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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
RLIM
501
Red Lighthouse Investment Management
New York
$123K
ACA
502
Aptus Capital Advisors
Alabama
$121K +$69.8K +665 +136%
FVIM
503
Fort Vancouver Investment Management
Washington
$120K
AEPWM
504
Atlantic Edge Private Wealth Management
Florida
$114K
AWM
505
Abound Wealth Management
Tennessee
$108K -$315 -3 -0.3%
CSP
506
Cary Street Partners
Virginia
$103K +$10.9M +103,431 New
SMFG
507
Sumitomo Mitsui Financial Group
Japan
$98.6K
WCM
508
Winthrop Capital Management
Indiana
$98K +$97.5K +929 New
RWM
509
Rialto Wealth Management
New York
$96.8K +$96.8K +923 New
NOI
510
Newton One Investments
Delaware
$95.8K +$95.8K +913 New
HPC
511
HM Payson & Co
Maine
$94.5K
TCOV
512
Trust Company of Vermont
Vermont
$94.4K
US Bancorp
513
US Bancorp
Minnesota
$92.3K -$3.67K -35 -4%
AIC
514
Archer Investment Corporation
Indiana
$85.7K
TC
515
Trust Company
Kansas
$85.2K +$7.13K +68 +9%
OSAM
516
O'Shaughnessy Asset Management
Connecticut
$84.5K
CT
517
Caldwell Trust
Florida
$84.4K
Qube Research & Technologies (QRT)
518
Qube Research & Technologies (QRT)
United Kingdom
$82.5K -$26.4K -252 -24%
PAI
519
Pittenger & Anderson Inc
Nebraska
$78.6K
RMP
520
Richards, Merrill & Peterson
Washington
$77.4K +$77.4K +738 New
PSB
521
Piscataqua Savings Bank
New Hampshire
$74.6K
FGA
522
Fortis Group Advisors
New Jersey
$71.3K
RCM
523
Richardson Capital Management
Wisconsin
$71.2K +$210 +2 +0.3%
LI
524
LRI Investments
Florida
$65.1K +$65.2K +621 New
CSC
525
Caldwell Sutter Capital
California
$63.8K

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.