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Security record

ESGV

Vanguard ESG U.S. Stock ETF · Financial Services · Asset Management

135.85 +0.4% mkt cap $13.58B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
61Tracked holders
+5Δ holders
11.36MShares held
$1.50BReported value
+6New positions
−1Exits
Rising Conviction score 51/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +8.9% · share flow +3.3% · net new positions +8.2%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 61 +5 11.36M $1.50B +6 −1
Q1 2026 57 -4 11.00M $1.23B +1 −5
Q4 2025 61 -1 14.21M $1.72B +1 −2
Q3 2025 10 +2 5.90M $698.57M +2
Q2 2025 5 -1 3.53M $387.12M +1 −2
Q1 2025 3 0 19.11K $1.87M +1 −1
Q4 2024 3 -2 228.66K $23.98M −2
Q3 2024 5 +2 147.53K $15.00M +2
Q2 2024 3 50.02K $4.83M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Wealthfront Advisers LLC 1.82M +1.6% $240.56M 0.5% ▲ Add 3 SEC ↗
2 Morgan Stanley 1.72M +2.5% $227.68M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 1.72M +2.5% $227.68M 0.0% ▲ Add 4 SEC ↗
4 Morgan Stanley 1.72M +2.5% $227.68M 0.0% ▲ Add 4 SEC ↗
5 Creative Planning 1.47M +0.5% $193.77M 0.1% ▲ Add 3 SEC ↗
6 Creative Planning 1.47M +0.5% $193.77M 0.1% ▲ Add 3 SEC ↗
7 Raymond James Financial Inc 667.95K +0.5% $88.33M 0.0% ▲ Add 3 SEC ↗
8 Raymond James Financial Inc 667.95K +0.5% $88.33M 0.0% ▲ Add 3 SEC ↗
9 Bank Of America Corp /De/ 573.33K -0.8% $75.82M 0.0% ▼ Trim 3 SEC ↗
10 Bank Of America Corp /De/ 573.33K -0.8% $75.82M 0.0% ▼ Trim 3 SEC ↗
11 Bank Of America Corp /De/ 573.33K -0.8% $75.82M 0.0% ▼ Trim 3 SEC ↗
12 Royal Bank Of Canada 487.15K +6.1% $64.42M 0.0% ▲ Add 3 SEC ↗
13 Royal Bank Of Canada 487.15K +6.1% $64.42M 0.0% ▲ Add 3 SEC ↗
14 Royal Bank Of Canada 487.15K +6.1% $64.42M 0.0% ▲ Add 3 SEC ↗
15 Royal Bank Of Canada 487.15K +6.1% $64.42M 0.0% ▲ Add 3 SEC ↗
16 Baird Financial Group, Inc. 442.53K +3.2% $58.52M 0.1% ▲ Add 3 SEC ↗
17 Baird Financial Group, Inc. 442.53K +3.2% $58.52M 0.1% ▲ Add 3 SEC ↗
18 Jones Financial Companies Lllp 290.73K +9.4% $37.53M 0.0% ▲ Add 3 SEC ↗
19 LPL Financial LLC 273.95K +5.2% $36.23M 0.0% ▲ Add 3 SEC ↗
20 Goldman Sachs Group 249.83K +1.3% $33.04M 0.0% ▲ Add 4 SEC ↗
21 Franklin Resources Inc 246.82K +1.5% $32.64M 0.0% ▲ Add 3 SEC ↗
22 Franklin Resources Inc 246.82K +1.5% $32.64M 0.0% ▲ Add 3 SEC ↗
23 Ameriprise Financial Inc 245.10K -3.9% $32.34M 0.0% ▼ Trim 3 SEC ↗
24 Ameriprise Financial Inc 245.10K -3.9% $32.34M 0.0% ▼ Trim 3 SEC ↗
25 Ameriprise Financial Inc 245.10K -3.9% $32.34M 0.0% ▼ Trim 3 SEC ↗
26 UBS Group AG 230.30K -10.4% $30.46M 0.0% ▼ Trim 3 SEC ↗
