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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

518 hedge funds and large institutions have $2.65B invested in Vanguard ESG US Stock ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 215 increasing their positions, 132 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+27
Holders Change %
+5.5%
% of All Funds
7.49%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.35%
New
47
Increased
215
Reduced
132
Closed
15
Calls
$71K
Puts
–
Net Calls
+$71K
Net Calls Change
+$71K

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
+$20.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$12.2M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$10.1M
4
Two Sigma Investments
Two Sigma Investments
New York
+$9.48M
5
PCIG
Partners Capital Investment Group
Massachusetts
+$7.3M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$404M
2
Bank of America
Bank of America
North Carolina
-$11.4M
3
Goldman Sachs
Goldman Sachs
New York
-$7.96M
4
BSWM
Boston Standard Wealth Management
Massachusetts
-$6.36M
5
Ameriprise
Ameriprise
Minnesota
-$3.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
226
Zhang Financial
Michigan
$854K +$520K +5,119 +156%
CFG
227
Citizens Financial Group
Rhode Island
$851K +$67.7K +666 +9%
GT
228
Glenmede Trust
Pennsylvania
$844K +$844K +8,301 New
GA
229
Greenspring Advisors
Maryland
$833K – – –
TDC
230
Thompson Davis & Co
Virginia
$826K – – –
CWA
231
CJM Wealth Advisers
Virginia
$814K – – –
CP
232
Canopy Partners
Ohio
$808K +$808K +7,947 New
CAM
233
Cozad Asset Management
Illinois
$805K – – –
CWA
234
CM Wealth Advisors
Ohio
$804K – – –
TFCP
235
Twin Focus Capital Partners
Massachusetts
$798K +$712 +7 +0.1%
FCI
236
Financial Counselors Inc
Kansas
$796K – – –
SA
237
Sanctuary Advisors
Indiana
$780K +$114K +1,071 +17%
PPW
238
Presilium Private Wealth
Pennsylvania
$774K +$15.7K +154 +2%
FPAS
239
Focus Partners Advisor Solutions
Missouri
$773K +$58K +571 +8%
PCM
240
Passive Capital Management
Maryland
$761K -$19.9K -196 -3%
BFS
241
Bradley Foster & Sargent
Connecticut
$759K – – –
EH
242
Equitable Holdings
New York
$759K +$1.12K +11 +0.1%
CAG
243
Csenge Advisory Group
Florida
$748K +$748K +7,296 New
STCOSD
244
Sageworth Trust Company of South Dakota
South Dakota
$738K -$3.96K -39 -0.5%
NA
245
Nottingham Advisors
New York
$737K – – –
SPIA
246
Steward Partners Investment Advisory
New York
$735K +$307K +3,021 +72%
CFA
247
Capstone Financial Advisors
Illinois
$730K -$131K -1,291 -15%
FHB
248
First Hawaiian Bank
Hawaii
$729K -$255K -2,511 -26%
HSA
249
HBK Sorce Advisory
Pennsylvania
$729K -$30K -295 -4%
MIA
250
Milestone Investment Advisors
Wisconsin
$724K -$109K -1,073 -13%
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