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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
$40.2M
3
PCIG
Partners Capital Investment Group
Massachusetts
$19.9M
4
CAM
Clarity Asset Management
Iowa
$15.6M
5
RCS
Retirement Capital Strategies
California
$32.5M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$562M
2
Morgan Stanley
Morgan Stanley
New York
$79.6M
3
FCG
Financial Connections Group
California
$0
4
VF
Visa Foundation
California
$165M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
451
Clearstead Advisors
Ohio
$35K +$35K +380 New
CHA
452
Carmichael Hill & Associates
Maryland
$32.9K +$93 +1 +0.3%
Comerica Bank
453
Comerica Bank
Texas
$30.8K -$1.86K -20 -6%
S
454
SignatureFD
Georgia
$27.6K +$93 +1 +0.3%
FSWA
455
Financial Synergies Wealth Advisors
Texas
$26.8K +$5.31K +57 +25%
FRA
456
Front Row Advisors
California
$24.8K +$24.8K +266 New
RA
457
Rise Advisors
New York
$22.7K +$93 +1 +0.4%
BIM
458
Breakwater Investment Management
Washington
$22.1K +$22.1K +237 New
OA
459
Operose Advisors
Wisconsin
$21.2K +$6.89K +74 +48%
TFA
460
Toth Financial Advisory
Virginia
$20.7K +$93 +1 +0.5%
DIP
461
DT Investment Partners
Pennsylvania
$20K -$93 -1 -0.5%
ACA
462
American Capital Advisory
Idaho
$20K -$1.08K -15 -5%
EA
463
Evolution Advisers
Virginia
$19K – – –
PS
464
Principal Securities
Iowa
$15.7K – – –
CFD
465
Creative Financial Designs
Indiana
$15.4K – – –
GWSG
466
GPS Wealth Strategies Group
Colorado
$14K – – –
GRP
467
Global Retirement Partners
California
$14K +$4.66K +50 +50%
B
468
Birchbrook
Maine
$13.9K +$93 +1 +0.7%
First Manhattan
469
First Manhattan
New York
$13K – – –
ACA
470
Aptus Capital Advisors
Alabama
$11.6K – – –
AF
471
Advisornet Financial
Minnesota
$10.7K -$62.3K -671 -85%
GJWM
472
Gilliland Jeter Wealth Management
Arkansas
$10.5K +$10.5K +113 New
CSB
473
City State Bank
Iowa
$9K – – –
ME
474
McIlrath & Eck
Washington
$8.76K -$68.9K -739 -89%
PCM
475
Penserra Capital Management
California
$7K +$7K +83 New
17 18
19
20 21