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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
$21.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$12.2M
3
Wealthfront Advisers
Wealthfront Advisers
California
$120M
4
Two Sigma Investments
Two Sigma Investments
New York
$9.48M
5
PCIG
Partners Capital Investment Group
Massachusetts
$39.9M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$280M
2
Bank of America
Bank of America
North Carolina
$46.2M
3
Goldman Sachs
Goldman Sachs
New York
$21.6M
4
BSWM
Boston Standard Wealth Management
Massachusetts
$0
5
Ameriprise
Ameriprise
Minnesota
$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
251
P.J. Schmidt Investment Management (PJS)
Wisconsin
$720K +$30.2K +297 +4%
RPC
252
Rossmore Private Capital
Connecticut
$716K – – –
LWCFA
253
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$712K – – –
UCFA
254
United Capital Financial Advisors
Texas
$711K -$126K -1,237 -15%
CC
255
Copperleaf Capital
North Carolina
$707K – – –
CIA
256
Cascade Investment Advisors
Oregon
$706K – – –
BWM
257
Benchmark Wealth Management
Connecticut
$702K +$7.01K +69 +1%
DF
258
Dunhill Financial
United Kingdom
$696K +$696K +6,845 New
LC
259
Landaas & Company
Wisconsin
$694K +$10.5K +103 +2%
CWM
260
Cherrydale Wealth Management
New Jersey
$689K +$1.93K +19 +0.3%
APP
261
Avantax Planning Partners
Iowa
$679K +$75.3K +741 +12%
NIM
262
Northeast Investment Management
Massachusetts
$668K +$5.9K +58 +0.9%
SAS
263
Sage Advisory Services
Texas
$667K – – –
FDCDDQ
264
Federation des caisses Desjardins du Quebec
Quebec, Canada
$664K +$287K +2,828 +76%
MPM
265
Meritage Portfolio Management
Kansas
$660K – – –
BBNA
266
Bremer Bank National Association
Minnesota
$659K – – –
SP
267
Symmetry Partners
Connecticut
$655K +$4.88K +48 +0.8%
JFA
268
JNBA Financial Advisors
Minnesota
$654K -$320K -3,149 -33%
RFA
269
Rollins Financial Advisors
New York
$644K -$104K -1,019 -14%
CIA
270
Compass Ion Advisors
Pennsylvania
$643K +$3.76K +37 +0.6%
LA
271
LexAurum Advisors
Kansas
$632K +$94.6K +931 +18%
DWM
272
Destination Wealth Management
California
$628K – – –
IA
273
IFG Advisors
Missouri
$620K +$32.8K +323 +6%
APG
274
Abacus Planning Group
South Carolina
$615K +$90.1K +886 +17%
RIM
275
Rockbridge Investment Management
New York
$610K +$34.1K +335 +6%
9 10
11
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