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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
LWL
3
Leo Wealth LLC
Texas
$60.7M
4
RCS
4
Retirement Capital Strategies
California
$22.1M
5
Cerity Partners
5
Cerity Partners
New York
$18.7M

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 %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$19M 222,212 -34,104 -13%
RJA
27
Raymond James & Associates
Florida
$18.8M 220,935 +25,898 +13%
Cerity Partners
28
Cerity Partners
New York
$18.7M 219,967 +190,073 +636%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$18.5M 217,450 +32,656 +18%
CWM
30
Cedar Wealth Management
California
$18.2M 213,856 -32,678 -13%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$17.2M 202,560 +32,571 +19%
MCCA
32
Mill Creek Capital Advisors
Pennsylvania
$17.1M 200,686 – –
HDIM
33
Hanson & Doremus Investment Management
Vermont
$15.9M 187,201 +3,192 +2%
CG
34
Caprock Group
Idaho
$15.8M 185,839 -7,125 -4%
LPL Financial
35
LPL Financial
California
$15.2M 178,183 +10,619 +6%
DPI
36
Diversified Portfolios Inc
Michigan
$13.4M 157,198 -314 -0.2%
FCG
37
Financial Connections Group
California
$12.3M 144,299 +144,299 New
GC
38
Garde Capital
Washington
$11.5M 135,196 +37,548 +38%
ODIJL
39
One Day In July LLC
Vermont
$11.3M 133,064 -1,084 -0.8%
SAG
40
SageView Advisory Group
California
$10.6M 120,280 +120,280 New
LSAG
41
Lake Street Advisors Group
New Hampshire
$10.5M 123,817 +2,027 +2%
SA
42
Skyline Advisors
Washington
$10.5M 123,096 +123,096 New
DL
43
DOHJ LLC
Washington
$10.4M 121,801 +121,801 New
HI
44
Human Investing
Oregon
$10.4M 121,683 -1,725 -1%
Wells Fargo
45
Wells Fargo
California
$10.3M 121,048 +2,698 +2%
AC
46
Apella Capital
Connecticut
$9.46M 113,792 -8,008 -7%
LFA
47
LifeGuide Financial Advisors
Pennsylvania
$9.08M 106,767 +9,844 +10%
Franklin Resources
48
Franklin Resources
California
$8.87M 104,294 +14,720 +16%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$8.69M 102,114 +4,980 +5%
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$8.27M 97,184 +97,184 New
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