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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

491 hedge funds and large institutions have $2.8B invested in Vanguard ESG US Stock ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+10
Holders Change %
+2.08%
% of All Funds
7.14%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
42
Increased
199
Reduced
146
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$650M
2
FCG
2
Financial Connections Group
California
$14.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$19.4M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$105M
5
SAG
5
SageView Advisory Group
California
$15.5M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$3.33M
2
RCS
2
Retirement Capital Strategies
California
$5.22M
3
BCAM
3
Boston Common Asset Management
Massachusetts
$0
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$6.57K
5
CA
5
Cambridge Associates
Massachusetts
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
451
Pacific Center for Financial Services
California
$42K +$97 +1 +0.2%
WFA
452
Wells Financial Advisors
Massachusetts
$38.6K – – –
CCM
453
Chilton Capital Management
Texas
$38.6K +$38.6K +400 New
RBC
454
Roble Belko & Company
Pennsylvania
$38K – – –
WAS
455
Winch Advisory Services
Wisconsin
$37.4K – – –
CHA
456
Carmichael Hill & Associates
Maryland
$34.2K +$97 +1 +0.3%
CA
457
Clearstead Advisors
Ohio
$33.9K -$2.8K -29 -8%
Comerica Bank
458
Comerica Bank
Texas
$32K – – –
DP
459
Denver PWM
Colorado
$31K -$672K -6,961 -96%
GWSG
460
GPS Wealth Strategies Group
Colorado
$30.8K +$16.3K +169 +113%
S
461
SignatureFD
Georgia
$28.7K +$97 +1 +0.3%
FRA
462
Front Row Advisors
California
$25.7K – – –
TSWM
463
Tyler-Stone Wealth Management
Ohio
$25.6K +$25.6K +265 New
ACA
464
American Capital Advisory
Idaho
$25K +$1.28K +15 +5%
RA
465
Rise Advisors
New York
$23.6K – – –
BIM
466
Breakwater Investment Management
Washington
$22.9K – – –
FWP
467
FAS Wealth Partners
Kansas
$22.6K +$22.6K +234 New
IAIM
468
International Assets Investment Management
Florida
$22.3K +$22.3K +231 New
OA
469
Operose Advisors
Wisconsin
$22.1K +$96 +1 +0.4%
TFA
470
Toth Financial Advisory
Virginia
$21.5K +$96 +1 +0.5%
NFSG
471
Newbridge Financial Services Group
Florida
$21.1K +$21.1K +219 New
DIP
472
DT Investment Partners
Pennsylvania
$20.8K – – –
EA
473
Evolution Advisers
Virginia
$19K – – –
PS
474
Principal Securities
Iowa
$16.2K – – –
CFD
475
Creative Financial Designs
Indiana
$15.9K – – –
17 18
19
20 21