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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 %
IIM
376
InTrack Investment Management
Vermont
$253K -$9.41K -101 -4%
RCM
377
RB Capital Management
Nevada
$252K – – –
HCP
378
Hexagon Capital Partners
Arkansas
$252K -$9.69K -104 -4%
SPP
379
Single Point Partners
Massachusetts
$250K +$250K +2,684 New
KC
380
Kades & Cheifetz
Pennsylvania
$247K – – –
DSN
381
D. Scott Neal
Kentucky
$244K – – –
BBW
382
Blue Barn Wealth
Utah
$242K – – –
IC
383
IEQ Capital
California
$242K – – –
CRC
384
Curi RMB Capital
Illinois
$241K +$241K +2,590 New
GIA
385
Gladstone Institutional Advisory
Florida
$240K -$559 -6 -0.2%
TW
386
Towerpoint Wealth
California
$239K -$44.2K -474 -16%
D.E. Shaw & Co
387
D.E. Shaw & Co
New York
$238K +$238K +2,559 New
EFG
388
Everhart Financial Group
Ohio
$238K -$746 -8 -0.3%
TAM
389
Townsend Asset Management
North Carolina
$235K – – –
QC
390
Quent Capital
New York
$231K – – –
GSIS
391
Global Strategic Investment Solutions
Arizona
$226K +$559 +6 +0.2%
EWM
392
Evermay Wealth Management
Virginia
$225K – – –
RWP
393
Reliant Wealth Planning
Kentucky
$225K +$2.61K +28 +1%
CWP
394
Concord Wealth Partners
Virginia
$220K – – –
RRA
395
Round Rock Advisors
Connecticut
$219K – – –
EC
396
Estate Counselors
Wisconsin
$218K -$158K -1,700 -42%
DC
397
Davenport & Co
Virginia
$217K +$217K +2,325 New
5SA
398
5th Street Advisors
Connecticut
$215K -$45.1K -484 -17%
CGL
399
Clarius Group LLC
Washington
$214K -$962K -10,320 -82%
BIA
400
Bigelow Investment Advisors
Maine
$214K +$214K +2,295 New
14 15
16
17 18