ESGV · VANGUARD ESG U.S. STOCK ETF · Holdings ETF

$136.60 +0.78 (+0.57%) At close · Oct 21

Volume · Oct 21 86.49K Avg daily vol (3M) 179.99K

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.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 187

Total Value: $760,903,417

Total Shares: 5,614,281

Showing 1–100 of 187 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 187 13F filers · Δ vs Jun 30, 2026

Top Holder

18.9%

+6.7 pts

Top 5

47.6%

+16.1 pts

Top 10

65.7%

+25.0 pts

HHI

672

Broadly held+377

Who Holds ESGV

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 722 filers, like-for-like change +3.8%; actively managed books +4.6%; index-like books +3.6%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	62.3%	505	+4.9%	55	20
Exempt adviser	0.0%	1	-82.1%	1	1
Adviser	1.9%	8	+9.4%	0	0
Bank	6.2%	23	+2.1%	2	1
Broker-dealer	0.9%	1	+5.2%	0	0
Non-US	0.0%	1	+0.2%	0	0
Holding company	6.7%	8	+3.5%	0	0
Unknown	22.1%	175	+0.9%	16	6

Style	Share	Filers	Change	New	Exited
Index-like	6.6%	7	+3.6%	1	1
Systematic-like	0.0%	3	+109.3%	3	1
Concentrated	56.1%	363	+2.3%	29	13
Diversified active	33.7%	347	+8.4%	41	12
Unknown	3.5%	1	-11.5%	0	1
Not measured	0.0%	1	0.0%	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	80.7%	584	+3.6%	51	15
Medium turnover	2.5%	69	+3.9%	12	9
High turnover	0.1%	8	-34.2%	4	2
Unknown	16.6%	60	+5.7%	7	2
Not measured	0.0%	1	0.0%	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	15.4%	51	+6.0%	7	2
Medium horizon	12.0%	158	+9.0%	18	12
Long horizon	71.3%	499	+2.4%	46	13
Unknown	1.3%	13	+20.3%	3	1
Not measured	0.0%	1	0.0%	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	26.8%	360	-2.3%	36	18
$1B to $10B	18.5%	251	+10.5%	30	9
$10B to $100B	31.3%	79	+7.1%	5	0
$100B or more	23.3%	31	+1.9%	3	1
Not measured	0.0%	1	0.0%	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	55.9%	468	+2.5%	51	18
Pooled investment vehicles	1.3%	4	+110.3%	2	0
Registered funds and BDCs	0.0%	1	+71.0%	0	0
Pension and profit sharing plans	0.8%	6	-0.5%	0	0
Insurance companies	0.0%	2	-1.2%	0	0
Charitable organizations	2.2%	7	+7.7%	0	0
Banks and thrifts	0.0%	1	0.0%	0	0
Other investment advisers	0.6%	5	+359.9%	2	0
Other	0.1%	3	-3.5%	0	0
Diversified	1.3%	6	+21.1%	0	2
Corporations	0.0%	0	—	0	0
Unknown	37.7%	219	+2.1%	19	8

Private funds	Share	Filers	Change	New	Exited
Hedge funds	0.9%	24	+71.6%	6	1
Private equity funds	7.0%	19	+1.5%	0	0
Venture capital funds	1.7%	6	+0.8%	0	0
Real estate funds	0.6%	7	+52.5%	1	0
Liquidity funds	0.2%	1	new	1	0
Other private funds	3.4%	22	+5.7%	4	1
Mixed private funds	0.0%	2	0.0%	0	0
Private funds, type not stated	0.1%	3	+22.8%	0	0
No private funds	48.2%	421	+3.8%	44	18
Securitized asset funds	0.0%	0	-100.0%	0	1
Unknown	37.7%	217	+2.1%	18	7

Location	Share	Filers	Change	New	Exited
United States	95.3%	699	+3.4%	71	26
Outside the US	4.7%	23	+18.0%	3	2

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 7 holders with no observed 2026-03-31 13F and 12 holders with no observed 2026-06-30 13F. Compared across CIK changes: 4 filers continue as Evelyn Partners Group Ltd.

Conviction and Crowding

721 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

147

20.4% of filers hold it in their top 10

Mar 31, 2026: 67

Holders above 5%

median weight 0.049%

Mar 31, 2026: 16

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

40.6%

of 13F shares, Herfindahl 0.029

Active holders

+4.6%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 16.6 quarters

Under 1 year 17.1% 1 to 3 years 16.1% 3 years or more 66.7% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -536

Institutional value: -81.8%

Shares held: -82.3%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Mid Bell Bank	+17,690	28,861
Mid PARK NATIONAL CORP /OH/	+14,141	17,391
Small Pearl Planning LLC	+12,497	73,116
Mid First Heartland Consultants, Inc.	+9,542	11,879
Mid Relyea Zuckerberg Hanson LLC	+8,466	75,039

