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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 %
MSFS
201
Main Street Financial Solutions
Pennsylvania
$941K +$2.8K +29 +0.3%
SI
202
Seeds Investor
New York
$941K – – –
FHB
203
First Hawaiian Bank
Hawaii
$936K -$744K -7,705 -44%
ST
204
Smithfield Trust
Pennsylvania
$933K -$36.8K -381 -4%
JFA
205
JNBA Financial Advisors
Minnesota
$926K -$210K -2,172 -18%
CTWM
206
Cherry Tree Wealth Management
Minnesota
$901K -$14.5K -150 -2%
T
207
TrueFG
Texas
$889K -$34.2K -354 -4%
Empower Advisory Group
208
Empower Advisory Group
Colorado
$887K -$50.2K -520 -5%
GS
209
GTS Securities
New York
$887K +$887K +9,176 New
RSWM
210
Robertson Stephens Wealth Management
California
$879K +$92.1K +953 +12%
SWM
211
Selective Wealth Management
Virginia
$879K -$43.3K -438 -5%
MFIM
212
Mesirow Financial Investment Management
Illinois
$870K +$32.8K +339 +4%
BFA
213
Bragg Financial Advisors
North Carolina
$849K +$5.22K +54 +0.6%
FC
214
Family CFO
California
$846K -$34.9K -361 -4%
BCM
215
Brookstone Capital Management
Illinois
$845K +$173K +1,747 +26%
FNC
216
First National Corp
Massachusetts
$842K +$4.83K +50 +0.6%
B
217
Bailard
California
$835K +$340K +3,523 +69%
TI
218
Truepoint Inc
Ohio
$834K -$20.4K -211 -2%
NCM
219
Novare Capital Management
North Carolina
$830K +$830K +8,595 New
CFA
220
Capstone Financial Advisors
Illinois
$819K +$5.7K +59 +0.7%
WA
221
Waverly Advisors
Alabama
$815K -$80K -828 -9%
UCFA
222
United Capital Financial Advisors
Texas
$796K +$9.66K +100 +1%
GA
223
Greenspring Advisors
Maryland
$792K – – –
MIA
224
Milestone Investment Advisors
Wisconsin
$792K -$11K -114 -1%
TDC
225
Thompson Davis & Co
Virginia
$785K -$29K -300 -4%
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