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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions42$30.0M
Exits16$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
Webster Bank, N. A. 0.40% No change 36,729 $3.7M
Stonehearth Capital Management, LLC 1.48% Reduce -1.4% 36,571 $3.7M
Atmos Advisory, LLC 2.58% Reduce -3.7% 35,682 $3.6M
Bank of New York Mellon Corp 0.00% Reduce -4.4% 35,058 $3.6M
Corient Private Wealth LP 0.01% Add +3.4% 34,842 $3.5M
First Horizon Advisors, Inc. 0.10% No change 34,065 $3.5M
Citadel Advisors 0.00% Add +29.0% 33,861 $3.4M
Arjuna Capital 0.88% Add +60.7% 33,354 $3.4M
Choreo, LLC 0.05% Add +0.6% 33,671 $3.4M
Palisades Hudson Asset Management, L.P. 1.43% Add +0.3% 33,254 $3.4M
Merit Financial Group, LLC 0.07% Reduce -16.6% 32,961 $3.4M
Sageworth Trust Co 0.20% Add +5.6% 32,714 $3.3M
MML Investors Services, LLC 0.01% Add +3.2% 32,583 $3.3M
Well Done, LLC 0.59% Add +0.0% 31,574 $3.2M
Fiduciary Trust Co 0.04% No change 30,746 $3.1M
Ballentine Partners, LLC 0.05% Reduce -24.3% 30,309 $3.1M
Whittier Trust Co. 0.04% No change 29,014 $2.9M
Sapient Capital LLC 0.06% Add +66.4% 28,449 $2.9M
My Personal CFO, LLC 1.54% Reduce -0.6% 27,552 $2.8M
Paragon Capital Management Ltd 0.55% Add +4.1% 27,391 $2.8M
M&T Bank Corp 0.01% No change 27,274 $2.8M
Wealth Group Ltd 0.80% Add +8.6% 27,195 $2.8M
Brooklyn FI, LLC 0.97% Add +2.6% 26,993 $2.7M
Mayport, LLC 0.84% Add +0.0% 25,849 $2.6M
Trademark Financial Management, LLC 2.07% Reduce -1.9% 25,732 $2.6M
Topel & Distasi Wealth Management, LLC 1.05% Add +2.3% 24,891 $2.5M
Modera Wealth Management, LLC 0.03% Add +2.3% 24,812 $2.5M
CGN Advisors LLC 0.25% Reduce -2.2% 24,439 $2.5M
Equitable Trust Co. 0.16% Reduce -0.0% 24,338 $2.5M
Summit Wealth Group, LLC 0.71% No change 24,068 $2.4M
Prio Wealth Limited Partnership 0.07% Add +0.6% 23,600 $2.4M
Fingerlakes Wealth Management, Inc. 1.95% Add +2.4% 23,037 $2.3M
Bartlett & Co. Wealth Management LLC 0.03% Add +18.2% 22,930 $2.3M
AlTi Global, Inc. 0.06% Reduce -8.4% 22,915 $2.3M
NewEdge Advisors, LLC 0.01% Add +1.9% 22,734 $2.3M
Northern Trust Corp. 0.00% No change 21,688 $2.2M
Davis R M Inc. 0.04% Add +19.8% 21,618 $2.2M
Westfuller Advisors, LLC 1.56% — 21,444 $2.2M
West Financial Advisors, LLC 0.42% Reduce -5.0% 21,408 $2.2M
Cornerstone Wealth Management, LLC 0.15% Reduce -0.3% 21,373 $2.2M
Private Advisor Group, LLC 0.01% Add +40.6% 21,349 $2.2M
Bell Investment Advisors, Inc 0.40% Reduce -0.5% 21,286 $2.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -11.0% 20,648 $2.1M
Armbruster Capital Management, Inc. 0.42% Add +197.4% 20,632 $2.1M
Truist Financial Corp. 0.00% Reduce -2.5% 20,582 $2.1M
Larson Financial Group LLC 0.12% Reduce -9.4% 20,078 $2.0M
NewEdge Wealth, LLC 0.04% Add +4.8% 19,952 $2.0M
Johnson Bixby & Associates, LLC 0.31% Add +2.0% 19,737 $2.0M
UMB Bank, n.a. 0.03% No change 19,183 $1.9M
PFG Investments, LLC 0.12% Add +18.8% 18,958 $1.9M
Marshall Financial Group Inc. 0.57% Add +6.5% 18,691 $1.9M
