Vanguard ESG US Stock ETFESGV
ESGV
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
125% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 20
61% more repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 132
5% more funds holding
Funds holding: 487 [Q2] → 512 (+25) [Q3]
4% more funds holding in top 10
Funds holding in top 10: 23 [Q2] → 24 (+1) [Q3]
4.47% less ownership
Funds ownership: 32.49% [Q2] → 28.02% (-4.47%) [Q3]
8% less capital invested
Capital invested by funds: $2.88B [Q2] → $2.65B (-$234M) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for ESGV.
Financial journalist opinion
Negative
Seeking Alpha
1 week ago
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.
Positive
Seeking Alpha
4 months ago
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.
Neutral
The Motley Fool
5 months ago
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.
Negative
The Motley Fool
6 months ago
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.
Positive
Seeking Alpha
7 months ago
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.
Positive
Seeking Alpha
8 months ago
ETFs Which Have The Best Chance Of Outperforming For The Rest Of 2024
With one quarter of 2024 now over, we can now speculate as to which ETFs will end the remainder of this year as your best choices.
Positive
The Motley Fool
8 months ago
Want to Own All the "Magnificent Seven" Stocks? Buy One of These Vanguard ETFs.
Eight Vanguard ETFs own positions in each of the "Magnificent Seven" stocks. These Vanguard ETFs match closely on cost, risk, and five-year performance.
Positive
Seeking Alpha
1 year ago
ESGV: An Ethical ETF Outperforming In 2023
Vanguard ESG U.S. Stock ETF follows an environmental, social, and corporate governance (“ESG”) approach. The sector breakdown is close to the S&P 500 index, but valuation and growth metrics are slightly inferior. While ESGV has performed similarly to the S&P 500 since its inception, it has outperformed the benchmark and its competitors in 2023.
Charts implemented using Lightweight Charts™