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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 %
FPAS
476
Focus Partners Advisor Solutions
Missouri
– – -5,514 Closed
WIA
477
World Investment Advisors
California
– – -3,561 Closed
AAS
478
Avantax Advisory Services
Texas
– – -3,042 Closed
EC
479
EdgeRock Capital
Colorado
– – -3,028 Closed
FWA
480
FSM Wealth Advisors
Ohio
– – -2,869 Closed
JIC
481
Johnson Investment Counsel
Ohio
– – -2,830 Closed
GWSA
482
Global Wealth Strategies & Associates
Colorado
– – -565 Closed
SCA
483
Stonebridge Capital Advisors
Minnesota
– – -450 Closed
CCP
484
Carmel Capital Partners
California
– – -394 Closed
BAAM
485
Baker Avenue Asset Management
California
– – -280 Closed
FRA
486
Front Row Advisors
California
– – -266 Closed
HL
487
HeadInvest LLC
Maine
– – -30 Closed
AA
488
Ancora Advisors
Ohio
– – -17 Closed
16 17 18 19
20