证券记录
ESGV
Vanguard ESG U.S. Stock ETF · Financial Services · Asset Management
60被追踪持有人
+5Δ持有人
11.19M持有股份
$1.48B报告持仓市值
+6新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +9.1% ·
股份流向 +3.4% ·
净新建仓位 +6.7%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 |
| 3 | Creative Planning | 1.47M | +0.5% | $193.77M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 667.95K | +0.5% | $88.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 573.33K | -0.8% | $75.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 487.15K | +6.1% | $64.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Baird Financial Group, Inc. | 442.53K | +3.2% | $58.52M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Jones Financial Companies Lllp | 290.73K | +9.4% | $37.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 273.95K | +5.2% | $36.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 249.83K | +1.3% | $33.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Franklin Resources Inc | 246.82K | +1.5% | $32.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 245.10K | -3.9% | $32.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | UBS Group AG | 230.30K | -10.4% | $30.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | Envestnet Asset Management Inc | 230.22K | -4.4% | $30.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cerity Partners LLC | 225.46K | -0.7% | $29.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Mariner, LLC | 203.10K | +13.9% | $26.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Bank Of Montreal /Can/ | 191.84K | +0.9% | $25.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | CIBC Bancorp USA Inc. | 170.36K | +96.7% | $22.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Commonwealth Equity Services, Llc | 149.05K | -2.8% | $19.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Focus Partners Wealth | 133.55K | -2.0% | $17.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 117.58K | +49.3% | $15.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 106.89K | +0.2% | $14.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Blair William & Co/Il | 91.22K | +9.7% | $12.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 82.86K | +11.1% | $10.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Osaic Holdings, Inc. | 73.52K | +12.8% | $9.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | JPMorgan Chase ✦ | 67.59K | +5.8% | $8.87M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 27 | Northern Trust Corp | 63.46K | +217.4% | $8.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Cetera Investment Advisers | 60.05K | -1.0% | $7.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 56.69K | -4.2% | $7.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Us Bancorp \De\ | 46.83K | +0.3% | $6.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | Corient Private Wealth LP | 38.09K | -2.6% | $5.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 37.58K | +13.4% | $4.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Lido Advisors, LLC | 32.34K | -1.4% | $4.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Citigroup Inc | 30.53K | +70.6% | $4.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 29.29K | +15.4% | $3.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Stifel Financial Corp | 24.72K | -1.9% | $3.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | BlackRock ✦ (被动) | 24.22K | +154.5% | $3.20M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 38 | Wealth Enhancement Advisory… | 23.24K | +5.4% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 22.93K | -62.7% | $3.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 40 | Truist Financial Corp | 20.07K | -0.6% | $2.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 18.03K | 新增 | $2.38M | 0.0% | New | 1 | SEC ↗ |
| 42 | Neuberger Berman Group LLC | 15.93K | +3.3% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Brown Advisory Inc | 14.81K | -3.3% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Renaissance Technologies ✦ | 10.20K | 新增 | $1.35M | 0.0% | New | 1 | SEC ↗ |
| 45 | Massachusetts Financial Services Co… | 5.50K | +71.0% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 9.44K | +6.5% | $1.25M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 47 | Nuveen, LLC | 8.73K | 新增 | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 6.78K | +39.1% | $896,717 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Empower Advisory Group, LLC | 6.62K | -6.2% | $875,297 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | TD Waterhouse Canada Inc. | 5.71K | +8.0% | $756,042 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 5.08K | +1.7% | $671,912 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 52 | National Bank Of Canada /Fi/ | 4.57K | 0.0% | $604,205 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Susquehanna International Group, Llp | 3.32K | 新增 | $439,037 | 0.0% | New | 1 | SEC ↗ |
| 54 | First Manhattan Co. Llc. | 2.71K | 0.0% | $357,709 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Cibc World Market Inc. | 2.52K | +10.5% | $333,245 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 2.15K | -57.4% | $284,756 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | D. E. Shaw & Co. ✦ | 1.76K | 新增 | $232,875 | 0.0% | New | 1 | SEC ↗ |
| 58 | Qube Research & Technologies Ltd | 482 | 新增 | $63,740 | 0.0% | New | 1 | SEC ↗ |
| 59 | Assetmark, Inc | 465 | +73.5% | $61,492 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Fifth Third Bancorp | 331 | -83.1% | $43,771 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 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% |
已清仓
| HighTower Advisors, LLC | $18.35M | 曾为 0.0% |
| UBS AM, a distinct business… | $4,715 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 675 持有人, 31.05M 股份, $3.32B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据