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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 %
Fifth Third Bancorp
526
Fifth Third Bancorp
Ohio
$56.4K +$4.83K +46 +9%
GRP
527
Global Retirement Partners
California
$56K +$1.89K +18 +3%
LOIP
528
Live Oak Investment Partners
Texas
$54.9K -$53.2K – –
YP
529
YANKCOM Partnership
South Dakota
$53K +$53K +505 New
CIAS
530
CBIZ Investment Advisory Services
Ohio
$52.7K – – –
FW
531
Fairway Wealth
Ohio
$49.5K +$105 +1 +0.2%
GEA
532
Glen Eagle Advisors
New Jersey
$46.7K – – –
PCFFS
533
Pacific Center for Financial Services
California
$45.9K +$105 +1 +0.2%
IRC
534
Investors Research Corp
Georgia
$43.9K +$22.9K +218 +108%
WFA
535
Wells Financial Advisors
Massachusetts
$42K – – –
CCM
536
Chilton Capital Management
Texas
$42K – – –
RBC
537
Roble Belko & Company
Pennsylvania
$41K – – –
WAS
538
Winch Advisory Services
Wisconsin
$40.6K – – –
KFI
539
Key Financial Inc
Pennsylvania
$38.3K +$38.3K +365 New
CA
540
Clearstead Advisors
Ohio
$37K +$105 +1 +0.3%
APW
541
Acima Private Wealth
Virginia
$36.9K – – –
PFM
542
Phillips Financial Management
Indiana
$36.4K -$17.4K -166 -32%
GWSG
543
GPS Wealth Strategies Group
Colorado
$36.1K +$2.63K +25 +8%
NRWA
544
North Ridge Wealth Advisors
Oregon
$33.8K +$33.8K +322 New
S
545
SignatureFD
Georgia
$31.3K +$105 +1 +0.3%
ACA
546
American Capital Advisory
Idaho
$31.3K +$420 +4 +1%
AF
547
Advisornet Financial
Minnesota
$29.4K – – –
CF
548
Conquis Financial
California
$28K +$28K +267 New
RA
549
Rise Advisors
New York
$25.8K +$105 +1 +0.4%
KIM
550
Kestra Investment Management
Texas
$25.2K +$25.2K +241 New
20 21
22
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