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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

425 hedge funds and large institutions have $2.23B invested in Vanguard ESG US Stock ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 160 increasing their positions, 145 reducing their positions, and 25 closing their positions.

Holders
425
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
6.7%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.33%
New
41
Increased
160
Reduced
145
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$24.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$32.3M
3
AC
3
Apella Capital
Connecticut
$9.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$64.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$636M

Top Sellers

1
SC
1
Soundwatch Capital
Connecticut
$3.57M
2
Betterment LLC
2
Betterment LLC
New York
$30.2M
3
SWG
3
Summit Wealth Group
Vermont
$1.88M
4
VF
4
Visa Foundation
California
$161M
5
AFA
5
American Financial Advisors
Georgia
$3.16M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
51
Garde Capital
Washington
$6.08M 77,570 +55 +0.1%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$6.06M 77,408 +22,033 +40%
BWP
53
BSW Wealth Partners
Colorado
$5.93M 75,715 -1,523 -2%
BSWM
54
Boston Standard Wealth Management
Massachusetts
$5.7M 72,786 +1,432 +2%
ANTB
55
AMG National Trust Bank
Colorado
$5.7M 72,777 -9,082 -11%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$5.48M 69,897 +7,357 +12%
LFA
57
LifeGuide Financial Advisors
Pennsylvania
$5.25M 67,050 +42,356 +172%
AF
58
Apexium Financial
Texas
$5.09M 64,966 +1,767 +3%
FCH
59
Freestone Capital Holdings
Washington
$4.78M 61,064 -9,514 -13%
LW
60
Libra Wealth
California
$4.77M 60,942 +1,031 +2%
PA
61
Parallel Advisors
California
$4.71M 60,074 -7,788 -11%
Corient Private Wealth
62
Corient Private Wealth
Florida
$4.69M 59,903 -1,058 -2%
FCG
63
Financial Connections Group
California
$4.69M 59,871 +16,240 +37%
Osaic Holdings
64
Osaic Holdings
Arizona
$4.66M 59,463 -278 -0.5%
GAM
65
Gemmer Asset Management
California
$4.5M 57,399 +4,812 +9%
COCM
66
Charter Oak Capital Management
New Hampshire
$4.29M 54,715 -1,341 -2%
V
67
Veritable
Delaware
$4.28M 54,663 -100 -0.2%
HighTower Advisors
68
HighTower Advisors
Illinois
$4.25M 54,210 -3,706 -6%
APW
69
Atlantic Private Wealth
North Carolina
$4.12M 52,563 +311 +0.6%
DFA
70
DHK Financial Advisors
New Hampshire
$4.03M 51,438 +23,513 +84%
BOPW
71
Brandywine Oak Private Wealth
Pennsylvania
$3.87M 49,421 +3,575 +8%
DADC
72
D.A. Davidson & Co
Montana
$3.85M 49,148 -845 -2%
PFO
73
Pathstone Family Office
New Jersey
$3.83M 48,938 +903 +2%
BSW
74
Buckingham Strategic Wealth
Missouri
$3.65M 46,570 +12,773 +38%
FHA
75
First Horizon Advisors
Tennessee
$3.57M 45,537 +10 +0%
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