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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.

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
1
RWA Wealth Partners
Massachusetts
$21.2M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$12.2M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$120M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$9.48M
5
PCIG
5
Partners Capital Investment Group
Massachusetts
$39.9M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$280M
2
Bank of America
2
Bank of America
North Carolina
$46.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$21.6M
4
BSWM
4
Boston Standard Wealth Management
Massachusetts
$0
5
Ameriprise
5
Ameriprise
Minnesota
$36.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$280M 2,753,130 -3,978,873 -59%
VF
2
Visa Foundation
California
$175M 1,721,275 – –
Creative Planning
3
Creative Planning
Kansas
$125M 1,230,874 +54,143 +5%
Wealthfront Advisers
4
Wealthfront Advisers
California
$120M 1,181,274 +99,180 +9%
Morgan Stanley
5
Morgan Stanley
New York
$83.5M 821,613 -10,922 -1%
LWL
6
Leo Wealth LLC
Texas
$69.4M 682,919 +7,041 +1%
VCM
7
Verde Capital Management
Michigan
$55.9M 549,824 -17,072 -3%
I
8
IMPACTfolio
Colorado
$46.5M 457,426 +6,362 +1%
Bank of America
9
Bank of America
North Carolina
$46.2M 454,740 -112,185 -20%
AIA
10
Angeles Investment Advisors
California
$44.9M 441,396 +8,731 +2%
Betterment LLC
11
Betterment LLC
New York
$42.9M 422,517 +47,781 +13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$42.8M 420,711 -12,203 -3%
PIC
13
Platt Investment Counsel
Florida
$41.8M 411,198 +4,757 +1%
PCIG
14
Partners Capital Investment Group
Massachusetts
$39.9M 392,796 +71,822 +22%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$39.2M 385,801 +43,200 +13%
Ameriprise
16
Ameriprise
Minnesota
$36.4M 357,484 -30,646 -8%
FWI
17
Facet Wealth Inc
Maryland
$36.3M 358,106 +11,632 +3%
SCM
18
SCS Capital Management
Massachusetts
$33.6M 330,442 +48,619 +17%
CA
19
Crewe Advisors
Utah
$31.6M 311,066 +216 +0.1%
UBS Group
20
UBS Group
Switzerland
$28.6M 281,462 -5,734 -2%
MG
21
Mather Group
Illinois
$27M 265,888 -1,854 -0.7%
RJA
22
Raymond James & Associates
Florida
$27M 265,140 +8,020 +3%
FNWM
23
Financial Network Wealth Management
Utah
$25.7M 252,975 -5,238 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$24.8M 244,063 +41,316 +20%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$23.1M 227,524 +10,899 +5%
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