ESGV icon

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.

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
1
Vanguard Group
Pennsylvania
$650M
2
FCG
2
Financial Connections Group
California
$14.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$19.4M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$105M
5
SAG
5
SageView Advisory Group
California
$15.5M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$3.33M
2
RCS
2
Retirement Capital Strategies
California
$5.22M
3
BCAM
3
Boston Common Asset Management
Massachusetts
$0
4
CIAS
4
CBIZ Investment Advisory Services
Ohio
$6.57K
5
CA
5
Cambridge Associates
Massachusetts
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$650M 6,732,003 +696,593 +12%
VF
2
Visa Foundation
California
$166M 1,721,275 -52,000 -3%
Creative Planning
3
Creative Planning
Kansas
$114M 1,176,731 +21,582 +2%
Wealthfront Advisers
4
Wealthfront Advisers
California
$105M 1,082,094 +126,593 +13%
Morgan Stanley
5
Morgan Stanley
New York
$80.4M 832,535 -21,224 -2%
LWL
6
Leo Wealth LLC
Texas
$65.4M 675,878 -56,379 -8%
Bank of America
7
Bank of America
North Carolina
$54.8M 566,925 +53,174 +10%
VCM
8
Verde Capital Management
Michigan
$54.8M 566,896 +35,432 +7%
I
9
IMPACTfolio
Colorado
$43.6M 451,064 +19,994 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$41.8M 432,914 +32,392 +8%
AIA
11
Angeles Investment Advisors
California
$41.8M 432,665 -46,080 -10%
PIC
12
Platt Investment Counsel
Florida
$39.3M 406,441 +11,022 +3%
Ameriprise
13
Ameriprise
Minnesota
$37.5M 388,130 -2,120 -0.5%
Betterment LLC
14
Betterment LLC
New York
$36.2M 374,736 +15,249 +4%
FWI
15
Facet Wealth Inc
Maryland
$33.3M 346,474 +25,574 +8%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$33.1M 342,601 +4,570 +1%
PCIG
17
Partners Capital Investment Group
Massachusetts
$31.1M 320,974 +107,937 +51%
CA
18
Crewe Advisors
Utah
$30M 310,850 -4,638 -1%
Goldman Sachs
19
Goldman Sachs
New York
$28.1M 290,945 +72,226 +33%
UBS Group
20
UBS Group
Switzerland
$27.7M 287,196 -8,441 -3%
SCM
21
SCS Capital Management
Massachusetts
$27.2M 281,823 +37,216 +15%
MG
22
Mather Group
Illinois
$25M 267,742 +34,975 +15%
FNWM
23
Financial Network Wealth Management
Utah
$24.9M 258,213 +1,843 +0.7%
RJA
24
Raymond James & Associates
Florida
$24.8M 257,120 +20,802 +9%
Cerity Partners
25
Cerity Partners
New York
$21.9M 226,338 +8,563 +4%
1
2 3 4 5