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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

481 hedge funds and large institutions have $2.63B invested in Vanguard ESG US Stock ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+13
Holders Change %
+2.78%
% of All Funds
6.97%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.33%
New
40
Increased
186
Reduced
163
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCAM
Boston Common Asset Management
Massachusetts
+$18.6M
2
I
IMPACTfolio
Colorado
+$18.5M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$16.6M
4
CAM
Clarity Asset Management
Iowa
+$15.6M
5
RCS
Retirement Capital Strategies
California
+$8.27M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$287M
2
Morgan Stanley
Morgan Stanley
New York
-$80.3M
3
FCG
Financial Connections Group
California
-$12.3M
4
VF
Visa Foundation
California
-$11.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
351
Bluestem Financial Advisors
Illinois
$300K +$280 +3 +0.1%
AAG
352
Armstrong Advisory Group
Massachusetts
$298K – – –
AWM
353
Apollon Wealth Management
South Carolina
$296K -$2.05K -22 -0.7%
SFPG
354
Stonebridge Financial Planning Group
Florida
$290K – – –
CBFP
355
Cedar Brook Financial Partners
Ohio
$285K +$652 +7 +0.2%
FCIM
356
Fairview Capital Investment Management
California
$284K -$18.6K -200 -6%
SC
357
Savant Capital
Illinois
$281K +$745 +8 +0.3%
PNC
358
Park National Corp
Ohio
$280K – – –
MGIA
359
Moneta Group Investment Advisors
Missouri
$280K +$42.4K +455 +18%
MCM
360
Mengis Capital Management
Oregon
$277K +$9.32K +100 +3%
SPW
361
Sonoma Private Wealth
California
$277K +$5.5K +59 +2%
CA
362
Continuum Advisory
Idaho
$273K -$297K -3,228 -52%
Citigroup
363
Citigroup
New York
$271K +$51.3K +550 +23%
Envestnet Portfolio Solutions
364
Envestnet Portfolio Solutions
Illinois
$268K +$1.68K +18 +0.6%
HH
365
Hilltop Holdings
Texas
$267K +$267K +2,870 New
FFN
366
Focus Financial Network
Minnesota
$265K -$3.79K -43 -1%
Fiera Capital (Canada)
367
Fiera Capital (Canada)
Quebec, Canada
$261K +$652 +7 +0.3%
RA
368
Regis Acquisition
Colorado
$260K +$260K +2,785 New
AAS
369
Avantax Advisory Services
Texas
$259K +$259K +2,783 New
CM
370
Capital Management
Virginia
$258K -$505K -5,420 -66%
CPA
371
Cardiff Park Advisors
California
$256K +$559 +6 +0.2%
BCMO
372
Buckingham Capital Management (Ohio)
Ohio
$256K +$19.1K +205 +8%
WWP
373
Waypoint Wealth Partners
California
$254K – – –
UBV
374
United Bank (Virginia)
Virginia
$253K +$253K +2,720 New
BWG
375
Beta Wealth Group
California
$253K -$4.66K -50 -2%
13 14
15
16 17