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Institutional Holders of ESGV

There is a long list of 460 institutional holders of ESGV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of ESGV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-ESGV table below, the initial column indicates the name of each top institutional holder of ESGV, with a link to that fund's top holdings. The next columns indicate the amount of ESGV stock held by each of the institutional holders of ESGV, followed by the ESGV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.9,111,043$774,985 12/31/2023
     ESGV9,111,043$774,985 12/31/2023
Visa Foundation1,893,275$161,042 12/31/2023
     ESGV1,893,275$161,042 12/31/2023
Creative Planning1,162,945$98,920 12/31/2023
     ESGV1,162,945$98,920 12/31/2023
Wealthfront Advisers LLC940,753$80,020 12/31/2023
     ESGV940,753$80,020 12/31/2023
Morgan Stanley857,893$72,972 12/31/2023
     ESGV857,893$72,972 12/31/2023
Leo Wealth LLC688,579$60,717 12/31/2023
     ESGV688,579$60,717 12/31/2023
Verde Capital Management531,464$49,527 03/31/2024
     ESGV531,464$49,527 03/31/2024
Bank of America Corp DE528,994$44,996 12/31/2023
     ESGV528,994$44,996 12/31/2023
Angeles Investment Advisors LLC479,870$40,818 12/31/2023
     ESGV479,870$40,818 12/31/2023
IMPACTfolio LLC431,070$40,171 03/31/2024
     ESGV431,070$40,171 03/31/2024
Royal Bank of Canada412,445$35,082 12/31/2023
     ESGV412,445$35,082 12/31/2023
Platt Investment Counsel LLC402,904$34,271 12/31/2023
     ESGV402,904$34,271 12/31/2023
Ameriprise Financial Inc.391,331$33,483 12/31/2023
     ESGV391,331$33,483 12/31/2023
Betterment LLC381,110$32,417 12/31/2023
     ESGV381,110$32,417 12/31/2023
Baird Financial Group Inc.334,690$28,469 12/31/2023
     ESGV334,690$28,469 12/31/2023
Facet Wealth Inc.320,703$28,305 12/31/2023
     ESGV320,703$28,305 12/31/2023
Crewe Advisors LLC314,958$26,790 12/31/2023
     ESGV314,958$26,790 12/31/2023
UBS Group AG305,610$25,995 12/31/2023
     ESGV305,610$25,995 12/31/2023
Financial Network Wealth Management LLC261,396$22,234 12/31/2023
     ESGV261,396$22,234 12/31/2023
Retirement Capital Strategies260,107$22,125 12/31/2023
     ESGV260,107$22,125 12/31/2023
Orgel Wealth Management LLC234,701$21,872 03/31/2024
     ESGV234,701$21,872 03/31/2024
SCS Capital Management LLC253,804$21,589 12/31/2023
     ESGV253,804$21,589 12/31/2023
Mather Group LLC.232,767$19,799 03/31/2024
     ESGV232,767$19,799 03/31/2024
Goldman Sachs Group Inc.231,226$19,668 12/31/2023
     ESGV231,226$19,668 12/31/2023
Envestnet Asset Management Inc.230,219$19,582 12/31/2023
     ESGV230,219$19,582 12/31/2023
Bank of Montreal Can222,212$18,986 12/31/2023
     ESGV222,212$18,986 12/31/2023
Raymond James & Associates220,935$18,793 12/31/2023
     ESGV220,935$18,793 12/31/2023
Cerity Partners LLC219,967$18,710 12/31/2023
     ESGV219,967$18,710 12/31/2023
Boston Common Asset Management LLC199,493$18,591 03/31/2024
     ESGV199,493$18,591 03/31/2024
Commonwealth Equity Services LLC217,450$18,496 12/31/2023
     ESGV217,450$18,496 12/31/2023
Cedar Wealth Management LLC213,856$18,191 12/31/2023
     ESGV213,856$18,191 12/31/2023
Raymond James Financial Services Advisors Inc.202,560$17,230 12/31/2023
     ESGV202,560$17,230 12/31/2023
Mill Creek Capital Advisors LLC200,686$17,070 12/31/2023
     ESGV200,686$17,070 12/31/2023
Hanson & Doremus Investment Management187,201$15,923 12/31/2023
     ESGV187,201$15,923 12/31/2023
CAPROCK Group Inc.185,839$15,808 12/31/2023
     ESGV185,839$15,808 12/31/2023
LPL Financial LLC178,183$15,156 12/31/2023
     ESGV178,183$15,156 12/31/2023
Diversified Portfolios Inc.157,198$13,371 12/31/2023
     ESGV157,198$13,371 12/31/2023
Financial Connections Group Inc.144,299$12,274 12/31/2023
     ESGV144,299$12,274 12/31/2023
Garde Capital Inc.135,196$11,500 12/31/2023
     ESGV135,196$11,500 12/31/2023
One Day In July LLC133,064$11,318 12/31/2023
     ESGV133,064$11,318 12/31/2023
SageView Advisory Group LLC120,280$10,557 12/31/2023
     ESGV120,280$10,557 12/31/2023
Lake Street Advisors Group LLC123,817$10,532 12/31/2023
     ESGV123,817$10,532 12/31/2023
Skyline Advisors Inc.123,096$10,471 12/31/2023
     ESGV123,096$10,471 12/31/2023
Dohj LLC121,801$10,360 12/31/2023
     ESGV121,801$10,360 12/31/2023
Anderson Fisher LLC121,683$10,350 12/31/2023
     ESGV121,683$10,350 12/31/2023
Wells Fargo & Company MN121,048$10,296 12/31/2023
     ESGV121,048$10,296 12/31/2023
Apella Capital LLC104,742$9,654 03/31/2024
     ESGV104,742$9,654 03/31/2024
Evoke Wealth LLC107,968$9,184 12/31/2023
     ESGV107,968$9,184 12/31/2023
LifeGuide Financial Advisors LLC106,767$9,082 12/31/2023
     ESGV106,767$9,082 12/31/2023
Franklin Resources Inc.104,294$8,871 12/31/2023
     ESGV104,294$8,871 12/31/2023

See All: Funds Holding ESGV
See Details: Top 10 Hedge Funds Holding ESGV
Also See: ESGV Holdings Changes

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