Vanguard ESG US Stock ETF (ESGV): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it (+1 vs last quarter) with a median weight of 1.6%.
Quarter flow (concentrated managers)
Change in managers (0 → 1): 1 opened · 0 exited = +1
Net flow in the quarter: +$21.8M (+165 K shares) · bought $21.8M and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Dundas Partners LLPNew$21.8M1.6%+1.6 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Other relevant holders
Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.
- Visa FoundationSingle-position portfolio$144M93.5%
Largest holders of ESGV (all 13F filers)
- Vanguard Advisers3.8 MWealth adviser+142 K
- Wealthfront Advisers1.8 MWealth adviser+29 K
- Morgan Stanley1.7 MBank or trading desk+41 K
- Creative Planning1.5 MWealth adviser+7,469
- Visa Foundation1.1 MSingle-position portfolio−76 K
- Raymond James Financial668 KWealth adviser+3,373
- Betterment596 KWealth adviser−8,986
- Bank of America573 KBank or trading desk−4,440
- Stanich Group551 KType not verified+24 K
- IMPACTfolio499 KType not verified−290
- Shares
- 3.8 M
- Change
- +142 K
See more
- Type
- Wealth adviser
- Value
- $508M
- Shares
- 1.8 M
- Change
- +29 K
See more
- Type
- Wealth adviser
- Value
- $241M
- Shares
- 1.7 M
- Change
- +41 K
See more
- Type
- Bank or trading desk
- Value
- $228M
- Shares
- 1.5 M
- Change
- +7,469
See more
- Type
- Wealth adviser
- Value
- $194M
- Visa Foundation
- Shares
- 1.1 M
- Change
- −76 K
See more
- Type
- Single-position portfolio
- Value
- $145M
- Shares
- 668 K
- Change
- +3,373
See more
- Type
- Wealth adviser
- Value
- $88.3M
- Shares
- 596 K
- Change
- −8,986
See more
- Type
- Wealth adviser
- Value
- $78.8M
- Shares
- 573 K
- Change
- −4,440
See more
- Type
- Bank or trading desk
- Value
- $75.8M
- Stanich Group
- Shares
- 551 K
- Change
- +24 K
See more
- Type
- Type not verified
- Value
- $72.9M
- IMPACTfolio
- Shares
- 499 K
- Change
- −290
See more
- Type
- Type not verified
- Value
- $66.0M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