Perigon Wealth Management, LLC 0.05% New 18,060 $1.8M
Mesirow Financial Investment Management, Inc. 0.04% Add +100.4% 18,026 $1.8M
Harbour Investments, Inc. 0.05% Add +29.5% 17,870 $1.8M
Addison Advisors LLC 0.50% Add +2.9% 17,869 $1.8M
Northland Capital Management LLC 1.02% Add +11.1% 17,503 $1.8M
Haverford Trust Co 0.02% Reduce -6.8% 17,292 $1.8M
Mission Wealth Management, LP 0.04% Add +2.4% 17,181 $1.7M
Glenview Trust Co 0.03% Reduce -1.8% 17,099 $1.7M
Vermillion & White Wealth Management Group, LLC 1.28% Reduce -2.4% 17,034 $1.7M
WealthCollab, LLC 1.14% Add +4.0% 17,021 $1.7M
Leonard Rickey Investment Advisors P.L.L.C. 0.37% Reduce -2.0% 16,208 $1.6M
Strategic Point Investment Advisors, LLC 0.27% No change 16,150 $1.6M
Wilmington Savings Fund Society, FSB 0.03% New 16,087 $1.6M
Everett Harris & Co. 0.02% No change 16,000 $1.6M
Composition Wealth, LLC 0.04% Reduce -0.3% 15,853 $1.6M
Smithfield Trust Co 0.08% Add +61.9% 15,639 $1.6M
Valmark Advisers, Inc. 0.02% No change 15,516 $1.6M
Stifel Financial Corp. 0.00% Add +7.1% 15,476 $1.6M
Tradition Wealth Management, LLC 0.14% Add +0.2% 15,213 $1.5M
Robertson Stephens Wealth Management, LLC 0.06% Add +61.7% 14,721 $1.5M
CIBC Private Wealth Group LLC 0.00% Reduce -6.1% 14,348 $1.5M
RFG Advisory, LLC 0.04% Reduce -13.0% 14,216 $1.4M
EP Wealth Advisors, LLC 0.01% Add +13.9% 14,096 $1.4M
Pegasus Partners Ltd. 0.13% No change 14,083 $1.4M
Cambridge Associates LLC /Ma/ 0.05% Reduce -2.9% 14,027 $1.4M
Marino, Stram & Associates LLC 0.31% Reduce -0.3% 13,871 $1.4M
Values Added Financial LLC 0.89% No change 13,839 $1.4M
National Bank of Canada 0.00% No change 13,456 $1.4M
Bell Bank 0.16% Reduce -2.8% 13,438 $1.4M
Pine Harbor Wealth Management, LLC 0.68% New 13,363 $1.4M
US Financial Advisors, LLC 0.42% Reduce -17.6% 13,284 $1.4M
Arbor Investment Advisors, LLC 0.17% Add +0.3% 12,964 $1.3M
Shepherd Financial Partners LLC 0.16% No change 12,933 $1.3M
Balanced Rock Investment Advisors LLC 1.02% Reduce -8.6% 12,849 $1.3M
Snowden Capital Advisors LLC 0.04% Add +0.1% 12,797 $1.3M
Tortoise Investment Management, LLC 0.14% Reduce -0.8% 12,738 $1.3M
Brickley Wealth Management 0.26% No change 12,615 $1.3M
Great Valley Advisor Group, Inc. 0.03% Add +14.5% 12,521 $1.3M
Farther Finance Advisors, LLC 0.05% Add +6.4% 12,518 $1.3M
Proffitt & Goodson Inc. 0.21% Reduce -4.6% 12,478 $1.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +22.3% 12,265 $1.2M
Farnam Financial LLC 1.36% — 12,163 $1.2M
Beacon Financial Planning, Inc. 0.76% Add +0.3% 12,067 $1.2M
Cahill Financial Advisors Inc. 0.17% Add +1.4% 12,039 $1.2M
GenTrust, LLC 0.06% Add +0.1% 11,850 $1.2M
Ervin Investment Management, LLC 0.76% Add +0.8% 11,716 $1.2M
Jefferies Financial Group Inc. 0.02% Add +9.4% 11,676 $1.2M
AQR Capital Management 0.00% No change 11,664 $1.2M
Massachusetts Financial Services Co. 0.00% Add +122.9% 11,468 $1.2M
Wedbush Securities Inc. 0.04% Reduce -12.6% 11,422 $1.2M
Laurel Wealth Planning LLC 0.76% Reduce -14.6% 11,415 $1.2M
