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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

481 hedge funds and large institutions have $2.63B invested in Vanguard ESG US Stock ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 186 increasing their positions, 163 reducing their positions, and 23 closing their positions.

Holders
481
Holders Change
+13
Holders Change %
+2.78%
% of All Funds
6.97%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.33%
New
40
Increased
186
Reduced
163
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCAM
1
Boston Common Asset Management
Massachusetts
$18.6M
2
I
2
IMPACTfolio
Colorado
$40.2M
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$19.9M
4
CAM
4
Clarity Asset Management
Iowa
$15.6M
5
RCS
5
Retirement Capital Strategies
California
$32.5M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$562M
2
Morgan Stanley
2
Morgan Stanley
New York
$79.6M
3
FCG
3
Financial Connections Group
California
$0
4
VF
4
Visa Foundation
California
$165M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
51
Franklin Resources
California
$9.82M +$106K +1,134 +1%
AC
52
Apella Capital
Connecticut
$9.65M -$834K -9,050 -8%
GAM
53
Gemmer Asset Management
California
$9.65M +$1.02M +10,987 +12%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$8.96M +$1.21M +13,014 +16%
Pathstone Holdings
55
Pathstone Holdings
New Jersey
$8.02M -$1.03M -11,099 -11%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$7.69M -$160K -1,712 -2%
EL
57
EQ LLC
Washington
$7.34M +$173K +1,855 +2%
FF
58
Farrell Financial
New York
$7.22M +$599K +6,428 +9%
CA
59
Cambridge Associates
Massachusetts
$7.15M -$612K -6,570 -8%
BWP
60
BSW Wealth Partners
Colorado
$6.86M -$482K -5,175 -7%
BSW
61
Buckingham Strategic Wealth
Missouri
$6.81M +$121K +1,299 +2%
ANTB
62
AMG National Trust Bank
Colorado
$6.7M +$24K +258 +0.4%
NCTC
63
New Covenant Trust Company
Indiana
$6.47M +$6.47M +69,411 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$6.34M +$6.1M +65,458 +2,548%
HighTower Advisors
65
HighTower Advisors
Illinois
$6.29M -$270K -2,896 -4%
BSWM
66
Boston Standard Wealth Management
Massachusetts
$6.25M -$172K -1,847 -3%
CIAS
67
CBIZ Investment Advisory Services
Ohio
$6.15M -$186 -2 -0%
CAM
68
Cresset Asset Management
Illinois
$6.08M -$324K -3,481 -5%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$6.06M -$1.03M -11,034 -15%
ACA
70
Affinity Capital Advisors
California
$5.94M -$1.63M -17,482 -22%
LW
71
Libra Wealth
California
$5.91M +$206K +2,215 +4%
Osaic Holdings
72
Osaic Holdings
Arizona
$5.48M -$421K -4,516 -7%
AF
73
Apexium Financial
Texas
$5.48M -$630K -6,764 -10%
Financial Engines Advisors
74
Financial Engines Advisors
California
$5.46M +$572K +6,136 +12%
PA
75
Parallel Advisors
California
$5.44M -$700K -7,509 -11%
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3
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