ESGV icon

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 %
SC
151
Sapient Capital
Indiana
$1.59M – – –
UFA
152
US Financial Advisors
Massachusetts
$1.59M +$38.8K +416 +2%
LRIA
153
Leonard Rickey Investment Advisors
Washington
$1.57M -$21.9K -235 -1%
LWP
154
Laurel Wealth Planning
Minnesota
$1.53M -$519K -5,570 -25%
AA
155
Addison Advisors
Vermont
$1.52M +$22.3K +239 +1%
WFA
156
West Financial Advisors
Iowa
$1.51M -$6.52K -70 -0.4%
RA
157
RFG Advisory
Alabama
$1.51M -$157K -1,681 -9%
SPIA
158
Strategic Point Investment Advisors
Rhode Island
$1.5M -$5.59K -60 -0.4%
RMDI
159
R.M. Davis Inc
Maine
$1.49M +$123K +1,319 +9%
EHC
160
Everett Harris & Co
California
$1.49M +$652K +7,000 +78%
W
161
WealthCollab
Washington
$1.49M – – –
MMA
162
Miracle Mile Advisors
California
$1.48M – – –
Stifel Financial
163
Stifel Financial
Missouri
$1.46M +$188K +2,016 +15%
VA
164
Valmark Advisers
Ohio
$1.43M – – –
PAG
165
Private Advisor Group
New Jersey
$1.41M -$327K -3,513 -19%
CA
166
Cetera Advisors
Colorado
$1.41M +$559 +6 +0%
MSA
167
Marino Stram & Associates
Massachusetts
$1.34M -$9.88K -106 -0.7%
CWM
168
Cherrydale Wealth Management
New Jersey
$1.33M +$100K +1,073 +8%
BRIA
169
Balanced Rock Investment Advisors
Massachusetts
$1.33M +$143K +1,532 +12%
TRCT
170
Tower Research Capital (TRC)
New York
$1.32M +$1.18M +12,621 +816%
PP
171
Pegasus Partners
Wisconsin
$1.31M +$54.2K +582 +4%
PI
172
PFG Investments
New York
$1.31M +$1.31M +14,082 New
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$1.3M -$40.3K -432 -3%
BWM
174
Brickley Wealth Management
California
$1.24M -$2.61K -28 -0.2%
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$1.24M -$81.6K -886 -6%
5 6
7
8 9