ESGV icon

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
Vanguard Group
Pennsylvania
$650M
2
FCG
Financial Connections Group
California
$14.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$19.4M
4
Wealthfront Advisers
Wealthfront Advisers
California
$105M
5
SAG
SageView Advisory Group
California
$15.5M

Top Sellers

1
MFA
McClarren Financial Advisors
Pennsylvania
$3.33M
2
RCS
Retirement Capital Strategies
California
$5.22M
3
BCAM
Boston Common Asset Management
Massachusetts
$0
4
CIAS
CBIZ Investment Advisory Services
Ohio
$6.57K
5
CA
Cambridge Associates
Massachusetts
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
176
Snowden Capital Advisors
New York
$1.23M -$3.48K -36 -0.3%
BWM
177
Brickley Wealth Management
California
$1.22M -$69K -714 -5%
EWA
178
EP Wealth Advisors
California
$1.2M – – –
Renaissance Technologies
179
Renaissance Technologies
New York
$1.17M +$135K +1,400 +13%
BFP
180
Beacon Financial Planning
Massachusetts
$1.16M +$3.58K +37 +0.3%
CFA
181
Cahill Financial Advisors
Minnesota
$1.15M +$290 +3 +0%
G
182
GenTrust
Florida
$1.14M +$1.84K +19 +0.2%
FFA
183
Farther Finance Advisors
California
$1.14M -$12.5K -129 -1%
AQR Capital Management
184
AQR Capital Management
Connecticut
$1.13M – – –
EIM
185
Ervin Investment Management
Washington
$1.12M +$24.2K +250 +2%
GVAG
186
Great Valley Advisor Group
Delaware
$1.06M +$1.45K +15 +0.1%
WTC
187
WhitTier Trust Company
Nevada
$1.04M – – –
JFG
188
Jefferies Financial Group
New York
$1.03M +$396K +4,095 +62%
DAS
189
Dynamic Advisor Solutions
Arizona
$1.01M -$7.63K -79 -0.7%
JIC
190
Joel Isaacson & Co
New York
$999K +$24.8K +257 +3%
HHGA
191
Halbert Hargrove Global Advisors
California
$991K -$39.4K -408 -4%
CWA
192
Clearview Wealth Advisors
Oregon
$989K -$1.55K -16 -0.2%
SWP
193
Stratos Wealth Partners
Ohio
$986K -$233K -2,409 -19%
LC
194
Lindbrook Capital
California
$976K -$198K -2,050 -17%
FMWA
195
Forvis Mazars Wealth Advisors
Missouri
$974K -$11.6K -120 -1%
BNP Paribas Asset Management
196
BNP Paribas Asset Management
France
$973K +$230K +2,367 +31%
SOAG
197
Silver Oak Advisory Group
Oregon
$958K -$12.1K -125 -1%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$951K +$592K +6,127 +165%
SL
199
SFM LLC
New Hampshire
$950K -$870 -9 -0.1%
RWP
200
RWA Wealth Partners
Massachusetts
$949K +$18.2K +188 +2%
6 7
8
9 10