Vanguard ESG US Stock ETFESGVETF
13F holders, Q3 2024 (September 30)522holders +26
42new positions
16sold out
4famous investors
$102.98avg. 13F price*
At the end of Q3 2024, 522 institutions reported holding Vanguard ESG US Stock ETF (ESGV) in their 13F filings, up 26 from Q2 2024. 42 opened new positions and 16 sold out. The largest holders were Vanguard Group Inc. ($279.9M), Visa Foundation ($175.0M) and Creative Planning ($125.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $30.0M |
| Exits | 16 | $9.0M |
All 13F filers, Q2 2024 → Q3 2024: 1,720,952 shares bought and 4,535,764 shares sold, net −2,814,812 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 522 holders
| Vanguard Group Inc. | 0.01% | Reduce -59.1% | 2,753,130 | $279.9M |
| Visa Foundation | 74.08% | No change | 1,721,275 | $175.0M |
| Creative Planning | 0.12% | Add +4.6% | 1,230,874 | $125.1M |
| Wealthfront Advisers LLC | 0.37% | Add +9.2% | 1,181,274 | $120.1M |
| Morgan Stanley | 0.01% | Reduce -1.3% | 821,613 | $83.5M |
| Leo Wealth, LLC | 6.34% | Add +1.0% | 682,919 | $69.4M |
| Verde Capital Management | 16.76% | Reduce -3.0% | 549,824 | $55.9M |
| IMPACTfolio, LLC | 24.00% | Add +1.4% | 457,426 | $46.5M |
| Bank of America Corp. | 0.00% | Reduce -19.8% | 454,740 | $46.2M |
| Angeles Investment Advisors, LLC | 2.29% | Add +2.0% | 441,396 | $44.9M |
| Betterment LLC | 0.10% | Add +12.8% | 422,517 | $42.9M |
| Royal Bank of Canada | 0.01% | Reduce -2.8% | 420,711 | $42.8M |
| Platt Investment Counsel, LLC | 37.10% | Add +1.2% | 411,198 | $41.8M |
| Partners Capital Investment Group, LLP | 0.64% | Add +22.4% | 392,796 | $39.9M |
| Baird Financial Group, Inc. | 0.08% | Add +12.6% | 385,801 | $39.2M |
| McClarren Financial Advisors, Inc. | 4.86% | Add +960.6% | 32,783 | $38.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.9% | 357,484 | $36.4M |
| Facet Wealth, Inc. | 1.03% | Add +3.4% | 358,106 | $36.3M |
| SCS Capital Management LLC | 0.68% | Add +17.3% | 330,442 | $33.6M |
| Crewe Advisors LLC | 3.67% | Add +0.1% | 311,066 | $31.6M |
| UBS Group AG | 0.01% | Reduce -2.0% | 281,462 | $28.6M |
| Mather Group, Llc. | 0.35% | Reduce -0.7% | 265,888 | $27.0M |
| Raymond James & Associates | 0.02% | Add +3.1% | 265,140 | $27.0M |
| Olde Wealth Management, LLC | 9.22% | Reduce -2.0% | 252,975 | $25.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.4% | 244,063 | $24.8M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +5.0% | 227,524 | $23.1M |
| LPL Financial LLC | 0.01% | Add +1.8% | 218,478 | $22.2M |
| JPMorgan Chase & Co. | 0.00% | Add +8.0% | 217,442 | $22.1M |
| Cerity Partners LLC | 0.05% | Reduce -5.4% | 214,106 | $21.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.9% | 212,682 | $21.6M |
| Garde Capital, Inc. | 1.42% | Add +6.6% | 212,570 | $21.6M |
| Rwa Wealth Partners, LLC | 0.26% | Add +2019.5% | 208,222 | $21.2M |
| Cedar Wealth Management, LLC | 6.53% | Add +0.0% | 207,042 | $21.0M |
| Hanson & Doremus Investment Management | 3.34% | Reduce -0.1% | 206,859 | $21.0M |
| Orgel Wealth Management, LLC | 0.52% | Reduce -2.0% | 205,692 | $20.9M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.6% | 187,684 | $19.1M |
| Bank of Montreal | 0.01% | Reduce -5.3% | 187,649 | $19.0M |
| Caprock Group, LLC | 0.68% | Reduce -2.3% | 183,222 | $18.6M |
| Franklin Resources Inc. | 0.01% | Add +55.1% | 171,970 | $17.8M |
| Clarity Asset Management, Inc. | 12.00% | Add +1.1% | 169,896 | $17.3M |
| Mill Creek Capital Advisors, LLC | 0.41% | Reduce -3.8% | 168,811 | $17.2M |
| Financial Connections Group, Inc. | 8.13% | Add +7.9% | 162,712 | $16.5M |
| Diversified Portfolios, Inc. | 1.51% | Reduce -3.0% | 142,260 | $14.5M |
| One Day In July LLC | 1.61% | Reduce -0.3% | 140,674 | $14.3M |
| SageView Advisory Group, LLC | 0.71% | Reduce -14.6% | 137,322 | $14.0M |
