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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
WANY
301
Wealthspire Advisors (New York)
New York
$588K
EH
302
Equitable Holdings
New York
$588K -$195K -1,860 -25%
AP
303
Appleton Partners
Massachusetts
$580K -$2.62K -25 -0.5%
QFPS
304
Quantum Financial Planning Services
Washington
$580K +$580K +5,528 New
FCM
305
Firestone Capital Management
Florida
$576K +$1.89K +18 +0.3%
SCA
306
Sulzberger Capital Advisors
Florida
$554K +$554K +5,281 New
PNC Financial Services Group
307
PNC Financial Services Group
Pennsylvania
$549K
SNWA
308
Siligmueller & Norvid Wealth Advisors
Illinois
$545K +$546K +5,200 New
PCM
309
Peirce Capital Management
Texas
$540K
PA
310
Pinnacle Associates
New York
$534K +$44.2K +421 +9%
MAG
311
Mokosak Advisory Group
Iowa
$533K -$25.7K -245 -5%
LPAM
312
Lodestar Private Asset Management
California
$531K +$315 +3 +0.1%
BJL
313
Brighton Jones LLC
Washington
$528K +$10.3K +98 +2%
EI
314
Ellevest Inc
New York
$526K -$33.4K -318 -6%
CWS
315
Confluence Wealth Services
Pennsylvania
$515K +$1.36K +13 +0.3%
SCTC
316
Sanibel Captiva Trust Company
Florida
$513K
RIP
317
RAM Investment Partners
Washington
$512K
Citigroup
318
Citigroup
New York
$511K -$41.3K -394 -7%
Neuberger Berman Group
319
Neuberger Berman Group
New York
$509K +$509K +4,849 New
AFG
320
Albion Financial Group
Utah
$503K +$388K +3,700 +336%
TFA
321
TPG Financial Advisors
Oregon
$502K +$36.7K +350 +8%
CPIG
322
Chicago Partners Investment Group
Illinois
$501K +$15K +143 +3%
PP
323
PDS Planning
Ohio
$494K +$9.55K +91 +2%
RPGK
324
Retirement Planning Group (Kansas)
Kansas
$491K -$9.55K -91 -2%
SWM
325
Sterling Wealth Management
Illinois
$482K +$734 +7 +0.2%

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.