Vanguard ESG US Stock ETFESGVETF
13F holders, Q1 2025 (March 31)587holders −4
45new positions
44sold out
3famous investors
$97.99avg. 13F price*
At the end of Q1 2025, 587 institutions reported holding Vanguard ESG US Stock ETF (ESGV) in their 13F filings, down 4 from Q4 2024. 45 opened new positions and 44 sold out. The largest holders were Vanguard Group Inc. ($314.9M), Morgan Stanley ($164.1M) and Wealthfront Advisers LLC ($147.2M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $36.7M |
| Exits | 44 | $36.6M |
All 13F filers, Q4 2024 → Q1 2025: 2,495,798 shares bought and 1,884,680 shares sold, net +611,118 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 587 holders
| Vanguard Group Inc. | 0.01% | Add +4.8% | 3,215,327 | $314.9M |
| Morgan Stanley | 0.01% | Add +97.5% | 1,674,834 | $164.1M |
| Wealthfront Advisers LLC | 0.40% | Add +4.0% | 1,502,840 | $147.2M |
| Visa Foundation | 100.00% | Reduce -16.6% | 1,356,275 | $132.8M |
| Creative Planning | 0.12% | Add +0.8% | 1,253,912 | $122.8M |
| Bank of America Corp. | 0.01% | Add +13.8% | 570,811 | $55.9M |
| Verde Capital Management | 15.57% | Reduce -0.7% | 558,899 | $54.7M |
| Stanich Group LLC | 39.31% | Add +5.6% | 542,738 | $53.2M |
| Betterment LLC | 0.12% | Add +22.9% | 508,902 | $49.8M |
| Raymond James Financial Inc. | 0.02% | Add +0.2% | 505,576 | $49.5M |
| IMPACTfolio, LLC | 24.13% | Add +2.9% | 468,714 | $45.9M |
| Partners Capital Investment Group, LLP | 0.73% | Add +22.7% | 440,383 | $43.1M |
| Royal Bank of Canada | 0.01% | Add +1.6% | 426,508 | $41.8M |
| Platt Investment Counsel, LLC | 38.08% | Add +3.9% | 393,972 | $38.6M |
| Baird Financial Group, Inc. | 0.07% | Reduce -1.9% | 385,265 | $37.7M |
| SCS Capital Management LLC | 0.48% | Add +14.7% | 382,717 | $37.5M |
| Leo Wealth, LLC | 5.34% | Reduce -45.3% | 379,445 | $37.2M |
| Angeles Investment Advisors, LLC | 1.97% | Reduce -16.9% | 373,446 | $36.6M |
| Facet Wealth, Inc. | 0.89% | Reduce -7.6% | 347,942 | $34.6M |
| Sellwood Investment Partners LLC | 17.28% | Add +6.0% | 337,884 | $33.1M |
| Crewe Advisors LLC | 4.43% | Add +3.3% | 321,907 | $31.5M |
| UBS Group AG | 0.01% | Reduce -2.5% | 278,273 | $27.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -10.2% | 273,827 | $26.8M |
| Franklin Resources Inc. | 0.01% | Add +9.1% | 263,750 | $25.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +20.4% | 256,476 | $25.1M |
| Olde Wealth Management, LLC | 8.79% | Add +1.2% | 254,139 | $24.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.0% | 253,797 | $24.9M |
| Mather Group, Llc. | 0.28% | Reduce -8.5% | 246,889 | $24.2M |
| LPL Financial LLC | 0.01% | Add +1.4% | 234,277 | $22.9M |
| Garde Capital, Inc. | 1.30% | Add +7.5% | 232,116 | $22.7M |
| Cerity Partners LLC | 0.05% | Add +10.7% | 232,083 | $22.7M |
| Hanson & Doremus Investment Management | 3.13% | Add +0.1% | 218,610 | $21.4M |
| Cedar Wealth Management, LLC | 7.06% | Reduce -1.8% | 202,551 | $19.8M |
| Clarity Asset Management, Inc. | 12.36% | Add +18.5% | 195,970 | $19.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -15.1% | 195,521 | $19.2M |
| Rwa Wealth Partners, LLC | 0.24% | Reduce -4.7% | 195,034 | $19.1M |
| Bank of Montreal | 0.01% | Reduce -1.1% | 182,257 | $17.9M |
| Mill Creek Capital Advisors, LLC | 0.43% | Add +6.9% | 180,526 | $17.7M |
| Silver Oak Wealth Advisors Services, LLC | 15.47% | Add +0.4% | 177,091 | $17.3M |
| Financial Connections Group, Inc. | 7.32% | Reduce -0.1% | 166,539 | $16.3M |
| Jones Financial Companies LLLP | 0.01% | Add +14.6% | 163,143 | $15.9M |
| HighTower Advisors, LLC | 0.02% | Add +10.9% | 158,157 | $15.5M |
| Dohj, LLC | 3.45% | Add +7.7% | 154,012 | $15.1M |
| Caprock Group, LLC | 0.45% | Add +1.9% | 149,192 | $14.6M |
| LifeGuide Financial Advisors, LLC | 5.90% | Add +1.6% | 147,729 | $14.5M |
