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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 %
MCA
351
MSH Capital Advisors
Arizona
$295K +$295K +3,054 New
TB
352
Treynor Bancshares
Iowa
$293K -$157K -1,623 -35%
PNC
353
Park National Corp
Ohio
$290K – – –
BFA
354
Bluestem Financial Advisors
Illinois
$289K -$22.9K -237 -7%
SPW
355
Sonoma Private Wealth
California
$287K +$97 +1 +0%
CA
356
Continuum Advisory
Idaho
$287K +$870 +9 +0.3%
MCM
357
Mengis Capital Management
Oregon
$285K -$2.32K -24 -0.8%
NEPWA
358
New England Private Wealth Advisors
Massachusetts
$285K +$285K +2,948 New
HH
359
Hilltop Holdings
Texas
$277K – – –
PCIA
360
Prime Capital Investment Advisors
Kansas
$277K -$53.1K -550 -16%
FCIM
361
Fairview Capital Investment Management
California
$275K -$19.3K -200 -7%
BWG
362
Beta Wealth Group
California
$273K +$10.2K +106 +4%
Fiera Capital (Canada)
363
Fiera Capital (Canada)
Quebec, Canada
$271K +$773 +8 +0.3%
AAS
364
Avantax Advisory Services
Texas
$270K +$773 +8 +0.3%
MGIA
365
Moneta Group Investment Advisors
Missouri
$268K -$22.4K -232 -8%
CPA
366
Cardiff Park Advisors
California
$267K +$870 +9 +0.3%
CM
367
Capital Management
Virginia
$265K -$2.42K -25 -0.9%
HCP
368
Hexagon Capital Partners
Arkansas
$262K +$869 +9 +0.3%
RCM
369
RB Capital Management
Nevada
$262K – – –
CGL
370
Clarius Group LLC
Washington
$262K +$39.6K +410 +18%
KC
371
Kades & Cheifetz
Pennsylvania
$261K +$4.45K +46 +2%
Envestnet Portfolio Solutions
372
Envestnet Portfolio Solutions
Illinois
$261K -$17.1K -177 -6%
WWP
373
Waypoint Wealth Partners
California
$258K -$5.31K -55 -2%
WCFA
374
Walkner Condon Financial Advisors
Wisconsin
$253K -$181K -1,870 -42%
BCMO
375
Buckingham Capital Management (Ohio)
Ohio
$253K -$12.5K -129 -5%
13 14
15
16 17