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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

491 hedge funds and large institutions have $2.8B invested in Vanguard ESG US Stock ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+10
Holders Change %
+2.08%
% of All Funds
7.14%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
42
Increased
199
Reduced
146
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$650M
2
FCG
Financial Connections Group
California
$14.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$19.4M
4
Wealthfront Advisers
Wealthfront Advisers
California
$105M
5
SAG
SageView Advisory Group
California
$15.5M

Top Sellers

1
MFA
McClarren Financial Advisors
Pennsylvania
$3.33M
2
RCS
Retirement Capital Strategies
California
$5.22M
3
BCAM
Boston Common Asset Management
Massachusetts
$0
4
CIAS
CBIZ Investment Advisory Services
Ohio
$6.57K
5
CA
Cambridge Associates
Massachusetts
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
226
CJM Wealth Advisers
Virginia
$776K +$581 +6 +0.1%
CAM
227
Cozad Asset Management
Illinois
$765K – – –
CWA
228
CM Wealth Advisors
Ohio
$764K – – –
TFCP
229
Twin Focus Capital Partners
Massachusetts
$758K -$39.9K -413 -5%
FCI
230
Financial Counselors Inc
Kansas
$756K – – –
CFG
231
Citizens Financial Group
Rhode Island
$745K +$339K +3,512 +84%
PCM
232
Passive Capital Management
Maryland
$742K +$27.8K +288 +4%
BFS
233
Bradley Foster & Sargent
Connecticut
$721K -$36.2K -375 -5%
HSA
234
HBK Sorce Advisory
Pennsylvania
$721K +$19.6K +203 +3%
PPW
235
Presilium Private Wealth
Pennsylvania
$721K -$17.5K -181 -2%
EH
236
Equitable Holdings
New York
$720K -$91.2K -944 -11%
RFA
237
Rollins Financial Advisors
New York
$710K -$7.15K -74 -1%
STCOSD
238
Sageworth Trust Company of South Dakota
South Dakota
$706K -$1.93K -20 -0.3%
EI
239
Ellevest Inc
New York
$704K +$217K +2,246 +45%
LSA
240
Lion Street Advisors
Texas
$703K – – –
NA
241
Nottingham Advisors
New York
$700K -$96.6K -1,000 -12%
LWCFA
242
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$700K – – –
RPC
243
Rossmore Private Capital
Connecticut
$681K – – –
FPAS
244
Focus Partners Advisor Solutions
Missouri
$679K – – –
CC
245
Copperleaf Capital
North Carolina
$672K – – –
CIA
246
Cascade Investment Advisors
Oregon
$672K -$72.5K -750 -10%
ACM
247
Armbruster Capital Management
New York
$670K – – –
SAS
248
Sage Advisory Services
Texas
$667K -$115K -1,190 -15%
BWM
249
Benchmark Wealth Management
Connecticut
$661K -$45.4K -470 -6%
PJSIMP
250
P.J. Schmidt Investment Management (PJS)
Wisconsin
$656K -$20K -207 -3%
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