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Vanguard ESG US Stock ETF

590 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 103 funds opening new positions, 204 increasing their positions, 161 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 22

35% more capital invested

Capital invested by funds: $2.65B → $3.57B (+$923M)

27% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 161

13% more funds holding

Funds holding: 521590 (+69)

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

1.66% more ownership

Funds ownership: 28.05%29.71% (+1.7%)

Holders
590
Holders Change
+69
Holders Change %
+13.24%
% of All Funds
7.77%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.34%
New
103
Increased
204
Reduced
161
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
376
NCM Capital Management
New Jersey
$350K +$351K +3,341 New
SFFS
377
Stonehage Fleming Financial Services
Jersey
$349K
IWA
378
IBEX Wealth Advisors
New Jersey
$345K +$346K +3,293 New
LPT
379
Legacy Private Trust
Wisconsin
$344K -$36.7K -350 -10%
SVWAG
380
Sound View Wealth Advisors Group
Georgia
$339K +$2.83K +27 +0.8%
MCA
381
Midwest Capital Advisors
Michigan
$336K +$336K +3,202 New
SEIA
382
Signature Estate & Investment Advisors
California
$335K +$28.4K +271 +9%
CIAS
383
CFS Investment Advisory Services
New Jersey
$333K -$7.13K -68 -2%
SFA
384
Salus Financial Advisors
Colorado
$332K +$332K +3,165 New
HH
385
Hilltop Holdings
Texas
$332K
SFPG
386
Stonebridge Financial Planning Group
Florida
$331K +$4.72K +45 +1%
TW
387
Towerpoint Wealth
California
$329K +$79.7K +760 +32%
LCWP
388
Legacy Capital Wealth Partners
Arkansas
$328K +$30.2K +288 +10%
WC
389
Wolfstich Capital
Massachusetts
$325K +$325K +3,097 New
CAM
390
Clark Asset Management
New Hampshire
$324K +$324K +3,090 New
MCA
391
MSH Capital Advisors
Arizona
$320K
FFN
392
Focus Financial Network
Minnesota
$317K +$7.24K +69 +2%
PNC
393
Park National Corp
Ohio
$315K
MWM
394
Momentous Wealth Management
Washington
$313K +$314K +2,988 New
CA
395
Continuum Advisory
Idaho
$313K +$839 +8 +0.3%
Envestnet Portfolio Solutions
396
Envestnet Portfolio Solutions
Illinois
$313K -$18.3K -174 -6%
SPW
397
Sonoma Private Wealth
California
$312K
TB
398
Treynor Bancshares
Iowa
$311K +$630 +6 +0.2%
NEPWA
399
New England Private Wealth Advisors
Massachusetts
$311K +$839 +8 +0.3%
MWA
400
Medallion Wealth Advisors
Connecticut
$308K +$308K +2,938 New

ESGV Hedge Fund Activity: Q4 2024 in Review

590 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q4 2024, worth a combined $3.57B — up 35% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new ESGV positions and 22 closed out — a net gain of 81 holders — while 204 added to existing stakes and 161 trimmed.

The largest buyer was Vanguard Group, adding an estimated $32.9M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $12.2M sold.

  • 590 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q4 2024, up from 521 in Q3 2024.
  • Funds reported $3.57B of Vanguard ESG US Stock ETF stock for Q4 2024, up 35% quarter-over-quarter.
  • 103 funds opened new Vanguard ESG US Stock ETF positions in Q4 2024 and 22 closed out, a net change of +81 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q4 2024 was Vanguard Group, an estimated $32.9M added.
  • The largest Vanguard ESG US Stock ETF seller in Q4 2024 was BNP Paribas Financial Markets, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.