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Vanguard ESG US Stock ETF
ESGV

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: 521 → 590 (+69)

8% more funds holding in top 10

Funds holding in top 10: 24 → 26 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$32.9M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$27.7M
3
EP
Essential Planning
New Hampshire
+$26.2M
4
Two Sigma Investments
Two Sigma Investments
New York
+$10.4M
5
TFCP
Twin Focus Capital Partners
Massachusetts
+$7.84M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$12.2M
2
VF
Visa Foundation
California
-$9.97M
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 		Change in
Stake
FSA
401
Fort Sheridan Advisors
Illinois
$306K +$306K +2,921 New
PCIA
402
Prime Capital Investment Advisors
Kansas
$300K – – –
TAM
403
Trillium Asset Management
Massachusetts
$299K -$57.7K -550 -16%
GIA
404
Gladstone Institutional Advisory
Florida
$299K +$66.3K +632 +29%
BFA
405
Bluestem Financial Advisors
Illinois
$298K +$210 +2 +0.1%
BWG
406
Beta Wealth Group
California
$297K -$1.47K -14 -0.5%
NEWAS
407
N.E.W. Advisory Services
Wisconsin
$297K +$41.3K +394 +16%
Fiera Capital (Canada)
408
Fiera Capital (Canada)
Quebec, Canada
$296K +$839 +8 +0.3%
CPA
409
Cardiff Park Advisors
California
$291K +$525 +5 +0.2%
CM
410
Capital Management
Virginia
$288K – – –
HCP
411
Hexagon Capital Partners
Arkansas
$286K +$734 +7 +0.3%
WWP
412
Waypoint Wealth Partners
California
$286K +$5.25K +50 +2%
RCM
413
RB Capital Management
Nevada
$284K – – –
TAM
414
Tocqueville Asset Management
New York
$281K – – –
DE
415
Diversified Enterprises
Delaware
$279K +$280K +2,664 New
FF
416
Financial Futures
New Jersey
$278K -$139K -1,328 -33%
MGIA
417
Moneta Group Investment Advisors
Missouri
$277K -$17.3K -165 -6%
MCM
418
Mengis Capital Management
Oregon
$277K -$8.5K -81 -3%
WCFA
419
Walkner Condon Financial Advisors
Wisconsin
$275K – – –
BCMO
420
Buckingham Capital Management (Ohio)
Ohio
$274K – – –
TF
421
Trek Financial
Arizona
$273K – – –
IC
422
IEQ Capital
California
$272K – – –
RFP
423
Root Financial Partners
California
$272K +$272K +2,591 New
CRC
424
Curi RMB Capital
Illinois
$272K – – –
BA
425
Bristlecone Advisors
Washington
$271K +$37.5K +357 +16%
15 16
17
18 19

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.