ESGV · VANGUARD ESG U.S. STOCK ETF ETF
$136.66
-0.47 (-0.34%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 5
Total Value: $5,715,940
Total Shares: 43,224
Institutional Ownership Trend
23 quarters
Holder Concentration
Across 5 13F filers · Δ vs Mar 31, 2026Top Holder
89.8%
+7.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,095
Highly concentrated+1,104
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
0
Decreased
0
Sold Out
2
Unchanged
1
Holder count:
+2
Institutional value:
+180.6%
Shares held:
+138.3%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 38,812 | $5,132,498 | |
| Mega CITADEL ADVISORS LLC | 2,000 | $264,480 | |
| Mid Parkside Financial Bank & Trust | 886 | $117,164 | |
| Small TUCKER ASSET MANAGEMENT LLC | 651 | $86,088 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 14,967 | $1,680,345 | |
| Mid Dakota Wealth Management | 2,299 | $258,108 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC ESGV | $5,132,498 | 89.79% | 38,812 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC ESGV | $264,480 | 4.63% | 2,000 | Call | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank ESGV | $117,164 | 2.05% | 886 | Shares | 2026-09-04 | |
| Small Cornerstone Financial Management LLC ESGV | $115,710 | 2.02% | 875 | Shares | 2026-08-28 | |
| Small TUCKER ASSET MANAGEMENT LLC ESGV | $86,088 | 1.51% | 651 | Shares | 2026-08-27 |