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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
AF
326
Allworth Financial
California
$473K +$268K +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 +$1.05K +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 +$84.7K +807 +26%
JAA
348
Joel Adams & Associates
North Carolina
$409K +$410K +3,904 New
LFA
349
Legacy Financial Advisors
Kentucky
$408K
MA
350
Mutual Advisors
Nebraska
$407K +$87.8K +837 +28%

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.