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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

586 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 101 funds opening new positions, 204 increasing their positions, 161 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+68
Holders Change %
+13.13%
% of All Funds
7.8%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
101
Increased
204
Reduced
161
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$597M
2
Vanguard Group
Vanguard Group
Pennsylvania
$322M
3
Wealthfront Advisers
Wealthfront Advisers
California
$152M
4
EP
Essential Planning
New Hampshire
$26.6M
5
Two Sigma Investments
Two Sigma Investments
New York
$20.2M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
2
VF
Visa Foundation
California
$171M
3
SA
Skyline Advisors
Washington
$2.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Ameriprise
Ameriprise
Minnesota
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
501
Aptus Capital Advisors
Alabama
$121K +$69.8K +665 +136%
FVIM
502
Fort Vancouver Investment Management
Washington
$120K – – –
AEPWM
503
Atlantic Edge Private Wealth Management
Florida
$114K – – –
AWM
504
Abound Wealth Management
Tennessee
$108K -$315 -3 -0.3%
CSP
505
Cary Street Partners
Virginia
$103K +$103K +103,431 New
SMFG
506
Sumitomo Mitsui Financial Group
Japan
$98.6K – – –
WCM
507
Winthrop Capital Management
Indiana
$98K +$98K +929 New
RWM
508
Rialto Wealth Management
New York
$96.8K +$96.8K +923 New
NOI
509
Newton One Investments
Delaware
$95.8K +$95.8K +913 New
HPC
510
HM Payson & Co
Maine
$94.5K – – –
TCOV
511
Trust Company of Vermont
Vermont
$94.4K – – –
US Bancorp
512
US Bancorp
Minnesota
$92.3K -$3.67K -35 -4%
AIC
513
Archer Investment Corporation
Indiana
$85.7K – – –
TC
514
Trust Company
Kansas
$85.2K +$7.13K +68 +9%
OSAM
515
O'Shaughnessy Asset Management
Connecticut
$84.5K – – –
Qube Research & Technologies (QRT)
516
Qube Research & Technologies (QRT)
United Kingdom
$82.5K -$26.4K -252 -24%
PAI
517
Pittenger & Anderson Inc
Nebraska
$78.6K – – –
RMP
518
Richards, Merrill & Peterson
Washington
$77.4K +$77.4K +738 New
PSB
519
Piscataqua Savings Bank
New Hampshire
$74.6K – – –
FGA
520
Fortis Group Advisors
New Jersey
$71.3K – – –
RCM
521
Richardson Capital Management
Wisconsin
$71.2K +$210 +2 +0.3%
LI
522
LRI Investments
Florida
$65.1K +$65.1K +621 New
CSC
523
Caldwell Sutter Capital
California
$63.8K – – –
PTC
524
Private Trust Company
Ohio
$60.8K – – –
IA
525
IFP Advisors
Florida
$56.9K – – –
19 20
21
22 23