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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 %
BJL
301
Brighton Jones LLC
Washington
$439K +$24.7K +265 +6%
LPAM
302
Lodestar Private Asset Management
California
$435K +$280 +3 +0.1%
KAH
303
Kathryn A. Hall
$435K +$1.03K +11 +0.2%
TB
304
Treynor Bancshares
Iowa
$434K +$559 +6 +0.1%
LFA
305
Legacy Financial Advisors
Kentucky
$429K -$19.3K -207 -4%
LFA
306
Level Financial Advisors
New York
$427K -$51.3K -551 -11%
SWM
307
Sterling Wealth Management
Illinois
$426K +$559 +6 +0.1%
WCFA
308
Walkner Condon Financial Advisors
Wisconsin
$418K – – –
LNC
309
Lincoln National Corp
Pennsylvania
$418K -$94.3K -1,012 -18%
MSWMA
310
Market Street Wealth Management Advisors
Indiana
$413K -$74.2K -796 -15%
BSSFA
311
Baron Silver Stevens Financial Advisors
Florida
$413K – – –
CPIG
312
Chicago Partners Investment Group
Illinois
$413K +$178 +2 +0%
CWS
313
Confluence Wealth Services
Pennsylvania
$410K +$139K +1,489 +51%
CFGS
314
Concourse Financial Group Securities
Alabama
$406K -$6.06K -65 -1%
PP
315
PDS Planning
Ohio
$400K -$259K -2,782 -39%
HWM
316
Hemington Wealth Management
Virginia
$399K +$7.93K +85 +2%
PFG
317
Pinnacle Financial Group
Illinois
$397K -$25.1K -269 -6%
PNC Financial Services Group
318
PNC Financial Services Group
Pennsylvania
$397K -$43.8K -470 -10%
OFG
319
OmniStar Financial Group
North Carolina
$396K +$396K +4,245 New
CFG
320
Citizens Financial Group
Rhode Island
$391K +$652 +7 +0.2%
APG
321
Abacus Planning Group
South Carolina
$385K – – –
GA
322
Gordian Advisors
Arizona
$384K +$47.4K +509 +14%
GWM
323
Geneos Wealth Management
Colorado
$380K +$186 +2 +0%
FA
324
Financial Alternatives
California
$378K +$186 +2 +0%
CWM
325
Concentric Wealth Management
California
$376K +$376K +4,038 New
11 12
13
14 15