증권 기록 · 과거 분기 (아카이브)
ESGV
Vanguard ESG U.S. Stock ETF · Financial Services · Asset Management
61추적 보유자
-1Δ 보유자
14.21M보유 주식 수
$1.72B보고 가치
+1신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -1.6% ·
주식 흐름 -1.3% ·
순 신규 포지션 -1.6%
— 산식
광범위한 분산 — 주식 수 감소 및 보유자 수 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 60 | +5 | 11.19M | $1.48B | +6 | −2 |
| 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 | — | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (패시브) | 3.61M | +3.6% | $436.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 1.68M | -0.2% | $203.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | Wealthfront Advisers LLC | 1.58M | — | $190.58M | 0.4% | n/c | 1 | SEC ↗ |
| 4 | Creative Planning | 1.34M | — | $162.62M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 661.59K | — | $80.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 565.40K | — | $68.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 456.06K | — | $55.16M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | Baird Financial Group, Inc. | 413.78K | — | $50.05M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 9 | Goldman Sachs Group ✦ | 304.00K | -14.4% | $36.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 265.51K | — | $32.12M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 11 | Ameriprise Financial Inc | 259.47K | — | $31.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | LPL Financial LLC | 257.92K | — | $31.20M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Franklin Resources Inc | 244.78K | — | $29.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Jones Financial Companies Lllp | 229.04K | — | $27.71M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cerity Partners LLC | 227.68K | — | $27.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Bank Of Montreal /Can/ | 189.50K | — | $22.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Envestnet Asset Management Inc | 183.36K | — | $22.18M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 173.86K | — | $21.03M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 158.63K | — | $19.19M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 149.34K | — | $18.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Focus Partners Wealth | 131.77K | — | $15.94M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 103.30K | — | $12.50M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 82.07K | — | $9.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Blair William & Co/Il | 80.16K | — | $9.70M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 76.86K | — | $9.30M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Corient Private Wealth LP | 75.18K | — | $9.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | JPMorgan Chase ✦ | 73.73K | -50.0% | $8.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 28 | Osaic Holdings, Inc. | 71.55K | — | $8.66M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | Cetera Investment Advisers | 59.99K | — | $7.26M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Financial Engines Advisors L.L.C. | 56.04K | — | $6.78M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Neuberger Berman Group LLC | 55.93K | — | $6.76M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 47.46K | — | $5.74M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 33 | Us Bancorp \De\ | 47.00K | — | $5.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Mml Investors Services, Llc | 33.88K | — | $4.10M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Lido Advisors, LLC | 33.53K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 27.15K | — | $3.33M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 24.57K | — | $2.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | Susquehanna International Group, Llp | 24.37K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 23.16K | +0.1% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northern Trust Corp | 20.00K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Truist Financial Corp | 19.67K | — | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Brown Advisory Inc | 15.06K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Cwm, Llc | 13.32K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 8.94K | -8.2% | $1.08M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 45 | Massachusetts Financial Services Co… | 8.93K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Empower Advisory Group, LLC | 7.24K | — | $875,629 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Citigroup Inc | 6.25K | — | $756,000 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 5.00K | — | $604,436 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | National Bank Of Canada /Fi/ | 4.57K | — | $552,666 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | TD Waterhouse Canada Inc. | 4.12K | — | $498,355 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Renaissance Technologies ✦ | 3.80K | -84.3% | $459,648 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Rockefeller Capital Management L.P. | 2.85K | — | $344,772 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | First Manhattan Co. Llc. | 2.68K | — | $324,173 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Cibc World Market Inc. | 2.40K | — | $290,788 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Millennium Management ✦ | 2.00K | 신규 | $241,315 | 0.0% | New | 1 | SEC ↗ |
| 56 | Assetmark, Inc | 1.99K | — | $240,589 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Qube Research & Technologies Ltd | 1.29K | — | $156,280 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | BlackRock ✦ (패시브) | 496 | +1140.0% | $59,996 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 59 | Barclays Plc | 493 | — | $59,633 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Fifth Third Bancorp | 492 | — | $59,512 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 105 | — | $12,741 | 0.0% | n/c | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Millennium Management | $241,315 | 0.0% |
청산됨
| Two Sigma Investments | $19.76M | 이었음 0.0% |
| Citadel Advisors | $817,118 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 675 보유 기관, 31.05M 주식, $3.32B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
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