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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
+$18.5M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$16.6M
4
CAM
Clarity Asset Management
Iowa
+$15.6M
5
RCS
Retirement Capital Strategies
California
+$8.27M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$287M
2
Morgan Stanley
Morgan Stanley
New York
-$80.3M
3
FCG
Financial Connections Group
California
-$12.3M
4
VF
Visa Foundation
California
-$11.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
426
Trust Company of Vermont
Vermont
$83.9K – – –
NOI
427
Newton One Investments
Delaware
$80.9K +$186 +2 +0.2%
PAI
428
Pittenger & Anderson Inc
Nebraska
$77.6K -$72.8K -781 -48%
RCM
429
Rain Capital Management
Oregon
$77.3K +$186 +2 +0.2%
TC
430
Trust Company
Kansas
$75.4K -$6.99K -75 -8%
OSAM
431
O'Shaughnessy Asset Management
Connecticut
$75K +$56.9K +610 +313%
TCWA
432
Turtle Creek Wealth Advisors
Texas
$73.7K +$73.7K +791 New
SWM
433
Spire Wealth Management
Virginia
$69.9K – – –
PSB
434
Piscataqua Savings Bank
New Hampshire
$66.3K – – –
FGA
435
Fortis Group Advisors
New Jersey
$63.4K -$63.4K -680 -50%
RCM
436
Richardson Capital Management
Wisconsin
$62.7K +$186 +2 +0.3%
GWM
437
Grand Wealth Management
Michigan
$61.4K – – –
DI
438
DAGCO Inc
Ohio
$54.2K +$54.2K +582 New
PTC
439
Private Trust Company
Ohio
$54.1K – – –
IA
440
IFP Advisors
Florida
$50.5K – – –
FFA
441
Founders Financial Alliance
North Carolina
$47.7K +$47.7K +512 New
APW
442
Acima Private Wealth
Virginia
$44.9K – – –
CSC
443
Caldwell Sutter Capital
California
$43.5K +$18.3K +196 +72%
AEPWM
444
Atlantic Edge Private Wealth Management
Florida
$43.3K – – –
GEA
445
Glen Eagle Advisors
New Jersey
$41.5K +$466 +5 +1%
PCFFS
446
Pacific Center for Financial Services
California
$40.4K +$93 +1 +0.2%
Qube Research & Technologies (QRT)
447
Qube Research & Technologies (QRT)
United Kingdom
$39K -$109K -1,173 -74%
WFA
448
Wells Financial Advisors
Massachusetts
$37.3K – – –
WAS
449
Winch Advisory Services
Wisconsin
$36.1K – – –
RBC
450
Roble Belko & Company
Pennsylvania
$36K – – –
16 17
18
19 20