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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
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 -$861K -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 -$29K -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 +$35.5K +338 +4%

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.