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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.

New
Increased
Maintained
Reduced
Closed
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
Boston Common Asset Management
Massachusetts
+$18.6M
2
I
IMPACTfolio
Colorado
+$18.5M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$16.6M
4
CAM
Clarity Asset Management
Iowa
+$15.6M
5
RCS
Retirement Capital Strategies
California
+$8.27M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$287M
2
Morgan Stanley
Morgan Stanley
New York
-$80.3M
3
FCG
Financial Connections Group
California
-$12.3M
4
VF
Visa Foundation
California
-$11.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
476
FSA Wealth Management
Massachusetts
$5.78K – – –
BWL
477
Bogart Wealth LLC
Virginia
$4.01K +$4.01K +43 New
BL
478
BFSG LLC
California
$2.98K – – –
RIL
479
Rothschild Investment LLC
Illinois
$2.13K +$2.13K +23 New
GWS
480
Glassman Wealth Services
Virginia
$373 -$3.17K -34 -89%
GI
481
Gradient Investments
Minnesota
$186 – – –
FCG
482
Financial Connections Group
California
– -$12.3M -144,299 Closed
FAT
483
First American Trust
California
– -$4.73M -64,166 Closed
GG
484
GenWealth Group
New Jersey
– -$2.33M -27,397 Closed
ARIS
485
Advanced Research Investment Solutions
California
– -$2.2M -25,909 Closed
BCM
486
Becker Capital Management
Oregon
– -$1.46M -17,146 Closed
PWM
487
Perigon Wealth Management
California
– -$1.38M -16,202 Closed
Neuberger Berman Group
488
Neuberger Berman Group
New York
– -$1.35M -15,880 Closed
IC
489
Iconiq Capital
California
– -$1.22M -14,335 Closed
CAL
490
Capital Analysts LLC
Pennsylvania
– -$489K -5,751 Closed
CAPTRUST Financial Advisors
491
CAPTRUST Financial Advisors
North Carolina
– -$444K -5,217 Closed
AFA
492
American Financial Advisors
Georgia
– -$286K -3,367 Closed
SFFS
493
Stonehage Fleming Financial Services
Jersey
– -$281K -3,300 Closed
CWP
494
Corepath Wealth Partners
Arizona
– -$264K -3,165 Closed
ZAM
495
Zevin Asset Management
Massachusetts
– -$257K -3,025 Closed
BC
496
Brio Consultants
California
– -$250K -2,940 Closed
GA
497
Greytown Advisors
Florida
– -$248K -2,910 Closed
YIH
498
Y-Intercept (HK)
Hong Kong
– -$221K -2,599 Closed
AWM
499
AE Wealth Management
Kansas
– -$204K -2,343 Closed
SA
500
Scarborough Advisors
Maryland
– -$119K -1,400 Closed
17 18 19
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