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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 %
IA
276
IFG Advisors
Missouri
$537K -$2.98K -32 -0.6%
AIP
277
Ameritas Investment Partners
Nebraska
$533K -$1.58K -17 -0.3%
Thrivent Financial for Lutherans
278
Thrivent Financial for Lutherans
Minnesota
$533K +$1.31K +14 +0.2%
PC
279
Pecaut & Co
Iowa
$516K -$120K -1,292 -19%
FFWA
280
FRG Family Wealth Advisors
Washington
$513K +$17.2K +194 +3%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$498K +$23.1K +248 +5%
RIM
282
Rockbridge Investment Management
New York
$491K – – –
PSCM
283
Per Stirling Capital Management
Texas
$479K +$479K +5,137 New
RJT
284
Raymond James Trust
Florida
$477K – – –
B
285
Bailard
California
$477K +$107K +1,146 +29%
CMP
286
Coston McIsaac & Partners
Maine
$473K +$44.2K +475 +10%
KAS
287
Kestra Advisory Services
Texas
$471K +$28.1K +302 +6%
PA
288
PFG Advisors
Arizona
$470K +$4.1K +44 +0.9%
PCM
289
Peirce Capital Management
Texas
$470K – – –
EI
290
Ellevest Inc
New York
$470K +$4.94K +53 +1%
AM
291
AGF Management
Ontario, Canada
$466K -$4.66K -50 -1%
SCTC
292
Sanibel Captiva Trust Company
Florida
$463K +$36.3K +390 +9%
BMD
293
Better Money Decisions
New Mexico
$462K +$1.12K +12 +0.2%
RIP
294
RAM Investment Partners
Washington
$455K – – –
FCM
295
Firestone Capital Management
Florida
$453K +$1.49K +16 +0.3%
PA
296
Pinnacle Associates
New York
$450K +$14.2K +152 +3%
FAG
297
Financial Advisory Group
Texas
$448K – – –
LA
298
LexAurum Advisors
Kansas
$447K +$61.7K +662 +16%
CT
299
Cambridge Trust
Massachusetts
$439K -$8.85K -95 -2%
KPWS
300
Kestra Private Wealth Services
Texas
$439K -$13.8K -148 -3%
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