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Vanguard ESG US Stock ETF

590 hedge funds and large institutions have $3.57B invested in Vanguard ESG US Stock ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 204 increasing their positions, 161 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 22

35% more capital invested

Capital invested by funds: $2.65B → $3.57B (+$923M)

27% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 161

13% more funds holding

Funds holding: 521590 (+69)

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

1.66% more ownership

Funds ownership: 28.05%29.71% (+1.7%)

Holders
590
Holders Change
+69
Holders Change %
+13.24%
% of All Funds
7.77%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.34%
New
103
Increased
204
Reduced
161
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
226
Bragg Financial Advisors
North Carolina
$942K -$1.78K -17 -0.2%
T
227
TrueFG
Texas
$927K -$23.6K -225 -2%
TI
228
Truepoint Inc
Ohio
$908K
Empower Advisory Group
229
Empower Advisory Group
Colorado
$898K -$75.8K -722 -8%
NCM
230
Novare Capital Management
North Carolina
$896K -$5.25K -50 -0.6%
ZF
231
Zhang Financial
Michigan
$882K
GT
232
Glenmede Trust
Pennsylvania
$871K
GA
233
Greenspring Advisors
Maryland
$860K
PC
234
Pecaut & Co
Iowa
$854K +$327K +3,119 +62%
TDC
235
Thompson Davis & Co
Virginia
$852K
MCM
236
MAI Capital Management
Ohio
$852K +$445K +4,244 +109%
CP
237
Canopy Partners
Ohio
$852K +$18.2K +173 +2%
SP
238
Symmetry Partners
Connecticut
$848K +$172K +1,643 +26%
PPW
239
Presilium Private Wealth
Pennsylvania
$847K +$48.6K +463 +6%
LC
240
Landaas & Company
Wisconsin
$845K +$130K +1,237 +18%
SA
241
Sanctuary Advisors
Indiana
$842K +$43.9K +418 +6%
CWA
242
CJM Wealth Advisers
Virginia
$840K
PCM
243
Passive Capital Management
Maryland
$834K +$49.1K +468 +6%
Massachusetts Financial Services
244
Massachusetts Financial Services
Massachusetts
$828K -$375K -3,575 -31%
CWA
245
CM Wealth Advisors
Ohio
$823K -$6.82K -65 -0.8%
FCI
246
Financial Counselors Inc
Kansas
$821K
PA
247
PFG Advisors
Arizona
$811K +$204K +1,945 +34%
CFG
248
Citizens Financial Group
Rhode Island
$811K -$67.6K -644 -8%
CAM
249
Cozad Asset Management
Illinois
$811K -$20.3K -193 -2%
SAI
250
Savvy Advisors Inc
New York
$796K +$796K +7,588 New

ESGV Hedge Fund Activity: Q4 2024 in Review

590 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q4 2024, worth a combined $3.57B — up 35% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new ESGV positions and 22 closed out — a net gain of 81 holders — while 204 added to existing stakes and 161 trimmed.

The largest buyer was Vanguard Group, adding an estimated $32.9M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $12.2M sold.

  • 590 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q4 2024, up from 521 in Q3 2024.
  • Funds reported $3.57B of Vanguard ESG US Stock ETF stock for Q4 2024, up 35% quarter-over-quarter.
  • 103 funds opened new Vanguard ESG US Stock ETF positions in Q4 2024 and 22 closed out, a net change of +81 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q4 2024 was Vanguard Group, an estimated $32.9M added.
  • The largest Vanguard ESG US Stock ETF seller in Q4 2024 was BNP Paribas Financial Markets, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.