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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

491 hedge funds and large institutions have $2.8B invested in Vanguard ESG US Stock ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+10
Holders Change %
+2.08%
% of All Funds
7.14%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
42
Increased
199
Reduced
146
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$650M
2
FCG
2
Financial Connections Group
California
$14.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$19.4M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$105M
5
SAG
5
SageView Advisory Group
California
$15.5M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$3.33M
2
RCS
2
Retirement Capital Strategies
California
$5.22M
3
BCAM
3
Boston Common Asset Management
Massachusetts
$0
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$6.57K
5
CA
5
Cambridge Associates
Massachusetts
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
401
Legacy Capital Wealth Partners
Arkansas
$216K +$216K +2,238 New
BA
402
Bristlecone Advisors
Washington
$215K +$215K +2,227 New
GIA
403
Gladstone Institutional Advisory
Florida
$214K -$34.2K -354 -14%
MWA
404
Martel Wealth Advisors
Washington
$213K – – –
GSIS
405
Global Strategic Investment Solutions
Arizona
$212K -$22.4K -232 -10%
SIC
406
Salem Investment Counselors
North Carolina
$210K – – –
FA
407
Flagstar Advisors
New York
$207K +$207K +2,146 New
FF
408
Financial Futures
New Jersey
$206K +$206K +2,131 New
NSIM
409
North Star Investment Management
Illinois
$202K +$483 +5 +0.2%
OFG
410
Oxford Financial Group
Indiana
$193K -$20.1K -208 -9%
MWM
411
Mascoma Wealth Management
New Hampshire
$177K +$483 +5 +0.3%
CWA
412
Carolina Wealth Advisors
South Carolina
$171K -$10.5K -109 -6%
ACA
413
Atlas Capital Advisors
Wyoming
$169K +$193 +2 +0.1%
PFBT
414
Parkside Financial Bank & Trust
Missouri
$157K – – –
RLIM
415
Red Lighthouse Investment Management
New York
$152K – – –
C
416
Covestor
United Kingdom
$144K +$290 +3 +0.2%
ATPW
417
Ashton Thomas Private Wealth
Arizona
$134K +$134K +1,391 New
JWA
418
JFS Wealth Advisors
Pennsylvania
$122K +$97 +1 +0.1%
AFS
419
Annapolis Financial Services
Maryland
$117K – – –
JWM
420
Janiczek Wealth Management
Colorado
$114K +$16.2K +168 +17%
AF
421
Allworth Financial
California
$114K +$13.4K +137 +13%
FVIM
422
Fort Vancouver Investment Management
Washington
$110K +$110K +1,142 New
AFG
423
Albion Financial Group
Utah
$106K -$84.5K -875 -44%
CSPIA
424
Cary Street Partners Investment Advisory
Virginia
$103K – – –
AWM
425
Abound Wealth Management
Tennessee
$98.6K +$290 +3 +0.3%
15 16
17
18 19