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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BBW
376
Blue Barn Wealth
Utah
$221K 2,599 -243 -9%
YIH
377
Y-Intercept (HK)
Hong Kong
$221K 2,599 +2,599 New
IC
378
IEQ Capital
California
$220K 2,592 +2,592 New
GIA
379
Gladstone Institutional Advisory
Florida
$219K 2,577 +2,577 New
Cetera Investment Advisers
380
Cetera Investment Advisers
Illinois
$219K 2,569 -819 -24%
EFG
381
Everhart Financial Group
Ohio
$218K 2,561 +2,561 New
MGIA
382
Moneta Group Investment Advisors
Missouri
$217K 2,549 +2,549 New
BCMO
383
Buckingham Capital Management (Ohio)
Ohio
$216K 2,543 +2,543 New
TAM
384
Townsend Asset Management
North Carolina
$215K 2,523 +2,523 New
QC
385
Quent Capital
New York
$211K 2,480 +2,480 New
GSIS
386
Global Strategic Investment Solutions
Arizona
$206K 2,417 -958 -28%
EWM
387
Evermay Wealth Management
Virginia
$205K 2,415 – –
AWM
388
AE Wealth Management
Kansas
$204K 2,343 +2,343 New
RWP
389
Reliant Wealth Planning
Kentucky
$203K 2,382 +2,382 New
GB
390
Goepper Burkhardt
South Carolina
$202K 2,250 +2,250 New
CWP
391
Concord Wealth Partners
Virginia
$200K 2,356 +1,540 +189%
RRA
392
Round Rock Advisors
Connecticut
$200K 2,355 +2,355 New
Citigroup
393
Citigroup
New York
$200K 2,354 +45 +2%
JWA
394
JFS Wealth Advisors
Pennsylvania
$200K 2,353 – –
FDCDDQ
395
Federation des caisses Desjardins du Quebec
Quebec, Canada
$194K 2,284 +224 +11%
OFG
396
Oxford Financial Group
Indiana
$188K 2,205 – –
SIC
397
Salem Investment Counselors
North Carolina
$185K 2,170 +870 +67%
NSIM
398
North Star Investment Management
Illinois
$177K 2,081 +7 +0.3%
ASN
399
Advisory Services Network
Georgia
$163K 1,920 +1,920 New
CWA
400
Carolina Wealth Advisors
South Carolina
$160K 1,878 -111 -6%
14 15
16
17 18