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Vanguard ESG US Stock ETF
ESGV

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: 521 → 590 (+69)

8% more funds holding in top 10

Funds holding in top 10: 24 → 26 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$32.9M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$27.7M
3
EP
Essential Planning
New Hampshire
+$26.2M
4
Two Sigma Investments
Two Sigma Investments
New York
+$10.4M
5
TFCP
Twin Focus Capital Partners
Massachusetts
+$7.84M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$12.2M
2
VF
Visa Foundation
California
-$9.97M
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 		Change in
Stake
AFS
351
Access Financial Services
Minnesota
$406K +$28.3K +270 +7%
AAS
352
Avantax Advisory Services
Texas
$404K +$4.2K +40 +1%
PWA
353
Physician Wealth Advisors
Utah
$403K -$14.9K -142 -4%
PSCM
354
Per Stirling Capital Management
Texas
$402K -$121K -1,150 -23%
FPWM
355
Five Pine Wealth Management
Idaho
$399K +$399K +3,805 New
NI
356
Natural Investments
California
$399K +$400K +3,813 New
MAM
357
McLean Asset Management
Virginia
$393K – – –
PCM
358
Parsons Capital Management
Rhode Island
$389K -$8.92K -85 -2%
VHAM
359
Van Hulzen Asset Management
California
$388K – – –
FNA
360
First National Advisers
Nebraska
$379K +$121K +1,150 +47%
AWM
361
Apollon Wealth Management
South Carolina
$378K -$734 -7 -0.2%
PB
362
Pinnacle Bancorp
Nebraska
$376K +$944 +9 +0.3%
CWA
363
Cornerstone Wealth Advisors
Minnesota
$370K +$113K +1,075 +44%
ACM
364
Alpha Capital Management
Texas
$370K +$420 +4 +0.1%
OFG
365
OmniStar Financial Group
North Carolina
$369K +$15K +143 +4%
KC
366
Kades & Cheifetz
Pennsylvania
$369K +$85.2K +812 +30%
HWM
367
Hemington Wealth Management
Virginia
$368K -$24K -229 -6%
RP
368
Rice Partnership
Hawaii
$362K -$20.8K -198 -5%
SC
369
Savant Capital
Illinois
$359K +$839 +8 +0.2%
FOA
370
Five Oceans Advisors
California
$358K – – –
BSSFA
371
Baron Silver Stevens Financial Advisors
Florida
$354K – – –
IWC
372
Integrated Wealth Concepts
Massachusetts
$353K +$353K +3,368 New
AAG
373
Armstrong Advisory Group
Massachusetts
$353K -$29.9K -285 -8%
PWP
374
Principle Wealth Partners
Connecticut
$351K – – –
QFA
375
Quantum Financial Advisors
California
$351K +$351K +3,347 New
13 14
15
16 17

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.