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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.

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
1
Koshinski Asset Management
Illinois
$597M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$322M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$152M
4
EP
4
Essential Planning
New Hampshire
$26.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$20.2M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
VF
2
Visa Foundation
California
$171M
3
SA
3
Skyline Advisors
Washington
$2.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Ameriprise
5
Ameriprise
Minnesota
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
26
Essential Planning
New Hampshire
$26.6M +$26.2M +249,951 +6,188%
FNWM
27
Financial Network Wealth Management
Utah
$26.3M -$198K -1,890 -0.7%
Franklin Resources
28
Franklin Resources
California
$25.4M +$7.32M +69,767 +41%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$25.3M -$255K -2,432 -1%
LPL Financial
30
LPL Financial
California
$24.2M +$1.33M +12,671 +6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$24.1M +$4.46M +42,527 +23%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$23.4M +$589K +5,614 +3%
HDIM
33
Hanson & Doremus Investment Management
Vermont
$22.9M +$1.2M +11,428 +6%
GC
34
Garde Capital
Washington
$22.7M +$355K +3,380 +2%
Goldman Sachs
35
Goldman Sachs
New York
$22.3M +$33.9K +323 +0.2%
Cerity Partners
36
Cerity Partners
New York
$22M -$458K -4,370 -2%
CWM
37
Cedar Wealth Management
California
$21.6M -$87.8K -837 -0.4%
OWM
38
Orgel Wealth Management
Wisconsin
$21.5M -$96.2K -917 -0.4%
RWP
39
RWA Wealth Partners
Massachusetts
$21.5M -$379K -3,610 -2%
Two Sigma Investments
40
Two Sigma Investments
New York
$20.2M +$10.4M +99,497 +107%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$19.3M -$357K -3,400 -2%
SOWAS
42
Silver Oak Wealth Advisors Services
California
$18.5M +$18.5M +176,371 New
MCCA
43
Mill Creek Capital Advisors
Pennsylvania
$17.7M – – –
FCG
44
Financial Connections Group
California
$17.5M +$420K +4,002 +2%
CAM
45
Clarity Asset Management
Iowa
$17.3M -$473K -4,506 -3%
CG
46
Caprock Group
Idaho
$15.4M -$3.87M -36,852 -20%
LFA
47
LifeGuide Financial Advisors
Pennsylvania
$15.3M +$1.83M +17,452 +14%
DL
48
DOHJ LLC
Washington
$15M +$479K +4,564 +3%
HighTower Advisors
49
HighTower Advisors
Illinois
$15M +$6.05M +57,677 +68%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$14.9M +$2.01M +19,163 +16%
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