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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
+$18.5M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$16.6M
4
CAM
Clarity Asset Management
Iowa
+$15.6M
5
RCS
Retirement Capital Strategies
California
+$8.27M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$287M
2
Morgan Stanley
Morgan Stanley
New York
-$80.3M
3
FCG
Financial Connections Group
California
-$12.3M
4
VF
Visa Foundation
California
-$11.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
251
HBK Sorce Advisory
Pennsylvania
$677K +$2.24K +24 +0.3%
VFA
252
Valeo Financial Advisors
Indiana
$675K +$804 +9 +0.1%
DP
253
Denver PWM
Colorado
$665K -$6.58K -72 -1%
RPC
254
Rossmore Private Capital
Connecticut
$657K – – –
FPAS
255
Focus Partners Advisor Solutions
Missouri
$655K +$655K +7,030 New
PJSIMP
256
P.J. Schmidt Investment Management (PJS)
Wisconsin
$652K +$95.4K +1,024 +17%
CC
257
Copperleaf Capital
North Carolina
$649K +$649K +6,960 New
ACM
258
Armbruster Capital Management
New York
$646K -$33.1K -355 -5%
BP
259
Ballentine Partners
Massachusetts
$635K – – –
BCM
260
Brookstone Capital Management
Illinois
$632K +$54.6K +586 +9%
LSA
261
Lion Street Advisors
Texas
$619K – – –
JFG
262
Jefferies Financial Group
New York
$613K +$40.3K +432 +7%
LWCFA
263
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$612K – – –
MPM
264
Meritage Portfolio Management
Kansas
$605K – – –
BBNA
265
Bremer Bank National Association
Minnesota
$604K +$604K +6,482 New
CIA
266
Compass Ion Advisors
Pennsylvania
$586K +$12.9K +138 +2%
NAMP
267
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$576K +$34.9K +375 +6%
DWM
268
Destination Wealth Management
California
$576K – – –
LC
269
Landaas & Company
Wisconsin
$567K -$30.5K -327 -5%
GRA
270
Golden Road Advisors
Florida
$554K – – –
APP
271
Avantax Planning Partners
Iowa
$554K – – –
KFP
272
KMG Fiduciary Partners
Ohio
$550K – – –
MAG
273
Mokosak Advisory Group
Iowa
$548K -$89.9K -965 -14%
AP
274
Appleton Partners
Massachusetts
$543K +$44.4K +477 +9%
AAM
275
Ameraudi Asset Management
New York
$540K – – –
9 10
11
12 13