ESGV Institutional Ownership
Vanguard ESG U.S. Stock ETF
1W: -0.2%
1M: +0.9%
3M: +2.7%
YTD: +13.0%
1Y: +15.3%
3Y: +87.7%
5Y: +73.2%
$136.75
+1.10 (+0.81%)
Weekly Expected Move ±1.7%
$132
$134
$137
$139
$141
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ESGV
752
Institutional Holders
+30 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
83
New Positions
269
Increased
224
Reduced
30
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (786 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD ADVISERS INC | 3,842,055 | $525M | +141,981 | +3.8% | 2Q | SEC ↗ |
| 2 | Wealthfront Advisers LLC | 1,819,118 | $249M | +29,010 | +1.6% | 21Q | SEC ↗ |
| 3 | MORGAN STANLEY | 1,721,745 | $235M | +41,420 | +2.5% | 28Q | SEC ↗ |
| 4 | Creative Planning | 1,465,297 | $200M | +7,469 | +0.5% | 31Q | SEC ↗ |
| 5 | VISA FOUNDATION | 1,097,235 | $150M | -75,500 | -6.4% | 19Q | SEC ↗ |
| 6 | Leo Wealth, LLC | 692,530 | $95M | -1,635 | -0.2% | 10Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 667,954 | $91M | +3,373 | +0.5% | 7Q | SEC ↗ |
| 8 | Betterment LLC | 596,067 | $82M | -8,986 | -1.5% | 21Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 573,327 | $78M | -4,440 | -0.8% | 15Q | SEC ↗ |
| 10 | Stanich Group LLC | 551,409 | $75M | +23,788 | +4.5% | 7Q | SEC ↗ |
| 11 | IMPACTfolio, LLC | 499,439 | $68M | -290 | -0.1% | 19Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 487,150 | $67M | +27,901 | +6.1% | 32Q | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 442,529 | $61M | +13,813 | +3.2% | 28Q | SEC ↗ |
| 14 | Apella Capital, LLC | 415,255 | $57M | +1,540 | +0.4% | 13Q | SEC ↗ |
| 15 | SCS Capital Management LLC | 391,185 | $53M | +652 | +0.2% | 29Q | SEC ↗ |
| 16 | Crewe Advisors LLC | 364,656 | $50M | +79 | +0.0% | 27Q | SEC ↗ |
| 17 | IMA Advisory Services, Inc. | 349,458 | $48M | +76,507 | +28.0% | 4Q | SEC ↗ |
| 18 | Platt Investment Counsel, LLC | 348,831 | $48M | +1,617 | +0.5% | 23Q | SEC ↗ |
| 19 | Facet Wealth, Inc. | 347,433 | $48M | -11,920 | -3.3% | 22Q | SEC ↗ |
| 20 | MATHER GROUP, LLC. | 321,873 | $44M | +31,476 | +10.8% | 24Q | SEC ↗ |
| 21 | Sellwood Investment Partners LLC | 314,328 | $43M | -21,083 | -6.3% | 7Q | SEC ↗ |
| 22 | JONES FINANCIAL COMPANIES LLLP | 290,727 | $40M | +24,940 | +9.4% | 19Q | SEC ↗ |
| 23 | KB Prvo drustvo za upravuvanje so zado NEW | 289,370 | $40M | — | +0.0% | 1Q | SEC ↗ |
| 24 | LPL Financial LLC | 273,953 | $37M | +13,437 | +5.2% | 23Q | SEC ↗ |
| 25 | Verde Capital Management | 268,931 | $37M | -338,213 | -55.7% | 21Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 249,827 | $34M | +3,172 | +1.3% | 15Q | SEC ↗ |
| 27 | FRANKLIN RESOURCES INC | 246,817 | $34M | +3,640 | +1.5% | 15Q | SEC ↗ |
| 28 | AMERIPRISE FINANCIAL INC | 245,103 | $34M | -10,002 | -3.9% | 16Q | SEC ↗ |
| 29 | Garde Capital, Inc. | 234,927 | $32M | -2,819 | -1.2% | 26Q | SEC ↗ |
| 30 | Angeles Investment Advisors, LLC | 230,836 | $32M | +44,196 | +23.7% | 17Q | SEC ↗ |
| 31 | UBS Group AG | 230,304 | $31M | -26,793 | -10.4% | 30Q | SEC ↗ |
