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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 Holding Trade Value Shares
Change 		Shares
Change %
MWM
351
Mascoma Wealth Management
New Hampshire
$186K +$602 +8 +0.3%
EWM
352
Evermay Wealth Management
Virginia
$182K +$6.39K +85 +4%
JWA
353
JFS Wealth Advisors
Pennsylvania
$177K – – –
Citigroup
354
Citigroup
New York
$174K -$16.1K -214 -8%
OFG
355
Oxford Financial Group
Indiana
$166K – – –
NSIM
356
North Star Investment Management
Illinois
$156K +$451 +6 +0.3%
FDCDDQ
357
Federation des caisses Desjardins du Quebec
Quebec, Canada
$155K +$35.6K +473 +30%
CWA
358
Carolina Wealth Advisors
South Carolina
$150K +$20.9K +278 +16%
C
359
Covestor
United Kingdom
$147K -$6.86K -91 -4%
SMFG
360
Sumitomo Mitsui Financial Group
Japan
$136K – – –
AFS
361
Annapolis Financial Services
Maryland
$136K – – –
ACA
362
Atlas Capital Advisors
Wyoming
$131K +$150 +2 +0.1%
BWP
363
Baldwin Wealth Partners
Massachusetts
$129K +$60.3K +801 +87%
PFBT
364
Parkside Financial Bank & Trust
Missouri
$122K – – –
PAI
365
Pittenger & Anderson Inc
Nebraska
$121K – – –
CSPAM
366
Cary Street Partners Asset Management
Virginia
$103K +$103K +103,431 New
CSPIA
367
Cary Street Partners Investment Advisory
Virginia
$103K +$103K +103,431 New
US Bancorp
368
US Bancorp
Minnesota
$99.6K +$27.8K +369 +39%
SIC
369
Salem Investment Counselors
North Carolina
$97.8K +$97.8K +1,300 New
AFG
370
Albion Financial Group
Utah
$82.7K -$3.09M -41,127 -97%
AF
371
Allworth Financial
California
$78.2K – – –
AF
372
Advisornet Financial
Minnesota
$73.3K – – –
WOSD
373
WFA of San Diego
California
$69.3K – – –
AWM
374
Abound Wealth Management
Tennessee
$69.2K +$226 +3 +0.3%
TCOV
375
Trust Company of Vermont
Vermont
$67.7K – – –
13 14
15
16 17