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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.

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
1
Boston Common Asset Management
Massachusetts
$18.6M
2
I
2
IMPACTfolio
Colorado
$40.2M
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$19.9M
4
CAM
4
Clarity Asset Management
Iowa
$15.6M
5
RCS
5
Retirement Capital Strategies
California
$32.5M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$562M
2
Morgan Stanley
2
Morgan Stanley
New York
$79.6M
3
FCG
3
Financial Connections Group
California
$0
4
VF
4
Visa Foundation
California
$165M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$20.3M 217,775 -2,192 -1%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$20.2M 216,859 -5,353 -2%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$20.1M 216,036 +13,476 +7%
PCIG
29
Partners Capital Investment Group
Massachusetts
$19.9M 213,037 +178,102 +510%
MG
30
Mather Group
Illinois
$19.8M 232,767 -1,258 -0.5%
LPL Financial
31
LPL Financial
California
$19.8M 212,125 +33,942 +19%
CWM
32
Cedar Wealth Management
California
$19.4M 208,057 -5,799 -3%
HDIM
33
Hanson & Doremus Investment Management
Vermont
$19M 204,325 +17,124 +9%
GC
34
Garde Capital
Washington
$18.8M 201,923 +66,727 +49%
BCAM
35
Boston Common Asset Management
Massachusetts
$18.6M 199,493 +199,493 New
MCCA
36
Mill Creek Capital Advisors
Pennsylvania
$17.5M 187,351 -13,335 -7%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$17.4M 186,614 -30,836 -14%
CG
38
Caprock Group
Idaho
$17.2M 184,283 -1,556 -0.8%
CAM
39
Clarity Asset Management
Iowa
$15.6M 167,029 +166,873 +106,970%
DPI
40
Diversified Portfolios Inc
Michigan
$14.2M 152,126 -5,072 -3%
ODIJL
41
One Day In July LLC
Vermont
$12.8M 137,021 +3,957 +3%
DL
42
DOHJ LLC
Washington
$12M 129,103 +7,302 +6%
Wells Fargo
43
Wells Fargo
California
$11.8M 126,398 +5,350 +4%
HI
44
Human Investing
Oregon
$11.8M 126,188 +4,505 +4%
SA
45
Skyline Advisors
Washington
$11.4M 122,338 -758 -0.6%
LSAG
46
Lake Street Advisors Group
New Hampshire
$11.3M 121,409 -2,408 -2%
RCG
47
Regatta Capital Group
California
$11.1M 118,748 +59,139 +99%
LFA
48
LifeGuide Financial Advisors
Pennsylvania
$10.4M 111,814 +5,047 +5%
EW
49
Evoke Wealth
California
$10M 107,273 +25,214 +31%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$9.94M 106,632 +4,518 +4%
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