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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

586 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 101 funds opening new positions, 204 increasing their positions, 161 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+68
Holders Change %
+13.13%
% of All Funds
7.8%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
101
Increased
204
Reduced
161
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$597M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$32.9M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$27.7M
4
EP
Essential Planning
New Hampshire
+$26.2M
5
Two Sigma Investments
Two Sigma Investments
New York
+$10.4M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$12.2M
2
VF
Visa Foundation
California
-$9.96M
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 		Shares
Change %
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 +$399K +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 +$15.1K +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