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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

518 hedge funds and large institutions have $2.65B invested in Vanguard ESG US Stock ETF in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 215 increasing their positions, 132 reducing their positions, and 15 closing their positions.

Holders
518
Holders Change
+27
Holders Change %
+5.5%
% of All Funds
7.49%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.35%
New
47
Increased
215
Reduced
132
Closed
15
Calls
$71K
Puts
–
Net Calls
+$71K
Net Calls Change
+$71K

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$21.2M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$12.2M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$120M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.48M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$39.9M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$280M
2
Bank of America
2
Bank of America
North Carolina
$46.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$21.6M
4
BSWM
4
Boston Standard Wealth Management
Massachusetts
$0
5
Ameriprise
5
Ameriprise
Minnesota
$36.4M
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$6.01M 59,130 +28,973 +96%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$5.99M 58,893 +58,893 New
AF
78
Apexium Financial
Texas
$5.94M 58,418 -262 -0.4%
Financial Engines Advisors
79
Financial Engines Advisors
California
$5.88M 57,801 -2,470 -4%
ACA
80
Affinity Capital Advisors
California
$5.72M 56,260 -6,642 -11%
COCM
81
Charter Oak Capital Management
New Hampshire
$5.6M 55,065 -555 -1%
DADC
82
D.A. Davidson & Co
Montana
$5.46M 53,722 +1,367 +3%
PA
83
Parallel Advisors
California
$5.13M 50,507 -1,945 -4%
BPA
84
Beacon Pointe Advisors
California
$4.99M 49,100 -2,397 -5%
DJSG
85
D.J. St. Germain
Massachusetts
$4.99M 49,041 -349 -0.7%
EFG
86
Elios Financial Group
Ohio
$4.75M 46,731 +46,731 New
FCH
87
Freestone Capital Holdings
Washington
$4.69M 46,178 -4,417 -9%
BOPW
88
Brandywine Oak Private Wealth
Pennsylvania
$4.66M 45,864 -316 -0.7%
MPW
89
Monterey Private Wealth
California
$4.56M 44,812 +1,046 +2%
SC
90
Stephens Consulting
Michigan
$4.52M 44,461 +1,515 +4%
PIMG
91
Patriot Investment Management Group
Tennessee
$4.48M 44,064 +60 +0.1%
APW
92
Atlantic Private Wealth
North Carolina
$4.48M 44,043 -6,621 -13%
WLIM
93
White Lighthouse Investment Management
Massachusetts
$4.13M 40,640 +708 +2%
Toronto Dominion Bank
94
Toronto Dominion Bank
Ontario, Canada
$4M 39,345 – –
SC
95
Soundwatch Capital
Connecticut
$3.99M 39,253 +1,478 +4%
AA
96
Ashford Advisors
New York
$3.85M 37,901 – –
GAM
97
Gould Asset Management
California
$3.82M 37,576 +545 +1%
WB
98
Webster Bank
Connecticut
$3.73M 36,729 – –
SCM
99
Stonehearth Capital Management
Massachusetts
$3.72M 36,571 -538 -1%
AA
100
Atmos Advisory
Pennsylvania
$3.63M 35,682 -1,376 -4%
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4
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