Whittier Trust Co. of Nevada Inc. 0.03% Add +3.3% 11,140 $1.1M
Stratos Wealth Partners, LTD. 0.02% Add +4.5% 10,660 $1.1M
Joel Isaacson & Co., LLC 0.05% Add +0.3% 10,372 $1.1M
FMR LLC 0.00% Add +5.0% 10,335 $1.1M
Halbert Hargrove Global Advisors, LLC 0.06% Reduce -1.4% 10,120 $1.0M
Lindbrook Capital, LLC 0.09% No change 10,105 $1.0M
Sfm, LLC 0.77% Add +2.3% 10,065 $1.0M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -1.3% 9,952 $1.0M
Silver Oak Advisory Group, Inc. 0.51% Reduce -0.5% 9,870 $1.0M
Clearview Wealth Advisors LLC 0.77% Reduce -3.9% 9,833 $1000K
Seeds Investor LLC 0.37% No change 9,735 $990K
First National Corp. /Ma/ 0.21% Add +8.9% 9,496 $965K
Bailard, Inc. 0.03% Add +9.5% 9,459 $962K
Brookstone Capital Management 0.01% Add +9.9% 9,370 $952K
Cherry Tree Wealth Management, LLC 0.22% Reduce -0.0% 9,322 $948K
Empower Advisory Group, LLC 0.00% Add +1.2% 9,287 $944K
Janney Montgomery Scott LLC 0.00% New 9,178 $933K
Truefg, LLC 0.30% Reduce -1.5% 9,065 $921K
Dynamic Advisor Solutions LLC 0.03% Reduce -13.7% 9,033 $918K
Bragg Financial Advisors, Inc 0.04% Add +2.4% 8,994 $914K
Selective Wealth Management, Inc. 0.38% Add +0.5% 8,943 $907K
Main Street Financial Solutions, LLC 0.08% Reduce -8.6% 8,911 $906K
Family CFO Inc 0.50% No change 8,753 $890K
Truepoint, Inc. 0.02% Add +0.3% 8,656 $880K
Novare Capital Management LLC 0.07% No change 8,595 $874K
Waverly Advisors, LLC 0.02% Add +0.1% 8,450 $859K
Zhang Financial LLC 0.05% Add +155.7% 8,406 $854K
Citizens Financial Group Inc. 0.02% Add +8.6% 8,373 $851K
Glenmede Trust Co. NA 0.00% New 8,301 $844K
Greenspring Advisors, LLC 0.18% No change 8,198 $833K
Thompson Davis & Co., Inc. 0.61% No change 8,124 $826K
CJM Wealth Advisers, Ltd. 0.28% No change 8,008 $814K
Canopy Partners, LLC 0.35% New 7,947 $808K
Cozad Asset Management Inc. 0.08% No change 7,922 $805K
CM Wealth Advisors LLC 0.26% No change 7,910 $804K
Twin Focus Capital Partners, LLC 0.13% Add +0.1% 7,848 $798K
Financial Counselors Inc. 0.01% No change 7,827 $796K
Sanctuary Advisors, LLC 0.00% Add +17.1% 7,349 $780K
Presilium Private Wealth, LLC 0.18% Add +2.1% 7,614 $774K
Focus Partners Advisor Solutions, LLC 0.02% Add +8.1% 7,601 $773K
Passive Capital Management, LLC. 0.27% Reduce -2.5% 7,487 $761K
Bradley Foster & Sargent Inc. 0.01% No change 7,465 $759K
Equitable Holdings, Inc. 0.01% Add +0.1% 7,462 $759K
Csenge Advisory Group 0.04% New 7,296 $748K
Sageworth Trust Co of South Dakota 0.95% Reduce -0.5% 7,265 $738K
Nottingham Advisors, Inc. 0.08% No change 7,250 $737K
Steward Partners Investment Advisory, LLC 0.01% Add +71.8% 7,227 $735K
Capstone Financial Advisors, Inc. 0.04% Reduce -15.2% 7,186 $730K
First Hawaiian Bank 0.02% Reduce -25.9% 7,174 $729K
HBK Sorce Advisory LLC 0.02% Reduce -4.0% 7,169 $729K
Milestone Investment Advisors LLC 0.20% Reduce -13.1% 7,124 $724K
Schmidt P J Investment Management Inc. 0.12% Add +4.4% 7,087 $720K
Rossmore Private Capital 0.09% No change 7,047 $716K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 6,950 $712K
