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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 %
BP
251
Ballentine Partners
Massachusetts
$580K +$580K +6,816 New
MPM
252
Meritage Portfolio Management
Kansas
$552K – – –
LC
253
Landaas & Company
Wisconsin
$545K – – –
BCM
254
Brookstone Capital Management
Illinois
$527K +$150K +1,767 +40%
CA
255
Continuum Advisory
Idaho
$526K -$7.32K -86 -1%
DWM
256
Destination Wealth Management
California
$525K +$525K +6,177 New
CIA
257
Compass Ion Advisors
Pennsylvania
$524K +$1.96K +23 +0.4%
JFG
258
Jefferies Financial Group
New York
$523K +$260K +3,059 +99%
PJSIMP
259
P.J. Schmidt Investment Management (PJS)
Wisconsin
$521K +$116K +1,336 +29%
GVAG
260
Great Valley Advisor Group
Delaware
$513K +$53.3K +626 +12%
GRA
261
Golden Road Advisors
Florida
$506K +$506K +5,946 New
APP
262
Avantax Planning Partners
Iowa
$505K -$7.83K -92 -2%
KFP
263
KMG Fiduciary Partners
Ohio
$502K – – –
NAMP
264
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$494K -$59.5K -700 -11%
AAM
265
Ameraudi Asset Management
New York
$493K – – –
IA
266
IFG Advisors
Missouri
$492K +$47K +552 +11%
CAL
267
Capital Analysts LLC
Pennsylvania
$489K +$10.2K +120 +2%
AIP
268
Ameritas Investment Partners
Nebraska
$488K +$2.98K +35 +0.6%
MA
269
Mutual Advisors
Nebraska
$487K -$344K -4,047 -41%
Thrivent Financial for Lutherans
270
Thrivent Financial for Lutherans
Minnesota
$485K -$19.8K -233 -4%
FFWA
271
FRG Family Wealth Advisors
Washington
$475K – – –
LNC
272
Lincoln National Corp
Pennsylvania
$467K +$681 +8 +0.1%
AP
273
Appleton Partners
Massachusetts
$455K -$24.1K -283 -5%
TDC
274
Thompson Davis & Co
Virginia
$455K – – –
TWM
275
Tradition Wealth Management
Minnesota
$453K -$595 -7 -0.1%
9 10
11
12 13