| Dohj, LLC | 3.24% | Add +2.2% | 138,445 | $13.9M |
| Lake Street Advisors Group, LLC | 0.62% | Add +3.7% | 131,345 | $13.4M |
| Human Investing LLC | 2.40% | Add +3.1% | 130,744 | $13.3M |
| Regatta Capital Group, LLC | 2.58% | Add +5.2% | 130,708 | $13.3M |
| LifeGuide Financial Advisors, LLC | 5.55% | Add +9.6% | 127,982 | $13.0M |
| Gemmer Asset Management LLC | 1.30% | Add +11.7% | 127,888 | $13.0M |
| Jones Financial Companies LLLP | 0.01% | Add +11.1% | 123,262 | $12.5M |
| Skyline Advisors, Inc. | 5.05% | Reduce -1.7% | 120,677 | $12.3M |
| BNP Paribas Financial Markets | 0.01% | Add +173823.2% | 120,007 | $12.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +0.6% | 112,675 | $11.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +39.7% | 109,800 | $11.2M |
| Focus Partners Wealth | 0.03% | Add +190.0% | 106,346 | $10.8M |
| Cary Street Partners Investment Advisory LLC | 0.38% | No change | 103,431 | $10.3M |
| Evoke Wealth, LLC | 0.28% | Add +20.6% | 100,788 | $10.2M |
| Apella Capital, LLC | 0.41% | Reduce -3.5% | 99,073 | $10.0M |
| Two Sigma Investments, LP | 0.02% | New | 93,300 | $9.5M |
| Retirement Capital Strategies | 3.65% | Add +69.7% | 91,678 | $9.3M |
| Wells Fargo & Company | 0.00% | Add +10.7% | 90,805 | $9.2M |
| Farrell Financial LLC | 6.40% | Add +4.5% | 85,006 | $9.1M |
| Pathstone Holdings, LLC | 0.04% | Reduce -0.5% | 85,248 | $8.7M |
| HighTower Advisors, LLC | 0.01% | Add +28.0% | 84,964 | $8.6M |
| AMG National Trust Bank | 0.23% | Reduce -4.1% | 81,903 | $8.3M |
| Cresset Asset Management, LLC | 0.03% | Reduce -0.3% | 81,191 | $8.3M |
| Eq LLC | 3.80% | Reduce -0.7% | 74,732 | $7.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +29.2% | 70,126 | $7.0M |
| New Covenant Trust Company, N.A. | 6.46% | Reduce -0.2% | 65,876 | $6.7M |
| Mariner, LLC | 0.01% | Add +22.7% | 65,325 | $6.6M |
| BSW Wealth Partners | 0.98% | Add +0.7% | 64,418 | $6.5M |
| Cetera Investment Advisers | 0.01% | Reduce -5.7% | 64,416 | $6.5M |
| Relyea Zuckerberg Hanson LLC | 0.99% | Add +22.1% | 63,964 | $6.5M |
| Libra Wealth LLC | 2.52% | Add +1.9% | 61,986 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Add +3.9% | 60,272 | $6.1M |
| Blair William & Co. | 0.02% | Add +96.1% | 59,130 | $6.0M |
| Susquehanna International Group, LLP | 0.01% | New | 58,893 | $6.0M |
| Apexium Financial, LP | 0.39% | Reduce -0.5% | 58,418 | $5.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.1% | 57,801 | $5.9M |
| Affinity Capital Advisors, LLC | 1.11% | Reduce -10.6% | 56,260 | $5.7M |
| Charter Oak Capital Management, LLC | 0.52% | Reduce -1.0% | 55,065 | $5.6M |
| D.A. Davidson & Co. | 0.05% | Add +2.6% | 53,722 | $5.5M |
| Parallel Advisors, LLC | 0.12% | Reduce -3.7% | 50,507 | $5.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -4.7% | 49,100 | $5.0M |
| St Germain D J Co. Inc. | 0.23% | Reduce -0.7% | 49,041 | $5.0M |
| Elios Financial Group Inc. | 2.19% | — | 46,731 | $4.8M |
| Freestone Capital Holdings, LLC | 0.16% | Reduce -8.7% | 46,178 | $4.7M |
| Brandywine Oak Private Wealth LLC | 0.45% | Reduce -0.7% | 45,864 | $4.7M |
| Monterey Private Wealth, Inc. | 1.55% | Add +2.4% | 44,812 | $4.6M |
| Stephens Consulting, LLC | 1.16% | Add +3.5% | 44,461 | $4.5M |
| Patriot Investment Management Group, Inc. | 0.33% | Add +0.1% | 44,064 | $4.5M |
| Atlantic Private Wealth, LLC | 3.39% | Reduce -13.1% | 44,043 | $4.5M |
| White Lighthouse Investment Management Inc. | 0.74% | Add +1.8% | 40,640 | $4.1M |
| Raffa Wealth Management, LLC | 0.98% | Add +178.3% | 40,006 | $4.1M |
| Toronto Dominion Bank | 0.01% | No change | 39,345 | $4.0M |
| Soundwatch Capital LLC | 0.63% | Add +3.9% | 39,253 | $4.0M |
| Ashford Advisors, LLC | 0.90% | No change | 37,901 | $3.9M |
| Gould Asset Management LLC | 0.82% | Add +1.5% | 37,576 | $3.8M |
"% 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.