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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 %
Fiera Capital (Canada)
376
Fiera Capital (Canada)
Quebec, Canada
$286K +$813 +8 +0.3%
MGIA
377
Moneta Group Investment Advisors
Missouri
$286K +$3.76K +37 +1%
Fisher Asset Management
378
Fisher Asset Management
Washington
$285K +$285K +2,801 New
CPA
379
Cardiff Park Advisors
California
$281K +$813 +8 +0.3%
CM
380
Capital Management
Virginia
$279K – – –
MCM
381
Mengis Capital Management
Oregon
$277K -$23.2K -228 -8%
HCP
382
Hexagon Capital Partners
Arkansas
$277K +$712 +7 +0.3%
RCM
383
RB Capital Management
Nevada
$275K – – –
KC
384
Kades & Cheifetz
Pennsylvania
$275K +$813 +8 +0.3%
TAM
385
Tocqueville Asset Management
New York
$272K -$61K -600 -18%
WWP
386
Waypoint Wealth Partners
California
$272K – – –
CWP
387
Concord Wealth Partners
Virginia
$271K +$31.3K +308 +13%
WCFA
388
Walkner Condon Financial Advisors
Wisconsin
$266K – – –
BCMO
389
Buckingham Capital Management (Ohio)
Ohio
$266K -$203 -2 -0.1%
TF
390
Trek Financial
Arizona
$264K +$264K +2,598 New
IC
391
IEQ Capital
California
$263K – – –
CRC
392
Curi RMB Capital
Illinois
$263K – – –
TAM
393
Townsend Asset Management
North Carolina
$256K – – –
WIA
394
World Investment Advisors
California
$253K +$17.9K +176 +8%
QC
395
Quent Capital
New York
$252K – – –
FNA
396
First National Advisers
Nebraska
$250K +$250K +2,460 New
CWA
397
Cornerstone Wealth Advisors
Minnesota
$250K +$508 +5 +0.2%
EFG
398
Everhart Financial Group
Ohio
$249K -$407 -4 -0.2%
NEWAS
399
N.E.W. Advisory Services
Wisconsin
$247K +$712 +7 +0.3%
EC
400
Estate Counselors
Wisconsin
$246K – – –
14 15
16
17 18