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Security record · archived quarter

ESGV

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

135.71 -0.1% mkt cap $13.56B quote delayed (FMP) · as of Aug 26 21:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
61Tracked holders
-1Δ holders
14.21MShares held
$1.72BReported value
+1New positions
−2Exits
Stable Conviction score 45/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -1.6% · share flow -1.3% · net new positions -1.6%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 3.61M +3.6% $436.28M 0.0% ▲ Add 3 SEC ↗
2 The Vanguard Group (passive) 3.61M +3.6% $436.28M 0.0% ▲ Add 3 SEC ↗
3 Morgan Stanley 1.68M -0.2% $203.30M 0.0% ▼ Trim 2 SEC ↗
4 Morgan Stanley 1.68M -0.2% $203.30M 0.0% ▼ Trim 2 SEC ↗
5 Morgan Stanley 1.68M -0.2% $203.30M 0.0% ▼ Trim 2 SEC ↗
6 Morgan Stanley 1.68M -0.2% $203.30M 0.0% ▼ Trim 2 SEC ↗
7 Wealthfront Advisers LLC 1.58M $190.58M 0.4% n/c 1 SEC ↗
8 Creative Planning 1.34M $162.62M 0.1% n/c 1 SEC ↗
9 Creative Planning 1.34M $162.62M 0.1% n/c 1 SEC ↗
10 Creative Planning 1.34M $162.62M 0.1% n/c 1 SEC ↗
11 Raymond James Financial Inc 661.59K $80.03M 0.0% n/c 1 SEC ↗
12 Raymond James Financial Inc 661.59K $80.03M 0.0% n/c 1 SEC ↗
13 Raymond James Financial Inc 661.59K $80.03M 0.0% n/c 1 SEC ↗
14 Bank Of America Corp /De/ 565.40K $68.39M 0.0% n/c 1 SEC ↗
15 Bank Of America Corp /De/ 565.40K $68.39M 0.0% n/c 1 SEC ↗
16 Bank Of America Corp /De/ 565.40K $68.39M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 456.06K $55.16M 0.0% n/c 1 SEC ↗
18 Royal Bank Of Canada 456.06K $55.16M 0.0% n/c 1 SEC ↗
19 Royal Bank Of Canada 456.06K $55.16M 0.0% n/c 1 SEC ↗
20 Royal Bank Of Canada 456.06K $55.16M 0.0% n/c 1 SEC ↗
21 Royal Bank Of Canada 456.06K $55.16M 0.0% n/c 1 SEC ↗
22 Baird Financial Group, Inc. 413.78K $50.05M 0.1% n/c 1 SEC ↗
23 Baird Financial Group, Inc. 413.78K $50.05M 0.1% n/c 1 SEC ↗
24 Goldman Sachs Group 304.00K -14.4% $36.77M 0.0% ▼ Trim 2 SEC ↗
25 UBS Group AG 265.51K $32.12M 0.0% n/c 1 SEC ↗
26 UBS Group AG 265.51K $32.12M 0.0% n/c 1 SEC ↗
27 UBS Group AG 265.51K $32.12M 0.0% n/c 1 SEC ↗
28 UBS Group AG 265.51K $32.12M 0.0% n/c 1 SEC ↗
29 UBS Group AG 265.51K $32.12M 0.0% n/c 1 SEC ↗
30 Ameriprise Financial Inc 259.47K $31.39M 0.0% n/c 1 SEC ↗
31 Ameriprise Financial Inc 259.47K $31.39M 0.0% n/c 1 SEC ↗
32 LPL Financial LLC 257.92K $31.20M 0.0% n/c 1 SEC ↗
33 Franklin Resources Inc 244.78K $29.61M 0.0% n/c 1 SEC ↗
34 Franklin Resources Inc 244.78K $29.61M 0.0% n/c 1 SEC ↗
35 Jones Financial Companies Lllp 229.04K $27.71M 0.0% n/c 1 SEC ↗
36 Cerity Partners LLC 227.68K $27.54M 0.0% n/c 1 SEC ↗
37 Cerity Partners LLC 227.68K $27.54M 0.0% n/c 1 SEC ↗
38 Bank Of Montreal /Can/ 189.50K $22.92M 0.0% n/c 1 SEC ↗
39 Bank Of Montreal /Can/ 189.50K $22.92M 0.0% n/c 1 SEC ↗
40 Envestnet Asset Management Inc 183.36K $22.18M 0.0% n/c 1 SEC ↗
41 HighTower Advisors, LLC 173.86K $21.03M 0.0% n/c 1 SEC ↗
42 Commonwealth Equity Services, Llc 158.63K $19.19M 0.0% n/c 1 SEC ↗
43 Mariner, LLC 149.34K $18.06M 0.0% n/c 1 SEC ↗
44 Mariner, LLC 149.34K $18.06M 0.0% n/c 1 SEC ↗
45 Mariner, LLC 149.34K $18.06M 0.0% n/c 1 SEC ↗
46 Focus Partners Wealth 131.77K $15.94M 0.0% n/c 1 SEC ↗
47 Northwestern Mutual Wealth… 103.30K $12.50M 0.0% n/c 1 SEC ↗
48 Wells Fargo & Company/Mn 82.07K $9.93M 0.0% n/c 1 SEC ↗
