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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 %
CBFP
351
Cedar Brook Financial Partners
Ohio
$260K +$1.02K +12 +0.4%
FFN
352
Focus Financial Network
Minnesota
$259K -$3.4K -40 -1%
TW
353
Towerpoint Wealth
California
$259K +$595 +7 +0.2%
ZAM
354
Zevin Asset Management
Massachusetts
$257K – – –
SC
355
Savant Capital
Illinois
$256K +$7.4K +87 +3%
PNC
356
Park National Corp
Ohio
$256K – – –
MWA
357
Martel Wealth Advisors
Washington
$252K +$7.91K +93 +3%
BC
358
Brio Consultants
California
$250K +$936 +11 +0.4%
CWS
359
Confluence Wealth Services
Pennsylvania
$248K +$248K +2,914 New
SPW
360
Sonoma Private Wealth
California
$248K -$8.17K -96 -3%
GA
361
Greytown Advisors
Florida
$248K – – –
MCM
362
Mengis Capital Management
Oregon
$245K +$5.19K +61 +2%
Envestnet Portfolio Solutions
363
Envestnet Portfolio Solutions
Illinois
$243K -$16.5K -194 -6%
MWM
364
Mascoma Wealth Management
New Hampshire
$241K +$31K +364 +15%
IIM
365
InTrack Investment Management
Vermont
$240K +$1.19K +14 +0.5%
HCP
366
Hexagon Capital Partners
Arkansas
$239K -$25.5K -300 -10%
5SA
367
5th Street Advisors
Connecticut
$238K +$238K +2,793 New
Fiera Capital (Canada)
368
Fiera Capital (Canada)
Quebec, Canada
$237K +$936 +11 +0.4%
BWG
369
Beta Wealth Group
California
$236K +$4.85K +57 +2%
CPA
370
Cardiff Park Advisors
California
$233K +$936 +11 +0.4%
WWP
371
Waypoint Wealth Partners
California
$232K +$232K +2,730 New
RCM
372
RB Capital Management
Nevada
$230K – – –
KC
373
Kades & Cheifetz
Pennsylvania
$226K +$226K +2,655 New
Citadel Advisors
374
Citadel Advisors
Florida
$224K -$3.01M -35,422 -93%
DSN
375
D. Scott Neal
Kentucky
$223K +$223K +2,618 New
13 14
15
16 17