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Vanguard ESG US Stock ETF
ESGV

521 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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

63% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 132

5% more funds holding

Funds holding: 495 → 521 (+26)

4% more funds holding in top 10

Funds holding in top 10: 23 → 24 (+1)

3.54% less ownership

Funds ownership: 31.59% → 28.05% (-3.5%)

5% less capital invested

Capital invested by funds: $2.8B → $2.65B (-$150M)

Holders
521
Holders Change
+26
Holders Change %
+5.25%
% of All Funds
7.48%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.34%
New
47
Increased
215
Reduced
132
Closed
16
Calls
$71K
Puts
–
Net Calls
+$71K
Net Calls Change
+$71K

Top Buyers

Rank Fund Capital Flow
1
RWP
RWA Wealth Partners
Massachusetts
+$19.4M
2
IAIM
International Assets Investment Management
Florida
+$15.2M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$11.8M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$9.72M
5
Two Sigma Investments
Two Sigma Investments
New York
+$9.14M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$390M
2
Bank of America
Bank of America
North Carolina
-$11M
3
Goldman Sachs
Goldman Sachs
New York
-$7.67M
4
BSWM
Boston Standard Wealth Management
Massachusetts
-$6.36M
5
Ameriprise
Ameriprise
Minnesota
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
376
Bluestem Financial Advisors
Illinois
$288K -$14.6K -149 -5%
Fiera Capital (Canada)
377
Fiera Capital (Canada)
Quebec, Canada
$286K +$784 +8 +0.3%
MGIA
378
Moneta Group Investment Advisors
Missouri
$286K +$3.63K +37 +1%
Fisher Asset Management
379
Fisher Asset Management
Washington
$285K +$275K +2,801 New
CPA
380
Cardiff Park Advisors
California
$281K +$784 +8 +0.3%
CM
381
Capital Management
Virginia
$279K – – –
MCM
382
Mengis Capital Management
Oregon
$277K -$22.3K -228 -8%
HCP
383
Hexagon Capital Partners
Arkansas
$277K +$686 +7 +0.3%
RCM
384
RB Capital Management
Nevada
$275K – – –
KC
385
Kades & Cheifetz
Pennsylvania
$275K +$784 +8 +0.3%
TAM
386
Tocqueville Asset Management
New York
$272K -$58.8K -600 -18%
WWP
387
Waypoint Wealth Partners
California
$272K – – –
CWP
388
Concord Wealth Partners
Virginia
$271K +$30.2K +308 +13%
WCFA
389
Walkner Condon Financial Advisors
Wisconsin
$266K – – –
BCMO
390
Buckingham Capital Management (Ohio)
Ohio
$266K -$196 -2 -0.1%
TF
391
Trek Financial
Arizona
$264K +$255K +2,598 New
IC
392
IEQ Capital
California
$263K – – –
CRC
393
Curi RMB Capital
Illinois
$263K – – –
TAM
394
Townsend Asset Management
North Carolina
$256K – – –
WIA
395
World Investment Advisors
California
$253K +$17.3K +176 +8%
QC
396
Quent Capital
New York
$252K – – –
FNA
397
First National Advisers
Nebraska
$250K +$241K +2,460 New
CWA
398
Cornerstone Wealth Advisors
Minnesota
$250K +$490 +5 +0.2%
EFG
399
Everhart Financial Group
Ohio
$249K -$392 -4 -0.2%
NEWAS
400
N.E.W. Advisory Services
Wisconsin
$247K +$686 +7 +0.3%
14 15
16
17 18

ESGV Hedge Fund Activity: Q3 2024 in Review

521 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q3 2024, worth a combined $2.65B — down 5.4% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGV positions and 16 closed out — a net gain of 31 holders — while 215 added to existing stakes and 132 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $19.4M. The largest seller was Vanguard Group, cutting an estimated $390M.

  • 521 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q3 2024, up from 495 in Q2 2024.
  • Funds reported $2.65B of Vanguard ESG US Stock ETF stock for Q3 2024, down 5.4% quarter-over-quarter.
  • 47 funds opened new Vanguard ESG US Stock ETF positions in Q3 2024 and 16 closed out, a net change of +31 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q3 2024 was RWA Wealth Partners, an estimated $19.4M added.
  • The largest Vanguard ESG US Stock ETF seller in Q3 2024 was Vanguard Group, an estimated $390M sold.

Based on aggregated 13F filings for Q3 2024.