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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$597M +$597K +5,690 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$322M +$32.9M +313,849 +11%
VF
3
Visa Foundation
California
$171M -$9.97M -95,000 -6%
Wealthfront Advisers
4
Wealthfront Advisers
California
$152M +$27.7M +263,649 +22%
Creative Planning
5
Creative Planning
Kansas
$130M +$1.35M +12,873 +1%
Morgan Stanley
6
Morgan Stanley
New York
$89M +$2.77M +26,436 +3%
LWL
7
Leo Wealth LLC
Texas
$72.7M +$1.11M +10,620 +2%
VCM
8
Verde Capital Management
Michigan
$59M +$1.34M +12,748 +2%
SG
9
Stanich Group
New York
$53.9M +$53.9M +513,828 New
Raymond James Financial
10
Raymond James Financial
Florida
$52.9M +$52.9M +504,516 New
Bank of America
11
Bank of America
North Carolina
$52.6M +$4.93M +47,017 +10%
I
12
IMPACTfolio
Colorado
$47.8M -$193K -1,839 -0.4%
AIA
13
Angeles Investment Advisors
California
$47.1M +$834K +7,945 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$44M -$101K -964 -0.2%
Betterment LLC
15
Betterment LLC
New York
$43.4M -$891K -8,494 -2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$41.2M +$720K +6,860 +2%
FWI
17
Facet Wealth Inc
Maryland
$40.5M +$1.92M +18,317 +5%
PIC
18
Platt Investment Counsel
Florida
$39.8M -$3.36M -32,030 -8%
PCIG
19
Partners Capital Investment Group
Massachusetts
$37.6M -$3.56M -33,970 -9%
SCM
20
SCS Capital Management
Massachusetts
$35M +$345K +3,292 +1%
SIP
21
Sellwood Investment Partners
Oregon
$33.4M +$33.5M +318,867 New
CA
22
Crewe Advisors
Utah
$32.7M +$46.6K +444 +0.1%
Ameriprise
23
Ameriprise
Minnesota
$32M -$5.5M -52,437 -15%
UBS Group
24
UBS Group
Switzerland
$29.9M +$419K +3,989 +1%
MG
25
Mather Group
Illinois
$28.3M +$401K +3,825 +1%

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.