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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.

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 Market Value Shares Shares
Change 		Shares
Change %
PA
276
Pinnacle Associates
New York
$343K 4,560 +41 +0.9%
PFG
277
Pinnacle Financial Group
Illinois
$341K 4,529 +2 +0%
BJL
278
Brighton Jones LLC
Washington
$340K 4,526 +333 +8%
CFGS
279
Concourse Financial Group Securities
Alabama
$340K 4,525 -70 -2%
KAS
280
Kestra Advisory Services
Texas
$339K 4,508 -181 -4%
WCFA
281
Walkner Condon Financial Advisors
Wisconsin
$338K 4,490 +120 +3%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$334K 4,439 +12 +0.3%
BCM
283
Brookstone Capital Management
Illinois
$331K 4,426 +4,426 New
AFA
284
American Financial Advisors
Georgia
$325K 4,320 -36,023 -89%
CFG
285
Citizens Financial Group
Rhode Island
$314K 4,175 +11 +0.3%
LPAM
286
Lodestar Private Asset Management
California
$312K 4,148 -2,616 -39%
APG
287
Abacus Planning Group
South Carolina
$311K 4,135 +629 +18%
HWM
288
Hemington Wealth Management
Virginia
$311K 4,137 +14 +0.3%
FA
289
Financial Alternatives
California
$305K 4,060 -59 -1%
PP
290
PDS Planning
Ohio
$305K 4,048 +8 +0.2%
CPIG
291
Chicago Partners Investment Group
Illinois
$302K 4,091 +4,091 New
PCIA
292
Prime Capital Investment Advisors
Kansas
$301K 4,002 +51 +1%
AAG
293
Armstrong Advisory Group
Massachusetts
$298K 3,964 +231 +6%
MCM
294
MAI Capital Management
Ohio
$297K 3,955 -3,445 -47%
CMP
295
Coston McIsaac & Partners
Maine
$293K 3,914 +496 +15%
SFPG
296
Stonebridge Financial Planning Group
Florida
$291K 3,875 – –
IIA
297
Integral Investment Advisors
California
$291K 3,868 +400 +12%
MAM
298
McLean Asset Management
Virginia
$287K 3,743 – –
AFS
299
Access Financial Services
Minnesota
$286K 3,804 +320 +9%
SPIA
300
Steward Partners Investment Advisory
New York
$285K 3,790 +3 +0.1%
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