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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.

New
Increased
Maintained
Reduced
Closed
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 %
SPIA
151
Strategic Point Investment Advisors
Rhode Island
$1.56M +$8.7K +90 +0.6%
UFA
152
US Financial Advisors
Massachusetts
$1.56M -$93.7K -970 -6%
EHC
153
Everett Harris & Co
California
$1.55M – – –
PI
154
PFG Investments
New York
$1.54M +$182K +1,883 +13%
MMA
155
Miracle Mile Advisors
California
$1.54M – – –
NCM
156
Northland Capital Management
Minnesota
$1.52M -$1.56M -16,180 -51%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$1.51M +$315K +3,190 +26%
VA
158
Valmark Advisers
Ohio
$1.5M +$17.9K +185 +1%
PAG
159
Private Advisor Group
New Jersey
$1.47M +$7.83K +81 +0.5%
TWM
160
Tradition Wealth Management
Minnesota
$1.47M +$581K +6,009 +66%
Stifel Financial
161
Stifel Financial
Missouri
$1.4M -$114K -1,175 -8%
CA
162
Cambridge Associates
Massachusetts
$1.4M -$6.02M -62,291 -81%
PP
163
Pegasus Partners
Wisconsin
$1.36M – – –
BRIA
164
Balanced Rock Investment Advisors
Massachusetts
$1.36M -$16.7K -173 -1%
MSA
165
Marino Stram & Associates
Massachusetts
$1.34M -$44.7K -463 -3%
VAF
166
Values Added Financial
District of Columbia
$1.34M +$66K +683 +5%
BB
167
Bell Bank
North Dakota
$1.34M -$546K -5,646 -29%
HI
168
Harbour Investments
Wisconsin
$1.33M +$188K +1,948 +16%
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$1.29M – – –
LWP
170
Laurel Wealth Planning
Minnesota
$1.29M -$295K -3,050 -19%
PG
171
Proffitt & Goodson
Tennessee
$1.26M +$2.71K +28 +0.2%
WS
172
Wedbush Securities
California
$1.26M +$24.3K +251 +2%
SFP
173
Shepherd Financial Partners
Massachusetts
$1.25M – – –
AIA
174
Arbor Investment Advisors
North Carolina
$1.25M +$9.47K +98 +0.8%
TIM
175
Tortoise Investment Management
New York
$1.24M +$14.7K +152 +1%
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7
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