Vanguard ESG US Stock ETFESGVETF
13F holders, Q4 2024 (December 31)591holders +69
50new positions
22sold out
2famous investors
$104.91avg. 13F price*
At the end of Q4 2024, 591 institutions reported holding Vanguard ESG US Stock ETF (ESGV) in their 13F filings, up 69 from Q3 2024. 50 opened new positions and 22 sold out. The largest holders were Vanguard Group Inc. ($321.7M), Visa Foundation ($170.6M) and Wealthfront Advisers LLC ($151.6M). 2 famous investors held it, including 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $24.0M |
| Exits | 22 | $75.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,960,345 shares bought and 992,526 shares sold, net +967,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 591 holders
| Vanguard Group Inc. | 0.01% | Add +11.4% | 3,066,979 | $321.7M |
| Visa Foundation | 78.34% | Reduce -5.5% | 1,626,275 | $170.6M |
| Wealthfront Advisers LLC | 0.44% | Add +22.3% | 1,444,923 | $151.6M |
| Creative Planning | 0.13% | Add +1.1% | 1,243,747 | $130.5M |
| Morgan Stanley | 0.01% | Add +3.2% | 848,049 | $89.0M |
| Leo Wealth, LLC | 6.52% | Add +1.6% | 693,539 | $72.7M |
| Verde Capital Management | 16.65% | Add +2.3% | 562,572 | $59.0M |
| Stanich Group LLC | 40.27% | — | 513,828 | $53.9M |
| Raymond James Financial Inc. | 0.02% | — | 504,516 | $52.9M |
| Bank of America Corp. | 0.00% | Add +10.3% | 501,757 | $52.6M |
| IMPACTfolio, LLC | 24.80% | Reduce -0.4% | 455,587 | $47.8M |
| Angeles Investment Advisors, LLC | 2.27% | Add +1.8% | 449,341 | $47.1M |
| Royal Bank of Canada | 0.01% | Reduce -0.2% | 419,747 | $44.0M |
| Betterment LLC | 0.10% | Reduce -2.0% | 414,023 | $43.4M |
| Baird Financial Group, Inc. | 0.08% | Add +1.8% | 392,661 | $41.2M |
| Facet Wealth, Inc. | 1.07% | Add +5.1% | 376,423 | $40.5M |
| Platt Investment Counsel, LLC | 37.95% | Reduce -7.8% | 379,168 | $39.8M |
| Partners Capital Investment Group, LLP | 1.04% | Reduce -8.7% | 358,826 | $37.6M |
| SCS Capital Management LLC | 0.72% | Add +1.0% | 333,734 | $35.0M |
| Sellwood Investment Partners LLC | 17.98% | — | 318,867 | $33.4M |
| Crewe Advisors LLC | 4.51% | Add +0.1% | 311,510 | $32.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -14.7% | 305,047 | $32.0M |
| UBS Group AG | 0.01% | Add +1.4% | 285,451 | $29.9M |
| Mather Group, Llc. | 0.37% | Add +1.4% | 269,713 | $28.3M |
| Essential Planning, LLC. | 0.17% | Add +6188.4% | 253,990 | $26.6M |
| Olde Wealth Management, LLC | 9.41% | Reduce -0.8% | 251,085 | $26.3M |
| Franklin Resources Inc. | 0.01% | Add +40.6% | 241,737 | $25.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.0% | 241,631 | $25.3M |
| LPL Financial LLC | 0.01% | Add +5.8% | 231,149 | $24.2M |
| Commonwealth Equity Services, LLC | 0.04% | Add +22.7% | 230,211 | $24.1M |
| JPMorgan Chase & Co. | 0.00% | Add +2.6% | 223,056 | $23.4M |
| Hanson & Doremus Investment Management | 3.58% | Add +5.5% | 218,287 | $22.9M |
| Garde Capital, Inc. | 1.49% | Add +1.6% | 215,950 | $22.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.1% | 213,005 | $22.3M |
| Cerity Partners LLC | 0.05% | Reduce -2.0% | 209,736 | $22.0M |
| Cedar Wealth Management, LLC | 7.82% | Reduce -0.4% | 206,205 | $21.6M |
| Orgel Wealth Management, LLC | 0.56% | Reduce -0.5% | 204,775 | $21.5M |
| Rwa Wealth Partners, LLC | 0.26% | Reduce -1.7% | 204,612 | $21.5M |
| Two Sigma Investments, LP | 0.05% | Add +106.6% | 192,797 | $20.2M |
| Bank of Montreal | 0.01% | Reduce -1.8% | 184,249 | $19.3M |
| Silver Oak Wealth Advisors Services, LLC | 16.00% | — | 176,371 | $18.5M |
| Mill Creek Capital Advisors, LLC | 0.43% | No change | 168,811 | $17.7M |
| Financial Connections Group, Inc. | 8.40% | Add +2.5% | 166,714 | $17.5M |
| Clarity Asset Management, Inc. | 11.29% | Reduce -2.6% | 165,390 | $17.3M |
| Caprock Group, LLC | 0.50% | Reduce -20.1% | 146,370 | $15.4M |