27 UBS Group AG 230.30K -10.4% $30.46M 0.0% ▼ Trim 3 SEC ↗
28 UBS Group AG 230.30K -10.4% $30.46M 0.0% ▼ Trim 3 SEC ↗
29 Envestnet Asset Management Inc 230.22K -4.4% $30.44M 0.0% ▼ Trim 3 SEC ↗
30 Cerity Partners LLC 225.46K -0.7% $29.81M 0.0% ▼ Trim 3 SEC ↗
31 Cerity Partners LLC 225.46K -0.7% $29.81M 0.0% ▼ Trim 3 SEC ↗
32 Mariner, LLC 203.10K +13.9% $26.86M 0.0% ▲ Add 3 SEC ↗
33 Mariner, LLC 203.10K +13.9% $26.86M 0.0% ▲ Add 3 SEC ↗
34 Bank Of Montreal /Can/ 191.84K +0.9% $25.37M 0.0% ▲ Add 3 SEC ↗
35 Bank Of Montreal /Can/ 191.84K +0.9% $25.37M 0.0% ▲ Add 3 SEC ↗
36 CIBC Bancorp USA Inc. 170.36K +96.7% $22.53M 0.0% ▲ Add 2 SEC ↗
37 CIBC Bancorp USA Inc. 170.36K +96.7% $22.53M 0.0% ▲ Add 2 SEC ↗
38 HighTower Advisors, LLC 165.54K +1.3% $21.89M 0.0% ▲ Add 3 SEC ↗
39 Commonwealth Equity Services, Llc 149.05K -2.8% $19.71M 0.0% ▼ Trim 3 SEC ↗
40 Focus Partners Wealth 133.55K -2.0% $17.66M 0.0% ▼ Trim 3 SEC ↗
41 Mercer Global Advisors Inc /Adv 117.58K +49.3% $15.55M 0.0% ▲ Add 3 SEC ↗
42 Northwestern Mutual Wealth… 106.89K +0.2% $14.14M 0.0% ▲ Add 3 SEC ↗
43 Blair William & Co/Il 91.22K +9.7% $12.06M 0.0% ▲ Add 3 SEC ↗
44 Wells Fargo & Company/Mn 82.86K +11.1% $10.96M 0.0% ▲ Add 3 SEC ↗
45 Wells Fargo & Company/Mn 82.86K +11.1% $10.96M 0.0% ▲ Add 3 SEC ↗
46 Osaic Holdings, Inc. 73.52K +12.8% $9.72M 0.0% ▲ Add 3 SEC ↗
47 Osaic Holdings, Inc. 73.52K +12.8% $9.72M 0.0% ▲ Add 3 SEC ↗
48 Osaic Holdings, Inc. 73.52K +12.8% $9.72M 0.0% ▲ Add 3 SEC ↗
49 JPMorgan Chase 67.59K +5.8% $8.87M 0.0% ▲ Add 4 SEC ↗
50 JPMorgan Chase 67.59K +5.8% $8.87M 0.0% ▲ Add 4 SEC ↗
51 JPMorgan Chase 67.59K +5.8% $8.87M 0.0% ▲ Add 4 SEC ↗
52 JPMorgan Chase 67.59K +5.8% $8.87M 0.0% ▲ Add 4 SEC ↗
53 Northern Trust Corp 63.46K +217.4% $8.39M 0.0% ▲ Add 3 SEC ↗
54 Northern Trust Corp 63.46K +217.4% $8.39M 0.0% ▲ Add 3 SEC ↗
55 Cetera Investment Advisers 60.05K -1.0% $7.94M 0.0% ▼ Trim 3 SEC ↗
56 Financial Engines Advisors L.L.C. 56.69K -4.2% $7.50M 0.0% ▼ Trim 3 SEC ↗
57 Us Bancorp \De\ 46.83K +0.3% $6.19M 0.0% ▲ Add 3 SEC ↗
58 Us Bancorp \De\ 46.83K +0.3% $6.19M 0.0% ▲ Add 3 SEC ↗
59 Corient Private Wealth LP 38.09K -2.6% $5.04M 0.0% ▼ Trim 3 SEC ↗
60 Mml Investors Services, Llc 37.58K +13.4% $4.97M 0.0% ▲ Add 3 SEC ↗
61 Lido Advisors, LLC 32.34K -1.4% $4.28M 0.0% ▼ Trim 3 SEC ↗
62 Citigroup Inc 30.53K +70.6% $4.04M 0.0% ▲ Add 3 SEC ↗
63 Fidelity (FMR) 29.29K +15.4% $3.87M 0.0% ▲ Add 5 SEC ↗
64 Stifel Financial Corp 24.72K -1.9% $3.27M 0.0% ▼ Trim 3 SEC ↗
65 Stifel Financial Corp 24.72K -1.9% $3.27M 0.0% ▼ Trim 3 SEC ↗
