We are live on ! Find out more
ESGV icon

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
PTC
526
Private Trust Company
Ohio
$60.8K
IA
527
IFP Advisors
Florida
$56.9K
Fifth Third Bancorp
528
Fifth Third Bancorp
Ohio
$56.4K +$4.83K +46 +9%
GRP
529
Global Retirement Partners
California
$56K +$1.89K +18 +3%
LOIP
530
Live Oak Investment Partners
Texas
$54.9K
YP
531
YANKCOM Partnership
South Dakota
$53K +$53K +505 New
CIAS
532
CBIZ Investment Advisory Services
Ohio
$52.7K
FW
533
Fairway Wealth
Ohio
$49.5K +$105 +1 +0.2%
RA
534
Ransom Advisory
Rhode Island
$47.2K
GEA
535
Glen Eagle Advisors
New Jersey
$46.7K
PCFFS
536
Pacific Center for Financial Services
California
$45.9K +$105 +1 +0.2%
IRC
537
Investors Research Corp
Georgia
$43.9K +$22.9K +218 +108%
CCM
538
Chilton Capital Management
Texas
$42K
WFA
539
Wells Financial Advisors
Massachusetts
$42K
RBC
540
Roble Belko & Company
Pennsylvania
$41K
WAS
541
Winch Advisory Services
Wisconsin
$40.6K
KFI
542
Key Financial Inc
Pennsylvania
$38.3K +$38.3K +365 New
CA
543
Clearstead Advisors
Ohio
$37K +$105 +1 +0.3%
APW
544
Acima Private Wealth
Virginia
$36.9K
PFM
545
Phillips Financial Management
Indiana
$36.4K -$17.4K -166 -32%
GWSG
546
GPS Wealth Strategies Group
Colorado
$36.1K +$2.62K +25 +8%
NRWA
547
North Ridge Wealth Advisors
Oregon
$33.8K +$33.8K +322 New
S
548
SignatureFD
Georgia
$31.3K +$105 +1 +0.3%
ACA
549
American Capital Advisory
Idaho
$31.3K +$420 +4 +1%
AF
550
Advisornet Financial
Minnesota
$29.4K

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.