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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
$322M
3
Wealthfront Advisers
Wealthfront Advisers
California
$152M
4
EP
Essential Planning
New Hampshire
$26.6M
5
Two Sigma Investments
Two Sigma Investments
New York
$20.2M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
2
VF
Visa Foundation
California
$171M
3
SA
Skyline Advisors
Washington
$2.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Ameriprise
Ameriprise
Minnesota
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
451
Abacus Wealth Partners
California
$236K – – –
KMWM
452
Keudell/Morrison Wealth Management
Oregon
$234K +$210 +2 +0.1%
DSN
453
D. Scott Neal
Kentucky
$233K -$14.8K -141 -6%
AWS
454
Atria Wealth Solutions
New York
$232K +$232K +2,209 New
MW
455
Members Wealth
Pennsylvania
$231K +$231K +2,140 New
GB
456
Goepper Burkhardt
South Carolina
$231K -$5.25K -50 -2%
MWA
457
Martel Wealth Advisors
Washington
$231K – – –
RA
458
RFG Advisory
Alabama
$230K -$1.26M -12,027 -85%
PWM
459
Parkworth Wealth Management
California
$229K +$229K +2,183 New
SIC
460
Salem Investment Counselors
North Carolina
$228K – – –
TKP
461
Tallon Kerry Patrick
$228K +$228K +2,175 New
PRTG
462
Post Resch Tallon Group
New York
$228K +$228K +2,175 New
NRG
463
Nemes Rush Group
Michigan
$227K +$227K +2,165 New
FA
464
Flagstar Advisors
New York
$226K +$629 +6 +0.3%
OWA
465
Octavia Wealth Advisors
Ohio
$224K +$224K +2,140 New
RWP
466
Reliant Wealth Planning
Kentucky
$224K -$29.1K -277 -11%
LWM
467
Lakeridge Wealth Management
Ohio
$216K – – –
BDF
468
Black Diamond Financial
Maryland
$214K – – –
FCBT
469
First Citizens Bank & Trust
North Carolina
$212K – – –
OFG
470
Oxford Financial Group
Indiana
$209K – – –
LWA
471
Ledgewood Wealth Advisors
New Hampshire
$208K +$105 +1 +0.1%
NSIM
472
North Star Investment Management
Illinois
$208K +$525 +5 +0.3%
CA
473
Cornerstone Advisory
Maryland
$207K +$207K +1,899 New
GVCM
474
Global View Capital Management
Wisconsin
$207K +$207K +1,982 New
FHA
475
Flagship Harbor Advisors
Massachusetts
$207K +$207K +1,975 New
17 18
19
20 21