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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 Market Value Shares Shares
Change 		Shares
Change %
FCH
76
Freestone Capital Holdings
Washington
$5.13M 55,004 -589 -1%
COCM
77
Charter Oak Capital Management
New Hampshire
$5.01M 53,791 -341 -0.6%
APW
78
Atlantic Private Wealth
North Carolina
$4.88M 52,407 -158 -0.3%
DADC
79
D.A. Davidson & Co
Montana
$4.79M 51,419 -244 -0.5%
DFA
80
DHK Financial Advisors
New Hampshire
$4.71M 50,507 +60 +0.1%
CAN
81
Cetera Advisor Networks
California
$4.69M 50,340 +398 +0.8%
RZH
82
Relyea Zuckerberg Hanson
Connecticut
$4.66M 49,972 +10,392 +26%
BPA
83
Beacon Pointe Advisors
California
$4.4M 47,259 +1,348 +3%
BOPW
84
Brandywine Oak Private Wealth
Pennsylvania
$4.32M 46,330 +379 +0.8%
PIMG
85
Patriot Investment Management Group
Tennessee
$4.11M 44,155 -124 -0.3%
MPW
86
Monterey Private Wealth
California
$4.1M 43,994 -170 -0.4%
Jane Street
87
Jane Street
New York
$3.83M 41,133 +41,133 New
WLIM
88
White Lighthouse Investment Management
Massachusetts
$3.78M 40,545 +2,478 +7%
SC
89
Soundwatch Capital
Connecticut
$3.75M 40,407 +40,407 New
Mariner
90
Mariner
Kansas
$3.75M 40,242 +10,160 +34%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$3.75M 40,202 -3,935 -9%
SC
92
Stephens Consulting
Michigan
$3.68M 39,513 +463 +1%
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
$3.68M 39,445 – –
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$3.64M 39,075 +657 +2%
MFG
95
Merit Financial Group
Georgia
$3.62M 39,971 -422 -1%
AA
96
Atmos Advisory
Pennsylvania
$3.59M 38,573 -962 -2%
AA
97
Ashford Advisors
New York
$3.53M 37,901 – –
FHA
98
First Horizon Advisors
Tennessee
$3.53M 37,842 -1,409 -4%
WB
99
Webster Bank
Connecticut
$3.42M 36,729 – –
GAM
100
Gould Asset Management
California
$3.42M 36,693 +5,105 +16%
2 3
4
5 6