We are live on ! Find out more
ESGV icon

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
PCMC
126
Paragon Capital Management (Colorado)
Colorado
$2.88M +$7.76K +74 +0.3%
M&T Bank
127
M&T Bank
New York
$2.86M
BF
128
Brooklyn FI
New York
$2.82M -$14.1K -134 -0.5%
CA
129
CGN Advisors
Kansas
$2.71M +$142K +1,358 +6%
SA
130
Skyline Advisors
Washington
$2.7M -$9.96M -94,945 -79%
MWM
131
Modera Wealth Management
New Jersey
$2.66M +$54.5K +519 +2%
HTC
132
Haverford Trust Company
Pennsylvania
$2.59M +$776K +7,393 +43%
AA
133
Addison Advisors
Vermont
$2.59M +$713K +6,800 +38%
TDWM
134
Topel & Distasi Wealth Management
California
$2.59M -$23.7K -226 -0.9%
Renaissance Technologies
135
Renaissance Technologies
New York
$2.56M +$1.94M +18,500 +314%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$2.56M +$392K +3,732 +18%
ET
137
Equitable Trust
Tennessee
$2.53M -$22.2K -212 -0.9%
AG
138
AlTi Global
New York
$2.41M
BCWM
139
Bartlett & Co Wealth Management
Ohio
$2.41M
MWG
140
Martin Worley Group
Utah
$2.38M +$2.38M +22,710 New
ML
141
Mayport LLC
Massachusetts
$2.38M -$330K -3,143 -12%
RMDI
142
R.M. Davis Inc
Maine
$2.35M +$78.5K +748 +3%
FWM
143
Fingerlakes Wealth Management
New York
$2.33M -$83.2K -793 -3%
PI
144
PFG Investments
New York
$2.28M +$288K +2,745 +14%
Northern Trust
145
Northern Trust
Illinois
$2.27M
WA
146
Westfuller Advisors
New York
$2.26M +$14.3K +136 +0.6%
BIA
147
Bell Investment Advisors
California
$2.17M -$67.7K -645 -3%
LFG
148
Larson Financial Group
Missouri
$2.15M +$43K +410 +2%
ACM
149
Armbruster Capital Management
New York
$2.14M -$27.3K -260 -1%
JBA
150
Johnson Bixby & Associates
Washington
$2.13M +$61.7K +588 +3%

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.