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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
ET
126
Equitable Trust
Tennessee
$2.47M -$915 -9 -0%
SWG
127
Summit Wealth Group
Vermont
$2.45M – – –
PWLP
128
Prio Wealth Limited Partnership
Massachusetts
$2.4M +$14.2K +140 +0.6%
FWM
129
Fingerlakes Wealth Management
New York
$2.34M +$55K +541 +2%
BCWM
130
Bartlett & Co Wealth Management
Ohio
$2.33M +$358K +3,524 +18%
AG
131
AlTi Global
New York
$2.32M -$213K -2,110 -8%
NA
132
NewEdge Advisors
Louisiana
$2.31M +$43K +423 +2%
Northern Trust
133
Northern Trust
Illinois
$2.2M – – –
RMDI
134
R.M. Davis Inc
Maine
$2.2M +$362K +3,565 +20%
WA
135
Westfuller Advisors
New York
$2.18M +$2.18M +21,444 New
WFA
136
West Financial Advisors
Iowa
$2.18M -$113K -1,114 -5%
CWM
137
Cornerstone Wealth Management
Missouri
$2.17M -$5.79K -57 -0.3%
PAG
138
Private Advisor Group
New Jersey
$2.17M +$626K +6,161 +41%
BIA
139
Bell Investment Advisors
California
$2.16M -$11.3K -111 -0.5%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$2.1M -$260K -2,555 -11%
ACM
141
Armbruster Capital Management
New York
$2.1M +$1.39M +13,695 +197%
Truist Financial
142
Truist Financial
North Carolina
$2.09M -$54.2K -533 -3%
LFG
143
Larson Financial Group
Missouri
$2.04M -$211K -2,080 -9%
NW
144
NewEdge Wealth
Pennsylvania
$2.03M +$93K +915 +5%
JBA
145
Johnson Bixby & Associates
Washington
$2.01M +$38.5K +379 +2%
UB
146
UMB Bank
Missouri
$1.95M – – –
PI
147
PFG Investments
New York
$1.93M +$304K +2,993 +19%
MFGP
148
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.9M +$115K +1,132 +6%
PWM
149
Perigon Wealth Management
California
$1.84M +$1.84M +18,060 New
MFIM
150
Mesirow Financial Investment Management
Illinois
$1.83M +$918K +9,031 +100%
4 5
6
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