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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
ASN
426
Advisory Services Network
Georgia
$269K +$18.3K +174 +7%
KAS
427
Kestra Advisory Services
Texas
$269K +$18.2K +173 +7%
FCIM
428
Fairview Capital Investment Management
California
$267K -$31.5K -300 -11%
AWM
429
Avior Wealth Management
Nebraska
$267K -$121K -1,154 -31%
MFP
430
Meridian Financial Partners
Virginia
$267K +$267K +2,546 New
WPC
431
Wedmont Private Capital
Pennsylvania
$265K +$268K +2,553 New
DWM
432
Dakota Wealth Management
Florida
$263K +$263K +2,505 New
MCC
433
Money Concepts Capital
Florida
$263K +$263K +2,503 New
ACP
434
Argyle Capital Partners
California
$262K +$262K +2,500 New
RSA
435
River Street Advisors
Illinois
$261K +$261K +2,486 New
TAM
436
Townsend Asset Management
North Carolina
$260K -$4.2K -40 -2%
FSA
437
Financial Services Advisory
Maryland
$259K +$259K +2,471 New
QC
438
Quent Capital
New York
$259K -$1.05K -10 -0.4%
EFG
439
Everhart Financial Group
Ohio
$256K -$839 -8 -0.3%
CGL
440
Clarius Group LLC
Washington
$255K +$12.4K +118 +5%
EC
441
Estate Counselors
Wisconsin
$254K – – –
BC
442
Brio Consultants
California
$254K +$254K +2,418 New
EWM
443
Evermay Wealth Management
Virginia
$253K – – –
CIBC World Market
444
CIBC World Market
Ontario, Canada
$252K +$28K +267 +13%
OWP
445
Obermeyer Wealth Partners
Colorado
$252K +$15.2K +145 +6%
WIA
446
World Investment Advisors
California
$251K -$9.97K -95 -4%
OFP
447
OFC Financial Planning
New Jersey
$249K +$250K +2,378 New
RRA
448
Round Rock Advisors
Connecticut
$247K – – –
BBW
449
Blue Barn Wealth
Utah
$246K – – –
SSF
450
Southern Style Financial
California
$246K +$246K +2,345 New
16 17
18
19 20

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.