United Capital Financial Advisors, LLC 0.01% Reduce -15.0% 6,999 $711K
Copperleaf Capital, LLC 0.54% No change 6,960 $707K
Cascade Investment Advisors, Inc. 0.45% No change 6,950 $706K
Benchmark Wealth Management, LLC 0.35% Add +1.0% 6,907 $702K
Dunhill Financial, LLC 0.36% New 6,845 $696K
Landaas & Co. /Wi 0.19% Add +1.5% 6,823 $694K
Cherrydale Wealth Management, LLC 0.28% Add +0.3% 6,781 $689K
Avantax Planning Partners, Inc. 0.02% Add +12.5% 6,683 $679K
Northeast Investment Management 0.03% Add +0.9% 6,575 $668K
Sage Advisory Services, Ltd.Co. 0.19% No change 6,904 $667K
Federation des caisses Desjardins du Quebec 0.00% Add +76.3% 6,535 $664K
Meritage Portfolio Management 0.04% No change 6,488 $660K
Bremer Bank National Association 0.12% No change 6,482 $659K
Symmetry Partners, LLC 0.16% Add +0.8% 6,441 $655K
JNBA Financial Advisors 0.07% Reduce -32.9% 6,433 $654K
Rollins Financial Advisors, LLC 0.11% Reduce -13.9% 6,332 $644K
Compass Ion Advisors, LLC 0.08% Add +0.6% 6,330 $643K
LexAurum Advisors, LLC 0.14% Add +17.6% 6,222 $632K
Destination Wealth Management 0.02% No change 6,177 $628K
IFG Advisors, LLC 0.13% Add +5.6% 6,098 $620K
Abacus Planning Group, Inc. 0.11% Add +17.2% 6,048 $615K
Rockbridge Investment Management, LCC 0.08% Add +5.9% 5,997 $610K
Golden Road Advisors LLC 0.47% No change 5,946 $604K
KMG Fiduciary Partners, LLC 0.05% No change 5,900 $600K
Renaissance Technologies 0.00% Reduce -51.2% 5,900 $600K
Ameritas Investment Partners, Inc. 0.02% Reduce -0.4% 5,884 $598K
Integral Investment Advisors, Inc. 0.16% Reduce -2.3% 5,804 $590K
Ameraudi Asset Management, Inc. 0.27% No change 5,793 $589K
PFG Advisors 0.04% Add +14.7% 5,791 $589K
FRG Family Wealth Advisors LLC 0.11% No change 5,784 $588K
Central Pacific Bank - Trust Division 0.08% New 5,654 $575K
Cwm, LLC 0.00% Add +5.4% 5,640 $573K
Wealthspire Advisors, LLC 0.01% No change 5,607 $570K
Appleton Partners Inc. 0.04% Add +3.1% 5,550 $564K
Coston, McIsaac & Partners 0.16% Add +3.7% 5,522 $561K
Firestone Capital Management 0.14% Add +2.8% 5,474 $556K
Ellevest, Inc. 0.03% Reduce -26.8% 5,336 $542K
Mokosak Advisory Group, LLC 0.16% Reduce -5.3% 5,327 $541K
Citigroup Inc. 0.00% Add +50.7% 5,268 $535K
PNC Financial Services Group, Inc. 0.00% Add +22.8% 5,234 $532K
Peirce Capital Management, LLC 0.26% Add +2.0% 5,149 $523K
Raymond James Trust N.A. 0.01% No change 5,121 $521K
Lodestar Private Asset Management LLC 0.07% Add +8.2% 5,059 $514K
Pecaut & Co. 0.18% Reduce -8.2% 5,026 $511K
Per Stirling Capital Management, LLC. 0.07% Reduce -3.1% 4,980 $506K
Brighton Jones LLC 0.02% Reduce -0.9% 4,940 $502K
Florida Trust Wealth Management Co 0.02% No change 4,890 $497K
RAM Investment Partners, LLC 0.13% No change 4,878 $496K
InTrack Investment Management Inc 0.35% Add +11.5% 4,817 $490K
NORTHSTAR ASSET MANAGEMENT Co 0.11% Reduce -17.3% 4,780 $486K
Retirement Planning Group, LLC 0.03% New 4,777 $486K
Confluence Wealth Services, Inc. 0.04% Add +0.9% 4,712 $479K
