Vanguard ESG US Stock ETF

ESGV

Market cap $11.5B

Overview Fund Activity

118.40 USD

+0.90

0.77%

At close Updated Sep 18, 2:38 PM EDT

1 day

0.77%

5 days

0.96%

1 month

3.49%

3 months

12.09%

6 months

20.11%

Year to date

13.17%

1 year

18.98%

5 years

94.39%

10 years

134.5%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

169% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 26

27% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 181

11% more capital invested

Capital invested by funds: $2.83B [Q1] → $3.13B (+$305M) [Q2]

6% more funds holding

Funds holding: 582 [Q1] → 615 (+33) [Q2]

0.16% less ownership

Funds ownership: 29.73% [Q1] → 29.57% (-0.16%) [Q2]

14% less funds holding in top 10

Funds holding in top 10: 28 [Q1] → 24 (-4) [Q2]

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $307K

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Financial journalist opinion

ESGV: Strong Performance, Low Cost, But Not A Differentiated ESG Play

I rate ESGV a hold; it's essentially a closet S&P 500 index fund with minimal differentiation despite its ESG branding. ESGV's performance, risk profile, and sector allocation closely mirror the S&P 500, offering little unique value beyond ESG screens. The fund boasts strong momentum, high liquidity, and a low expense ratio, but trades at a premium valuation with no clear bargain.

ESGV: Strong Performance, Low Cost, But Not A Differentiated ESG Play

24/7 Wall Street

Here Are 6 ETFs Bill Gates Might Endorse for Everyday Investors

Key Points in This Article: Bill Gates' investing philosophy emphasizes stability, quality, and long-term value, drawing from the investment approach of his major charitable trust, the Bill & Melinda Gates Foundation Trust.

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XVV: A Strong ESG-Focused Investment With Potential For Long-Term Growth

XVV: A Strong ESG-Focused Investment With Potential For Long-Term Growth

XVV: A Strong ESG-Focused Investment With Potential For Long-Term Growth

For ESGV, Ethics Is Not A Drag

Vanguard ESG U.S. Stock ETF (ESGV) excludes companies involved in vice products, non-renewable energy, weapons, and controversial practices. ESGV is heavily concentrated in technology and large caps, and its fundamentals are below average. However, ESGV has outperformed the Vanguard Total Stock Market Index since inception, challenging the notion that ethical investing hampers performance.

For ESGV, Ethics Is Not A Drag

ESGV: Diversification Is Key For ESG Investors

ESGV is a total market ETF that excludes companies operating in the fossil fuels, vice products, and weapons industries. Additional conduct screens eliminate other "controversial" stocks like Johnson & Johnson. These screens may not be comprehensive enough for some investors, and the subjective conduct screen means it may not be consistently applied. Still, it's a step in the right direction. Historical performance is solid but not exceptional, as other ETFs, particularly SUSL, have proved better over the last five years. However, I expect ESGV will catch up shortly.

ESGV: Diversification Is Key For ESG Investors

The Motley Fool

Six Months Into 2024, This Vanguard ESG Fund Trailed the S&P 500. But Don't Panic If You Own It.

The S&P 500 Index outperformed the Vanguard ESG U.S. Stock ETF in the first half of 2024. This Vanguard ETF is a good option for investors looking to replace the S&P with a fund more tightly focused on socially responsible companies.

Six Months Into 2024, This Vanguard ESG Fund Trailed the S&P 500. But Don't Panic If You Own It.

The Motley Fool

Can Vanguard ESG U.S. Stock ETF Be Your Only Stock Holding?

Vanguard ESG U.S. Stock ETF avoids investing in companies that might run afoul of environmental, social, and governance concerns. The exchange-traded fund has performed fairly well compared to the S&P 500 Index.

ESGV: Slightly Better Growth Profile Than The Broader Market

Vanguard ESG U.S. Stock is a low-cost ETF that focuses on companies that perform well on ESG criteria. ESGV has delivered comparable returns to the S&P 500 index since its inception in 2018. The Fund's exposure to small-cap stocks and its tilt towards growth may result in slightly higher volatility and potentially higher returns in the long run.

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The Motley Fool

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