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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 %
CSPIA
451
Cary Street Partners Investment Advisory
Virginia
$103K – – –
ABWM
452
Alpine Bank Wealth Management
Colorado
$103K +$103K +1,014 New
SMFG
453
Sumitomo Mitsui Financial Group
Japan
$94.8K – – –
WOSD
454
WFA of San Diego
California
$93.6K – – –
US Bancorp
455
US Bancorp
Minnesota
$93K +$102 +1 +0.1%
HPC
456
HM Payson & Co
Maine
$91.6K – – –
TCOV
457
Trust Company of Vermont
Vermont
$91.5K – – –
OSAM
458
O'Shaughnessy Asset Management
Connecticut
$83.4K – – –
AIC
459
Archer Investment Corporation
Indiana
$83.1K – – –
PAI
460
Pittenger & Anderson Inc
Nebraska
$76.1K – – –
TC
461
Trust Company
Kansas
$75.7K -$3.46K -34 -4%
PSB
462
Piscataqua Savings Bank
New Hampshire
$72.3K – – –
FGA
463
Fortis Group Advisors
New Jersey
$69.1K – – –
RCM
464
Richardson Capital Management
Wisconsin
$68.8K +$203 +2 +0.3%
CSC
465
Caldwell Sutter Capital
California
$61.8K +$3.66K +36 +6%
DI
466
DAGCO Inc
Ohio
$59.1K -$305 -3 -0.5%
PTC
467
Private Trust Company
Ohio
$59K – – –
IA
468
IFP Advisors
Florida
$55.1K -$102 -1 -0.2%
LOIP
469
Live Oak Investment Partners
Texas
$53.2K -$50.5K – –
GRP
470
Global Retirement Partners
California
$52.5K +$102 +1 +0.2%
PFM
471
Phillips Financial Management
Indiana
$52.1K +$52.1K +513 New
CIAS
472
CBIZ Investment Advisory Services
Ohio
$51K +$44.1K +434 +638%
Fifth Third Bancorp
473
Fifth Third Bancorp
Ohio
$50K +$50K +492 New
ACA
474
Aptus Capital Advisors
Alabama
$49.7K +$37.1K +365 +294%
FW
475
Fairway Wealth
Ohio
$47.8K +$47.8K +471 New
17 18
19
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