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

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$280M
2
Bank of America
2
Bank of America
North Carolina
$46.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$21.6M
4
BSWM
4
Boston Standard Wealth Management
Massachusetts
$0
5
Ameriprise
5
Ameriprise
Minnesota
$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
326
Concourse Financial Group Securities
Alabama
$401K -$1.02K -10 -0.3%
PA
327
Pinnacle Associates
New York
$397K -$28.2K -331 -7%
PWMAG
328
Pinnacle Wealth Management Advisory Group
New Jersey
$397K – – –
LFA
329
Legacy Financial Advisors
Kentucky
$396K -$31.4K -309 -7%
MCM
330
MAI Capital Management
Ohio
$394K – – –
AAS
331
Avantax Advisory Services
Texas
$387K +$103K +1,018 +36%
PCM
332
Parsons Capital Management
Rhode Island
$386K +$6.1K +60 +2%
MAM
333
McLean Asset Management
Virginia
$379K – – –
AWM
334
Avior Wealth Management
Nebraska
$376K +$1.02K +10 +0.3%
HWM
335
Hemington Wealth Management
Virginia
$376K -$53.3K -530 -12%
VHAM
336
Van Hulzen Asset Management
California
$376K – – –
RP
337
Rice Partnership
Hawaii
$371K +$4.37K +43 +1%
AAG
338
Armstrong Advisory Group
Massachusetts
$371K +$3.35K +33 +0.9%
LPT
339
Legacy Private Trust
Wisconsin
$368K +$35.1K +345 +11%
AWM
340
Apollon Wealth Management
South Carolina
$367K +$45.4K +447 +14%
AFS
341
Access Financial Services
Minnesota
$366K -$16.5K -162 -4%
AFG
342
Atomi Financial Group
New York
$364K +$25.7K +253 +8%
PGAM
343
Princeton Global Asset Management
New Jersey
$364K +$1.02K +10 +0.3%
PB
344
Pinnacle Bancorp
Nebraska
$364K +$1.02K +10 +0.3%
ACM
345
Alpha Capital Management
Texas
$358K +$508 +5 +0.1%
SC
346
Savant Capital
Illinois
$348K +$813 +8 +0.2%
FOA
347
Five Oceans Advisors
California
$347K – – –
TAM
348
Trillium Asset Management
Massachusetts
$346K -$128K -1,258 -27%
OFG
349
OmniStar Financial Group
North Carolina
$344K +$19.5K +191 +6%
BSSFA
350
Baron Silver Stevens Financial Advisors
Florida
$343K +$10.8K +106 +3%
12 13
14
15 16