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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 %
VAF
176
Values Added Financial
District of Columbia
$1.23M – – –
PG
177
Proffitt & Goodson
Tennessee
$1.22M -$85.1K -913 -7%
SFP
178
Shepherd Financial Partners
Massachusetts
$1.21M – – –
WA
179
Westfuller Advisors
New York
$1.2M +$1.2M +12,910 New
AIA
180
Arbor Investment Advisors
North Carolina
$1.2M +$88.7K +952 +8%
SCA
181
Snowden Capital Advisors
New York
$1.19M -$67.4K -723 -5%
WS
182
Wedbush Securities
California
$1.19M -$62.3K -668 -5%
TIM
183
Tortoise Investment Management
New York
$1.18M +$10.4K +112 +0.9%
SWP
184
Stratos Wealth Partners
Ohio
$1.18M -$7.36K -79 -0.6%
EWA
185
EP Wealth Advisors
California
$1.15M -$665K -7,138 -37%
LC
186
Lindbrook Capital
California
$1.13M -$58.7K -630 -5%
KWM
187
Keating Wealth Management
Colorado
$1.13M +$1.49K +16 +0.1%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$1.12M +$3.81K +41 +0.3%
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$1.12M -$6.4M -68,684 -85%
BFP
190
Beacon Financial Planning
Massachusetts
$1.12M +$2.7K +29 +0.2%
CFA
191
Cahill Financial Advisors
Minnesota
$1.11M -$34.4K -369 -3%
FFA
192
Farther Finance Advisors
California
$1.1M -$24.7K -266 -2%
HI
193
Harbour Investments
Wisconsin
$1.1M +$292K +3,132 +36%
HTC
194
Haverford Trust Company
Pennsylvania
$1.1M +$128K +1,369 +13%
G
195
GenTrust
Florida
$1.1M +$1.4K +15 +0.1%
JFA
196
JNBA Financial Advisors
Minnesota
$1.1M -$181K -1,943 -14%
AQR Capital Management
197
AQR Capital Management
Connecticut
$1.09M +$1.09M +11,664 New
EIM
198
Ervin Investment Management
Washington
$1.06M +$4.66K +50 +0.4%
GVAG
199
Great Valley Advisor Group
Delaware
$1.02M +$456K +4,897 +81%
WTC
200
WhitTier Trust Company
Nevada
$1.01M +$135K +1,450 +16%
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