| 32 | ENVESTNET ASSET MANAGEMENT INC | 230,220 | $31M | -10,555 | -4.4% | 29Q | SEC ↗ |
| 33 | Hanson & Doremus Investment Management | 227,643 | $31M | -212 | -0.1% | 29Q | SEC ↗ |
| 34 | Cerity Partners LLC | 225,455 | $31M | -1,648 | -0.7% | 19Q | SEC ↗ |
| 35 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 205,816 | $28M | +142,195 | +223.5% | 28Q | SEC ↗ |
| 36 | Mariner, LLC | 203,100 | $28M | +24,778 | +13.9% | 19Q | SEC ↗ |
| 37 | Cedar Wealth Management, LLC | 202,193 | $28M | -79 | -0.0% | 22Q | SEC ↗ |
| 38 | Olde Wealth Management, LLC | 192,912 | $26M | +7,655 | +4.1% | 4Q | SEC ↗ |
| 39 | BANK OF MONTREAL /CAN | 191,841 | $26M | +1,647 | +0.9% | 29Q | SEC ↗ |
| 40 | Gemmer Asset Management LLC | 183,341 | $25M | -284 | -0.2% | 26Q | SEC ↗ |
| 41 | Soundwatch Capital LLC | 181,428 | $25M | +142,330 | +364.0% | 4Q | SEC ↗ |
| 42 | Mill Creek Capital Advisors, LLC | 173,348 | $24M | +10,232 | +6.3% | 14Q | SEC ↗ |
| 43 | HUB Investment Partners, LLC | 171,322 | $23M | +231 | +0.1% | 5Q | SEC ↗ |
| 44 | CIBC Bancorp USA Inc. | 170,359 | $23M | +83,733 | +96.7% | 2Q | SEC ↗ |
| 45 | Financial Connections Group, Inc. | 166,585 | $23M | -8,113 | -4.6% | 8Q | SEC ↗ |
| 46 | HighTower Advisors, LLC | 165,545 | $23M | +2,137 | +1.3% | 22Q | SEC ↗ |
| 47 | Dundas Partners LLP NEW | 164,888 | $23M | — | +0.0% | 1Q | SEC ↗ |
| 48 | RWA WEALTH PARTNERS, LLC | 164,394 | $22M | +494 | +0.3% | 30Q | SEC ↗ |
| 49 | REGATTA CAPITAL GROUP, LLC | 163,717 | $22M | +3,320 | +2.1% | 12Q | SEC ↗ |
| 50 | LifeGuide Financial Advisors, LLC | 161,663 | $22M | +6,011 | +3.9% | 14Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| KB Prvo drustvo za upravuvanje so z | 289,370 | $40M |
| Dundas Partners LLP | 164,888 | $23M |
| V-Square Quantitative Management LL | 77,000 | $11M |
| AXXCESS WEALTH MANAGEMENT, LLC | 43,453 | $6M |
| Fairlight Advisors | 21,520 | $3M |
| Prospera Capital Management, LLC | 21,260 | $3M |
| XY Planning Network, Inc. | 20,812 | $3M |
| Quantinno Capital Management LP | 18,034 | $2M |
| NATIXIS ADVISORS, LLC | 11,760 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 10,200 | $1M |
| Nuveen, LLC | 8,735 | $1M |
| Noble Wealth Partners LLC | 6,377 | $872K |
| J.W. COLE ADVISORS, INC. | 4,768 | $652K |
| SAX WEALTH ADVISORS, LLC | 4,175 | $571K |
| Summit Financial, LLC | 3,965 | $542K |
| Ethic Inc. | 3,586 | $490K |
| PRUDENT INVESTORS NETWORK, INC. | 3,400 | $465K |
| Tower Research Capital LLC (TRC) | 3,391 | $464K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 3,320 | $454K |
| OPPENHEIMER & CO INC | 3,032 | $415K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EVOKE WEALTH, LLC | 66,700 | $9M |
| Strategic Financial Planning, Inc. | 21,237 | $3M |
| M Holdings Securities, Inc. | 11,351 | $2M |
| SEEDS INVESTOR LLC | 9,735 | $1M |
| Sage Advisory Services, Ltd.Co. | 8,302 | $1M |
| BOKF, NA | 7,651 | $1M |
| InTrack Investment Management Inc | 6,725 | $920K |
| Fiduciary Wealth Partners, LLC | 6,611 | $904K |
