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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 Market Value Shares Shares
Change 		Shares
Change %
S
401
SignatureFD
Georgia
$22.2K 295 – –
BAAM
402
Baker Avenue Asset Management
California
$21.1K 280 – –
FSWA
403
Financial Synergies Wealth Advisors
Texas
$20.2K 268 +17 +7%
FRA
404
Front Row Advisors
California
$20K 266 – –
RA
405
Rise Advisors
New York
$18.2K 242 +1 +0.4%
TFA
406
Toth Financial Advisory
Virginia
$16.6K 221 +1 +0.5%
CFD
407
Creative Financial Designs
Indiana
$12.4K 165 +65 +65%
OA
408
Operose Advisors
Wisconsin
$11.5K 153 +1 +0.7%
GWSG
409
GPS Wealth Strategies Group
Colorado
$11.3K 150 – –
CSC
410
Caldwell Sutter Capital
California
$10.8K 143 +12 +9%
First Manhattan
411
First Manhattan
New York
$10.5K 140 – –
CSB
412
City State Bank
Iowa
$8K 100 – –
DFA
413
DHJJ Financial Advisors
Illinois
$7.52K 100 +100 New
GRP
414
Global Retirement Partners
California
$7.49K 100 – –
PWMG
415
Provence Wealth Management Group
California
$4.51K 60 +60 New
HL
416
HeadInvest LLC
Maine
$2.26K 30 +30 New
AA
417
Ancora Advisors
Ohio
$1.28K 17 +17 New
GWS
418
Glassman Wealth Services
Virginia
$301 4 – –
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$301 4 +4 New
GI
420
Gradient Investments
Minnesota
$150 2 -117 -98%
FCG
421
Financial Connections Group
California
– – -59,871 Closed
V
422
Veritable
Delaware
– – -54,663 Closed
Rockefeller Capital Management
423
Rockefeller Capital Management
New York
– – -25,428 Closed
SWG
424
Summit Wealth Group
Vermont
– – -24,011 Closed
MKA
425
M. Kulyk & Associates
Georgia
– – -20,368 Closed
14 15 16
17
18