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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 %
LFA
251
Legacy Financial Advisors
Kentucky
$417K -$43K -572 -9%
FPAS
252
Focus Partners Advisor Solutions
Missouri
$415K – – –
LNC
253
Lincoln National Corp
Pennsylvania
$413K +$60.8K +808 +17%
GVAG
254
Great Valley Advisor Group
Delaware
$406K +$1.2K +16 +0.3%
TDC
255
Thompson Davis & Co
Virginia
$402K -$20.8K -277 -5%
TWM
256
Tradition Wealth Management
Minnesota
$401K +$4.21K +56 +1%
IA
257
IFG Advisors
Missouri
$394K -$3.31K -44 -0.8%
SP
258
Symmetry Partners
Connecticut
$388K +$1.73K +23 +0.4%
LFA
259
Level Financial Advisors
New York
$386K -$4.21K -56 -1%
RJT
260
Raymond James Trust
Florida
$385K – – –
EI
261
Ellevest Inc
New York
$381K +$5.04K +67 +1%
BSSFA
262
Baron Silver Stevens Financial Advisors
Florida
$377K +$17.2K +229 +5%
PA
263
PFG Advisors
Arizona
$376K +$9.4K +125 +3%
SWM
264
Selective Wealth Management
Virginia
$369K +$5.77K +77 +2%
RIP
265
RAM Investment Partners
Washington
$367K – – –
STCOSD
266
Sageworth Trust Company of South Dakota
South Dakota
$365K +$95.2K +1,265 +35%
KPWS
267
Kestra Private Wealth Services
Texas
$364K +$3.46K +46 +1%
CT
268
Cambridge Trust
Massachusetts
$364K +$33.1K +440 +10%
FAG
269
Financial Advisory Group
Texas
$361K – – –
TB
270
Treynor Bancshares
Iowa
$359K -$9.48K -126 -3%
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$358K +$13.2K +175 +4%
FCM
272
Firestone Capital Management
Florida
$355K -$2.33K -31 -0.7%
AM
273
AGF Management
Ontario, Canada
$350K +$350K +4,650 New
KAH
274
Kathryn A. Hall
$349K +$1.2K +16 +0.3%
PJSIMP
275
P.J. Schmidt Investment Management (PJS)
Wisconsin
$347K +$18.9K +253 +6%
9 10
11
12 13