| Humankind Investments LLC | 5,728 | $783K |
| Per Stirling Capital Management, LL | 4,693 | $642K |
| Estate Counselors, LLC | 3,975 | $544K |
| Antonelli Financial Advisors, LLC | 3,299 | $451K |
| Engineers Gate Manager LP | 3,256 | $445K |
| SIGNATURE ESTATE & INVESTMENT ADVIS | 3,238 | $443K |
| Clark Asset Management, LLC | 3,088 | $422K |
| Fortis Capital Advisors, LLC | 2,935 | $401K |
| Belpointe Asset Management LLC | 2,935 | $401K |
| MCCARTER PRIVATE WEALTH SERVICES LL | 2,935 | $401K |
| Independent Advisor Alliance | 2,713 | $371K |
| Y-Intercept (Hong Kong) Ltd | 2,692 | $368K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Soundwatch Capital LLC | +142,330 | +364.0% | 181,428 |
| UNITED CAPITAL FINANCIAL ADVISORS, | +142,195 | +223.5% | 205,816 |
| VANGUARD ADVISERS INC | +141,981 | +3.8% | 3,842,055 |
| TIAA TRUST, NATIONAL ASSOCIATION | +106,642 | +236982.2% | 106,687 |
| BAILARD, INC. | +88,809 | +627.3% | 102,967 |
| CIBC Bancorp USA Inc. | +83,733 | +96.7% | 170,359 |
| IMA Advisory Services, Inc. | +76,507 | +28.0% | 349,458 |
| MAI Capital Management | +67,115 | +716.3% | 76,485 |
| AlTi Global, Inc. | +57,046 | +805.4% | 64,129 |
| Angeles Investment Advisors, LLC | +44,196 | +23.7% | 230,836 |
| NORTHERN TRUST CORP | +43,466 | +217.4% | 63,463 |
| Prime Buchholz LLC | +42,946 | +46.3% | 135,621 |
| MORGAN STANLEY | +41,420 | +2.5% | 1,721,745 |
| MERCER GLOBAL ADVISORS INC /ADV | +38,828 | +49.3% | 117,575 |
| MATHER GROUP, LLC. | +31,476 | +10.8% | 321,873 |
| Wealthfront Advisers LLC | +29,010 | +1.6% | 1,819,118 |
| ROYAL BANK OF CANADA | +27,901 | +6.1% | 487,150 |
| JONES FINANCIAL COMPANIES LLLP | +24,940 | +9.4% | 290,727 |
| Mariner, LLC | +24,778 | +13.9% | 203,100 |
| Stanich Group LLC | +23,788 | +4.5% | 551,409 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Verde Capital Management | -338,213 | -55.7% | 268,931 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | -111,272 | -52.3% | 101,457 |
| VISA FOUNDATION | -75,500 | -6.4% | 1,097,235 |
| Bank of New York Mellon Corp | -38,567 | -62.7% | 22,929 |
| UBS Group AG | -26,793 | -10.4% | 230,304 |
| Sellwood Investment Partners LLC | -21,083 | -6.3% | 314,328 |
| Facet Wealth, Inc. | -11,920 | -3.3% | 347,433 |
| New Covenant Trust Company, N.A. | -11,079 | -16.2% | 57,492 |
| ENVESTNET ASSET MANAGEMENT INC | -10,555 | -4.4% | 230,220 |
| AMERIPRISE FINANCIAL INC | -10,002 | -3.9% | 245,103 |
| Diversified Portfolios, Inc. | -9,008 | -6.9% | 121,505 |
| Betterment LLC | -8,986 | -1.5% | 596,067 |
| Financial Connections Group, Inc. | -8,113 | -4.6% | 166,585 |
| GGM Financial LLC | -7,777 | -82.5% | 1,652 |
| Addison Advisors LLC | -7,132 | -40.9% | 10,310 |
| Clearstead Advisors, LLC | -6,846 | -53.9% | 5,860 |
| Cambridge Investment Research Advis | -6,364 | -5.6% | 107,988 |
| ALBION FINANCIAL GROUP /UT | -4,874 | -98.3% | 85 |
| BANK OF AMERICA CORP /DE | -4,440 | -0.8% | 573,327 |
| COMMONWEALTH EQUITY SERVICES, LLC | -4,286 | -2.8% | 149,053 |