ESGV icon

Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

491 hedge funds and large institutions have $2.8B invested in Vanguard ESG US Stock ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+10
Holders Change %
+2.08%
% of All Funds
7.14%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
42
Increased
199
Reduced
146
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$650M
2
FCG
Financial Connections Group
California
$14.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$19.4M
4
Wealthfront Advisers
Wealthfront Advisers
California
$105M
5
SAG
SageView Advisory Group
California
$15.5M

Top Sellers

1
MFA
McClarren Financial Advisors
Pennsylvania
$3.33M
2
RCS
Retirement Capital Strategies
California
$5.22M
3
BCAM
Boston Common Asset Management
Massachusetts
$0
4
CIAS
CBIZ Investment Advisory Services
Ohio
$6.57K
5
CA
Cambridge Associates
Massachusetts
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
301
PDS Planning
Ohio
$414K -$676 -7 -0.2%
PFG
302
Pinnacle Financial Group
Illinois
$412K +$387 +4 +0.1%
KPWS
303
Kestra Private Wealth Services
Texas
$412K -$43K -445 -9%
HWM
304
Hemington Wealth Management
Virginia
$412K -$772 -8 -0.2%
PNC Financial Services Group
305
PNC Financial Services Group
Pennsylvania
$412K – – –
TFA
306
TPG Financial Advisors
Oregon
$411K +$411K +4,258 New
PWA
307
Physician Wealth Advisors
Utah
$408K +$15.9K +158 +4%
SPIA
308
Steward Partners Investment Advisory
New York
$406K +$52.7K +545 +15%
LFA
309
Legacy Financial Advisors
Kentucky
$406K -$38.4K -397 -9%
GA
310
Gordian Advisors
Arizona
$404K +$6.18K +64 +2%
EP
311
Essential Planning
New Hampshire
$403K +$403K +4,171 New
GWM
312
Geneos Wealth Management
Colorado
$394K +$290 +3 +0.1%
CWM
313
Concentric Wealth Management
California
$391K +$1.26K +13 +0.3%
FA
314
Financial Alternatives
California
$390K -$1.93K -20 -0.5%
VFA
315
Valeo Financial Advisors
Indiana
$388K -$343K -3,545 -47%
SPA
316
Sentinel Pension Advisors
Massachusetts
$385K +$48K +497 +14%
CFGS
317
Concourse Financial Group Securities
Alabama
$382K -$39.6K -410 -9%
PWMAG
318
Pinnacle Wealth Management Advisory Group
New Jersey
$377K +$17.1K +177 +5%
MCM
319
MAI Capital Management
Ohio
$375K – – –
MAM
320
McLean Asset Management
Virginia
$374K – – –
AFS
321
Access Financial Services
Minnesota
$364K – – –
SBWIC
322
Schaper Benz & Wise Investment Counsel
Wisconsin
$363K +$363K +3,756 New
PCM
323
Parsons Capital Management
Rhode Island
$361K +$44K +455 +14%
FDCDDQ
324
Federation des caisses Desjardins du Quebec
Quebec, Canada
$358K +$43.2K +447 +14%
VHAM
325
Van Hulzen Asset Management
California
$357K – – –
11 12
13
14 15