ESGV icon

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 %
TW
326
Towerpoint Wealth
California
$228K 3,036 +3,036 New
ZAM
327
Zevin Asset Management
Massachusetts
$228K 3,025 +3,025 New
EC
328
EdgeRock Capital
Colorado
$228K 3,028 +3,028 New
PB
329
Pinnacle Bancorp
Nebraska
$227K 3,535 +3,535 New
SPW
330
Sonoma Private Wealth
California
$226K 3,007 – –
PNC
331
Park National Corp
Ohio
$226K 3,005 -6 -0.2%
PCM
332
Parsons Capital Management
Rhode Island
$222K 2,945 +40 +1%
BC
333
Brio Consultants
California
$220K 2,929 +9 +0.3%
SC
334
Savant Capital
Illinois
$220K 2,923 +10 +0.3%
GA
335
Greytown Advisors
Florida
$219K 2,910 – –
GWM
336
Geneos Wealth Management
Colorado
$217K 2,889 -77 -3%
FWA
337
FSM Wealth Advisors
Ohio
$216K 2,869 +8 +0.3%
MWA
338
Martel Wealth Advisors
Washington
$216K 2,865 – –
BBW
339
Blue Barn Wealth
Utah
$214K 2,842 -575 -17%
JIC
340
Johnson Investment Counsel
Ohio
$213K 2,830 – –
MCM
341
Mengis Capital Management
Oregon
$212K 2,815 -191 -6%
ACM
342
Alpha Capital Management
Texas
$212K 2,815 +2,815 New
IIM
343
InTrack Investment Management
Vermont
$211K 2,803 -1,004 -26%
Fiera Capital (Canada)
344
Fiera Capital (Canada)
Quebec, Canada
$209K 2,780 +9 +0.3%
WWM
345
Windsor Wealth Management
Indiana
$209K 2,777 +30 +1%
CPA
346
Cardiff Park Advisors
California
$206K 2,733 +9 +0.3%
TWC
347
TD Waterhouse Canada
Ontario, Canada
$205K 2,105 +810 +63%
BWG
348
Beta Wealth Group
California
$204K 2,712 +2,712 New
RCM
349
RB Capital Management
Nevada
$204K 2,709 – –
Fidelity Investments
350
Fidelity Investments
Massachusetts
$198K 2,629 +1,810 +221%
12 13
14
15 16