
Vanguard ESG U.S. Stock is an exchange-traded fund on BATS. As of Q3 2025, 627 institutional investors hold shares in this ETF, with total holdings valued at $3.4B. VANGUARD GROUP INC is the largest holder with a position valued at $412.2M.
Overview of institutional ownership in ESGV as of Q3 2025
Institutions with the largest positions in ESGV as of Q3 2025
| Institution | Position Value |
|---|---|
VANGUARD GROUP INC Institution | $412.2M 0.01% of portfolio |
MORGAN STANLEY RIA/Wealth | $199.4M 0.01% of portfolio |
Wealthfront Advisers LLC RIA/Wealth | $177.4M 0.42% of portfolio |
Creative Planning RIA/Wealth | $145.9M 0.11% of portfolio |
V VISA FOUNDATION Institution | $138.9M 100.00% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $72.9M 0.01% of portfolio |
Verde Capital Management RIA/Wealth | $72.2M 16.01% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $71.4M 0.02% of portfolio |
Betterment LLC RIA/Wealth | $63.2M 0.13% of portfolio |
IMPACTfolio, LLC RIA/Wealth | $59.3M 25.60% of portfolio |
Institutional buying and selling activity for ESGV in Q3 2025
| Institution | Net Bought |
|---|---|
TrueNorth, Inc. RIA/Wealth | +$32.5M +274.1K shares |
SRS Capital Advisors, Inc. RIA/Wealth | +$29.7M +168.2K shares |
VANGUARD GROUP INC Institution | +$19.9M +168.2K shares |
A Ashford Advisors, LLC RIA/Wealth | +$15.9M +134.3K shares |
Harpswell Capital Advisors, LLC Fund of Funds | +$15.7M +132.2K shares |
T TCG Advisory Services, LLC RIA/Wealth | +$7.5M +63.7K shares |
BANK OF AMERICA CORP /DE/ Institution | +$5.7M +47.8K shares |
Soundwatch Capital LLC ETF Provider | +$4.6M +38.6K shares |
B BLAIR WILLIAM & CO/IL Institution | +$4.1M +34.9K shares |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV Fund of Funds | +$3.8M +32.4K shares |
| Institution | Net Sold |
|---|---|
L Leo Wealth, LLC Institution | −$35.7M −301.5K shares |
Angeles Investment Advisors, LLC Fund of Funds | −$16.9M −142.4K shares |
F Financial Network Wealth Management LLC RIA/Wealth | −$8.0M −67.9K shares |
Creative Planning RIA/Wealth | −$5.3M −45.2K shares |
S Stephens Consulting, LLC RIA/Wealth | −$5.3M −48.2K shares |
GOLDMAN SACHS GROUP INC Institution | −$4.8M −40.6K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$3.4M −28.5K shares |
Westfuller Advisors, LLC RIA/Wealth | −$3.3M −28.1K shares |
Pathstone Holdings, LLC Family Office | −$3.1M −26.0K shares |
M My Personal CFO, LLC RIA/Wealth | −$3.0M −27.6K shares |
Institutions that initiated new positions or completely exited ESGV in Q3 2025
| Institution | Position Value |
|---|---|
TrueNorth, Inc. RIA/Wealth | $32.5M 274.1K shares |
Harpswell Capital Advisors, LLC Fund of Funds | $15.7M 132.2K shares |
Chemistry Wealth Management LLC RIA/Wealth | $1.3M 10.8K shares |
Vickerman Investment Advisors, Inc. RIA/Wealth | $899.0K 7.6K shares |
T TIAA TRUST, NATIONAL ASSOCIATION Institution | $595.5K 5.0K shares |
Northeast Financial Group, Inc. RIA/Wealth | $433.8K 3.7K shares |
ENDEAVOR PRIVATE WEALTH, INC. RIA/Wealth | $421.1K 3.6K shares |
WNY Asset Management, LLC RIA/Wealth | $397.8K 3.4K shares |
Plancorp, LLC RIA/Wealth | $317.3K 2.7K shares |
T True Link Financial Advisors, LLC Institution | $296.6K 2.5K shares |
| Institution | Previous Position |
|---|---|
S Stephens Consulting, LLC RIA/Wealth | $5.3M 48.2K shares |
M My Personal CFO, LLC RIA/Wealth | $3.0M 27.6K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $760.6K 6.9K shares |
Schoolcraft Capital LLC Family Office | $723.8K 6.6K shares |
OLD NATIONAL BANCORP /IN/ Institution | $710.7K 6.5K shares |
$574.8K 5.2K shares | |
T Tower Research Capital LLC Institution | $521.1K 4.8K shares |
NATURAL INVESTMENTS, LLC RIA/Wealth | $278.6K 2.5K shares |
C Concord Asset Management, LLC/VA RIA/Wealth | $256.7K 2.3K shares |
SIGNATURE SECURITIES GROUP CORPORATION RIA/Wealth | $237.8K 2.2K shares |
Institutions with the largest Call and Put options positions in ESGV as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
Atomi Financial Group, Inc. RIA/Wealth | - - contracts |
Institutions with ESGV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
V VISA FOUNDATION Institution | 100.00% $138.9M |
Platt Investment Counsel, LLC RIA/Wealth | 37.43% $47.5M |
Stanich Group LLC RIA/Wealth | 35.78% $58.4M |
IMPACTfolio, LLC RIA/Wealth | 25.60% $59.3M |
Verde Capital Management RIA/Wealth | 16.01% $72.2M |
Sellwood Investment Partners LLC Fund of Funds | 15.41% $38.7M |
Harpswell Capital Advisors, LLC Fund of Funds | 15.03% $15.7M |
Clarity Asset Management, Inc. RIA/Wealth | 12.32% $21.9M |
Prime Buchholz LLC Fund of Funds | 11.75% $21.4M |
SILVER OAK WEALTH ADVISORS SERVICES, LLC RIA/Wealth | 11.63% $17.7M |
Discover hedge funds investing in ESGV


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
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