ESGV icon

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 %
OSAM
451
O'Shaughnessy Asset Management
Connecticut
$16.6K 195 +191 +4,775%
FSWA
452
Financial Synergies Wealth Advisors
Texas
$15.2K 231 -37 -14%
PS
453
Principal Securities
Iowa
$14.3K 168 +168 New
CFD
454
Creative Financial Designs
Indiana
$14K 165 – –
CAM
455
Clarity Asset Management
Iowa
$13.2K 156 +156 New
OA
456
Operose Advisors
Wisconsin
$13.1K 154 +1 +0.7%
GWSG
457
GPS Wealth Strategies Group
Colorado
$12.8K 150 – –
B
458
Birchbrook
Maine
$12.6K 148 +148 New
First Manhattan
459
First Manhattan
New York
$11.9K 140 – –
ACA
460
Aptus Capital Advisors
Alabama
$10.5K 124 +124 New
CSB
461
City State Bank
Iowa
$9K 100 – –
DFA
462
DHJJ Financial Advisors
Illinois
$8.51K 100 – –
GRP
463
Global Retirement Partners
California
$8.49K 100 – –
PCMC
464
Planning Capital Management Corporation
Pennsylvania
$6.04K 71 +71 New
PWMG
465
Provence Wealth Management Group
California
$5.1K 60 – –
FWM
466
FSA Wealth Management
Massachusetts
$5K 62 +62 New
GWS
467
Glassman Wealth Services
Virginia
$3.23K 38 +34 +850%
BL
468
BFSG LLC
California
$2.72K 32 +32 New
GI
469
Gradient Investments
Minnesota
$170 2 – –
CSPAM
470
Cary Street Partners Asset Management
Virginia
– – -103,431 Closed
FTUS
471
Flow Traders U.S.
New York
– – -52,413 Closed
SC
472
Soundwatch Capital
Connecticut
– – -48,582 Closed
FSA
473
Financial Services Advisory
Maryland
– – -10,093 Closed
WP
474
WealthShield Partners
North Carolina
– – -8,722 Closed
TF
475
Trek Financial
Arizona
– – -7,473 Closed
16 17 18
19
20