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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
AC
151
Arjuna Capital
North Carolina
$2.13M -$1.37M -13,056 -39%
SWG
152
Summit Wealth Group
Vermont
$2.13M -$400K -3,811 -16%
NW
153
NewEdge Wealth
Pennsylvania
$2.12M +$28.9K +275 +1%
CWM
154
Cornerstone Wealth Management
Missouri
$2.12M -$122K -1,160 -5%
Truist Financial
155
Truist Financial
North Carolina
$2.11M -$49.8K -475 -2%
MFGP
156
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.07M +$114K +1,083 +6%
TWM
157
Tradition Wealth Management
Minnesota
$2.07M +$476K +4,541 +30%
WFA
158
West Financial Advisors
Iowa
$2.02M -$222K -2,118 -10%
HI
159
Harbour Investments
Wisconsin
$1.93M +$58.8K +560 +3%
PWM
160
Perigon Wealth Management
California
$1.92M +$9.13K +87 +0.5%
W
161
WealthCollab
Washington
$1.81M +$19.7K +188 +1%
MWM
162
Mission Wealth Management
California
$1.8M
GT
163
Glenview Trust
Kentucky
$1.79M
VWWMG
164
Vermillion & White Wealth Management Group
Pennsylvania
$1.79M +$5.56K +53 +0.3%
SPIA
165
Strategic Point Investment Advisors
Rhode Island
$1.73M +$34.1K +325 +2%
VA
166
Valmark Advisers
Ohio
$1.7M +$72.1K +687 +4%
WSFS
167
Wilmington Savings Fund Society
Delaware
$1.69M +$1.89K +18 +0.1%
EHC
168
Everett Harris & Co
California
$1.68M
NCM
169
Northland Capital Management
Minnesota
$1.67M -$170K -1,622 -9%
Lido Advisors
170
Lido Advisors
California
$1.65M +$1.65M +15,722 New
UB
171
UMB Bank
Missouri
$1.63M -$380K -3,621 -19%
Stifel Financial
172
Stifel Financial
Missouri
$1.63M +$2.62K +25 +0.2%
ST
173
Smithfield Trust
Pennsylvania
$1.6M -$38.4K -366 -2%
LRIA
174
Leonard Rickey Investment Advisors
Washington
$1.6M -$102K -970 -6%
BB
175
Bell Bank
North Dakota
$1.59M +$178K +1,698 +13%

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.