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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

518 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 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+27
Holders Change %
+5.5%
% of All Funds
7.49%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.35%
New
47
Increased
215
Reduced
132
Closed
15
Calls
$71K
Puts
–
Net Calls
+$71K
Net Calls Change
+$71K

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$21.2M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$12.2M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$120M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.48M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$39.9M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$280M
2
Bank of America
2
Bank of America
North Carolina
$46.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$21.6M
4
BSWM
4
Boston Standard Wealth Management
Massachusetts
$0
5
Ameriprise
5
Ameriprise
Minnesota
$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
401
Evermay Wealth Management
Virginia
$245K – – –
RWP
402
Reliant Wealth Planning
Kentucky
$245K – – –
KAS
403
Kestra Advisory Services
Texas
$243K -$305K -2,999 -56%
TW
404
Towerpoint Wealth
California
$242K -$19.8K -195 -8%
DSN
405
D. Scott Neal
Kentucky
$240K -$2.54K -25 -1%
RRA
406
Round Rock Advisors
Connecticut
$239K – – –
BBW
407
Blue Barn Wealth
Utah
$239K – – –
CGL
408
Clarius Group LLC
Washington
$235K -$40.5K -398 -15%
5SA
409
5th Street Advisors
Connecticut
$232K -$3.15K -31 -1%
ASN
410
Advisory Services Network
Georgia
$231K – – –
MPCA
411
Madison Park Capital Advisors
Washington
$229K +$203 +2 +0.1%
OWP
412
Obermeyer Wealth Partners
Colorado
$229K +$229K +2,257 New
AWP
413
Abacus Wealth Partners
California
$229K – – –
GB
414
Goepper Burkhardt
South Carolina
$229K – – –
IWM
415
IHT Wealth Management
Illinois
$228K +$228K +2,252 New
BWP
416
Baldwin Wealth Partners
Massachusetts
$227K – – –
KMWM
417
Keudell/Morrison Wealth Management
Oregon
$227K +$227K +2,230 New
BA
418
Bristlecone Advisors
Washington
$226K – – –
GIA
419
Gladstone Institutional Advisory
Florida
$225K -$203 -2 -0.1%
GSIS
420
Global Strategic Investment Solutions
Arizona
$223K +$610 +6 +0.3%
MWA
421
Martel Wealth Advisors
Washington
$223K – – –
SIC
422
Salem Investment Counselors
North Carolina
$221K – – –
FA
423
Flagstar Advisors
New York
$219K +$610 +6 +0.3%
CIBC World Market
424
CIBC World Market
Ontario, Canada
$217K +$217K +2,136 New
LWM
425
Lakeridge Wealth Management
Ohio
$210K +$210K +2,062 New
15 16
17
18 19