Hall Kathryn A. 0.10% Add +0.3% 4,698 $478K
Chicago Partners Investment Group LLC 0.02% Add +0.2% 4,611 $471K
PDS Planning, Inc 0.04% Add +7.9% 4,621 $470K
Sterling Wealth Management, Inc. 0.17% Add +0.1% 4,587 $466K
Level Financial Advisors 0.18% No change 4,586 $466K
TPG Financial Advisors, LLC 0.20% Add +4.2% 4,437 $451K
Agf Management Ltd. 0.00% Add +2.3% 4,400 $447K
Market Street Wealth Management Advisors LLC 0.07% No change 4,369 $444K
Pinnacle Financial Group, LLC / IL 0.17% Add +0.1% 4,272 $434K
Better Money Decisions, LLC 0.30% Reduce -15.1% 4,223 $429K
Gordian Advisors LLC 0.34% Add +0.0% 4,186 $426K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Add +10.4% 4,146 $421K
Kestra Private Wealth Services, LLC 0.01% Reduce -4.1% 4,090 $416K
Concentric Wealth Management, LLC 0.10% Add +0.3% 4,062 $413K
Geneos Wealth Management Inc. 0.02% Reduce -0.7% 4,053 $412K
Essential Planning, LLC. 0.17% Reduce -3.2% 4,039 $411K
Physician Wealth Advisors, Inc. 0.07% Reduce -1.6% 3,981 $409K
Financial Alternatives, Inc 0.29% Reduce -0.6% 4,014 $408K
Valeo Financial Advisors, LLC 0.01% No change 4,011 $408K
Sentinel Pension Advisors, LLC 0.08% No change 3,984 $405K
Financial Futures Ltd Liability Co. 0.23% Add +86.9% 3,983 $405K
Concourse Financial Group Securities, Inc. 0.02% Reduce -0.3% 3,940 $401K
Pinnacle Associates Ltd. 0.01% Reduce -6.6% 4,673 $397K
Pinnacle Wealth Management Advisory Group, LLC 0.04% No change 3,901 $397K
Legacy Financial Advisors, Inc. 0.07% Reduce -7.3% 3,894 $396K
MAI Capital Management 0.00% No change 3,879 $394K
Avantax Advisory Services, Inc. 0.00% Add +36.5% 3,809 $387K
Parsons Capital Management Inc. 0.02% Add +1.6% 3,795 $386K
McLean Asset Management Corp 0.11% No change 3,743 $379K
Avior Wealth Management, LLC 0.01% Add +0.3% 3,703 $376K
Hemington Wealth Management 0.10% Reduce -12.4% 3,740 $376K
Van Hulzen Asset Management, LLC 0.03% No change 3,700 $376K
Rice Partnership, LLC 0.07% Add +1.2% 3,651 $371K
Armstrong Advisory Group, Inc. 0.03% Add +0.9% 3,649 $371K
Legacy Private Trust Co. 0.02% Add +10.5% 3,625 $368K
Apollon Wealth Management, LLC 0.01% Add +14.1% 3,613 $367K
Access Financial Services, Inc. 0.17% Reduce -4.3% 3,604 $366K
Compound Planning, Inc. 0.02% Add +7.6% 3,585 $364K
Princeton Global Asset Management LLC 0.07% Add +0.3% 3,578 $364K
Pinnacle Bancorp, Inc. 0.10% Add +0.3% 3,577 $364K
B & T Capital Management DBA Alpha Capital Management 0.07% Add +0.1% 3,522 $358K
Savant Capital, LLC 0.00% Add +0.2% 3,419 $348K
Five Oceans Advisors 0.17% No change 3,416 $347K
Trillium Asset Management, LLC 0.01% Reduce -27.0% 3,400 $346K
OmniStar Financial Group, Inc. 0.26% Add +6.0% 3,358 $344K
Baron Silver Stevens Financial Advisors, LLC 0.06% Add +3.2% 3,378 $343K
Principle Wealth Partners LLC 0.02% No change 3,349 $340K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 3,328 $338K
Tower Research Capital LLC (TRC) 0.01% New 3,300 $335K
CFS Investment Advisory Services, LLC 0.03% No change 3,246 $330K
