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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 %
LPAM
301
Lodestar Private Asset Management
California
$397K +$44.2K +520 +13%
KAH
302
Kathryn A. Hall
$396K +$1.53K +18 +0.4%
TB
303
Treynor Bancshares
Iowa
$395K -$10.3K -121 -3%
CMP
304
Coston McIsaac & Partners
Maine
$391K +$59K +696 +18%
SCTC
305
Sanibel Captiva Trust Company
Florida
$390K +$390K +4,582 New
SWM
306
Sterling Wealth Management
Illinois
$388K +$388K +4,565 New
PFG
307
Pinnacle Financial Group
Illinois
$385K +$255 +3 +0.1%
WCFA
308
Walkner Condon Financial Advisors
Wisconsin
$382K – – –
BJL
309
Brighton Jones LLC
Washington
$378K -$6.89K -81 -2%
BSSFA
310
Baron Silver Stevens Financial Advisors
Florida
$377K -$48.7K -573 -11%
CFGS
311
Concourse Financial Group Securities
Alabama
$376K -$8.51K -100 -2%
HWM
312
Hemington Wealth Management
Virginia
$357K +$4.77K +56 +1%
CFG
313
Citizens Financial Group
Rhode Island
$356K +$1.11K +13 +0.3%
APG
314
Abacus Planning Group
South Carolina
$352K – – –
LA
315
LexAurum Advisors
Kansas
$351K +$48.5K +570 +16%
GWM
316
Geneos Wealth Management
Colorado
$347K +$101K +1,187 +41%
FA
317
Financial Alternatives
California
$345K -$510 -6 -0.1%
EC
318
Estate Counselors
Wisconsin
$344K -$262K -3,080 -43%
PWA
319
Physician Wealth Advisors
Utah
$342K +$342K +3,937 New
B
320
Bailard
California
$338K +$338K +3,969 New
MCM
321
MAI Capital Management
Ohio
$336K – – –
IIA
322
Integral Investment Advisors
California
$329K – – –
RP
323
Rice Partnership
Hawaii
$323K +$2.21K +26 +0.7%
AFS
324
Access Financial Services
Minnesota
$320K -$3.23K -38 -1%
PWMAG
325
Pinnacle Wealth Management Advisory Group
New Jersey
$317K +$8.51K +100 +3%
11 12
13
14 15