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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 %
AF
326
Allworth Financial
California
$473K +$277K +2,554 +142%
SPIA
327
Steward Partners Investment Advisory
New York
$465K -$293K -2,796 -39%
NAMP
328
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$462K -$39.3K -375 -8%
MSWMA
329
Market Street Wealth Management Advisors
Indiana
$458K – – –
CFG
330
Cornerstone Financial Group
Nebraska
$456K +$456K +4,344 New
GWM
331
Geneos Wealth Management
Colorado
$453K +$27.5K +262 +6%
PFG
332
Pinnacle Financial Group
Illinois
$448K +$420 +4 +0.1%
National Bank of Canada
333
National Bank of Canada
Quebec, Canada
$447K -$964K -9,191 -68%
BMD
334
Better Money Decisions
New Mexico
$444K +$1.15K +11 +0.3%
LFA
335
Level Financial Advisors
New York
$443K -$38.1K -363 -8%
AM
336
AGF Management
Ontario, Canada
$441K -$21K -200 -5%
GA
337
Gordian Advisors
Arizona
$439K +$210 +2 +0%
BWP
338
Baldwin Wealth Partners
Massachusetts
$435K +$200K +1,910 +85%
KPWS
339
Kestra Private Wealth Services
Texas
$430K +$944 +9 +0.2%
PGAM
340
Princeton Global Asset Management
New Jersey
$429K +$54K +515 +14%
WTFG
341
Wood Tarver Financial Group
Idaho
$429K +$429K +4,090 New
CFGS
342
Concourse Financial Group Securities
Alabama
$429K +$1.09K +10 +0.3%
SPA
343
Sentinel Pension Advisors
Massachusetts
$429K +$10.9K +104 +3%
FA
344
Financial Alternatives
California
$421K +$210 +2 +0%
VFA
345
Valeo Financial Advisors
Indiana
$421K – – –
PWMAG
346
Pinnacle Wealth Management Advisory Group
New Jersey
$418K +$9.13K +87 +2%
TWC
347
TD Waterhouse Canada
Ontario, Canada
$410K +$84.6K +807 +26%
JAA
348
Joel Adams & Associates
North Carolina
$409K +$409K +3,904 New
LFA
349
Legacy Financial Advisors
Kentucky
$408K – – –
MA
350
Mutual Advisors
Nebraska
$407K +$88.4K +837 +28%
12 13
14
15 16