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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
OC
576
Oarsman Capital
Wisconsin
$7.34K
BA
577
Bellwether Advisors
Nebraska
$6.82K +$6.82K +65 New
FWM
578
FSA Wealth Management
Massachusetts
$6.5K
T
579
Tidemark
California
$4.51K +$4.51K +43 New
TVWM
580
Tower View Wealth Management
Wisconsin
$4.34K
RF
581
Roxbury Financial
New Jersey
$3.29K +$3.15K +30 New
OW
582
Olistico Wealth
Oklahoma
$2.99K +$105 +1 +4%
WMS
583
Wealth Management Strategies
Pennsylvania
$2.96K +$297K +2,826 New
BL
584
BFSG LLC
California
$2.94K -$210 -2 -7%
T
585
Transce3nd
Texas
$2.94K +$2.94K +28 New
RIL
586
Rothschild Investment LLC
Illinois
$2.42K
SIS
587
Strategic Investment Solutions
Illinois
$1.26K
FLP
588
Financial Life Planners
Arizona
$1.05K +$1.05K +10 New
CWP
589
Clark Wealth Partners
Illinois
$944 +$944 +9 New
GWS
590
Glassman Wealth Services
Virginia
$420
IAIM
591
International Assets Investment Management
Florida
-$2.91K -155,394 Closed
BNP Paribas Financial Markets
592
BNP Paribas Financial Markets
France
-$12.2M -120,007 Closed
CSPIA
593
Cary Street Partners Investment Advisory
Virginia
-$103K -103,431 Closed
Susquehanna International Group
594
Susquehanna International Group
Pennsylvania
-$5.99M -58,893 Closed
Citadel Advisors
595
Citadel Advisors
Florida
-$3.44M -33,861 Closed
MFA
596
McClarren Financial Advisors
Pennsylvania
-$38.6K -32,783 Closed
BNP Paribas Asset Management
597
BNP Paribas Asset Management
France
-$1.24M -12,265 Closed
DAS
598
Dynamic Advisor Solutions
Arizona
-$918K -9,033 Closed
KAH
599
Kathryn A. Hall
-$478K -4,698 Closed
TRCT
600
Tower Research Capital (TRC)
New York
-$335K -3,300 Closed

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.