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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 %
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%
9 10
11
12 13