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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

586 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 101 funds opening new positions, 204 increasing their positions, 161 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+68
Holders Change %
+13.13%
% of All Funds
7.8%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
101
Increased
204
Reduced
161
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$597M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$32.9M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$27.7M
4
EP
Essential Planning
New Hampshire
+$26.2M
5
Two Sigma Investments
Two Sigma Investments
New York
+$10.4M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$12.2M
2
VF
Visa Foundation
California
-$9.96M
3
SA
Skyline Advisors
Washington
-$9.96M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.99M
5
Ameriprise
Ameriprise
Minnesota
-$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$545K +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 +$1.42K +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 +$15.1K +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%
11 12
13
14 15