| LifeGuide Financial Advisors, LLC | 6.54% | Add +13.6% | 145,434 | $15.3M |
| Dohj, LLC | 3.47% | Add +3.3% | 143,009 | $15.0M |
| HighTower Advisors, LLC | 0.02% | Add +67.9% | 142,641 | $15.0M |
| Jones Financial Companies LLLP | 0.01% | Add +15.6% | 142,425 | $14.9M |
| Gemmer Asset Management LLC | 1.46% | Add +10.3% | 141,062 | $14.8M |
| One Day In July LLC | 1.54% | Reduce -0.4% | 140,161 | $14.7M |
| SageView Advisory Group, LLC | 0.62% | Add +0.3% | 137,692 | $14.4M |
| Regatta Capital Group, LLC | 2.75% | Add +3.3% | 135,011 | $14.2M |
| Human Investing LLC | 2.51% | Add +3.1% | 134,856 | $14.1M |
| Diversified Portfolios, Inc. | 1.48% | Reduce -8.8% | 129,751 | $13.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +4.8% | 118,047 | $12.4M |
| Evoke Wealth, LLC | 0.33% | Add +11.2% | 112,025 | $11.8M |
| Focus Partners Wealth | 0.03% | Add +0.5% | 106,896 | $11.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.9% | 106,640 | $11.2M |
| Lake Street Advisors Group, LLC | 0.50% | Reduce -21.4% | 103,167 | $10.8M |
| Cary Street Partners Financial LLC | 0.34% | — | 103,431 | $10.3M |
| Apella Capital, LLC | 0.38% | Reduce -3.4% | 95,671 | $10.0M |
| Farrell Financial LLC | 6.78% | Add +6.3% | 90,394 | $9.5M |
| Pathstone Holdings, LLC | 0.04% | Add +5.6% | 89,991 | $9.4M |
| Retirement Capital Strategies | 3.53% | Reduce -3.2% | 88,735 | $9.3M |
| Mariner, LLC | 0.01% | Add +30.6% | 85,337 | $9.0M |
| Cresset Asset Management, LLC | 0.04% | Add +4.7% | 85,005 | $8.9M |
| Cambridge Associates LLC /Ma/ | 0.28% | Add +505.2% | 84,892 | $8.9M |
| AMG National Trust Bank | 0.24% | Add +2.9% | 84,236 | $8.9M |
| Twin Focus Capital Partners, LLC | 1.28% | Add +951.6% | 82,527 | $8.7M |
| Wells Fargo & Company | 0.00% | Reduce -16.0% | 76,310 | $8.0M |
| Eq LLC | 3.64% | Reduce -1.1% | 73,889 | $7.8M |
| Boston Standard Wealth Management, LLC | 1.35% | New | 66,316 | $7.0M |
| Relyea Zuckerberg Hanson LLC | 0.93% | Add +2.7% | 65,716 | $6.9M |
| New Covenant Trust Company, N.A. | 6.82% | Reduce -1.1% | 65,151 | $6.9M |
| BSW Wealth Partners | 1.00% | Add +1.0% | 65,076 | $6.8M |
| Osaic Holdings, Inc. | 0.01% | Add +0.8% | 60,777 | $6.4M |
| Cetera Investment Advisers | 0.01% | Reduce -5.9% | 60,604 | $6.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -14.7% | 59,837 | $6.3M |
| Libra Wealth LLC | 2.43% | Reduce -3.8% | 59,634 | $6.3M |
| Apexium Financial, LP | 0.38% | Add +1.1% | 59,059 | $6.2M |
| Blair William & Co. | 0.02% | Reduce -0.2% | 59,019 | $6.2M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +18.5% | 58,163 | $6.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.5% | 55,174 | $5.8M |
| Charter Oak Capital Management, LLC | 0.54% | Reduce -0.4% | 54,857 | $5.8M |
| St Germain D J Co. Inc. | 0.26% | Add +9.7% | 53,814 | $5.6M |
| Raffa Wealth Management, LLC | 1.30% | Add +32.8% | 53,129 | $5.6M |
| D.A. Davidson & Co. | 0.05% | Reduce -1.4% | 52,981 | $5.6M |
| Affinity Capital Advisors, LLC | 1.00% | Reduce -9.9% | 50,705 | $5.3M |
| Atlas Legacy Advisors, LLC | 1.25% | — | 49,081 | $5.1M |
| Parallel Advisors, LLC | 0.11% | Reduce -5.2% | 47,903 | $5.0M |
| Stephens Consulting, LLC | 1.24% | Add +5.8% | 47,022 | $4.9M |
| Elios Financial Group Inc. | 2.32% | Add +0.1% | 46,759 | $4.9M |
| Patriot Investment Management Group, Inc. | 0.37% | Add +5.7% | 46,556 | $4.9M |
| Freestone Capital Holdings, LLC | 0.16% | Reduce -1.9% | 45,277 | $4.7M |
| Monterey Private Wealth, Inc. | 1.55% | Add +0.3% | 44,936 | $4.7M |
| Brandywine Oak Private Wealth LLC | 0.46% | Reduce -2.2% | 44,868 | $4.7M |
| Atlantic Private Wealth, LLC | 3.37% | Reduce -3.1% | 42,689 | $4.5M |
| White Lighthouse Investment Management Inc. | 0.75% | Reduce -0.4% | 40,479 | $4.2M |
| Toronto Dominion Bank | 0.01% | No change | 39,345 | $4.1M |
"% 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.