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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

468 hedge funds and large institutions have $2.68B invested in Vanguard ESG US Stock ETF in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 178 increasing their positions, 136 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+49
Holders Change %
+11.69%
% of All Funds
6.86%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.35%
New
74
Increased
178
Reduced
136
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$775M
3
RCS
3
Retirement Capital Strategies
California
$22.1M
4
Cerity Partners
4
Cerity Partners
New York
$18.7M
5
FCG
5
Financial Connections Group
California
$12.3M

Top Sellers

1
VF
1
Visa Foundation
California
$161M
2
EW
2
Evoke Wealth
California
$6.98M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
SC
4
Soundwatch Capital
Connecticut
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$224K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
226
Capstone Financial Advisors
Illinois
$711K +$88.8K +1,044 +14%
NA
227
Nottingham Advisors
New York
$702K – – –
PPW
228
Presilium Private Wealth
Pennsylvania
$701K -$17.9K -210 -2%
GA
229
Greenspring Advisors
Maryland
$697K – – –
CM
230
Capital Management
Virginia
$697K -$14.5K -170 -2%
RSWM
231
Robertson Stephens Wealth Management
California
$693K – – –
SAS
232
Sage Advisory Services
Texas
$688K -$9.1K -107 -1%
CWA
233
CM Wealth Advisors
Ohio
$673K -$13K -153 -2%
PCM
234
Passive Capital Management
Maryland
$669K +$102K +1,195 +18%
FCI
235
Financial Counselors Inc
Kansas
$656K – – –
Empower Advisory Group
236
Empower Advisory Group
Colorado
$645K +$7.15K +84 +1%
VFA
237
Valeo Financial Advisors
Indiana
$642K -$11.3K -133 -2%
BFS
238
Bradley Foster & Sargent
Connecticut
$635K -$42.5K -500 -6%
BWM
239
Benchmark Wealth Management
Connecticut
$622K -$19.5K -229 -3%
ACM
240
Armbruster Capital Management
New York
$620K – – –
LSA
241
Lion Street Advisors
Texas
$619K – – –
HSA
242
HBK Sorce Advisory
Pennsylvania
$616K +$90.8K +1,067 +17%
STCOSD
243
Sageworth Trust Company of South Dakota
South Dakota
$613K +$201K +2,360 +49%
DP
244
Denver PWM
Colorado
$613K +$4.58K +55 +0.8%
MFIM
245
Mesirow Financial Investment Management
Illinois
$611K +$611K +7,178 New
PP
246
PDS Planning
Ohio
$601K +$257K +3,023 +75%
RPC
247
Rossmore Private Capital
Connecticut
$599K – – –
LWCFA
248
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$599K – – –
MAG
249
Mokosak Advisory Group
Iowa
$582K -$19.8K -233 -3%
PC
250
Pecaut & Co
Iowa
$581K +$31.6K +371 +6%
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