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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

586 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 101 funds opening new positions, 204 increasing their positions, 161 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+68
Holders Change %
+13.13%
% of All Funds
7.8%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.35%
New
101
Increased
204
Reduced
161
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$597M
2
Vanguard Group
Vanguard Group
Pennsylvania
$322M
3
Wealthfront Advisers
Wealthfront Advisers
California
$152M
4
EP
Essential Planning
New Hampshire
$26.6M
5
Two Sigma Investments
Two Sigma Investments
New York
$20.2M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
2
VF
Visa Foundation
California
$171M
3
SA
Skyline Advisors
Washington
$2.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Ameriprise
Ameriprise
Minnesota
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
201
First Hawaiian Bank
Hawaii
$1.19M +$439K +4,183 +58%
WS
202
Wedbush Securities
California
$1.19M -$9.55K -91 -0.8%
JIC
203
Joel Isaacson & Co
New York
$1.17M +$81.8K +780 +8%
GVAG
204
Great Valley Advisor Group
Delaware
$1.13M -$184K -1,758 -14%
AB
205
ANB Bank
Colorado
$1.11M +$1.11M +10,602 New
LWP
206
Laurel Wealth Planning
Minnesota
$1.11M -$89.5K -853 -7%
LC
207
Lindbrook Capital
California
$1.11M +$47.5K +453 +4%
SWP
208
Stratos Wealth Partners
Ohio
$1.06M -$54.1K -516 -5%
CF
209
Corrigan Financial
Rhode Island
$1.06M +$1.06M +10,089 New
HHGA
210
Halbert Hargrove Global Advisors
California
$1.05M -$9.02K -86 -0.8%
MSFS
211
Main Street Financial Solutions
Pennsylvania
$1.05M +$116K +1,106 +12%
SL
212
SFM LLC
New Hampshire
$1.04M -$16.4K -156 -2%
MFIM
213
Mesirow Financial Investment Management
Illinois
$1.03M -$860K -8,204 -46%
SI
214
Seeds Investor
New York
$1.02M – – –
B
215
Bailard
California
$1.01M +$16.4K +156 +2%
SOAG
216
Silver Oak Advisory Group
Oregon
$1.01M -$28.9K -276 -3%
FC
217
Family CFO
California
$1M +$85.3K +813 +9%
EWA
218
EP Wealth Advisors
California
$999K -$480K -4,572 -32%
FNC
219
First National Corp
Massachusetts
$988K -$8.5K -81 -0.9%
FMWA
220
Forvis Mazars Wealth Advisors
Missouri
$982K -$61.6K -587 -6%
CWA
221
Clearview Wealth Advisors
Oregon
$981K -$50.6K -482 -5%
CTWM
222
Cherry Tree Wealth Management
Minnesota
$971K -$6.92K -66 -0.7%
BCM
223
Brookstone Capital Management
Illinois
$968K -$14.4K -137 -1%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$967K +$4.3K +41 +0.4%
SWM
225
Selective Wealth Management
Virginia
$965K +$35.1K +338 +4%
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