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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 %
MWM
101
Mission Wealth Management
California
$3.33M 35,691 +18,907 +113%
SCM
102
Stonehearth Capital Management
Massachusetts
$3.24M 34,715 +13,825 +66%
MFA
103
McClarren Financial Advisors
Pennsylvania
$3.17M 34,001 +324 +1%
PHAM
104
Palisades Hudson Asset Management
Florida
$3.08M 33,058 +18,329 +124%
CL
105
Choreo LLC
Illinois
$3.03M 32,520 +300 +0.9%
JSA
106
Jacobson & Schmitt Advisors
Wisconsin
$3.02M 32,455 – –
Corient Private Wealth
107
Corient Private Wealth
Florida
$3.01M 32,304 +178 +0.6%
AG
108
AlTi Global
New York
$2.99M 32,095 -4,840 -13%
NCM
109
Northland Capital Management
Minnesota
$2.98M 31,931 +15 +0%
WDL
110
Well Done LLC
Michigan
$2.97M 31,872 +3,262 +11%
MML Investors Services
111
MML Investors Services
Massachusetts
$2.89M 31,019 -3,042 -9%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$2.89M 31,004 -5,816 -16%
FT
113
Fiduciary Trust
Massachusetts
$2.87M 30,746 -1,675 -5%
ST
114
Sageworth Trust
Pennsylvania
$2.83M 30,420 +8 +0%
William Blair & Company
115
William Blair & Company
Illinois
$2.78M 29,798 +539 +2%
WT
116
Whittier Trust
California
$2.7M 29,014 – –
CA
117
CGN Advisors
Kansas
$2.6M 27,899 +172 +0.6%
SAG
118
SageView Advisory Group
California
$2.6M 51,749 -68,531 -57%
MPCL
119
My Personal CFO LLC
Washington
$2.58M 27,726 +2 +0%
M&T Bank
120
M&T Bank
New York
$2.54M 27,274 +11,862 +77%
TFM
121
Trademark Financial Management
Minnesota
$2.47M 26,540 -16,433 -38%
ML
122
Mayport LLC
Massachusetts
$2.41M 25,839 -3,239 -11%
DJSG
123
D.J. St. Germain
Massachusetts
$2.29M 24,529 +847 +4%
ET
124
Equitable Trust
Tennessee
$2.28M 24,516 – –
BF
125
Brooklyn FI
New York
$2.27M 24,398 +112 +0.5%
3 4
5
6 7