FC Advisory LLC 0.11% New 3,244 $330K
Sound View Wealth Advisors Group, LLC 0.03% New 3,203 $326K
Hilltop Holdings Inc. 0.02% Add +10.1% 3,161 $321K
Envestnet Portfolio Solutions, Inc. 0.00% Add +17.1% 3,158 $321K
Stonebridge Financial Planning Group, LLC 0.15% No change 3,115 $317K
Union Savings Bank 0.15% No change 3,097 $315K
Continuum Advisory, LLC 0.04% Add +0.3% 2,979 $315K
TD Waterhouse Canada Inc. 0.00% Add +20.2% 3,099 $311K
MSH Capital Advisors LLC 0.09% No change 3,054 $310K
Mutual Advisors, LLC 0.01% Reduce -38.1% 3,016 $309K
Park National Corp. 0.01% No change 3,005 $305K
NWF Advisory Services Inc. 0.04% No change 2,995 $304K
Sonoma Private Wealth LLC 0.47% No change 2,971 $302K
Treynor Bancshares, Inc. 0.31% Reduce -2.2% 2,962 $301K
New England Private Wealth Advisors LLC 0.05% Add +0.3% 2,956 $300K
Focus Financial Network, Inc. 0.01% Reduce -1.8% 2,953 $300K
Signature Estate & Investment Advisors LLC 0.01% Reduce -4.7% 2,927 $298K
Prime Capital Investment Advisors, LLC 0.00% No change 2,863 $291K
Beta Wealth Group, Inc. 0.13% Add +0.9% 2,850 $290K
Fairview Capital Investment Management, LLC 0.02% No change 2,850 $290K
Legacy Capital Wealth Partners, LLC 0.06% Add +27.0% 2,843 $289K
Bluestem Financial Advisors, LLC 0.13% Reduce -5.0% 2,838 $288K
Fiera Capital Corp 0.00% Add +0.3% 2,814 $286K
Moneta Group Investment Advisors LLC 0.00% Add +1.3% 2,809 $286K
Fisher Asset Management 0.00% New 2,801 $285K
Cardiff Park Advisors, LLC 0.03% Add +0.3% 2,767 $281K
Capital Management Corp. 0.05% No change 2,745 $279K
Mengis Capital Management, Inc. 0.05% Reduce -7.7% 2,724 $277K
Hexagon Capital Partners LLC 0.05% Add +0.3% 2,724 $277K
RB Capital Management, LLC 0.07% No change 2,709 $275K
Kades & Cheifetz LLC 0.16% Add +0.3% 2,709 $275K
Tocqueville Asset Management L.P. 0.00% Reduce -18.3% 2,680 $272K
Waypoint Wealth Partners Inc. 0.07% No change 2,675 $272K
Concord Wealth Partners 0.05% Add +13.1% 2,664 $271K
Walkner Condon Financial Advisors LLC 0.05% No change 2,620 $266K
Buckingham Capital Management, Inc. 0.03% Reduce -0.1% 2,617 $266K
Trek Financial, LLC 0.02% New 2,598 $264K
Ieq Capital, LLC 0.00% No change 2,592 $263K
Curi Capital, LLC 0.01% No change 2,590 $263K
Townsend Asset Management Corp. /NC/ 0.10% No change 2,523 $256K
World Investment Advisors 0.01% Add +7.6% 2,485 $253K
Quent Capital, LLC 0.03% No change 2,480 $252K
First National Advisers, LLC 0.04% New 2,460 $250K
Cornerstone Wealth Advisors, Inc. 0.07% Add +0.2% 2,455 $250K
Everhart Financial Group, Inc. 0.06% Reduce -0.2% 2,448 $249K
N.E.W. Advisory Services LLC 0.02% Add +0.3% 2,433 $247K
Estate Counselors, LLC 0.03% No change 2,420 $246K
Evermay Wealth Management LLC 0.04% No change 2,415 $245K
Reliant Wealth Planning 0.11% No change 2,410 $245K
Kestra Advisory Services, LLC 0.00% Reduce -55.6% 2,390 $243K
Towerpoint Wealth, LLC 0.11% Reduce -7.6% 2,379 $242K
D. Scott Neal, Inc. 0.13% Reduce -1.1% 2,363 $240K
