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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 %
BIM
551
Breakwater Investment Management
Washington
$24.9K – – –
FWP
552
FAS Wealth Partners
Kansas
$24.5K -$3.25K -31 -12%
OA
553
Operose Advisors
Wisconsin
$24.1K +$105 +1 +0.4%
TFA
554
Toth Financial Advisory
Virginia
$23.5K +$105 +1 +0.4%
NFSG
555
Newbridge Financial Services Group
Florida
$23.1K +$23.1K +220 New
FNWA
556
Financial Network Wealth Advisors
Utah
$22.8K – – –
DIP
557
DT Investment Partners
Pennsylvania
$22.6K – – –
CBT
558
Crews Bank & Trust
Florida
$21K +$21K +200 New
EA
559
Evolution Advisers
Virginia
$20K – – –
NWM
560
Navigoe Wealth Management
California
$20K +$20K +200 New
DP
561
Denver PWM
Colorado
$19.7K +$105 +1 +0.5%
BWL
562
Bogart Wealth LLC
Virginia
$18.1K +$2.21K +21 +14%
PS
563
Principal Securities
Iowa
$17.6K – – –
B
564
Birchbrook
Maine
$15.7K – – –
AG
565
AmeriFlex Group
Nevada
$14.5K +$14.5K +134 New
CWM
566
Crowley Wealth Management
Delaware
$14.3K +$14.3K +136 New
EWA
567
EverSource Wealth Advisors
Alabama
$13.7K +$13.7K +131 New
BlackRock
568
BlackRock
New York
$13.6K +$13.6K +130 New
CFD
569
Creative Financial Designs
Indiana
$13.1K -$8.18K -78 -38%
VWA
570
Valued Wealth Advisors
Utah
$10.8K +$10.8K +103 New
Russell Investments Group
571
Russell Investments Group
United Kingdom
$10.2K +$1.26K +12 +14%
BWM
572
Bernard Wealth Management
Michigan
$7.76K +$7.76K +74 New
OC
573
Oarsman Capital
Wisconsin
$7.34K – – –
BA
574
Bellwether Advisors
Nebraska
$6.82K +$6.82K +65 New
FWM
575
FSA Wealth Management
Massachusetts
$6.5K – – –
21 22
23
24 25