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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 %
PCIA
401
Prime Capital Investment Advisors
Kansas
$300K – – –
TAM
402
Trillium Asset Management
Massachusetts
$299K -$57.7K -550 -16%
GIA
403
Gladstone Institutional Advisory
Florida
$299K +$66.3K +632 +29%
BFA
404
Bluestem Financial Advisors
Illinois
$298K +$210 +2 +0.1%
BWG
405
Beta Wealth Group
California
$297K -$1.47K -14 -0.5%
NEWAS
406
N.E.W. Advisory Services
Wisconsin
$297K +$41.3K +394 +16%
Fiera Capital (Canada)
407
Fiera Capital (Canada)
Quebec, Canada
$296K +$839 +8 +0.3%
CPA
408
Cardiff Park Advisors
California
$291K +$525 +5 +0.2%
CM
409
Capital Management
Virginia
$288K – – –
HCP
410
Hexagon Capital Partners
Arkansas
$286K +$734 +7 +0.3%
WWP
411
Waypoint Wealth Partners
California
$286K +$5.25K +50 +2%
RCM
412
RB Capital Management
Nevada
$284K – – –
TAM
413
Tocqueville Asset Management
New York
$281K – – –
DE
414
Diversified Enterprises
Delaware
$279K +$279K +2,664 New
FF
415
Financial Futures
New Jersey
$278K -$139K -1,328 -33%
MGIA
416
Moneta Group Investment Advisors
Missouri
$277K -$17.3K -165 -6%
MCM
417
Mengis Capital Management
Oregon
$277K -$8.5K -81 -3%
WCFA
418
Walkner Condon Financial Advisors
Wisconsin
$275K – – –
BCMO
419
Buckingham Capital Management (Ohio)
Ohio
$274K – – –
TF
420
Trek Financial
Arizona
$273K – – –
IC
421
IEQ Capital
California
$272K – – –
RFP
422
Root Financial Partners
California
$272K +$272K +2,591 New
CRC
423
Curi RMB Capital
Illinois
$272K – – –
BA
424
Bristlecone Advisors
Washington
$271K +$37.4K +357 +16%
ASN
425
Advisory Services Network
Georgia
$269K +$18.3K +174 +7%
15 16
17
18 19