ESGV icon

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 %
MPM
276
Meritage Portfolio Management
Kansas
$681K – – –
BBNA
277
Bremer Bank National Association
Minnesota
$680K – – –
FPAS
278
Focus Partners Advisor Solutions
Missouri
$666K -$131K -1,252 -16%
CIA
279
Compass Ion Advisors
Pennsylvania
$665K +$734 +7 +0.1%
RFA
280
Rollins Financial Advisors
New York
$664K – – –
FFS
281
Fortress Financial Solutions
Arizona
$652K +$652K +6,211 New
IA
282
IFG Advisors
Missouri
$651K +$11.5K +110 +2%
CIA
283
Cascade Investment Advisors
Oregon
$644K -$84.8K -808 -12%
EPP
284
ETF Portfolio Partners
Kansas
$635K +$635K +6,058 New
APG
285
Abacus Planning Group
South Carolina
$634K – – –
LA
286
LexAurum Advisors
Kansas
$633K -$19.6K -187 -3%
RIM
287
Rockbridge Investment Management
New York
$629K – – –
VWA
288
VSM Wealth Advisory
Maryland
$625K +$625K +5,959 New
GRA
289
Golden Road Advisors
Florida
$624K – – –
KFP
290
KMG Fiduciary Partners
Ohio
$619K – – –
AIP
291
Ameritas Investment Partners
Nebraska
$611K -$6.4K -61 -1%
AAM
292
Ameraudi Asset Management
New York
$608K – – –
FFWA
293
FRG Family Wealth Advisors
Washington
$607K – – –
IIA
294
Integral Investment Advisors
California
$606K -$2.83K -27 -0.5%
SBWIC
295
Schaper Benz & Wise Investment Counsel
Wisconsin
$601K +$166K +1,585 +38%
DWM
296
Destination Wealth Management
California
$599K -$49.2K -469 -8%
CMP
297
Coston McIsaac & Partners
Maine
$595K +$17K +162 +3%
CPBTD
298
Central Pacific Bank - Trust Division
Hawaii
$593K – – –
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$593K +$945 +9 +0.2%
IIM
300
InTrack Investment Management
Vermont
$591K +$90.3K +869 +18%
10 11
12
13 14