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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
RSWM
176
Robertson Stephens Wealth Management
California
$1.52M -$26.6K -254 -2%
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$1.51M
WWA
178
Wingate Wealth Advisors
Massachusetts
$1.51M +$1.51M +14,373 New
VAF
179
Values Added Financial
District of Columbia
$1.47M +$23.4K +223 +2%
MSA
180
Marino Stram & Associates
Massachusetts
$1.44M -$19.3K -184 -1%
MMA
181
Miracle Mile Advisors
California
$1.43M -$234K -2,235 -14%
WTC
182
WhitTier Trust Company
Nevada
$1.36M +$197K +1,873 +17%
AIA
183
Arbor Investment Advisors
North Carolina
$1.36M +$3.46K +33 +0.3%
SFP
184
Shepherd Financial Partners
Massachusetts
$1.36M
UFA
185
US Financial Advisors
Massachusetts
$1.35M -$40K -381 -3%
TIM
186
Tortoise Investment Management
New York
$1.32M -$12.2K -116 -0.9%
SCA
187
Snowden Capital Advisors
New York
$1.32M -$21.1K -201 -2%
PHWM
188
Pine Harbor Wealth Management
Maryland
$1.31M -$87.2K -831 -6%
PG
189
Proffitt & Goodson
Tennessee
$1.3M -$6.08K -58 -0.5%
FFA
190
Farther Finance Advisors
California
$1.29M -$21K -200 -2%
BWM
191
Brickley Wealth Management
California
$1.29M -$32.9K -314 -2%
BRIA
192
Balanced Rock Investment Advisors
Massachusetts
$1.27M -$76.7K -731 -6%
BFP
193
Beacon Financial Planning
Massachusetts
$1.27M +$3.36K +32 +0.3%
FF
194
Farnam Financial
Arizona
$1.26M -$14K -133 -1%
CFA
195
Cahill Financial Advisors
Minnesota
$1.26M -$4.51K -43 -0.4%
G
196
GenTrust
Florida
$1.24M +$1.68K +16 +0.1%
Fidelity Investments
197
Fidelity Investments
Massachusetts
$1.24M +$156K +1,487 +14%
EIM
198
Ervin Investment Management
Washington
$1.23M
JFG
199
Jefferies Financial Group
New York
$1.22M -$9.34K -89 -0.8%
AQR Capital Management
200
AQR Capital Management
Connecticut
$1.2M -$21.2K -202 -2%

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.