Round Rock Advisors LLC 0.06% No change 2,355 $239K
Blue Barn Wealth, LLC 0.12% No change 2,347 $239K
Clarius Group, LLC 0.02% Reduce -14.7% 2,309 $235K
5th Street Advisors, LLC 0.11% Reduce -1.3% 2,278 $232K
Advisory Services Network, LLC 0.00% No change 2,392 $231K
Madison Park Capital Advisors, LLC 0.17% Add +0.1% 2,257 $229K
Obermeyer Wealth Partners 0.01% New 2,257 $229K
Abacus Wealth Partners, LLC 0.03% No change 2,252 $229K
Goepper Burkhardt LLC 0.09% No change 2,250 $229K
IHT Wealth Management, LLC 0.01% New 2,252 $228K
Baldwin Wealth Partners LLC 0.02% No change 2,238 $227K
Keudell/Morrison Wealth Management 0.06% New 2,230 $227K
Bristlecone Advisors, LLC 0.02% No change 2,227 $226K
Gladstone Institutional Advisory LLC 0.01% Reduce -0.1% 2,215 $225K
Global Strategic Investment Solutions, LLC 0.03% Add +0.3% 2,197 $223K
Martel Wealth Advisors LLC 0.05% No change 2,200 $223K
Salem Investment Counselors Inc. 0.01% No change 2,170 $221K
Flagstar Securities, Inc. 0.06% Add +0.3% 2,152 $219K
Cibc World Market Inc. 0.00% New 2,136 $217K
Lakeridge Wealth Management LLC 0.12% New 2,062 $210K
Black Diamond Financial, LLC 0.04% New 2,043 $208K
First Citizens Bank & Trust Co. 0.00% New 2,019 $205K
Oxford Financial Group, LTD. LLC 0.01% No change 1,997 $203K
Ledgewood Wealth Advisors, LLC 0.14% New 1,984 $202K
North Star Investment Management Corp. 0.01% Reduce -5.5% 1,976 $201K
Integrated Advisors Network LLC 0.01% New 1,969 $200K
Comerica Bank 0.00% Add +475.8% 1,906 $194K
Allworth Financial LP 0.00% Add +54.6% 1,801 $183K
Carolina Wealth Advisors, LLC 0.09% No change 1,769 $180K
Atlas Capital Advisors Inc. 0.03% Add +0.1% 1,751 $178K
Mascoma Wealth Management LLC 0.04% Reduce -10.8% 1,634 $166K
Parkside Financial Bank & Trust 0.02% No change 1,627 $165K
International Assets Investment Management, LLC 0.01% Add +1159.3% 2,909 $155K
Morling Financial Advisors, LLC 0.06% New 1,524 $155K
Eastern Bank 0.00% New 1,497 $152K
Covestor Ltd 0.09% Reduce -4.6% 1,424 $145K
Ascentis Independent Advisors 0.02% New 1,300 $132K
JFS Wealth Advisors, LLC 0.01% Add +0.1% 1,263 $128K
Annapolis Financial Services, LLC 0.04% No change 1,210 $123K
Red Lighthouse Investment Management, LLC 0.05% Reduce -25.6% 1,173 $119K
Fort Vancouver Investment Management, LLC 0.10% No change 1,142 $116K
Albion Financial Group 0.01% No change 1,100 $112K
Atlantic Edge Private Wealth Management, LLC 0.03% Add +63.9% 1,090 $111K
Qube Research & Technologies Ltd 0.00% New 1,039 $106K
Abound Wealth Management 0.03% Add +0.8% 1,029 $105K
Brown Brothers Harriman & Co. 0.00% New 1,026 $104K
Alpine Bank Wealth Management 0.02% — 1,014 $103K
Sumitomo Mitsui Financial Group, Inc. 0.00% No change 938 $95K
WFA of San Diego, LLC 0.08% No change 921 $94K
US Bancorp \de 0.00% Add +0.1% 915 $93K
HM Payson & Co. 0.00% No change 901 $92K
Trust Co. of Vermont 0.00% No change 900 $91K
O'shaughnessy Asset Management, LLC 0.00% No change 806 $83K
Archer Investment Corp 0.02% No change 817 $83K
