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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.

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 %
BDF
426
Black Diamond Financial
Maryland
$208K +$208K +2,043 New
FCBT
427
First Citizens Bank & Trust
North Carolina
$205K +$205K +2,019 New
OFG
428
Oxford Financial Group
Indiana
$203K – – –
LWA
429
Ledgewood Wealth Advisors
New Hampshire
$202K +$202K +1,984 New
NSIM
430
North Star Investment Management
Illinois
$201K -$11.7K -115 -5%
IAN
431
Integrated Advisors Network
Texas
$200K +$200K +1,969 New
Comerica Bank
432
Comerica Bank
Texas
$194K +$160K +1,575 +476%
AF
433
Allworth Financial
California
$183K +$64.7K +636 +55%
CWA
434
Carolina Wealth Advisors
South Carolina
$180K – – –
ACA
435
Atlas Capital Advisors
Wyoming
$178K +$102 +1 +0.1%
MWM
436
Mascoma Wealth Management
New Hampshire
$166K -$20K -197 -11%
PFBT
437
Parkside Financial Bank & Trust
Missouri
$165K – – –
MFA
438
Morling Financial Advisors
California
$155K +$155K +1,524 New
EB
439
Eastern Bank
Massachusetts
$152K +$152K +1,497 New
C
440
Covestor
United Kingdom
$145K -$6.92K -68 -5%
GSEP
441
Golden State Equity Partners
California
$132K +$132K +1,300 New
JWA
442
JFS Wealth Advisors
Pennsylvania
$128K +$102 +1 +0.1%
AFS
443
Annapolis Financial Services
Maryland
$123K – – –
RLIM
444
Red Lighthouse Investment Management
New York
$119K -$41K -403 -26%
FVIM
445
Fort Vancouver Investment Management
Washington
$116K – – –
AFG
446
Albion Financial Group
Utah
$112K – – –
AEPWM
447
Atlantic Edge Private Wealth Management
Florida
$111K +$43.2K +425 +64%
Qube Research & Technologies (QRT)
448
Qube Research & Technologies (QRT)
United Kingdom
$106K +$106K +1,039 New
AWM
449
Abound Wealth Management
Tennessee
$105K +$813 +8 +0.8%
BBHC
450
Brown Brothers Harriman & Co
New York
$104K +$104K +1,026 New
16 17
18
19 20