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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 %
PWP
351
Principle Wealth Partners
Connecticut
$340K – – –
SFFS
352
Stonehage Fleming Financial Services
Jersey
$338K – – –
TRCT
353
Tower Research Capital (TRC)
New York
$335K +$335K +3,300 New
CIAS
354
CFS Investment Advisory Services
New Jersey
$330K – – –
FA
355
FC Advisory
Pennsylvania
$330K +$330K +3,244 New
SVWAG
356
Sound View Wealth Advisors Group
Georgia
$326K +$326K +3,203 New
HH
357
Hilltop Holdings
Texas
$321K +$29.6K +291 +10%
Envestnet Portfolio Solutions
358
Envestnet Portfolio Solutions
Illinois
$321K +$46.8K +460 +17%
SFPG
359
Stonebridge Financial Planning Group
Florida
$317K – – –
USB
360
Union Savings Bank
Connecticut
$315K – – –
CA
361
Continuum Advisory
Idaho
$315K +$951 +9 +0.3%
TWC
362
TD Waterhouse Canada
Ontario, Canada
$311K +$52.1K +520 +20%
MCA
363
MSH Capital Advisors
Arizona
$310K – – –
MA
364
Mutual Advisors
Nebraska
$309K -$190K -1,854 -38%
PNC
365
Park National Corp
Ohio
$305K – – –
SPW
366
Sonoma Private Wealth
California
$302K – – –
TB
367
Treynor Bancshares
Iowa
$301K -$6.91K -68 -2%
NEPWA
368
New England Private Wealth Advisors
Massachusetts
$300K +$813 +8 +0.3%
FFN
369
Focus Financial Network
Minnesota
$300K -$5.49K -54 -2%
SEIA
370
Signature Estate & Investment Advisors
California
$298K -$14.6K -144 -5%
PCIA
371
Prime Capital Investment Advisors
Kansas
$291K – – –
BWG
372
Beta Wealth Group
California
$290K +$2.54K +25 +0.9%
FCIM
373
Fairview Capital Investment Management
California
$290K – – –
LCWP
374
Legacy Capital Wealth Partners
Arkansas
$289K +$61.5K +605 +27%
BFA
375
Bluestem Financial Advisors
Illinois
$288K -$15.1K -149 -5%
13 14
15
16 17