Reduce -4.4% 5,623 $543K
Wealthspire Advisors, LLC 0.01% Reduce -44.4% 5,607 $542K
FRG Family Wealth Advisors LLC 0.10% No change 5,784 $534K
Pecaut & Co. 0.20% Reduce -1.1% 5,477 $529K
Kestra Advisory Services, LLC 0.00% Add +6.7% 5,389 $521K
Appleton Partners Inc. 0.04% Reduce -7.6% 5,385 $520K
Cwm, LLC 0.00% Add +0.2% 5,351 $517K
Firestone Capital Management 0.14% Add +9.5% 5,323 $514K
Coston, McIsaac & Partners 0.16% Add +4.7% 5,324 $514K
LexAurum Advisors, LLC 0.13% Add +10.4% 5,291 $511K
Abacus Planning Group, Inc. 0.10% Add +24.8% 5,162 $499K
Massachusetts Financial Services Co. 0.00% Add +37.8% 5,145 $497K
Per Stirling Capital Management, LLC. 0.08% Add +0.1% 5,141 $497K
Raymond James Trust N.A. 0.01% No change 5,121 $495K
PFG Advisors 0.03% Add +0.0% 5,050 $488K
Peirce Capital Management, LLC 0.26% No change 5,047 $488K
Pinnacle Associates Ltd. 0.01% Add +3.7% 5,004 $483K
Brighton Jones LLC 0.02% Add +5.9% 4,986 $482K
Better Money Decisions, LLC 0.36% Add +0.3% 4,971 $480K
Florida Trust Wealth Management Co 0.02% Reduce -1.6% 4,890 $472K
RAM Investment Partners, LLC 0.14% No change 4,878 $471K
Mutual Advisors, LLC 0.01% Reduce -52.5% 4,870 $471K
Hall Kathryn A. 0.10% Add +0.3% 4,685 $453K
Lodestar Private Asset Management LLC 0.06% Add +0.1% 4,675 $452K
Confluence Wealth Services, Inc. 0.04% Add +6.1% 4,670 $451K
Trillium Asset Management, LLC 0.01% Reduce -44.9% 4,658 $450K
Level Financial Advisors 0.19% No change 4,586 $443K
Sterling Wealth Management, Inc. 0.21% Add +0.2% 4,580 $442K
Chicago Partners Investment Group LLC 0.02% Reduce -0.6% 4,603 $442K
Market Street Wealth Management Advisors LLC 0.07% Reduce -1.5% 4,369 $422K
InTrack Investment Management Inc 0.30% Add +59.1% 4,321 $417K
Agf Management Ltd. 0.00% Reduce -14.0% 4,300 $415K
PDS Planning, Inc 0.04% Reduce -0.2% 4,282 $414K
Pinnacle Financial Group, LLC / IL 0.18% Add +0.1% 4,267 $412K
Kestra Private Wealth Services, LLC 0.01% Reduce -9.4% 4,265 $412K
Hemington Wealth Management 0.14% Reduce -0.2% 4,270 $412K
PNC Financial Services Group, Inc. 0.00% No change 4,261 $412K
TPG Financial Advisors, LLC 0.19% — 4,258 $411K
Physician Wealth Advisors, Inc. 0.08% Add +4.1% 4,046 $408K
Steward Partners Investment Advisory, LLC 0.00% Add +14.9% 4,206 $406K
Legacy Financial Advisors, Inc. 0.07% Reduce -8.6% 4,203 $406K
Gordian Advisors LLC 0.39% Add +1.6% 4,185 $404K
Essential Planning, LLC. 0.18% New 4,171 $403K
Geneos Wealth Management Inc. 0.02% Add +0.1% 4,081 $394K
Concentric Wealth Management, LLC 0.10% Add +0.3% 4,051 $391K
Financial Alternatives, Inc 0.29% Reduce -0.5% 4,036 $390K
Valeo Financial Advisors, LLC 0.01% Reduce -46.9% 4,011 $388K
Sentinel Pension Advisors, LLC 0.08% Add +14.3% 3,984 $385K
Concourse Financial Group Securities, Inc. 0.02% Reduce -9.4% 3,950 $382K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +4.8% 3,901 $377K
MAI Capital Management 0.00% No change 3,879 $375K
McLean Asset Management Corp 0.12% No change 3,743 $374K
Access Financial Services, Inc. 0.17% No change 3,766 $364K
Schaper Benz & Wise Investment Counsel Inc. 0.03% New 3,756 $363K
