ESGV icon

Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

518 hedge funds and large institutions have $2.65B invested in Vanguard ESG US Stock ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 215 increasing their positions, 132 reducing their positions, and 15 closing their positions.

Holders
518
Holders Change
+27
Holders Change %
+5.5%
% of All Funds
7.49%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.35%
New
47
Increased
215
Reduced
132
Closed
15
Calls
$71K
Puts
–
Net Calls
+$71K
Net Calls Change
+$71K

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$21.2M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$12.2M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$120M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.48M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$39.9M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$280M
2
Bank of America
2
Bank of America
North Carolina
$46.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$21.6M
4
BSWM
4
Boston Standard Wealth Management
Massachusetts
$0
5
Ameriprise
5
Ameriprise
Minnesota
$36.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EA
501
Evolution Advisers
Virginia
$20K 199 – –
DP
502
Denver PWM
Colorado
$19K 187 -134 -42%
PS
503
Principal Securities
Iowa
$17.1K 168 – –
BWL
504
Bogart Wealth LLC
Virginia
$15.3K 151 +99 +190%
B
505
Birchbrook
Maine
$15.2K 150 +1 +0.7%
GJWM
506
Gilliland Jeter Wealth Management
Arkansas
$11.5K 113 – –
CPA
507
Capital Performance Advisors
California
$11.5K 113 +113 New
Russell Investments Group
508
Russell Investments Group
United Kingdom
$8.64K 85 +85 New
OC
509
Oarsman Capital
Wisconsin
$7.12K 70 +70 New
JIP
510
Jaffetilchin Investment Partners
Florida
$6.51K 64 +64 New
FWM
511
FSA Wealth Management
Massachusetts
$6.3K 62 +62 New
TVWM
512
Tower View Wealth Management
Wisconsin
$4.19K 41 – –
BL
513
BFSG LLC
California
$3.05K 30 – –
IAIM
514
International Assets Investment Management
Florida
$2.91K 155,394 +155,163 +67,170%
OW
515
Olistico Wealth
Oklahoma
$2.89K 28 – –
RIL
516
Rothschild Investment LLC
Illinois
$2.34K 23 – –
SIS
517
Strategic Investment Solutions
Illinois
$1.22K 12 +12 New
CMP
518
Coston McIsaac & Partners
Maine
$561 5,522 +198 +4%
GWS
519
Glassman Wealth Services
Virginia
$407 4 – –
BSWM
520
Boston Standard Wealth Management
Massachusetts
– – -65,843 Closed
GS
521
GTS Securities
New York
– – -9,176 Closed
LSA
522
Lion Street Advisors
Texas
– – -7,276 Closed
QC
523
Quadrature Capital
United Kingdom
– – -3,671 Closed
MBFW
524
Morton Brown Family Wealth
Pennsylvania
– – -2,515 Closed
ATPW
525
Ashton Thomas Private Wealth
Arizona
– – -1,391 Closed
18 19 20
21
22