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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 %
VHAM
326
Van Hulzen Asset Management
California
$315K +$315K +3,700 New
MAM
327
McLean Asset Management
Virginia
$312K – – –
SPIA
328
Steward Partners Investment Advisory
New York
$311K -$11.1K -131 -3%
GA
329
Gordian Advisors
Arizona
$307K +$307K +3,612 New
PGAM
330
Princeton Global Asset Management
New Jersey
$302K +$1.19K +14 +0.4%
PB
331
Pinnacle Bancorp
Nebraska
$302K +$1.11K +13 +0.4%
FOA
332
Five Oceans Advisors
California
$299K – – –
AAG
333
Armstrong Advisory Group
Massachusetts
$298K -$38.7K -455 -11%
SPA
334
Sentinel Pension Advisors
Massachusetts
$297K – – –
SP
335
Symmetry Partners
Connecticut
$295K -$143K -1,685 -33%
AFA
336
American Financial Advisors
Georgia
$286K -$81.1K -953 -22%
PCIA
337
Prime Capital Investment Advisors
Kansas
$284K -$56.8K -668 -17%
SFFS
338
Stonehage Fleming Financial Services
Jersey
$281K +$281K +3,300 New
ZF
339
Zhang Financial
Michigan
$280K – – –
TAM
340
Tocqueville Asset Management
New York
$279K – – –
LPT
341
Legacy Private Trust
Wisconsin
$279K – – –
PWP
342
Principle Wealth Partners
Connecticut
$277K – – –
FCIM
343
Fairview Capital Investment Management
California
$276K – – –
ACM
344
Alpha Capital Management
Texas
$275K +$35.5K +417 +15%
TWC
345
TD Waterhouse Canada
Ontario, Canada
$274K +$50.4K +474 +23%
BFA
346
Bluestem Financial Advisors
Illinois
$274K -$32.9K -387 -11%
AWM
347
Apollon Wealth Management
South Carolina
$272K -$5.95K -70 -2%
SFPG
348
Stonebridge Financial Planning Group
Florida
$265K -$64.6K -760 -20%
CWP
349
Corepath Wealth Partners
Arizona
$264K – – –
PCM
350
Parsons Capital Management
Rhode Island
$262K +$11.5K +135 +5%
12 13
14
15 16