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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
CWM
251
Cherrydale Wealth Management
New Jersey
$790K +$78.4K +747 +11%
BFS
252
Bradley Foster & Sargent
Connecticut
$783K
FDCDDQ
253
Federation des caisses Desjardins du Quebec
Quebec, Canada
$780K +$94.8K +904 +14%
CFA
254
Capstone Financial Advisors
Illinois
$771K +$17.3K +165 +2%
CAG
255
Csenge Advisory Group
Florida
$767K +$2.1K +20 +0.3%
MIA
256
Milestone Investment Advisors
Wisconsin
$765K +$17.4K +166 +2%
NA
257
Nottingham Advisors
New York
$760K
CW
258
Curio Wealth
Maryland
$758K +$758K +7,228 New
AI
259
Atria Investments
North Carolina
$753K +$753K +7,180 New
STCOSD
260
Sageworth Trust Company of South Dakota
South Dakota
$751K -$11.2K -107 -1%
LWCFA
261
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$745K
RPC
262
Rossmore Private Capital
Connecticut
$739K
HSA
263
HBK Sorce Advisory
Pennsylvania
$732K -$19.8K -189 -3%
CC
264
Copperleaf Capital
North Carolina
$730K
UCFA
265
United Capital Financial Advisors
Texas
$729K -$5.25K -50 -0.7%
JFA
266
JNBA Financial Advisors
Minnesota
$719K +$44.5K +424 +7%
DF
267
Dunhill Financial
United Kingdom
$718K
WA
268
Waverly Advisors
Alabama
$717K -$169K -1,611 -19%
PJSIMP
269
P.J. Schmidt Investment Management (PJS)
Wisconsin
$702K -$41.1K -392 -6%
APP
270
Avantax Planning Partners
Iowa
$701K
AFG
271
Atomi Financial Group
New York
$701K +$325K +3,096 +86%
SAS
272
Sage Advisory Services
Texas
$695K -$29.3K -279 -4%
FA
273
FC Advisory
Pennsylvania
$691K +$351K +3,346 +103%
BWM
274
Benchmark Wealth Management
Connecticut
$689K -$35.6K -339 -5%
NIM
275
Northeast Investment Management
Massachusetts
$688K -$2.1K -20 -0.3%

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.