Parsons Capital Management Inc. 0.02% Add +13.9% 3,735 $361K
Federation des caisses Desjardins du Quebec 0.00% Add +13.7% 3,707 $358K
Van Hulzen Asset Management, LLC 0.02% No change 3,700 $357K
Avior Wealth Management, LLC 0.02% New 3,693 $357K
Quadrature Capital Ltd 0.01% New 3,671 $355K
Armstrong Advisory Group, Inc. 0.03% Add +3.0% 3,616 $349K
Rice Partnership, LLC 0.08% Add +2.8% 3,608 $349K
Princeton Global Asset Management LLC 0.08% Add +0.3% 3,568 $345K
Pinnacle Bancorp, Inc. 0.10% Add +0.3% 3,567 $345K
B & T Capital Management DBA Alpha Capital Management 0.07% Add +8.7% 3,517 $340K
Citigroup Inc. 0.00% Add +20.4% 3,495 $338K
Five Oceans Advisors 0.17% Reduce -2.8% 3,416 $330K
Savant Capital, LLC 0.00% Add +13.0% 3,411 $330K
Principle Wealth Partners LLC 0.02% No change 3,349 $324K
Compound Planning, Inc. 0.02% New 3,332 $322K
Stonehage Fleming Financial Services Holdings Ltd 0.01% New 3,328 $322K
Zhang Financial LLC 0.02% No change 3,287 $318K
Tocqueville Asset Management L.P. 0.01% No change 3,280 $317K
Legacy Private Trust Co. 0.02% No change 3,280 $317K
Baron Silver Stevens Financial Advisors, LLC 0.06% Reduce -26.3% 3,272 $316K
CFS Investment Advisory Services, LLC 0.03% New 3,246 $314K
Regis Acquisition Inc. 0.19% Add +15.4% 3,215 $311K
OmniStar Financial Group, Inc. 0.28% Reduce -25.4% 3,167 $306K
Apollon Wealth Management, LLC 0.01% Reduce -0.3% 3,166 $306K
Stonebridge Financial Planning Group, LLC 0.15% No change 3,115 $301K
Union Savings Bank 0.16% New 3,097 $299K
Focus Financial Network, Inc. 0.01% No change 3,007 $298K
Signature Estate & Investment Advisors LLC 0.01% New 3,071 $297K
MSH Capital Advisors LLC 0.10% New 3,054 $295K
Treynor Bancshares, Inc. 0.31% Reduce -34.9% 3,030 $293K
Park National Corp. 0.01% No change 3,005 $290K
NWF Advisory Services Inc. 0.05% Add +9.1% 2,995 $289K
Bluestem Financial Advisors, LLC 0.15% Reduce -7.3% 2,987 $289K
Sonoma Private Wealth LLC 0.47% Add +0.0% 2,971 $287K
Continuum Advisory, LLC 0.04% Add +0.3% 2,970 $287K
Mengis Capital Management, Inc. 0.06% Reduce -0.8% 2,952 $285K
New England Private Wealth Advisors LLC 0.05% New 2,948 $285K
Hilltop Holdings Inc. 0.03% No change 2,870 $277K
Prime Capital Investment Advisors, LLC 0.00% Reduce -16.1% 2,863 $277K
Fairview Capital Investment Management, LLC 0.02% Reduce -6.6% 2,850 $275K
Beta Wealth Group, Inc. 0.13% Add +3.9% 2,825 $273K
Fiera Capital Corp 0.00% Add +0.3% 2,806 $271K
Avantax Advisory Services, Inc. 0.00% Add +0.3% 2,791 $270K
Moneta Group Investment Advisors LLC 0.00% Reduce -7.7% 2,772 $268K
Cardiff Park Advisors, LLC 0.03% Add +0.3% 2,759 $267K
Capital Management Corp. 0.05% Reduce -0.9% 2,745 $265K
Hexagon Capital Partners LLC 0.06% Add +0.3% 2,717 $262K
RB Capital Management, LLC 0.07% No change 2,709 $262K
Clarius Group, LLC 0.02% Add +17.9% 2,707 $262K
Kades & Cheifetz LLC 0.16% Add +1.7% 2,701 $261K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -6.2% 2,698 $261K
Waypoint Wealth Partners Inc. 0.08% Reduce -2.0% 2,675 $258K
Walkner Condon Financial Advisors LLC 0.05% Reduce -41.6% 2,620 $253K
Buckingham Capital Management, Inc. 0.03% Reduce -4.7% 2,619 $253K