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Mid BAILARD, INC.	−86,441	16,526
Small VISA FOUNDATION	−36,500	1,060,735
Small Platt Investment Counsel, LLC	−30,858	317,973
Small Harpswell Capital Advisors, LLC	−29,950	99,500
Mid CGN Advisors LLC	−20,285	2,953

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small Global Strategic Investment Solutions, LLC	5,076	$687,950
Small BURNS J W & CO INC/NY	3,201	$433,831
Mid Y-Intercept (Hong Kong) Ltd	1,884	$255,338
Mid Diversify Advisory Services, LLC	1,800	$243,954
Mid DIVERSIFY WEALTH MANAGEMENT, LLC	1,800	$243,954

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Small V-Square Quantitative Management LLC	77,000	$10,182,480
Mid AXXCESS WEALTH MANAGEMENT, LLC	43,453	$5,746,224
Small Blue Zone Wealth Advisors, LLC	2,883	$381,247
Small Martel Wealth Advisors LLC	1,814	$239,883
Mid Atria Investments, Inc	1,620	$214,228

Filter: New 10 Increased 71 Reduced 58 Sold out 10 Unchanged 46

Holder type: Registered adviser 127 Exempt adviser 1 Adviser 1 Bank 1 Unknown 57

Showing 100 of 187

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

VISA FOUNDATION ESGV

$143,761,414

18.89%

1,060,735

Stanich Group LLC ESGV

$75,699,603

9.95%

558,545

Apella Capital, LLC ESGV

$55,303,829

7.27%

408,056

MATHER GROUP, LLC. ESGV

$44,555,080

5.86%

328,747

Platt Investment Counsel, LLC ESGV

$43,094,880

5.66%

317,973

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje ESGV

$39,218,316

5.15%

289,370

Hanson & Doremus Investment Management ESGV

$30,631,677

4.03%

226,014

Gemmer Asset Management LLC ESGV

$25,057,057

3.29%

184,882

LifeGuide Financial Advisors, LLC ESGV

$22,261,480

2.93%

164,255

Human Investing LLC ESGV

$20,100,318

2.64%

148,309

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Betterment LLC	22,223	$3,011,883	15.0%	Defined
Held directly	126,086	$17,088,435	85.0%	Sole

