ESGV — VANGUARD ESG US STOCK ETF
As of Q2 2026, 18 SEC-registered investment managers reported holding ESGV (VANGUARD ESG US STOCK ETF) in their latest 13F filings, with a combined reported value of $447.04M across 3.38M shares. That is +4.5% by share count (+145.92K shares) versus the previous quarter, while reported value moved +23.1%. Ownership is concentrated: the five largest holders account for 89.4% of reported value and the top ten for 97.5%.
Compared with the prior quarter, 4 opened new positions, 11 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 3.61M | $436.28M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 1.72M | $227.68M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 573.33K | $75.82M | 0.01% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 249.83K | $33.04M | 0.00% | Add |
| Franklin Resources history | Q2 2026 | 246.82K | $32.64M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 230.30K | $30.46M | 0.00% | Reduce |
| Two Sigma Investments history | Q3 2025 | 166.80K | $19.76M | 0.03% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 82.86K | $10.96M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 67.59K | $8.87M | 0.00% | New |
| Northern Trust Corp history | Q2 2026 | 63.46K | $8.39M | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 30.53K | $4.04M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 29.29K | $3.87M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 24.22K | $3.20M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 22.93K | $3.03M | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 10.20K | $1.35M | 0.00% | New |
| MFS Investment Management history | Q2 2026 | 5.50K | $1.28M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 9.44K | $1.25M | 0.00% | Add |
| PNC Financial Services history | Q2 2026 | 5.08K | $671.91K | 0.00% | Add |
| Principal Global Investors history | Q3 2021 | 4.87K | $390.00K | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 2.00K | $264.48K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 67.59K sh · $8.87M
- Renaissance Technologies 10.20K sh · $1.35M
- Citadel Advisors 2.00K sh · $264.48K
- D. E. Shaw & Co 1.76K sh · $232.88K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 739.17K | 739.28K | 833.57K | 830.79K | 811.63K | 869.20K | 705.93K | 819.08K | 811.55K | 857.89K | 853.76K | 832.53K | 821.61K | 848.05K | 1.67M | 1.67M | 1.68M | 1.68M | 1.68M | 1.72M |
| Bank of America Corp | 747.51K | 720.54K | 748.86K | 726.80K | 753.06K | 754.11K | 627.78K | 548.09K | 539.24K | 528.99K | 513.75K | 566.92K | 454.74K | 501.76K | 570.81K | 568.08K | 615.91K | 565.40K | 577.77K | 573.33K |
| Goldman Sachs Group | 266.37K | 290.97K | 279.68K | 279.68K | 338.60K | 244.93K | 247.53K | 411.93K | 232.76K | 231.23K | 218.72K | 290.94K | 212.68K | 213.00K | 256.48K | 395.86K | 355.28K | 304.00K | 246.66K | 249.83K |
| Franklin Resources | — | — | — | 217 | — | 115.61K | 100.21K | 91.80K | 89.57K | 104.29K | 105.43K | 110.89K | 171.97K | 241.74K | 263.75K | 258.67K | 250.56K | 244.78K | 243.18K | 246.82K |
| UBS Group AG | 372.79K | 374.42K | 377.45K | 358.49K | 362.40K | 329.82K | 332.98K | 305.17K | 299.34K | 305.61K | 295.64K | 287.20K | 281.46K | 285.45K | 278.27K | 264.62K | 260.83K | 265.51K | 257.10K | 230.30K |
| Wells Fargo & Co | 181.34K | 188.22K | 187.47K | 189.37K | 206.82K | 212.15K | 118.25K | 117.87K | 118.35K | 121.05K | 126.40K | 82.00K | 90.81K | 76.31K | 78.23K | 67.80K | 70.19K | 82.07K | 74.58K | 82.86K |
| JPMorgan Chase & Co | 16.57K | 24.10K | 24.18K | 27.64K | 23.85K | 28.54K | 55.38K | 77.41K | 36.42K | 76.08K | 65.04K | 201.27K | 217.44K | 223.06K | 75.54K | 75.07K | 73.78K | 73.73K | — | 67.59K |
| Northern Trust Corp | — | 13.34K | 25.23K | 49.60K | 48.17K | 26.03K | 27.00K | 28.24K | 27.29K | 27.29K | 21.69K | 21.69K | 21.69K | 21.69K | 21.69K | 22.10K | 21.69K | 20.00K | 20.00K | 63.46K |
| Citigroup Inc | 4.16K | 4.21K | 4.07K | 3.73K | 3.73K | 2.02K | 2.38K | 2.52K | 2.31K | 2.35K | 2.90K | 3.50K | 5.27K | 4.87K | 5.49K | 4.66K | 4.63K | 6.25K | 17.89K | 30.53K |
| Fidelity Management & Research (FMR) | 2.51K | 2.51K | 1.76K | 3.93K | 771 | 1.01K | 1.07K | 819 | 2.63K | 1.68K | 3.71K | 9.84K | 10.34K | 11.82K | 15.21K | 16.80K | 23.15K | 23.16K | 25.39K | 29.29K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 130 | 130 | 170 | 40 | 496 | 9.51K | 24.22K |
| BNY Mellon | 4.42K | 4.42K | 4.42K | 4.42K | 5.18K | — | — | — | 41.27K | 44.14K | 40.20K | 36.66K | 35.06K | 32.42K | 30.00K | 46.54K | 45.84K | 47.46K | 61.50K | 22.93K |
| Renaissance Technologies | — | — | — | — | — | — | — | 7.90K | 6.60K | 10.60K | 10.70K | 12.10K | 5.90K | 24.40K | 2.50K | — | 24.20K | 3.80K | — | 10.20K |
| MFS Investment Management | — | 11.69K | — | 17.47K | 6.17K | 10.12K | 3.23K | 8.59K | 11.47K | 9.80K | 3.73K | 5.14K | 11.47K | 7.89K | 5.43K | 3.92K | 4.04K | 8.93K | 3.22K | 5.50K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | 11.66K | 11.66K | 11.66K | 11.46K | 11.74K | 12.93K | 9.73K | 8.94K | 8.86K | 9.44K |
| PNC Financial Services | 13.16K | 12.55K | 5.55K | 4.47K | 4.48K | 4.48K | 4.59K | 4.59K | 4.76K | 4.73K | 4.26K | 4.26K | 5.23K | 5.23K | 5.23K | 5.08K | 5.00K | 5.00K | 5.00K | 5.08K |
| Citadel Advisors | — | 63.67K | 10.53K | 14.15K | 157.87K | — | 29.59K | 15.70K | 38.06K | 2.63K | 18.52K | 26.25K | 34.56K | — | — | — | 6.90K | — | — | 2.00K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | 2.56K | — | — | — | — | — | — | — | — | 1.76K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | 93.30K | 192.80K | — | 188.50K | 166.80K | — | — | — |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.87K | — | — | 2.00K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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