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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
1
Vanguard Group
Pennsylvania
$650M
2
FCG
2
Financial Connections Group
California
$14.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$19.4M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$105M
5
SAG
5
SageView Advisory Group
California
$15.5M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$3.33M
2
RCS
2
Retirement Capital Strategies
California
$5.22M
3
BCAM
3
Boston Common Asset Management
Massachusetts
$0
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$6.57K
5
CA
5
Cambridge Associates
Massachusetts
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
376
IEQ Capital
California
$250K – – –
CRC
377
Curi RMB Capital
Illinois
$250K – – –
TWC
378
TD Waterhouse Canada
Ontario, Canada
$250K – – –
TW
379
Towerpoint Wealth
California
$249K +$483 +5 +0.2%
MBFW
380
Morton Brown Family Wealth
Pennsylvania
$247K +$247K +2,515 New
TAM
381
Townsend Asset Management
North Carolina
$244K – – –
QC
382
Quent Capital
New York
$240K – – –
EFG
383
Everhart Financial Group
Ohio
$237K -$9.76K -101 -4%
CWA
384
Cornerstone Wealth Advisors
Minnesota
$237K +$237K +2,450 New
NEWAS
385
N.E.W. Advisory Services
Wisconsin
$234K +$234K +2,426 New
EC
386
Estate Counselors
Wisconsin
$234K +$7.73K +80 +3%
EWM
387
Evermay Wealth Management
Virginia
$233K – – –
RWP
388
Reliant Wealth Planning
Kentucky
$233K – – –
ASN
389
Advisory Services Network
Georgia
$231K +$10.2K +106 +5%
DSN
390
D. Scott Neal
Kentucky
$231K -$22.2K -230 -9%
CWP
391
Concord Wealth Partners
Virginia
$228K – – –
RRA
392
Round Rock Advisors
Connecticut
$228K – – –
BBW
393
Blue Barn Wealth
Utah
$227K -$24.3K -252 -10%
WIA
394
World Investment Advisors
California
$223K +$223K +2,309 New
5SA
395
5th Street Advisors
Connecticut
$223K – – –
MW
396
Members Wealth
Pennsylvania
$223K +$223K +2,027 New
MPCA
397
Madison Park Capital Advisors
Washington
$218K +$193 +2 +0.1%
AWP
398
Abacus Wealth Partners
California
$218K – – –
GB
399
Goepper Burkhardt
South Carolina
$217K – – –
BWP
400
Baldwin Wealth Partners
Massachusetts
$216K – – –
14 15
16
17 18