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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

518 hedge funds and large institutions have $2.65B invested in Vanguard ESG US Stock ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 215 increasing their positions, 132 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+27
Holders Change %
+5.5%
% of All Funds
7.49%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.35%
New
47
Increased
215
Reduced
132
Closed
15
Calls
$71K
Puts
–
Net Calls
+$71K
Net Calls Change
+$71K

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
$21.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$12.2M
3
Wealthfront Advisers
Wealthfront Advisers
California
$120M
4
Two Sigma Investments
Two Sigma Investments
New York
$9.48M
5
PCIG
Partners Capital Investment Group
Massachusetts
$39.9M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$280M
2
Bank of America
Bank of America
North Carolina
$46.2M
3
Goldman Sachs
Goldman Sachs
New York
$21.6M
4
BSWM
Boston Standard Wealth Management
Massachusetts
$0
5
Ameriprise
Ameriprise
Minnesota
$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
301
InTrack Investment Management
Vermont
$490K +$50.4K +496 +11%
NAMP
302
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$486K -$102K -1,000 -17%
RPGK
303
Retirement Planning Group (Kansas)
Kansas
$486K +$486K +4,777 New
CWS
304
Confluence Wealth Services
Pennsylvania
$479K +$4.27K +42 +0.9%
KAH
305
Kathryn A. Hall
$478K +$1.32K +13 +0.3%
CPIG
306
Chicago Partners Investment Group
Illinois
$471K +$817 +8 +0.2%
PP
307
PDS Planning
Ohio
$470K +$34.5K +339 +8%
SWM
308
Sterling Wealth Management
Illinois
$466K +$712 +7 +0.2%
LFA
309
Level Financial Advisors
New York
$466K – – –
TFA
310
TPG Financial Advisors
Oregon
$451K +$18.2K +179 +4%
AM
311
AGF Management
Ontario, Canada
$447K +$10.2K +100 +2%
MSWMA
312
Market Street Wealth Management Advisors
Indiana
$444K – – –
PFG
313
Pinnacle Financial Group
Illinois
$434K +$508 +5 +0.1%
BMD
314
Better Money Decisions
New Mexico
$429K -$76K -748 -15%
GA
315
Gordian Advisors
Arizona
$426K +$102 +1 +0%
SBWIC
316
Schaper Benz & Wise Investment Counsel
Wisconsin
$421K +$39.6K +390 +10%
KPWS
317
Kestra Private Wealth Services
Texas
$416K -$17.8K -175 -4%
CWM
318
Concentric Wealth Management
California
$413K +$1.12K +11 +0.3%
GWM
319
Geneos Wealth Management
Colorado
$412K -$2.85K -28 -0.7%
EP
320
Essential Planning
New Hampshire
$411K -$13.4K -132 -3%
PWA
321
Physician Wealth Advisors
Utah
$409K -$6.68K -65 -2%
FA
322
Financial Alternatives
California
$408K -$2.24K -22 -0.5%
VFA
323
Valeo Financial Advisors
Indiana
$408K – – –
SPA
324
Sentinel Pension Advisors
Massachusetts
$405K – – –
FF
325
Financial Futures
New Jersey
$405K +$188K +1,852 +87%
11 12
13
14 15