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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
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 +$636K +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 +$944 +9 +0.2%
IIM
300
InTrack Investment Management
Vermont
$591K +$91.2K +869 +18%

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.