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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
RWA Wealth Partners
Massachusetts
$21.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$12.2M
3
Wealthfront Advisers
Wealthfront Advisers
California
$120M
4
Two Sigma Investments
Two Sigma Investments
New York
$9.48M
5
PCIG
Partners Capital Investment Group
Massachusetts
$39.9M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$280M
2
Bank of America
Bank of America
North Carolina
$46.2M
3
Goldman Sachs
Goldman Sachs
New York
$21.6M
4
BSWM
Boston Standard Wealth Management
Massachusetts
$0
5
Ameriprise
Ameriprise
Minnesota
$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$1.37M – – –
BB
177
Bell Bank
North Dakota
$1.37M -$38.7K -381 -3%
PHWM
178
Pine Harbor Wealth Management
Maryland
$1.36M +$1.36M +13,363 New
UFA
179
US Financial Advisors
Massachusetts
$1.35M -$288K -2,838 -18%
AIA
180
Arbor Investment Advisors
North Carolina
$1.32M +$3.46K +34 +0.3%
SFP
181
Shepherd Financial Partners
Massachusetts
$1.31M – – –
BRIA
182
Balanced Rock Investment Advisors
Massachusetts
$1.31M -$122K -1,201 -9%
SCA
183
Snowden Capital Advisors
New York
$1.3M +$1.63K +16 +0.1%
TIM
184
Tortoise Investment Management
New York
$1.29M -$10.3K -101 -0.8%
BWM
185
Brickley Wealth Management
California
$1.28M – – –
GVAG
186
Great Valley Advisor Group
Delaware
$1.27M +$161K +1,582 +14%
FFA
187
Farther Finance Advisors
California
$1.27M +$76.5K +753 +6%
PG
188
Proffitt & Goodson
Tennessee
$1.27M -$60.7K -597 -5%
BNP Paribas Asset Management
189
BNP Paribas Asset Management
France
$1.24M +$227K +2,238 +22%
FF
190
Farnam Financial
Arizona
$1.24M +$1.24M +12,163 New
BFP
191
Beacon Financial Planning
Massachusetts
$1.23M +$3.46K +34 +0.3%
CFA
192
Cahill Financial Advisors
Minnesota
$1.22M +$17.1K +168 +1%
G
193
GenTrust
Florida
$1.2M +$1.73K +17 +0.1%
EIM
194
Ervin Investment Management
Washington
$1.19M +$9.15K +90 +0.8%
JFG
195
Jefferies Financial Group
New York
$1.19M +$102K +1,002 +9%
AQR Capital Management
196
AQR Capital Management
Connecticut
$1.19M – – –
Massachusetts Financial Services
197
Massachusetts Financial Services
Massachusetts
$1.17M +$643K +6,323 +123%
WS
198
Wedbush Securities
California
$1.16M -$167K -1,640 -13%
LWP
199
Laurel Wealth Planning
Minnesota
$1.16M -$198K -1,946 -15%
WTC
200
WhitTier Trust Company
Nevada
$1.13M +$36.1K +355 +3%
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8
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