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ESGV · VANGUARD ESG U.S. STOCK ETF ETF

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$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.

Use institutional holdings through the 13F API or MCP →
Holders: 5
Total Value: $5,715,940
Total Shares: 43,224

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
89.8%
Sep 2023 → Jun 2026 · range 10.6% – 89.8%
+77.8 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 29.0% – 100.0%
+68.4 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 38.8% – 100.0%
+58.2 pts
HHI
8,095
Sep 2023 → Jun 2026 · range 264 – 8,095
Highly concentrated+7,796

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
0
Decreased
2
Sold Out
672
Unchanged
1
Holder count: -670
Institutional value: -99.8%
Shares held: -99.9%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Parkside Financial Bank & Trust −741 886
Corient Private Wealth LLC −304 38,812

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 2,000 $264,480
TUCKER ASSET MANAGEMENT LLC 651 $86,088

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
VANGUARD ADVISERS INC 3,700,074 $415,407,307
Wealthfront Advisers LLC 1,790,108 $200,975,425
MORGAN STANLEY 1,680,325 $188,650,086
Creative Planning 1,457,828 $163,670,349
VISA FOUNDATION 1,172,735 $131,662,958
Filter: New 2 Increased 0 Reduced 2 Sold out 672 Unchanged 1
Showing 5 of 5
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC ESGV $5,132,498 89.79% 38,812
CITADEL ADVISORS LLC ESGV $264,480 4.63% 2,000
Parkside Financial Bank & Trust ESGV $117,164 2.05% 886
Cornerstone Financial Management LLC ESGV $115,710 2.02% 875
TUCKER ASSET MANAGEMENT LLC ESGV $86,088 1.51% 651