Orgel Wealth Management, LLC ESGV

$19,615,256

2.58%

144,730

Farrell Financial LLC ESGV

$13,588,915

1.79%

100,265

Harpswell Capital Advisors, LLC ESGV

$13,485,235

1.77%

99,500

Boston Standard Wealth Management, LLC ESGV

$10,792,796

1.42%

79,634

Relyea Zuckerberg Hanson LLC ESGV

$10,170,035

1.34%

75,039

Pearl Planning LLC ESGV

$9,909,411

1.30%

73,116

New Covenant Trust Company, N.A. ESGV

$7,776,711

1.02%

57,380

Paragon Capital Management Ltd ESGV

$7,161,947

0.94%

52,844

White Lighthouse Investment Management Inc. ESGV

$6,390,239

0.84%

47,150

New England Private Wealth Advisors LLC ESGV

$5,714,080

0.75%

42,161

Farther Finance Advisors, LLC ESGV

$5,474,734

0.72%

40,395

Stonehearth Capital Management, LLC ESGV

$4,604,360

0.61%

33,973

McClarren Financial Advisors, Inc. ESGV

$4,323,542

0.57%

31,901

Well Done, LLC ESGV

$4,305,381

0.57%

31,767

MISSION WEALTH MANAGEMENT, LP ESGV

$3,969,131

0.52%

29,286

Mallini Complete Financial Planning LLC ESGV

$3,933,622

0.52%

29,024

Bell Bank ESGV

$3,911,531

0.51%

28,861

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. ESGV

$3,679,910

0.48%

27,152

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ESGV

$3,481,901

0.46%

25,691

Affinity Capital Advisors, LLC ESGV

$3,443,681

0.45%

25,409

Wealth Group Ltd ESGV

$3,377,001

0.44%

24,917

ATMOS ADVISORY, LLC ESGV

$3,128,438

0.41%

23,083

Clarity Asset Management, Inc. ESGV

$3,121,255

0.41%

23,030

Armbruster Capital Management, Inc. ESGV

$2,952,249

0.39%

21,783

Wedmont Private Capital ESGV

$2,941,136

0.39%

21,701

Prospera Capital Management, LLC ESGV

$2,882,723

0.38%

21,270

XY Planning Network, Inc. ESGV

$2,868,763

0.38%

21,167

EQUITABLE TRUST CO ESGV

$2,460,411

0.32%

18,154

PENOBSCOT WEALTH MANAGEMENT ESGV

$2,401,591

0.32%

17,720

PARK NATIONAL CORP /OH/ ESGV

$2,357,001

0.31%

17,391

SAPIENT CAPITAL LLC ESGV

$2,316,749

0.30%

17,094

BAILARD, INC. ESGV

$2,239,768

0.29%

16,526

Scott Capital Advisors, LLC ESGV

$2,090,279

0.27%

15,423

Johnson Bixby & Associates, LLC ESGV

$2,039,590

0.27%

15,049

Weil Company, Inc. ESGV

$2,031,323

0.27%

14,988

First Affirmative Financial Network ESGV

$1,945,126

0.26%

14,352

Wealth Analytics Partners, LLC ESGV

$1,944,584

0.26%

14,348

Burkett Asset Management Ltd ESGV

$1,931,302

0.25%

14,250

Farnam Financial LLC ESGV

$1,893,760

0.25%

13,973

Concurrent Investment Advisors, LLC ESGV

$1,724,348

0.23%

12,723

Towerpoint Wealth, LLC ESGV

$1,690,736

0.22%

12,475

Northland Capital Management LLC ESGV

$1,665,257

0.22%

12,287

Selective Wealth Management, Inc. ESGV

$1,646,282

0.22%

12,147

First Heartland Consultants, Inc. ESGV

$1,609,960

0.21%

11,879

Chemistry Wealth Management LLC ESGV

$1,467,383

0.19%

10,827

Xena Financial Planning, LLC ESGV

$1,371,428

0.18%

10,119

PFG Advisors ESGV

$1,294,989

0.17%

9,555

Fortress Financial Solutions, LLC ESGV

$1,277,234

0.17%

9,424

Robertson Stephens Wealth Management, LLC ESGV

$1,257,447

0.17%

9,278

IFG Advisors, LLC ESGV

$1,243,894

0.16%

9,178

ANB BANK ESGV

$1,242,674

0.16%

9,169

Central Pacific Bank - Trust Division ESGV

$1,235,220

0.16%

9,114

Forvis Mazars Wealth Advisors, LLC ESGV

$1,218,143

0.16%

8,988

My Personal CFO, LLC ESGV

$1,178,568

0.15%

8,696

McCarley & Cook Financial Planners ESGV

$1,146,312

0.15%

8,458

TRUEFG, LLC ESGV

$1,086,544

0.14%

8,017

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI ESGV

$1,065,672

0.14%

7,863

Cherry Tree Wealth Management, LLC ESGV

$1,061,064

0.14%

7,829

Acropolis Investment Management, LLC ESGV

$1,060,793

0.14%

7,827

Dynamic Advisor Solutions LLC ESGV

$1,009,020

0.13%

7,445

Chesley Taft & Associates LLC ESGV

$1,003,328

0.13%

7,403

CHERRYDALE WEALTH MANAGEMENT, LLC ESGV

$1,002,650

0.13%

7,398

Princeton Global Asset Management LLC ESGV

$982,592

0.13%

7,250

Focus Financial Network, Inc. ESGV

$880,402

0.12%

6,496

KMG FIDUCIARY PARTNERS, LLC ESGV

$799,627

0.11%

5,900

Peirce Capital Management, LLC ESGV

$797,458

0.10%

5,884

Quantum Financial Planning Services, Inc. ESGV

$790,275

0.10%

5,831

TD Waterhouse Canada Inc. ESGV

$783,363

0.10%

5,780

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	5,780	$783,363	100.0%	Defined

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. ESGV

$752,327

0.10%

5,551

Andrews Advisory Associates, LLC ESGV

$732,133

0.10%

5,402

Global Strategic Investment Solutions, LLC ESGV

$687,950

0.09%

5,076

Factor Wealth Management LTD ESGV

$671,144

0.09%

4,952

SFM, LLC ESGV

$665,316

0.09%

4,909

RAM Investment Partners, LLC ESGV

$661,115

0.09%

4,878

Sulzberger Capital Advisors, Inc. ESGV

$655,423

0.09%

4,836

HALBERT HARGROVE GLOBAL ADVISORS, LLC ESGV

$627,097

0.08%

4,627

SILVERLAKE WEALTH MANAGEMENT LLC ESGV

$592,537

0.08%

4,372

SAX WEALTH ADVISORS, LLC ESGV

$577,493

0.08%

4,261

Level Financial Advisors ESGV

$572,614

0.08%

4,225

FIRST HAWAIIAN BANK ESGV

$564,889

0.07%

4,168

Physician Wealth Advisors, Inc. ESGV

$557,163

0.07%

4,111

Aureum Wealth Management, LLC ESGV

$555,673

0.07%

4,100

LexAurum Advisors, LLC ESGV

$551,742

0.07%

4,071

FIDUCIARY FINANCIAL GROUP, LLC ESGV

$537,918

0.07%

3,969

Cardinal Point Capital Management ULC ESGV

$531,684

0.07%

3,923

Essential Planning, LLC. ESGV

$525,043

0.07%

3,874

NWF Advisory Services Inc. ESGV

$524,501

0.07%

3,870

Downshift Financial, LLC ESGV

$513,658

0.07%

3,790

ARMSTRONG ADVISORY GROUP, INC ESGV

$510,134

0.07%

3,764

PINNACLE ASSOCIATES LTD ESGV

$508,237

0.07%

3,750

Showing the top 100 of 187 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.