Ieq Capital, LLC 0.00% No change 2,592 $250K
Curi Capital, LLC 0.01% No change 2,590 $250K
TD Waterhouse Canada Inc. 0.00% No change 2,579 $250K
Towerpoint Wealth, LLC 0.12% Add +0.2% 2,574 $249K
Morton Brown Family Wealth, LLC 0.10% New 2,515 $247K
Townsend Asset Management Corp. /NC/ 0.09% No change 2,523 $244K
Quent Capital, LLC 0.03% No change 2,480 $240K
Everhart Financial Group, Inc. 0.06% Reduce -4.0% 2,452 $237K
Cornerstone Wealth Advisors, Inc. 0.07% New 2,450 $237K
N.E.W. Advisory Services LLC 0.03% New 2,426 $234K
Estate Counselors, LLC 0.03% Add +3.4% 2,420 $234K
Evermay Wealth Management LLC 0.04% No change 2,415 $233K
Reliant Wealth Planning 0.11% No change 2,410 $233K
Advisory Services Network, LLC 0.00% Add +4.6% 2,392 $231K
D. Scott Neal, Inc. 0.13% Reduce -8.8% 2,388 $231K
Concord Wealth Partners 0.04% No change 2,356 $228K
Round Rock Advisors LLC 0.06% No change 2,355 $228K
Blue Barn Wealth, LLC 0.13% Reduce -9.7% 2,347 $227K
World Investment Advisors 0.01% New 2,309 $223K
5th Street Advisors, LLC 0.12% No change 2,309 $223K
Members Wealth LLC 0.15% — 2,027 $223K
Madison Park Capital Advisors, LLC 0.18% Add +0.1% 2,255 $218K
Abacus Wealth Partners, LLC 0.04% No change 2,252 $218K
Goepper Burkhardt LLC 0.10% No change 2,250 $217K
Legacy Capital Wealth Partners, LLC 0.06% New 2,238 $216K
Baldwin Wealth Partners LLC 0.02% No change 2,238 $216K
Bristlecone Advisors, LLC 0.02% New 2,227 $215K
Gladstone Institutional Advisory LLC 0.01% Reduce -13.8% 2,217 $214K
Martel Wealth Advisors LLC 0.05% No change 2,200 $213K
Global Strategic Investment Solutions, LLC 0.03% Reduce -9.6% 2,191 $212K
Salem Investment Counselors Inc. 0.01% No change 2,170 $210K
Flagstar Securities, Inc. 0.06% New 2,146 $207K
Financial Futures Ltd Liability Co. 0.13% New 2,131 $206K
North Star Investment Management Corp. 0.01% Add +0.2% 2,091 $202K
Oxford Financial Group, LTD. LLC 0.01% Reduce -9.4% 1,997 $193K
Mascoma Wealth Management LLC 0.05% Add +0.3% 1,831 $177K
Carolina Wealth Advisors, LLC 0.08% Reduce -5.8% 1,769 $171K
Atlas Capital Advisors Inc. 0.02% Add +0.1% 1,750 $169K
Parkside Financial Bank & Trust 0.02% No change 1,627 $157K
Red Lighthouse Investment Management, LLC 0.06% No change 1,576 $152K
Covestor Ltd 0.09% Add +0.2% 1,492 $144K
Ashton Thomas Private Wealth, LLC 0.01% New 1,391 $134K
JFS Wealth Advisors, LLC 0.01% Add +0.1% 1,262 $122K
Annapolis Financial Services, LLC 0.04% No change 1,210 $117K
Janiczek Wealth Management, LLC 0.02% Add +16.5% 1,184 $114K
Allworth Financial LP 0.00% Add +13.3% 1,165 $114K
Fort Vancouver Investment Management, LLC 0.11% — 1,142 $110K
Albion Financial Group 0.01% Reduce -44.3% 1,100 $106K
Abound Wealth Management 0.04% Add +0.3% 1,021 $99K
Sumitomo Mitsui Financial Group, Inc. 0.00% No change 938 $91K
WFA of San Diego, LLC 0.08% — 921 $89K
US Bancorp \de 0.00% Reduce -21.6% 914 $88K
Newton One Investments LLC 0.04% Add +4.6% 908 $88K
HM Payson & Co. 0.00% No change 901 $87K
Trust Co. of Vermont 0.00% No change 900 $87K
Archer Investment Corp 0.02% New 817 $79K
O'shaughnessy Asset Management, LLC 0.00% Add +0.1% 806 $78K
