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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

491 hedge funds and large institutions have $2.8B invested in Vanguard ESG US Stock ETF in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 199 increasing their positions, 146 reducing their positions, and 25 closing their positions.

Holders
491
Holders Change
+10
Holders Change %
+2.08%
% of All Funds
7.14%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
42
Increased
199
Reduced
146
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$650M
2
FCG
2
Financial Connections Group
California
$14.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$19.4M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$105M
5
SAG
5
SageView Advisory Group
California
$15.5M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$3.33M
2
RCS
2
Retirement Capital Strategies
California
$5.22M
3
BCAM
3
Boston Common Asset Management
Massachusetts
$0
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$6.57K
5
CA
5
Cambridge Associates
Massachusetts
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$2.24M +$890K +9,209 +66%
WFA
127
West Financial Advisors
Iowa
$2.18M +$608K +6,292 +39%
FWM
128
Fingerlakes Wealth Management
New York
$2.17M +$18.1K +187 +0.8%
NA
129
NewEdge Advisors
Louisiana
$2.16M +$178K +1,840 +9%
LFG
130
Larson Financial Group
Missouri
$2.14M +$386K +3,992 +22%
Northern Trust
131
Northern Trust
Illinois
$2.1M – – –
CWM
132
Cornerstone Wealth Management
Missouri
$2.07M +$4.35K +45 +0.2%
BIA
133
Bell Investment Advisors
California
$2.07M +$3.29K +34 +0.2%
Truist Financial
134
Truist Financial
North Carolina
$2.04M -$138K -1,433 -6%
AC
135
Arjuna Capital
North Carolina
$2.01M -$37.9K -392 -2%
BCWM
136
Bartlett & Co Wealth Management
Ohio
$1.88M +$143K +1,485 +8%
JBA
137
Johnson Bixby & Associates
Washington
$1.87M -$52.6K -544 -3%
UB
138
UMB Bank
Missouri
$1.85M – – –
NW
139
NewEdge Wealth
Pennsylvania
$1.84M – – –
HTC
140
Haverford Trust Company
Pennsylvania
$1.79M +$650K +6,723 +57%
RMDI
141
R.M. Davis Inc
Maine
$1.74M +$194K +2,011 +13%
MFGP
142
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.7M +$4.25K +44 +0.3%
VWWMG
143
Vermillion & White Wealth Management Group
Pennsylvania
$1.69M +$97 +1 +0%
GT
144
Glenview Trust
Kentucky
$1.68M +$13.9K +144 +0.8%
AA
145
Addison Advisors
Vermont
$1.68M +$101K +1,041 +6%
SC
146
Sapient Capital
Indiana
$1.65M – – –
MWM
147
Mission Wealth Management
California
$1.62M -$1.83M -18,907 -53%
LRIA
148
Leonard Rickey Investment Advisors
Washington
$1.6M -$34.5K -357 -2%
W
149
WealthCollab
Washington
$1.58M +$37.8K +391 +2%
RA
150
RFG Advisory
Alabama
$1.58M +$14.5K +150 +0.9%
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6
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