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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

419 hedge funds and large institutions have $2.07B invested in Vanguard ESG US Stock ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 130 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-6
Holders Change %
-1.41%
% of All Funds
6.68%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.27%
New
29
Increased
181
Reduced
130
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$619M
2
AIA
2
Angeles Investment Advisors
California
$34.5M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$66.6M
4
RCG
4
Regatta Capital Group
California
$4.74M
5
FHB
5
First Hawaiian Bank
Hawaii
$5.89M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$278K
2
Goldman Sachs
2
Goldman Sachs
New York
$17.5M
3
Cerity Partners
3
Cerity Partners
New York
$2.25M
4
FCG
4
Financial Connections Group
California
$0
5
ACA
5
Affinity Capital Advisors
California
$7.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
226
Denver PWM
Colorado
$548K +$17.6K +235 +3%
LSA
227
Lion Street Advisors
Texas
$547K +$547K +7,276 New
EC
228
Estate Counselors
Wisconsin
$536K – – –
MAG
229
Mokosak Advisory Group
Iowa
$532K +$1.88K +25 +0.4%
RPC
230
Rossmore Private Capital
Connecticut
$530K – – –
LWCFA
231
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$525K – – –
PCM
232
Passive Capital Management
Maryland
$502K – – –
Renaissance Technologies
233
Renaissance Technologies
New York
$496K -$97.7K -1,300 -16%
NAMP
234
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$489K +$3.76K +50 +0.8%
MPM
235
Meritage Portfolio Management
Kansas
$488K – – –
PC
236
Pecaut & Co
Iowa
$486K -$45.4K -603 -9%
LC
237
Landaas & Company
Wisconsin
$482K -$41.2K -548 -8%
CA
238
Continuum Advisory
Idaho
$472K +$602 +8 +0.1%
HSA
239
HBK Sorce Advisory
Pennsylvania
$464K – – –
CIA
240
Compass Ion Advisors
Pennsylvania
$461K +$461K +6,132 New
APP
241
Avantax Planning Partners
Iowa
$454K -$8.27K -110 -2%
Thrivent Financial for Lutherans
242
Thrivent Financial for Lutherans
Minnesota
$447K +$13.2K +176 +3%
KFP
243
KMG Fiduciary Partners
Ohio
$444K – – –
TFA
244
TPG Financial Advisors
Oregon
$438K +$438K +5,828 New
AAM
245
Ameraudi Asset Management
New York
$436K – – –
AIP
246
Ameritas Investment Partners
Nebraska
$429K +$5.57K +74 +1%
AP
247
Appleton Partners
Massachusetts
$424K -$60.3K -802 -12%
CAL
248
Capital Analysts LLC
Pennsylvania
$424K -$9.19K -122 -2%
FFWA
249
FRG Family Wealth Advisors
Washington
$420K – – –
RIM
250
Rockbridge Investment Management
New York
$418K – – –
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