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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 %
SWP
201
Stratos Wealth Partners
Ohio
$1.08M +$46.3K +455 +4%
JIC
202
Joel Isaacson & Co
New York
$1.05M +$3.05K +30 +0.3%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$1.05M +$50.4K +496 +5%
HHGA
204
Halbert Hargrove Global Advisors
California
$1.03M -$14K -138 -1%
LC
205
Lindbrook Capital
California
$1.03M – – –
SL
206
SFM LLC
New Hampshire
$1.02M +$23.4K +230 +2%
FMWA
207
Forvis Mazars Wealth Advisors
Missouri
$1.01M -$13K -128 -1%
SOAG
208
Silver Oak Advisory Group
Oregon
$1M -$4.98K -49 -0.5%
CWA
209
Clearview Wealth Advisors
Oregon
$1,000K -$40.5K -398 -4%
SI
210
Seeds Investor
New York
$990K – – –
FNC
211
First National Corp
Massachusetts
$965K +$79.2K +779 +9%
B
212
Bailard
California
$962K +$83.5K +821 +10%
BCM
213
Brookstone Capital Management
Illinois
$952K +$85.8K +844 +10%
CTWM
214
Cherry Tree Wealth Management
Minnesota
$948K -$203 -2 -0%
Empower Advisory Group
215
Empower Advisory Group
Colorado
$944K +$11K +108 +1%
Janney Montgomery Scott
216
Janney Montgomery Scott
Pennsylvania
$933K +$933K +9,178 New
T
217
TrueFG
Texas
$921K -$13.8K -136 -1%
DAS
218
Dynamic Advisor Solutions
Arizona
$918K -$145K -1,429 -14%
BFA
219
Bragg Financial Advisors
North Carolina
$914K +$21K +207 +2%
SWM
220
Selective Wealth Management
Virginia
$907K +$4.66K +46 +0.5%
MSFS
221
Main Street Financial Solutions
Pennsylvania
$906K -$84.7K -833 -9%
FC
222
Family CFO
California
$890K – – –
TI
223
Truepoint Inc
Ohio
$880K +$2.44K +24 +0.3%
NCM
224
Novare Capital Management
North Carolina
$874K – – –
WA
225
Waverly Advisors
Alabama
$859K +$1.12K +11 +0.1%
7 8
9
10 11