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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 %
RIM
276
Rockbridge Investment Management
New York
$448K -$24.9K -293 -5%
MSWMA
277
Market Street Wealth Management Advisors
Indiana
$445K -$197K -2,320 -31%
CAPTRUST Financial Advisors
278
CAPTRUST Financial Advisors
North Carolina
$444K -$292K -3,428 -40%
TFA
279
TPG Financial Advisors
Oregon
$438K -$55.1K -651 -11%
LFA
280
Level Financial Advisors
New York
$437K – – –
RJT
281
Raymond James Trust
Florida
$436K – – –
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$433K +$55.6K +654 +15%
AM
283
AGF Management
Ontario, Canada
$430K +$34K +400 +9%
PCM
284
Peirce Capital Management
Texas
$429K +$429K +5,047 New
RF
285
Rollins Financial
Georgia
$428K +$428K +5,035 New
RFA
286
Rollins Financial Advisors
New York
$428K +$428K +5,035 New
PA
287
PFG Advisors
Arizona
$426K +$595 +7 +0.1%
EI
288
Ellevest Inc
New York
$425K -$6.89K -81 -2%
BMD
289
Better Money Decisions
New Mexico
$420K -$736K -8,655 -64%
RIP
290
RAM Investment Partners
Washington
$415K – – –
KPWS
291
Kestra Private Wealth Services
Texas
$413K +$1.28K +15 +0.3%
FCM
292
Firestone Capital Management
Florida
$412K +$10.4K +122 +3%
SWM
293
Selective Wealth Management
Virginia
$411K +$1.25K +15 +0.3%
CT
294
Cambridge Trust
Massachusetts
$409K -$2.3K -27 -0.6%
LFA
295
Legacy Financial Advisors
Kentucky
$409K -$62.6K -736 -13%
FAG
296
Financial Advisory Group
Texas
$409K – – –
KAS
297
Kestra Advisory Services
Texas
$404K +$20.5K +241 +5%
PNC Financial Services Group
298
PNC Financial Services Group
Pennsylvania
$402K -$2.64K -31 -0.7%
CPIG
299
Chicago Partners Investment Group
Illinois
$402K +$46.6K +536 +13%
PA
300
Pinnacle Associates
New York
$397K +$9.61K +113 +2%
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12
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