We are live on ! Find out more
ESGV icon

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
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%
JP Morgan Chase
32
JP Morgan Chase
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 -$459K -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%

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.