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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 %
AWM
426
Angeles Wealth Management
California
– – -18,020 Closed
CF
427
Corrigan Financial
Rhode Island
– – -9,551 Closed
RI
428
Rinkey Investments
California
– – -8,398 Closed
VAS
429
Vestmark Advisory Solutions
Massachusetts
– – -7,242 Closed
Neuberger Berman Group
430
Neuberger Berman Group
New York
– – -6,941 Closed
Jane Street
431
Jane Street
New York
– – -6,436 Closed
IPW
432
Intergy Private Wealth
Colorado
– – -5,508 Closed
YIH
433
Y-Intercept (HK)
Hong Kong
– – -4,950 Closed
5SA
434
5th Street Advisors
Connecticut
– – -4,317 Closed
Lido Advisors
435
Lido Advisors
California
– – -3,588 Closed
CIAS
436
CFS Investment Advisory Services
New Jersey
– – -3,504 Closed
TP
437
Tranquility Partners
Tennessee
– – -3,027 Closed
MGIA
438
Moneta Group Investment Advisors
Missouri
– – -2,782 Closed
DSN
439
D. Scott Neal
Kentucky
– – -2,618 Closed
KC
440
Kades & Cheifetz
Pennsylvania
– – -2,595 Closed
IC
441
IEQ Capital
California
– – -2,592 Closed
EFG
442
Everhart Financial Group
Ohio
– – -2,584 Closed
BCMO
443
Buckingham Capital Management (Ohio)
Ohio
– – -2,555 Closed
BA
444
Bristlecone Advisors
Washington
– – -2,206 Closed
RLIM
445
Red Lighthouse Investment Management
New York
– – -1,576 Closed
HS
446
Horan Securities
United States
– – -429 Closed
NFSG
447
Newbridge Financial Services Group
Florida
– – -176 Closed
SF
448
Safeguard Financial
Wisconsin
– – -25 Closed
APC
449
Aspire Private Capital
North Carolina
– – -3 Closed
14 15 16 17
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