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Vanguard ESG US Stock ETF

521 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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

63% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 132

5% more funds holding

Funds holding: 495521 (+26)

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

3.54% less ownership

Funds ownership: 31.59%28.05% (-3.5%)

5% less capital invested

Capital invested by funds: $2.8B → $2.65B (-$150M)

Holders
521
Holders Change
+26
Holders Change %
+5.25%
% of All Funds
7.48%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.34%
New
47
Increased
215
Reduced
132
Closed
16
Calls
$71K
Puts
Net Calls
+$71K
Net Calls Change
+$71K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$280M -$390M -3,978,873 -59%
VF
2
Visa Foundation
California
$175M
Creative Planning
3
Creative Planning
Kansas
$125M +$5.31M +54,143 +5%
Wealthfront Advisers
4
Wealthfront Advisers
California
$120M +$9.72M +99,180 +9%
Morgan Stanley
5
Morgan Stanley
New York
$83.5M -$1.07M -10,922 -1%
LWL
6
Leo Wealth LLC
Texas
$69.4M +$690K +7,041 +1%
VCM
7
Verde Capital Management
Michigan
$55.9M -$1.67M -17,072 -3%
I
8
IMPACTfolio
Colorado
$46.5M +$624K +6,362 +1%
Bank of America
9
Bank of America
North Carolina
$46.2M -$11M -112,185 -20%
AIA
10
Angeles Investment Advisors
California
$44.9M +$856K +8,731 +2%
Betterment LLC
11
Betterment LLC
New York
$42.9M +$4.68M +47,781 +13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$42.8M -$1.2M -12,203 -3%
PIC
13
Platt Investment Counsel
Florida
$41.8M +$466K +4,757 +1%
PCIG
14
Partners Capital Investment Group
Massachusetts
$39.9M +$7.04M +71,822 +22%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$39.2M +$4.23M +43,200 +13%
Ameriprise
16
Ameriprise
Minnesota
$36.4M -$3M -30,646 -8%
FWI
17
Facet Wealth Inc
Maryland
$36.3M +$1.14M +11,632 +3%
SCM
18
SCS Capital Management
Massachusetts
$33.6M +$4.77M +48,619 +17%
CA
19
Crewe Advisors
Utah
$31.6M +$21.2K +216 +0.1%
UBS Group
20
UBS Group
Switzerland
$28.6M -$562K -5,734 -2%
MG
21
Mather Group
Illinois
$27M -$182K -1,854 -0.7%
RJA
22
Raymond James & Associates
Florida
$27M +$786K +8,020 +3%
FNWM
23
Financial Network Wealth Management
Utah
$25.7M -$513K -5,238 -2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$24.8M +$4.05M +41,316 +20%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$23.1M +$1.07M +10,899 +5%

ESGV Hedge Fund Activity: Q3 2024 in Review

521 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q3 2024, worth a combined $2.65B — down 5.4% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ESGV positions and 16 closed out — a net gain of 31 holders — while 215 added to existing stakes and 132 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $19.4M. The largest seller was Vanguard Group, cutting an estimated $390M.

  • 521 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q3 2024, up from 495 in Q2 2024.
  • Funds reported $2.65B of Vanguard ESG US Stock ETF stock for Q3 2024, down 5.4% quarter-over-quarter.
  • 47 funds opened new Vanguard ESG US Stock ETF positions in Q3 2024 and 16 closed out, a net change of +31 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q3 2024 was RWA Wealth Partners, an estimated $19.4M added.
  • The largest Vanguard ESG US Stock ETF seller in Q3 2024 was Vanguard Group, an estimated $390M sold.

Based on aggregated 13F filings for Q3 2024.