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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 %
RCM
426
Rain Capital Management
Oregon
$70.3K 827 +98 +13%
AF
427
Advisornet Financial
Minnesota
$66.9K 786 -189 -19%
SWM
428
Spire Wealth Management
Virginia
$64.8K 750 +6 +0.8%
PSB
429
Piscataqua Savings Bank
New Hampshire
$60.5K 711 – –
RCM
430
Richardson Capital Management
Wisconsin
$57.1K 671 +671 New
GWM
431
Grand Wealth Management
Michigan
$56.1K 659 – –
PTC
432
Private Trust Company
Ohio
$49.3K 580 – –
IA
433
IFP Advisors
Florida
$46.1K 542 +199 +58%
LOIP
434
Live Oak Investment Partners
Texas
– – – –
APW
435
Acima Private Wealth
Virginia
$41K 482 -390 -45%
AEPWM
436
Atlantic Edge Private Wealth Management
Florida
$39.6K 465 +465 New
GEA
437
Glen Eagle Advisors
New Jersey
$37.4K 440 – –
PCFFS
438
Pacific Center for Financial Services
California
$36.8K 433 +2 +0.5%
WFA
439
Wells Financial Advisors
Massachusetts
$34K 400 – –
RBC
440
Roble Belko & Company
Pennsylvania
$33K 391 – –
WAS
441
Winch Advisory Services
Wisconsin
$32.9K 387 – –
CHA
442
Carmichael Hill & Associates
Maryland
$30K 352 +1 +0.3%
Comerica Bank
443
Comerica Bank
Texas
$29.9K 351 +20 +6%
S
444
SignatureFD
Georgia
$25.1K 295 – –
ACA
445
American Capital Advisory
Idaho
$25K 294 +294 New
CSC
446
Caldwell Sutter Capital
California
$23.1K 271 +128 +90%
RA
447
Rise Advisors
New York
$20.7K 243 +1 +0.4%
DIP
448
DT Investment Partners
Pennsylvania
$19K 216 -278 -56%
TFA
449
Toth Financial Advisory
Virginia
$18.8K 221 – –
EA
450
Evolution Advisers
Virginia
$17K 199 +199 New
16 17
18
19 20