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Vanguard ESG US Stock ETF

590 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 103 funds opening new positions, 204 increasing their positions, 161 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 22

35% more capital invested

Capital invested by funds: $2.65B → $3.57B (+$923M)

27% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 161

13% more funds holding

Funds holding: 521590 (+69)

8% more funds holding in top 10

Funds holding in top 10: 2426 (+2)

1.66% more ownership

Funds ownership: 28.05%29.71% (+1.7%)

Holders
590
Holders Change
+69
Holders Change %
+13.24%
% of All Funds
7.77%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.34%
New
103
Increased
204
Reduced
161
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
451
Concord Wealth Partners
Virginia
$246K -$33.9K -323 -12%
AWP
452
Abacus Wealth Partners
California
$236K
KMWM
453
Keudell/Morrison Wealth Management
Oregon
$234K +$210 +2 +0.1%
DSN
454
D. Scott Neal
Kentucky
$233K -$14.8K -141 -6%
AWS
455
Atria Wealth Solutions
New York
$232K +$232K +2,209 New
MW
456
Members Wealth
Pennsylvania
$231K +$225K +2,140 New
GB
457
Goepper Burkhardt
South Carolina
$231K -$5.25K -50 -2%
MWA
458
Martel Wealth Advisors
Washington
$231K
RA
459
RFG Advisory
Alabama
$230K -$1.26M -12,027 -85%
PWM
460
Parkworth Wealth Management
California
$229K +$229K +2,183 New
SIC
461
Salem Investment Counselors
North Carolina
$228K
PRTG
462
Post Resch Tallon Group
New York
$228K +$228K +2,175 New
TKP
463
Tallon Kerry Patrick
$228K +$228K +2,175 New
NRG
464
Nemes Rush Group
Michigan
$227K +$227K +2,165 New
FA
465
Flagstar Advisors
New York
$226K +$630 +6 +0.3%
OWA
466
Octavia Wealth Advisors
Ohio
$224K +$225K +2,140 New
RWP
467
Reliant Wealth Planning
Kentucky
$224K -$29.1K -277 -11%
LWM
468
Lakeridge Wealth Management
Ohio
$216K
BDF
469
Black Diamond Financial
Maryland
$214K
FCBT
470
First Citizens Bank & Trust
North Carolina
$212K
OFG
471
Oxford Financial Group
Indiana
$209K
LWA
472
Ledgewood Wealth Advisors
New Hampshire
$208K +$105 +1 +0.1%
NSIM
473
North Star Investment Management
Illinois
$208K +$525 +5 +0.3%
CA
474
Cornerstone Advisory
Maryland
$207K +$199K +1,899 New
GVCM
475
Global View Capital Management
Wisconsin
$207K +$208K +1,982 New

ESGV Hedge Fund Activity: Q4 2024 in Review

590 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q4 2024, worth a combined $3.57B — up 35% from $2.65B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new ESGV positions and 22 closed out — a net gain of 81 holders — while 204 added to existing stakes and 161 trimmed.

The largest buyer was Vanguard Group, adding an estimated $32.9M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $12.2M sold.

  • 590 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q4 2024, up from 521 in Q3 2024.
  • Funds reported $3.57B of Vanguard ESG US Stock ETF stock for Q4 2024, up 35% quarter-over-quarter.
  • 103 funds opened new Vanguard ESG US Stock ETF positions in Q4 2024 and 22 closed out, a net change of +81 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q4 2024 was Vanguard Group, an estimated $32.9M added.
  • The largest Vanguard ESG US Stock ETF seller in Q4 2024 was BNP Paribas Financial Markets, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2024.