| Human Investing LLC | 2.53% | Add +8.8% | 146,659 | $14.4M |
| Gemmer Asset Management LLC | 1.42% | Add +3.3% | 145,666 | $14.3M |
| Regatta Capital Group, LLC | 2.69% | Add +4.8% | 141,543 | $13.9M |
| SageView Advisory Group, LLC | 0.58% | Add +0.2% | 137,998 | $13.5M |
| Orgel Wealth Management, LLC | 0.35% | Reduce -32.7% | 137,812 | $13.5M |
| Diversified Portfolios, Inc. | 1.42% | Add +6.0% | 137,503 | $13.5M |
| One Day In July LLC | 1.33% | Reduce -3.5% | 135,328 | $13.3M |
| Cambridge Associates LLC /Ma/ | 0.36% | Add +50.4% | 127,632 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +2.1% | 120,480 | $11.8M |
| Prime Buchholz LLC | 4.03% | New | 117,758 | $11.5M |
| Evoke Wealth, LLC | 0.30% | Add +3.1% | 115,466 | $11.3M |
| Focus Partners Wealth | 0.03% | Add +5.3% | 112,607 | $11.0M |
| Mariner, LLC | 0.02% | Add +26.2% | 107,729 | $10.6M |
| Cary Street Partners Financial LLC | 0.33% | No change | 103,431 | $10.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -4.2% | 102,188 | $10.0M |
| Westfuller Advisors, LLC | 6.50% | Add +360.8% | 99,434 | $9.7M |
| Apella Capital, LLC | 0.33% | Add +4.2% | 99,674 | $9.5M |
| Pathstone Holdings, LLC | 0.04% | Reduce -1.0% | 89,077 | $8.7M |
| Farrell Financial LLC | 6.35% | Reduce -1.5% | 89,016 | $8.7M |
| Twin Focus Capital Partners, LLC | 1.34% | Add +6.8% | 88,158 | $8.6M |
| Retirement Capital Strategies | 3.37% | Reduce -0.7% | 88,092 | $8.6M |
| Cresset Asset Management, LLC | 0.04% | Add +3.4% | 87,868 | $8.6M |
| AMG National Trust Bank | 0.23% | Reduce -2.5% | 82,140 | $8.0M |
| Wells Fargo & Company | 0.00% | Add +2.5% | 78,234 | $7.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.1% | 75,540 | $7.4M |
| Eq LLC | 3.16% | Reduce -6.5% | 69,105 | $6.8M |
| Relyea Zuckerberg Hanson LLC | 0.90% | Add +3.8% | 68,191 | $6.7M |
| Boston Standard Wealth Management, LLC | 1.40% | Reduce -0.7% | 65,843 | $6.4M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +8.6% | 63,152 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +1.4% | 61,628 | $6.0M |
| New Covenant Trust Company, N.A. | 6.32% | Reduce -5.8% | 61,391 | $6.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.2% | 60,546 | $5.9M |
| Libra Wealth LLC | 2.20% | Add +0.6% | 59,982 | $5.9M |
| Cetera Investment Advisers | 0.01% | Reduce -1.9% | 59,435 | $5.8M |
| St Germain D J Co. Inc. | 0.27% | Add +10.0% | 59,181 | $5.8M |
| Apexium Financial, LP | 0.35% | Add +0.2% | 59,179 | $5.8M |
| Blair William & Co. | 0.02% | Reduce -0.0% | 59,013 | $5.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.4% | 56,510 | $5.5M |
| BSW Wealth Partners | 0.83% | Reduce -13.8% | 56,106 | $5.5M |
| Parallel Advisors, LLC | 0.12% | Add +13.2% | 54,239 | $5.3M |
| Charter Oak Capital Management, LLC | 0.48% | Reduce -2.5% | 53,481 | $5.2M |
| D.A. Davidson & Co. | 0.04% | Add +0.5% | 53,262 | $5.2M |
| Raffa Wealth Management, LLC | 1.18% | Add +0.1% | 53,158 | $5.2M |
| Atlas Legacy Advisors, LLC | 1.24% | Reduce -1.9% | 48,166 | $4.9M |
| Stephens Consulting, LLC | 1.21% | Add +4.8% | 49,282 | $4.8M |
| Brandywine Oak Private Wealth LLC | 0.47% | Add +9.3% | 49,037 | $4.8M |
| Patriot Investment Management Group, Inc. | 0.35% | Add +3.5% | 48,182 | $4.7M |
| Elios Financial Group Inc. | 2.20% | Reduce -2.5% | 45,614 | $4.5M |
| Freestone Capital Holdings, LLC | 0.16% | Reduce -1.1% | 44,784 | $4.4M |
| Monterey Private Wealth, Inc. | 1.28% | Reduce -1.0% | 44,479 | $4.4M |
| Atlantic Private Wealth, LLC | 3.09% | No change | 42,689 | $4.2M |
| White Lighthouse Investment Management Inc. | 0.74% | Add +3.9% | 42,045 | $4.1M |
| Atmos Advisory, LLC | 2.68% | Add +15.2% | 40,704 | $4.0M |
| Toronto Dominion Bank | 0.01% | Reduce -0.4% | 39,205 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Add +12.5% | 37,954 | $3.7M |
"% 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.