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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
BWP
76
BSW Wealth Partners
Colorado
$6.83M +$69K +658 +1%
Osaic Holdings
77
Osaic Holdings
Arizona
$6.38M +$53K +505 +0.8%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$6.36M -$400K -3,812 -6%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$6.28M -$1.08M -10,289 -15%
LW
80
Libra Wealth
California
$6.26M -$247K -2,352 -4%
AF
81
Apexium Financial
Texas
$6.19M +$67.3K +641 +1%
William Blair & Company
82
William Blair & Company
Illinois
$6.19M -$11.6K -111 -0.2%
BPA
83
Beacon Pointe Advisors
California
$6.1M +$951K +9,063 +18%
Financial Engines Advisors
84
Financial Engines Advisors
California
$5.79M -$276K -2,627 -5%
COCM
85
Charter Oak Capital Management
New Hampshire
$5.75M -$21.8K -208 -0.4%
DJSG
86
D.J. St. Germain
Massachusetts
$5.64M +$501K +4,773 +10%
DADC
87
D.A. Davidson & Co
Montana
$5.56M -$77.7K -741 -1%
ACA
88
Affinity Capital Advisors
California
$5.34M -$583K -5,555 -10%
ALA
89
Atlas Legacy Advisors
California
$5.15M +$5.15M +49,081 New
PA
90
Parallel Advisors
California
$5.02M -$273K -2,604 -5%
SC
91
Stephens Consulting
Michigan
$4.93M +$269K +2,561 +6%
EFG
92
Elios Financial Group
Ohio
$4.9M +$2.94K +28 +0.1%
PIMG
93
Patriot Investment Management Group
Tennessee
$4.88M +$261K +2,492 +6%
FCH
94
Freestone Capital Holdings
Washington
$4.75M -$94.5K -901 -2%
MPW
95
Monterey Private Wealth
California
$4.71M +$13K +124 +0.3%
BOPW
96
Brandywine Oak Private Wealth
Pennsylvania
$4.71M -$105K -996 -2%
APW
97
Atlantic Private Wealth
North Carolina
$4.48M -$142K -1,354 -3%
WLIM
98
White Lighthouse Investment Management
Massachusetts
$4.25M -$16.9K -161 -0.4%
Toronto Dominion Bank
99
Toronto Dominion Bank
Ontario, Canada
$4.12M
SC
100
Soundwatch Capital
Connecticut
$4.08M -$41.3K -394 -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.