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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 %
CWM
251
Cherrydale Wealth Management
New Jersey
$653K -$722K -7,477 -53%
LC
252
Landaas & Company
Wisconsin
$649K +$61.9K +641 +11%
NIM
253
Northeast Investment Management
Massachusetts
$630K -$220K -2,279 -26%
MPM
254
Meritage Portfolio Management
Kansas
$627K – – –
BBNA
255
Bremer Bank National Association
Minnesota
$626K – – –
SP
256
Symmetry Partners
Connecticut
$618K +$282K +2,916 +84%
DWM
257
Destination Wealth Management
California
$597K – – –
GRA
258
Golden Road Advisors
Florida
$588K – – –
CIA
259
Compass Ion Advisors
Pennsylvania
$586K – – –
IIA
260
Integral Investment Advisors
California
$577K +$201K +2,075 +54%
APP
261
Avantax Planning Partners
Iowa
$574K – – –
AIP
262
Ameritas Investment Partners
Nebraska
$571K +$17.8K +184 +3%
KFP
263
KMG Fiduciary Partners
Ohio
$570K – – –
SA
264
Sanctuary Advisors
Indiana
$564K +$564K +6,278 New
AAM
265
Ameraudi Asset Management
New York
$560K – – –
NAMP
266
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$558K -$38.6K -400 -6%
IA
267
IFG Advisors
Missouri
$558K +$1.64K +17 +0.3%
RIM
268
Rockbridge Investment Management
New York
$547K +$38.5K +398 +8%
MAG
269
Mokosak Advisory Group
Iowa
$543K -$24.8K -257 -4%
WANY
270
Wealthspire Advisors (New York)
New York
$542K -$433K -4,482 -44%
FFWA
271
FRG Family Wealth Advisors
Washington
$534K – – –
PC
272
Pecaut & Co
Iowa
$529K -$5.8K -60 -1%
KAS
273
Kestra Advisory Services
Texas
$521K +$32.7K +338 +7%
AP
274
Appleton Partners
Massachusetts
$520K -$43K -445 -8%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$517K +$966 +10 +0.2%
9 10
11
12 13