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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
FHA
476
Flagship Harbor Advisors
Massachusetts
$207K +$207K +1,975 New
NL
477
NWAM LLC
Washington
$206K +$206K +1,959 New
CPSAC
478
Chas P. Smith & Associates (CPS)
Florida
$205K +$205K +1,957 New
LWM
479
Level Wealth Management
North Carolina
$205K +$205K +1,954 New
HC
480
Hurley Capital
New York
$205K +$203K +1,931 New
LWM
481
LongView Wealth Management
Georgia
$203K +$203K +1,932 New
USB
482
Union Savings Bank
Connecticut
$203K -$122K -1,166 -38%
MGW
483
MB Generational Wealth
Washington
$202K +$202K +1,925 New
CWM
484
Cahill Wealth Management
Michigan
$202K +$202K +1,921 New
WA1
485
Wimmer Associates 1
California
$201K +$201K +1,915 New
AFA
486
Antonelli Financial Advisors
Michigan
$200K +$200K +1,910 New
Comerica Bank
487
Comerica Bank
Texas
$200K
ACA
488
Atlas Capital Advisors
Wyoming
$186K +$2.2K +21 +1%
CWA
489
Carolina Wealth Advisors
South Carolina
$178K -$7.45K -71 -4%
MWM
490
Mascoma Wealth Management
New Hampshire
$172K +$315 +3 +0.2%
PFBT
491
Parkside Financial Bank & Trust
Missouri
$171K
MEG
492
Millstone Evans Group
Colorado
$166K +$166K +1,582 New
MFA
493
Morling Financial Advisors
California
$160K
BBHC
494
Brown Brothers Harriman & Co
New York
$159K +$51.6K +492 +48%
GK
495
Graney & King
New York
$157K +$157K +1,501 New
EB
496
Eastern Bank
Massachusetts
$152K -$5.04K -48 -3%
C
497
Covestor
United Kingdom
$141K -$8.81K -84 -6%
JWA
498
JFS Wealth Advisors
Pennsylvania
$132K
AWM
499
AE Wealth Management
Kansas
$130K +$130K +1,237 New
KBFS
500
Kohmann Bosshard Financial Services
Ohio
$127K +$127K +1,207 New

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.