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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 %
Renaissance Technologies
201
Renaissance Technologies
New York
$997K +$9.32K +100 +0.9%
HHGA
202
Halbert Hargrove Global Advisors
California
$994K -$932 -10 -0.1%
DAS
203
Dynamic Advisor Solutions
Arizona
$982K -$58.7K -630 -6%
MA
204
Mutual Advisors
Nebraska
$955K +$422K +4,525 +79%
CWA
205
Clearview Wealth Advisors
Oregon
$955K -$146K -1,567 -13%
FMWA
206
Forvis Mazars Wealth Advisors
Missouri
$951K -$140K -1,503 -13%
WANY
207
Wealthspire Advisors (New York)
New York
$940K +$2.42K +26 +0.3%
JIC
208
Joel Isaacson & Co
New York
$940K +$2.24K +24 +0.2%
ST
209
Smithfield Trust
Pennsylvania
$937K -$32.2K -345 -3%
SOAG
210
Silver Oak Advisory Group
Oregon
$937K -$5.22K -56 -0.6%
SL
211
SFM LLC
New Hampshire
$917K +$8.76K +94 +1%
SI
212
Seeds Investor
New York
$907K – – –
MSFS
213
Main Street Financial Solutions
Pennsylvania
$905K +$8.67K +93 +1%
Empower Advisory Group
214
Empower Advisory Group
Colorado
$904K +$197K +2,117 +28%
RWP
215
RWA Wealth Partners
Massachusetts
$898K -$255K -2,736 -22%
T
216
TrueFG
Texas
$890K -$26.1K -280 -3%
CTWM
217
Cherry Tree Wealth Management
Minnesota
$883K -$38.7K -415 -4%
WA
218
Waverly Advisors
Alabama
$864K +$864K +9,267 New
TWM
219
Tradition Wealth Management
Minnesota
$855K +$358K +3,843 +72%
SWM
220
Selective Wealth Management
Virginia
$851K +$400K +4,389 +89%
FC
221
Family CFO
California
$849K -$1.12K -12 -0.1%
TI
222
Truepoint Inc
Ohio
$824K -$68.4K -734 -8%
NIM
223
Northeast Investment Management
Massachusetts
$820K +$652 +7 +0.1%
BFA
224
Bragg Financial Advisors
North Carolina
$814K +$25.3K +272 +3%
MFIM
225
Mesirow Financial Investment Management
Illinois
$807K +$138K +1,478 +21%
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