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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
GAM
51
Gemmer Asset Management
California
$14.8M +$1.38M +13,174 +10%
ODIJL
52
One Day In July LLC
Vermont
$14.7M -$53.8K -513 -0.4%
SAG
53
SageView Advisory Group
California
$14.4M +$38.8K +370 +0.3%
RCG
54
Regatta Capital Group
California
$14.2M +$451K +4,303 +3%
HI
55
Human Investing
Oregon
$14.1M +$431K +4,112 +3%
DPI
56
Diversified Portfolios Inc
Michigan
$13.6M -$1.31M -12,509 -9%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$12.4M +$564K +5,372 +5%
EW
58
Evoke Wealth
California
$11.8M +$1.18M +11,237 +11%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$11.2M +$57.7K +550 +0.5%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$11.2M -$332K -3,160 -3%
LSAG
61
Lake Street Advisors Group
New Hampshire
$10.8M -$2.96M -28,178 -21%
AC
62
Apella Capital
Connecticut
$10M -$357K -3,402 -3%
FF
63
Farrell Financial
New York
$9.48M +$565K +5,388 +6%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$9.44M +$498K +4,743 +6%
RCS
65
Retirement Capital Strategies
California
$9.31M -$309K -2,943 -3%
Mariner
66
Mariner
Kansas
$8.95M +$2.1M +20,012 +31%
CAM
67
Cresset Asset Management
Illinois
$8.92M +$400K +3,814 +5%
CA
68
Cambridge Associates
Massachusetts
$8.9M +$7.44M +70,865 +505%
ANTB
69
AMG National Trust Bank
Colorado
$8.87M +$245K +2,333 +3%
TFCP
70
Twin Focus Capital Partners
Massachusetts
$8.66M +$7.84M +74,679 +952%
Wells Fargo
71
Wells Fargo
California
$8M -$1.52M -14,495 -16%
EL
72
EQ LLC
Washington
$7.75M -$88.4K -843 -1%
BSWM
73
Boston Standard Wealth Management
Massachusetts
$6.96M +$6.96M +66,316 New
RZH
74
Relyea Zuckerberg Hanson
Connecticut
$6.89M +$184K +1,752 +3%
NCTC
75
New Covenant Trust Company
Indiana
$6.86M -$76.1K -725 -1%

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.