Turtle Creek Wealth Advisors, LLC 0.02% Add +1.9% 806 $78K
Caldwell Trust Co 0.01% No change 805 $78K
Rain Capital Management, LLC 0.05% No change 829 $77K
Trust Co 0.01% Reduce -3.7% 779 $75K
Pittenger & Anderson Inc. 0.00% Reduce -10.1% 749 $72K
Piscataqua Savings Bank 0.06% No change 711 $69K
Fortis Group Advisors, LLC 0.01% No change 680 $66K
Richardson Capital Management LLC 0.05% Add +0.3% 675 $65K
Atlantic Edge Private Wealth Management, LLC 0.02% Add +43.0% 665 $64K
Dagco, Inc. 0.03% Add +0.3% 584 $56K
Private Trust Co. NA 0.01% No change 580 $56K
Caldwell Sutter Capital, Inc. 0.03% Add +22.5% 572 $55K
IFP Advisors, Inc 0.00% Add +0.2% 543 $52K
Global Retirement Partners, LLC 0.00% Add +243.3% 515 $50K
Founders Financial Alliance, LLC 0.01% No change 512 $49K
Acima Private Wealth, LLC 0.02% No change 482 $47K
Ransom Advisory, Ltd 0.02% No change 450 $43K
Glen Eagle Advisors, LLC 0.01% No change 445 $43K
Pacific Center for Financial Services 0.01% Add +0.2% 435 $42K
Wells Financial Advisors INC 0.03% No change 400 $39K
Chilton Capital Management LLC 0.00% New 400 $39K
Roble, Belko & Company, Inc 0.01% No change 391 $38K
Winch Advisory Services, LLC 0.01% No change 387 $37K
Carmichael Hill & Associates, Inc. 0.01% Add +0.3% 354 $34K
Clearstead Advisors, LLC 0.00% Reduce -7.6% 351 $34K
Comerica Bank 0.00% No change 331 $32K
Denver PWM, LLC 0.01% Reduce -95.6% 321 $31K
GPS Wealth Strategies Group, LLC 0.00% Add +112.7% 319 $31K
Signaturefd, LLC 0.00% Add +0.3% 297 $29K
Front Row Advisors LLC 0.01% No change 266 $26K
Tyler-Stone Wealth Management 0.01% New 265 $26K
American Capital Advisory, LLC 0.02% Add +5.4% 294 $25K
Rise Advisors, LLC 0.01% No change 244 $24K
Breakwater Investment Management 0.01% No change 237 $23K
FAS Wealth Partners, Inc. 0.00% New 234 $23K
International Assets Investment Management, LLC 0.00% New 231 $22K
Operose Advisors LLC 0.01% Add +0.4% 229 $22K
Toth Financial Advisory Corp. 0.00% Add +0.5% 223 $22K
NFSG Corp 0.01% New 219 $21K
DT Investment Partners, LLC 0.00% No change 215 $21K
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 $16K
Birchbrook, Inc. 0.01% No change 149 $14K
Aptus Capital Advisors, LLC 0.00% No change 124 $12K
AdvisorNet Financial, Inc 0.00% No change 115 $11K
Gilliland Jeter Wealth Management LLC 0.00% No change 113 $11K
Financial Network Wealth Advisors LLC 0.01% New 107 $10K
Great Lakes Retirement, Inc. 0.00% New 105 $10K
City State Bank 0.00% No change 100 $10K
BNP Paribas Financial Markets 0.00% New 69 $7K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -99.9% 68 $7K
Bogart Wealth, LLC 0.00% Add +20.9% 52 $5K
Tower View Wealth Management LLC 0.00% New 41 $4K
McClarren Financial Advisors, Inc. 0.03% Reduce -90.9% 3,091 $3K
Bfsg, LLC 0.00% Reduce -6.3% 30 $3K
Olistico Wealth, LLC 0.00% New 28 $3K
Rothschild Investment LLC 0.00% No change 23 $2K
Robinswood Financial LLC 0.00% New 15 $1K
Investors Research Corp 0.00% New 11 $1K
Glassman Wealth Services 0.00% No change 4 $386
Gradient Investments LLC 0.00% No change 2 $193

"% 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.