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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 %
KAS
426
Kestra Advisory Services
Texas
$269K +$18.1K +173 +7%
FCIM
427
Fairview Capital Investment Management
California
$267K -$31.5K -300 -11%
AWM
428
Avior Wealth Management
Nebraska
$267K -$121K -1,154 -31%
MFP
429
Meridian Financial Partners
Virginia
$267K +$267K +2,546 New
WPC
430
Wedmont Private Capital
Pennsylvania
$265K +$265K +2,553 New
DWM
431
Dakota Wealth Management
Florida
$263K +$263K +2,505 New
MCC
432
Money Concepts Capital
Florida
$263K +$263K +2,503 New
ACP
433
Argyle Capital Partners
California
$262K +$262K +2,500 New
RSA
434
River Street Advisors
Illinois
$261K +$261K +2,486 New
TAM
435
Townsend Asset Management
North Carolina
$260K -$4.2K -40 -2%
FSA
436
Financial Services Advisory
Maryland
$259K +$259K +2,471 New
QC
437
Quent Capital
New York
$259K -$1.05K -10 -0.4%
EFG
438
Everhart Financial Group
Ohio
$256K -$839 -8 -0.3%
CGL
439
Clarius Group LLC
Washington
$255K +$12.4K +118 +5%
EC
440
Estate Counselors
Wisconsin
$254K – – –
BC
441
Brio Consultants
California
$254K +$254K +2,418 New
EWM
442
Evermay Wealth Management
Virginia
$253K – – –
CIBC World Market
443
CIBC World Market
Ontario, Canada
$252K +$28K +267 +13%
OWP
444
Obermeyer Wealth Partners
Colorado
$252K +$15.2K +145 +6%
WIA
445
World Investment Advisors
California
$251K -$9.96K -95 -4%
OFP
446
OFC Financial Planning
New Jersey
$249K +$249K +2,378 New
RRA
447
Round Rock Advisors
Connecticut
$247K – – –
BBW
448
Blue Barn Wealth
Utah
$246K – – –
SSF
449
Southern Style Financial
California
$246K +$246K +2,345 New
CWP
450
Concord Wealth Partners
Virginia
$246K -$33.9K -323 -12%
16 17
18
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