66 BlackRock (passive) 24.22K +154.5% $3.20M 0.0% ▲ Add 5 SEC ↗
67 BlackRock (passive) 24.22K +154.5% $3.20M 0.0% ▲ Add 5 SEC ↗
68 Wealth Enhancement Advisory… 23.24K +5.4% $3.11M 0.0% ▲ Add 3 SEC ↗
69 Bank of New York Mellon Corp 22.93K -62.7% $3.03M 0.0% ▼ Trim 3 SEC ↗
70 Bank of New York Mellon Corp 22.93K -62.7% $3.03M 0.0% ▼ Trim 3 SEC ↗
71 Bank of New York Mellon Corp 22.93K -62.7% $3.03M 0.0% ▼ Trim 3 SEC ↗
72 Bank of New York Mellon Corp 22.93K -62.7% $3.03M 0.0% ▼ Trim 3 SEC ↗
73 Truist Financial Corp 20.07K -0.6% $2.65M 0.0% ▼ Trim 3 SEC ↗
74 Quantinno Capital Management LP 18.03K New $2.38M 0.0% New 1 SEC ↗
75 Neuberger Berman Group LLC 15.93K +3.3% $2.11M 0.0% ▲ Add 3 SEC ↗
76 Brown Advisory Inc 14.81K -3.3% $1.96M 0.0% ▼ Trim 3 SEC ↗
77 Renaissance Technologies 10.20K New $1.35M 0.0% New 1 SEC ↗
78 Massachusetts Financial Services Co… 5.50K +71.0% $1.28M 0.0% ▲ Add 3 SEC ↗
79 AQR Capital Management 9.44K +6.5% $1.25M 0.0% ▲ Add 9 SEC ↗
80 AQR Capital Management 9.44K +6.5% $1.25M 0.0% ▲ Add 9 SEC ↗
81 Nuveen, LLC 8.73K New $1.16M 0.0% New 1 SEC ↗
82 Rockefeller Capital Management L.P. 6.78K +39.1% $896,717 0.0% ▲ Add 3 SEC ↗
83 Empower Advisory Group, LLC 6.62K -6.2% $875,297 0.0% ▼ Trim 3 SEC ↗
84 TD Waterhouse Canada Inc. 5.71K +8.0% $756,042 0.0% ▲ Add 3 SEC ↗
85 Pnc Financial Services Group, Inc. 5.08K +1.7% $671,912 0.0% ▲ Add 3 SEC ↗
86 Pnc Financial Services Group, Inc. 5.08K +1.7% $671,912 0.0% ▲ Add 3 SEC ↗
87 Pnc Financial Services Group, Inc. 5.08K +1.7% $671,912 0.0% ▲ Add 3 SEC ↗
88 National Bank Of Canada /Fi/ 4.57K 0.0% $604,205 0.0% Held 3 SEC ↗
89 Susquehanna International Group, Llp 3.32K New $439,037 0.0% New 1 SEC ↗
90 First Manhattan Co. Llc. 2.71K 0.0% $357,709 0.0% Held 3 SEC ↗
91 Cibc World Market Inc. 2.52K +10.5% $333,245 0.0% ▲ Add 3 SEC ↗
92 Russell Investments Group, Ltd. 2.15K -57.4% $284,756 0.0% ▼ Trim 3 SEC ↗
93 D. E. Shaw & Co. 1.76K New $232,875 0.0% New 1 SEC ↗
94 Qube Research & Technologies Ltd 482 New $63,740 0.0% New 1 SEC ↗
95 Assetmark, Inc 465 +73.5% $61,492 0.0% ▲ Add 3 SEC ↗
96 Fifth Third Bancorp 331 -83.1% $43,771 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Quantinno Capital Management… $2.38M 0.0%
Renaissance Technologies $1.35M 0.0%
Nuveen, LLC $1.16M 0.0%
Susquehanna International… $439,037 0.0%
D. E. Shaw & Co. $232,875 0.0%
Qube Research & Technologies… $63,740 0.0%

Exited

UBS AM, a distinct business… $4,715 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 675 holders, 31.05M shares, $3.32B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API