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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

586 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 101 funds opening new positions, 204 increasing their positions, 161 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+68
Holders Change %
+13.13%
% of All Funds
7.8%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
101
Increased
204
Reduced
161
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$597M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$32.9M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$27.7M
4
EP
Essential Planning
New Hampshire
+$26.2M
5
Two Sigma Investments
Two Sigma Investments
New York
+$10.4M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$12.2M
2
VF
Visa Foundation
California
-$9.96M
3
SA
Skyline Advisors
Washington
-$9.96M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.99M
5
Ameriprise
Ameriprise
Minnesota
-$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
376
NCM Capital Management
New Jersey
$350K +$350K +3,341 New
SFFS
377
Stonehage Fleming Financial Services
Jersey
$349K – – –
IWA
378
IBEX Wealth Advisors
New Jersey
$345K +$345K +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 +$313K +2,988 New
CA
395
Continuum Advisory
Idaho
$313K +$839 +8 +0.3%
Envestnet Portfolio Solutions
396
Envestnet Portfolio Solutions
Illinois
$313K -$18.2K -174 -6%
SPW
397
Sonoma Private Wealth
California
$312K – – –
TB
398
Treynor Bancshares
Iowa
$311K +$629 +6 +0.2%
NEPWA
399
New England Private Wealth Advisors
Massachusetts
$311K +$839 +8 +0.3%
FSA
400
Fort Sheridan Advisors
Illinois
$306K +$306K +2,921 New
14 15
16
17 18