49 Wells Fargo & Company/Mn 82.07K $9.93M 0.0% n/c 1 SEC ↗
50 Blair William & Co/Il 80.16K $9.70M 0.0% n/c 1 SEC ↗
51 Mercer Global Advisors Inc /Adv 76.86K $9.30M 0.0% n/c 1 SEC ↗
52 Corient Private Wealth LP 75.18K $9.09M 0.0% n/c 1 SEC ↗
53 Corient Private Wealth LP 75.18K $9.09M 0.0% n/c 1 SEC ↗
54 JPMorgan Chase 73.73K -50.0% $8.92M 0.0% ▼ Trim 2 SEC ↗
55 JPMorgan Chase 73.73K -50.0% $8.92M 0.0% ▼ Trim 2 SEC ↗
56 JPMorgan Chase 73.73K -50.0% $8.92M 0.0% ▼ Trim 2 SEC ↗
57 JPMorgan Chase 73.73K -50.0% $8.92M 0.0% ▼ Trim 2 SEC ↗
58 JPMorgan Chase 73.73K -50.0% $8.92M 0.0% ▼ Trim 2 SEC ↗
59 Osaic Holdings, Inc. 71.55K $8.66M 0.0% n/c 1 SEC ↗
60 Osaic Holdings, Inc. 71.55K $8.66M 0.0% n/c 1 SEC ↗
61 Osaic Holdings, Inc. 71.55K $8.66M 0.0% n/c 1 SEC ↗
62 Cetera Investment Advisers 59.99K $7.26M 0.0% n/c 1 SEC ↗
63 Financial Engines Advisors L.L.C. 56.04K $6.78M 0.0% n/c 1 SEC ↗
64 Neuberger Berman Group LLC 55.93K $6.76M 0.0% n/c 1 SEC ↗
65 Bank of New York Mellon Corp 47.46K $5.74M 0.0% n/c 1 SEC ↗
66 Bank of New York Mellon Corp 47.46K $5.74M 0.0% n/c 1 SEC ↗
67 Bank of New York Mellon Corp 47.46K $5.74M 0.0% n/c 1 SEC ↗
68 Bank of New York Mellon Corp 47.46K $5.74M 0.0% n/c 1 SEC ↗
69 Bank of New York Mellon Corp 47.46K $5.74M 0.0% n/c 1 SEC ↗
70 Us Bancorp \De\ 47.00K $5.68M 0.0% n/c 1 SEC ↗
71 Us Bancorp \De\ 47.00K $5.68M 0.0% n/c 1 SEC ↗
72 Us Bancorp \De\ 47.00K $5.68M 0.0% n/c 1 SEC ↗
73 Mml Investors Services, Llc 33.88K $4.10M 0.0% n/c 1 SEC ↗
74 Lido Advisors, LLC 33.53K $4.01M 0.0% n/c 1 SEC ↗
75 Wealth Enhancement Advisory… 27.15K $3.33M 0.0% n/c 1 SEC ↗
76 Stifel Financial Corp 24.57K $2.97M 0.0% n/c 1 SEC ↗
77 Stifel Financial Corp 24.57K $2.97M 0.0% n/c 1 SEC ↗
78 Stifel Financial Corp 24.57K $2.97M 0.0% n/c 1 SEC ↗
79 Susquehanna International Group, Llp 24.37K $2.95M 0.0% n/c 1 SEC ↗
80 Fidelity (FMR) 23.16K +0.1% $2.80M 0.0% ▲ Add 3 SEC ↗
81 Northern Trust Corp 20.00K $2.42M 0.0% n/c 1 SEC ↗
82 Truist Financial Corp 19.67K $2.38M 0.0% n/c 1 SEC ↗
83 Brown Advisory Inc 15.06K $1.82M 0.0% n/c 1 SEC ↗
84 Cwm, Llc 13.32K $1.61M 0.0% n/c 1 SEC ↗
85 AQR Capital Management 8.94K -8.2% $1.08M 0.0% ▼ Trim 7 SEC ↗
86 AQR Capital Management 8.94K -8.2% $1.08M 0.0% ▼ Trim 7 SEC ↗
87 Massachusetts Financial Services Co… 8.93K $1.08M 0.0% n/c 1 SEC ↗
88 Empower Advisory Group, LLC 7.24K $875,629 0.0% n/c 1 SEC ↗
89 Citigroup Inc 6.25K $756,000 0.0% n/c 1 SEC ↗
90 Pnc Financial Services Group, Inc. 5.00K $604,436 0.0% n/c 1 SEC ↗
91 Pnc Financial Services Group, Inc. 5.00K $604,436 0.0% n/c 1 SEC ↗
92 Pnc Financial Services Group, Inc. 5.00K $604,436 0.0% n/c 1 SEC ↗
93 National Bank Of Canada /Fi/ 4.57K $552,666 0.0% n/c 1 SEC ↗
94 TD Waterhouse Canada Inc. 4.12K $498,355 0.0% n/c 1 SEC ↗
95 Renaissance Technologies 3.80K -84.3% $459,648 0.0% ▼ Trim 2 SEC ↗
96 Rockefeller Capital Management L.P. 2.85K $344,772 0.0% n/c 1 SEC ↗
97 First Manhattan Co. Llc. 2.68K $324,173 0.0% n/c 1 SEC ↗
98 Cibc World Market Inc. 2.40K $290,788 0.0% n/c 1 SEC ↗
99 Millennium Management 2.00K New $241,315 0.0% New 1 SEC ↗
100 Assetmark, Inc 1.99K $240,589 0.0% n/c 1 SEC ↗

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

New buyers

Millennium Management $241,315 0.0%

Exited

Two Sigma Investments $19.76M was 0.0%
Citadel Advisors $817,118 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: Q4 2025 · Methodology · Get this via the API