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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

586 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 101 funds opening new positions, 204 increasing their positions, 161 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+68
Holders Change %
+13.13%
% of All Funds
7.8%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
101
Increased
204
Reduced
161
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$597M
2
Vanguard Group
Vanguard Group
Pennsylvania
$322M
3
Wealthfront Advisers
Wealthfront Advisers
California
$152M
4
EP
Essential Planning
New Hampshire
$26.6M
5
Two Sigma Investments
Two Sigma Investments
New York
$20.2M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
2
VF
Visa Foundation
California
$171M
3
SA
Skyline Advisors
Washington
$2.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Ameriprise
Ameriprise
Minnesota
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$75.7K -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 +$18.1K +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 +$45.3K +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 -$20.2K -193 -2%
SAI
250
Savvy Advisors Inc
New York
$796K +$796K +7,588 New
8 9
10
11 12