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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
B
476
Birchbrook
Maine
$14.4K – – –
ACA
477
Aptus Capital Advisors
Alabama
$12K – – –
AF
478
Advisornet Financial
Minnesota
$11.1K – – –
GJWM
479
Gilliland Jeter Wealth Management
Arkansas
$10.9K – – –
FNWA
480
Financial Network Wealth Advisors
Utah
$10.3K +$10.3K +107 New
GLR
481
Great Lakes Retirement
Ohio
$10.1K +$10.1K +105 New
CSB
482
City State Bank
Iowa
$9.66K – – –
BNP Paribas Financial Markets
483
BNP Paribas Financial Markets
France
$6.67K +$6.67K +69 New
CIAS
484
CBIZ Investment Advisory Services
Ohio
$6.57K -$6.37M -65,970 -100%
BWL
485
Bogart Wealth LLC
Virginia
$5.02K +$870 +9 +21%
TVWM
486
Tower View Wealth Management
Wisconsin
$3.97K +$3.97K +41 New
BL
487
BFSG LLC
California
$2.9K -$193 -2 -6%
OW
488
Olistico Wealth
Oklahoma
$2.74K +$2.74K +28 New
RIL
489
Rothschild Investment LLC
Illinois
$2.21K – – –
IRC
490
Investors Research Corp
Georgia
$1.06K +$1.06K +11 New
GWS
491
Glassman Wealth Services
Virginia
$386 – – –
GI
492
Gradient Investments
Minnesota
$193 – – –
BCAM
493
Boston Common Asset Management
Massachusetts
– -$18.6M -199,493 Closed
DFA
494
DHK Financial Advisors
New Hampshire
– -$4.71M -50,507 Closed
Jane Street
495
Jane Street
New York
– -$3.83M -41,133 Closed
JSA
496
Jacobson & Schmitt Advisors
Wisconsin
– -$3.02M -32,455 Closed
Janney Montgomery Scott
497
Janney Montgomery Scott
Pennsylvania
– -$2.89M -31,004 Closed
PBF
498
Petix & Botte Financial
California
– -$2.27M -24,391 Closed
ITB
499
Idaho Trust Bank
Idaho
– -$2.08M -22,309 Closed
TRCT
500
Tower Research Capital (TRC)
New York
– -$1.32M -14,168 Closed
17 18 19
20
21