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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.

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 Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$20.9M 216,625 +589 +0.3%
LPL Financial
27
LPL Financial
California
$20.7M 214,701 +2,576 +1%
OWM
28
Orgel Wealth Management
Wisconsin
$20.3M 209,868 -24,833 -11%
HDIM
29
Hanson & Doremus Investment Management
Vermont
$20M 207,042 +2,717 +1%
CWM
30
Cedar Wealth Management
California
$20M 207,037 -1,020 -0.5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$19.6M 202,747 -16,007 -7%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$19.4M 201,266 +136,223 +209%
GC
33
Garde Capital
Washington
$19.3M 199,410 -2,513 -1%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$19.2M 198,072 -18,787 -9%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$18.4M 190,828 +4,214 +2%
CG
36
Caprock Group
Idaho
$18.1M 187,497 +3,214 +2%
MCCA
37
Mill Creek Capital Advisors
Pennsylvania
$16.9M 175,391 -11,960 -6%
CAM
38
Clarity Asset Management
Iowa
$16.2M 168,084 +1,055 +0.6%
SAG
39
SageView Advisory Group
California
$15.5M 160,850 +109,101 +211%
FCG
40
Financial Connections Group
California
$14.6M 150,821 +150,821 New
DPI
41
Diversified Portfolios Inc
Michigan
$14.2M 146,627 -5,499 -4%
ODIJL
42
One Day In July LLC
Vermont
$13.6M 141,055 +4,034 +3%
DL
43
DOHJ LLC
Washington
$13.1M 135,453 +6,350 +5%
HI
44
Human Investing
Oregon
$12.3M 126,864 +676 +0.5%
LSAG
45
Lake Street Advisors Group
New Hampshire
$12.2M 126,668 +5,259 +4%
RCG
46
Regatta Capital Group
California
$12M 124,219 +5,471 +5%
SA
47
Skyline Advisors
Washington
$11.9M 122,766 +428 +0.3%
LFA
48
LifeGuide Financial Advisors
Pennsylvania
$11.3M 116,754 +4,940 +4%
GAM
49
Gemmer Asset Management
California
$11.1M 114,510 +10,990 +11%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$10.8M 111,991 +5,359 +5%
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