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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

481 hedge funds and large institutions have $2.63B invested in Vanguard ESG US Stock ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+13
Holders Change %
+2.78%
% of All Funds
6.97%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.33%
New
40
Increased
186
Reduced
163
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCAM
Boston Common Asset Management
Massachusetts
$18.6M
2
I
IMPACTfolio
Colorado
$40.2M
3
PCIG
Partners Capital Investment Group
Massachusetts
$19.9M
4
CAM
Clarity Asset Management
Iowa
$15.6M
5
RCS
Retirement Capital Strategies
California
$32.5M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$562M
2
Morgan Stanley
Morgan Stanley
New York
$79.6M
3
FCG
Financial Connections Group
California
$0
4
VF
Visa Foundation
California
$165M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
401
Advisory Services Network
Georgia
$213K +$34.1K +366 +19%
MPCA
402
Madison Park Capital Advisors
Washington
$210K +$210K +2,253 New
AWP
403
Abacus Wealth Partners
California
$210K +$210K +2,252 New
BWP
404
Baldwin Wealth Partners
Massachusetts
$209K +$48.2K +517 +30%
GB
405
Goepper Burkhardt
South Carolina
$207K – – –
OFG
406
Oxford Financial Group
Indiana
$205K – – –
MWA
407
Martel Wealth Advisors
Washington
$205K -$70.6K -758 -26%
SIC
408
Salem Investment Counselors
North Carolina
$202K – – –
NSIM
409
North Star Investment Management
Illinois
$194K +$466 +5 +0.2%
AFG
410
Albion Financial Group
Utah
$184K -$659K -7,070 -78%
CWA
411
Carolina Wealth Advisors
South Carolina
$175K – – –
MWM
412
Mascoma Wealth Management
New Hampshire
$170K -$94.1K -1,010 -36%
ACA
413
Atlas Capital Advisors
Wyoming
$163K +$186 +2 +0.1%
PFBT
414
Parkside Financial Bank & Trust
Missouri
$152K – – –
RLIM
415
Red Lighthouse Investment Management
New York
$147K – – –
C
416
Covestor
United Kingdom
$139K -$18.3K -196 -12%
JWA
417
JFS Wealth Advisors
Pennsylvania
$118K -$102K -1,092 -46%
AFS
418
Annapolis Financial Services
Maryland
$113K -$8.76K -94 -7%
US Bancorp
419
US Bancorp
Minnesota
$109K +$13.2K +142 +14%
CSPIA
420
Cary Street Partners Investment Advisory
Virginia
$103K – – –
AF
421
Allworth Financial
California
$95.8K – – –
AWM
422
Abound Wealth Management
Tennessee
$94.8K +$9.04K +97 +11%
JWM
423
Janiczek Wealth Management
Colorado
$94.7K +$4.94K +53 +6%
SMFG
424
Sumitomo Mitsui Financial Group
Japan
$87.4K -$81K -869 -48%
HPC
425
HM Payson & Co
Maine
$84K – – –
15 16
17
18 19