ESGV icon

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 %
HI
151
Harbour Investments
Wisconsin
$1.82M +$414K +4,075 +30%
AA
152
Addison Advisors
Vermont
$1.82M +$51K +502 +3%
NCM
153
Northland Capital Management
Minnesota
$1.78M +$178K +1,752 +11%
HTC
154
Haverford Trust Company
Pennsylvania
$1.76M -$128K -1,262 -7%
MWM
155
Mission Wealth Management
California
$1.75M +$40.4K +397 +2%
GT
156
Glenview Trust
Kentucky
$1.74M -$31K -305 -2%
VWWMG
157
Vermillion & White Wealth Management Group
Pennsylvania
$1.73M -$42.9K -422 -2%
W
158
WealthCollab
Washington
$1.73M +$66K +649 +4%
LRIA
159
Leonard Rickey Investment Advisors
Washington
$1.65M -$34K -334 -2%
SPIA
160
Strategic Point Investment Advisors
Rhode Island
$1.64M – – –
WSFS
161
Wilmington Savings Fund Society
Delaware
$1.64M +$1.64M +16,087 New
EHC
162
Everett Harris & Co
California
$1.63M – – –
MMA
163
Miracle Mile Advisors
California
$1.61M -$4.37K -43 -0.3%
ST
164
Smithfield Trust
Pennsylvania
$1.59M +$609K +5,982 +62%
VA
165
Valmark Advisers
Ohio
$1.58M – – –
Stifel Financial
166
Stifel Financial
Missouri
$1.57M +$105K +1,030 +7%
TWM
167
Tradition Wealth Management
Minnesota
$1.55M +$3.25K +32 +0.2%
RSWM
168
Robertson Stephens Wealth Management
California
$1.5M +$571K +5,618 +62%
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$1.46M -$94.8K -933 -6%
RA
170
RFG Advisory
Alabama
$1.45M -$216K -2,123 -13%
EWA
171
EP Wealth Advisors
California
$1.43M +$175K +1,720 +14%
PP
172
Pegasus Partners
Wisconsin
$1.43M – – –
CA
173
Cambridge Associates
Massachusetts
$1.43M -$42.2K -415 -3%
MSA
174
Marino Stram & Associates
Massachusetts
$1.41M -$4.17K -41 -0.3%
VAF
175
Values Added Financial
District of Columbia
$1.41M – – –
5 6
7
8 9