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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.

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
1
Boston Common Asset Management
Massachusetts
$18.6M
2
I
2
IMPACTfolio
Colorado
$40.2M
3
PCIG
3
Partners Capital Investment Group
Massachusetts
$19.9M
4
CAM
4
Clarity Asset Management
Iowa
$15.6M
5
RCS
5
Retirement Capital Strategies
California
$32.5M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$562M
2
Morgan Stanley
2
Morgan Stanley
New York
$79.6M
3
FCG
3
Financial Connections Group
California
$0
4
VF
4
Visa Foundation
California
$165M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$562M 6,035,410 -3,075,633 -34%
VF
2
Visa Foundation
California
$165M 1,773,275 -120,000 -6%
Creative Planning
3
Creative Planning
Kansas
$108M 1,155,149 -7,796 -0.7%
Wealthfront Advisers
4
Wealthfront Advisers
California
$89M 955,501 +14,748 +2%
Morgan Stanley
5
Morgan Stanley
New York
$79.6M 853,759 -862,027 -50%
LWL
6
Leo Wealth LLC
Texas
$68.1M 732,257 +43,678 +6%
VCM
7
Verde Capital Management
Michigan
$49.5M 531,464 +38,944 +8%
Bank of America
8
Bank of America
North Carolina
$47.9M 513,751 -15,243 -3%
AIA
9
Angeles Investment Advisors
California
$44.6M 478,745 -1,125 -0.2%
I
10
IMPACTfolio
Colorado
$40.2M 431,070 +198,670 +85%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$37.3M 400,522 -11,923 -3%
PIC
12
Platt Investment Counsel
Florida
$36.8M 395,419 -7,485 -2%
Ameriprise
13
Ameriprise
Minnesota
$36.4M 390,250 -1,081 -0.3%
Betterment LLC
14
Betterment LLC
New York
$33.5M 359,487 -21,623 -6%
RCS
15
Retirement Capital Strategies
California
$32.5M 348,865 +88,758 +34%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$31.5M 338,031 +3,341 +1%
CA
17
Crewe Advisors
Utah
$29.4M 315,488 +530 +0.2%
FWI
18
Facet Wealth Inc
Maryland
$29.4M 320,900 +197 +0.1%
UBS Group
19
UBS Group
Switzerland
$27.6M 295,637 -9,973 -3%
FNWM
20
Financial Network Wealth Management
Utah
$23.5M 256,370 -5,026 -2%
SCM
21
SCS Capital Management
Massachusetts
$22.8M 244,607 -9,197 -4%
RJA
22
Raymond James & Associates
Florida
$22M 236,318 +15,383 +7%
OWM
23
Orgel Wealth Management
Wisconsin
$21.9M 234,701 -5,440 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$20.4M 218,754 -11,465 -5%
Goldman Sachs
25
Goldman Sachs
New York
$20.4M 218,719 -12,507 -5%
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