Caldwell Trust Co 0.01% No change 805 $82K
Pittenger & Anderson Inc. 0.00% No change 749 $76K
Trust Co 0.01% Reduce -4.4% 745 $76K
Piscataqua Savings Bank 0.06% No change 711 $72K
Fortis Group Advisors, LLC 0.01% No change 680 $69K
Richardson Capital Management LLC 0.05% Add +0.3% 677 $69K
Caldwell Sutter Capital, Inc. 0.03% Add +6.3% 608 $62K
Dagco, Inc. 0.02% Reduce -0.5% 581 $59K
Private Trust Co. NA 0.01% No change 580 $59K
IFP Advisors, Inc 0.00% Reduce -0.2% 542 $55K
Global Retirement Partners, LLC 0.00% Add +0.2% 516 $52K
Phillips Financial Management, LLC 0.00% New 513 $52K
CBIZ Investment Advisory Services, LLC 0.00% Add +638.2% 502 $51K
Fifth Third Bancorp 0.00% New 492 $50K
Aptus Capital Advisors, LLC 0.00% Add +294.4% 489 $50K
Fairway Wealth LLC 0.02% New 471 $48K
FinTrust Capital Advisors, LLC 0.01% New 459 $47K
Ransom Advisory, Ltd 0.02% No change 450 $46K
Glen Eagle Advisors, LLC 0.01% No change 445 $45K
Pacific Center for Financial Services 0.01% Add +0.2% 436 $44K
Wells Financial Advisors INC 0.05% No change 400 $41K
Chilton Capital Management LLC 0.00% No change 400 $41K
Roble, Belko & Company, Inc 0.01% No change 391 $40K
Winch Advisory Services, LLC 0.01% No change 387 $39K
Carmichael Hill & Associates, Inc. 0.01% Add +0.3% 355 $36K
Acima Private Wealth, LLC 0.01% Reduce -27.0% 352 $36K
Clearstead Advisors, LLC 0.00% Add +0.3% 352 $36K
GPS Wealth Strategies Group, LLC 0.00% No change 319 $32K
Signaturefd, LLC 0.00% No change 297 $30K
American Capital Advisory, LLC 0.02% No change 294 $30K
AdvisorNet Financial, Inc 0.00% Add +143.5% 280 $28K
FAS Wealth Partners, Inc. 0.00% Add +13.3% 265 $27K
New Potomac Partners, LLC 0.01% New 250 $25K
Rise Advisors, LLC 0.01% Add +0.4% 245 $25K
Breakwater Investment Management 0.01% No change 237 $24K
Operose Advisors LLC 0.01% No change 229 $23K
Toth Financial Advisory Corp. 0.00% No change 223 $23K
Financial Network Wealth Advisors LLC 0.02% Add +102.8% 217 $22K
DT Investment Partners, LLC 0.00% No change 215 $22K
Creative Financial Designs Inc. 0.00% Add +23.0% 203 $21K
Investors Research Corp 0.00% Add +1727.3% 201 $20K
Evolution Advisers, Inc. 0.01% No change 199 $20K
Denver PWM, LLC 0.01% Reduce -41.7% 187 $19K
Principal Securities, Inc. 0.00% No change 168 $17K
Bogart Wealth, LLC 0.00% Add +190.4% 151 $15K
Birchbrook, Inc. 0.01% Add +0.7% 150 $15K
Gilliland Jeter Wealth Management LLC 0.00% No change 113 $11K
Earned Wealth Advisors, LLC 0.00% New 113 $11K
Russell Investments Group, Ltd. 0.00% New 85 $9K
Oarsman Capital, Inc. 0.00% New 70 $7K
Jaffetilchin Investment Partners, LLC 0.00% New 64 $7K
FSA Wealth Management LLC 0.00% — 62 $6K
Tower View Wealth Management LLC 0.00% No change 41 $4K
Bfsg, LLC 0.00% No change 30 $3K
Olistico Wealth, LLC 0.00% No change 28 $3K
Rothschild Investment LLC 0.00% No change 23 $2K
Strategic Investment Solutions, Inc. 0.00% New 12 $1K
Glassman Wealth Services 0.00% No change 4 $407

"% 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.