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 %
AWM
326
Avior Wealth Management
Nebraska
$357K +$357K +3,693 New
QC
327
Quadrature Capital
United Kingdom
$355K +$355K +3,671 New
AAG
328
Armstrong Advisory Group
Massachusetts
$349K +$10.3K +107 +3%
RP
329
Rice Partnership
Hawaii
$349K +$9.47K +98 +3%
PGAM
330
Princeton Global Asset Management
New Jersey
$345K +$1.06K +11 +0.3%
PB
331
Pinnacle Bancorp
Nebraska
$345K +$1.06K +11 +0.3%
ACM
332
Alpha Capital Management
Texas
$340K +$27.1K +281 +9%
Citigroup
333
Citigroup
New York
$338K +$57.1K +591 +20%
FOA
334
Five Oceans Advisors
California
$330K -$9.57K -99 -3%
SC
335
Savant Capital
Illinois
$330K +$38K +393 +13%
PWP
336
Principle Wealth Partners
Connecticut
$324K – – –
AFG
337
Atomi Financial Group
New York
$322K +$322K +3,332 New
SFFS
338
Stonehage Fleming Financial Services
Jersey
$322K +$322K +3,328 New
ZF
339
Zhang Financial
Michigan
$318K – – –
TAM
340
Tocqueville Asset Management
New York
$317K – – –
LPT
341
Legacy Private Trust
Wisconsin
$317K – – –
BSSFA
342
Baron Silver Stevens Financial Advisors
Florida
$316K -$113K -1,165 -26%
CIAS
343
CFS Investment Advisory Services
New Jersey
$314K +$314K +3,246 New
RA
344
Regis Acquisition
Colorado
$311K +$41.6K +430 +15%
OFG
345
OmniStar Financial Group
North Carolina
$306K -$104K -1,078 -25%
AWM
346
Apollon Wealth Management
South Carolina
$306K -$966 -10 -0.3%
SFPG
347
Stonebridge Financial Planning Group
Florida
$301K – – –
USB
348
Union Savings Bank
Connecticut
$299K +$299K +3,097 New
FFN
349
Focus Financial Network
Minnesota
$298K – – –
SEIA
350
Signature Estate & Investment Advisors
California
$297K +$297K +3,071 New
12 13
14
15 16