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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.

New
Increased
Maintained
Reduced
Closed
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
Boston Common Asset Management
Massachusetts
$18.6M
2
I
IMPACTfolio
Colorado
$40.2M
3
PCIG
Partners Capital Investment Group
Massachusetts
$19.9M
4
CAM
Clarity Asset Management
Iowa
$15.6M
5
RCS
Retirement Capital Strategies
California
$32.5M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$562M
2
Morgan Stanley
Morgan Stanley
New York
$79.6M
3
FCG
Financial Connections Group
California
$0
4
VF
Visa Foundation
California
$165M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
TDWM
126
Topel & Distasi Wealth Management
California
$2.27M -$4.47K -48 -0.2%
PBF
127
Petix & Botte Financial
California
$2.27M +$2.27M +24,391 New
MWM
128
Modera Wealth Management
New Jersey
$2.25M -$23.7K -254 -1%
PWLP
129
Prio Wealth Limited Partnership
Massachusetts
$2.18M +$79.2K +850 +4%
Truist Financial
130
Truist Financial
North Carolina
$2.1M -$975K -10,461 -32%
TWG
131
The Wealth Group
Minnesota
$2.09M -$742K -6,481 -26%
FWM
132
Fingerlakes Wealth Management
New York
$2.08M +$89.7K +963 +5%
ITB
133
Idaho Trust Bank
Idaho
$2.08M +$2.08M +22,309 New
Northern Trust
134
Northern Trust
Illinois
$2.02M -$522K -5,600 -21%
CWM
135
Cornerstone Wealth Management
Missouri
$1.99M +$28.9K +310 +1%
BIA
136
Bell Investment Advisors
California
$1.99M -$138K -1,485 -6%
AC
137
Arjuna Capital
North Carolina
$1.97M -$70.7K -759 -3%
NA
138
NewEdge Advisors
Louisiana
$1.91M +$150K +1,612 +9%
JBA
139
Johnson Bixby & Associates
Washington
$1.85M +$127K +1,366 +7%
BB
140
Bell Bank
North Dakota
$1.81M -$60K -644 -3%
UB
141
UMB Bank
Missouri
$1.79M – – –
Citadel Advisors
142
Citadel Advisors
Florida
$1.73M +$1.48M +15,881 +603%
Focus Partners Wealth
143
Focus Partners Wealth
Massachusetts
$1.72M +$106K +1,134 +7%
NW
144
NewEdge Wealth
Pennsylvania
$1.7M +$106K +1,180 +7%
LFG
145
Larson Financial Group
Missouri
$1.69M -$95.6K -1,026 -5%
BCWM
146
Bartlett & Co Wealth Management
Ohio
$1.67M -$89.4K -959 -5%
MFGP
147
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.63M -$27.6K -296 -2%
VWWMG
148
Vermillion & White Wealth Management Group
Pennsylvania
$1.63M -$20.8K -223 -1%
FHB
149
First Hawaiian Bank
Hawaii
$1.62M -$5.06M -54,282 -76%
GT
150
Glenview Trust
Kentucky
$1.61M +$86.1K +924 +6%
4 5
6
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