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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

481 hedge funds and large institutions have $2.63B invested in Vanguard ESG US Stock ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+13
Holders Change %
+2.78%
% of All Funds
6.97%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.33%
New
40
Increased
186
Reduced
163
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCAM
Boston Common Asset Management
Massachusetts
$18.6M
2
I
IMPACTfolio
Colorado
$40.2M
3
PCIG
Partners Capital Investment Group
Massachusetts
$19.9M
4
CAM
Clarity Asset Management
Iowa
$15.6M
5
RCS
Retirement Capital Strategies
California
$32.5M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$562M
2
Morgan Stanley
Morgan Stanley
New York
$79.6M
3
FCG
Financial Connections Group
California
$0
4
VF
Visa Foundation
California
$165M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
226
Trillium Asset Management
Massachusetts
$787K +$787K +8,446 New
TDC
227
Thompson Davis & Co
Virginia
$785K +$287K +3,080 +58%
CFA
228
Capstone Financial Advisors
Illinois
$784K +$5.13K +55 +0.7%
EH
229
Equitable Holdings
New York
$782K -$224K -2,407 -22%
MIA
230
Milestone Investment Advisors
Wisconsin
$775K -$5.03K -54 -0.6%
TFCP
231
Twin Focus Capital Partners
Massachusetts
$769K -$47K -504 -6%
NA
232
Nottingham Advisors
New York
$769K – – –
GA
233
Greenspring Advisors
Maryland
$764K – – –
RSWM
234
Robertson Stephens Wealth Management
California
$759K – – –
UCFA
235
United Capital Financial Advisors
Texas
$758K -$74.5K -799 -9%
ES
236
Eagle Strategies
New York
$755K +$755K +8,107 New
SAS
237
Sage Advisory Services
Texas
$754K +$373 +4 +0%
CWA
238
CJM Wealth Advisers
Virginia
$746K -$51.1K -548 -6%
CAM
239
Cozad Asset Management
Illinois
$738K -$73.6K -790 -9%
FNC
240
First National Corp
Massachusetts
$737K – – –
BFS
241
Bradley Foster & Sargent
Connecticut
$731K +$34.9K +375 +5%
FCI
242
Financial Counselors Inc
Kansas
$729K +$10.9K +117 +2%
CWA
243
CM Wealth Advisors
Ohio
$725K – – –
CIA
244
Cascade Investment Advisors
Oregon
$718K -$93.2K -1,000 -11%
BNP Paribas Asset Management
245
BNP Paribas Asset Management
France
$714K +$714K +7,660 New
PPW
246
Presilium Private Wealth
Pennsylvania
$712K -$56.2K -603 -7%
RFA
247
Rollins Financial Advisors
New York
$692K +$223K +2,390 +47%
PCM
248
Passive Capital Management
Maryland
$689K -$44.3K -475 -6%
STCOSD
249
Sageworth Trust Company of South Dakota
South Dakota
$683K +$10.7K +115 +2%
BWM
250
Benchmark Wealth Management
Connecticut
$681K – – –
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10
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