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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

419 hedge funds and large institutions have $2.07B invested in Vanguard ESG US Stock ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 181 increasing their positions, 130 reducing their positions, and 29 closing their positions.

Holders
419
Holders Change
-6
Holders Change %
-1.41%
% of All Funds
6.68%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.27%
New
29
Increased
181
Reduced
130
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$619M
2
AIA
2
Angeles Investment Advisors
California
$34.5M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$66.6M
4
RCG
4
Regatta Capital Group
California
$4.74M
5
FHB
5
First Hawaiian Bank
Hawaii
$5.89M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$278K
2
Goldman Sachs
2
Goldman Sachs
New York
$17.5M
3
Cerity Partners
3
Cerity Partners
New York
$2.25M
4
FCG
4
Financial Connections Group
California
$0
5
ACA
5
Affinity Capital Advisors
California
$7.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$5.95M 79,049 +19,586 +33%
FHB
52
First Hawaiian Bank
Hawaii
$5.89M 78,252 +59,202 +311%
BWP
53
BSW Wealth Partners
Colorado
$5.58M 74,177 -1,538 -2%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$5.49M 73,040 +3,143 +4%
ANTB
55
AMG National Trust Bank
Colorado
$5.36M 71,282 -1,495 -2%
BSWM
56
Boston Standard Wealth Management
Massachusetts
$5.18M 68,884 -3,902 -5%
GAM
57
Gemmer Asset Management
California
$5.09M 67,613 +10,214 +18%
HighTower Advisors
58
HighTower Advisors
Illinois
$5.04M 66,956 +12,746 +24%
AF
59
Apexium Financial
Texas
$4.9M 65,078 +112 +0.2%
RCG
60
Regatta Capital Group
California
$4.74M 63,033 +63,033 New
LW
61
Libra Wealth
California
$4.61M 61,299 +357 +0.6%
FCH
62
Freestone Capital Holdings
Washington
$4.57M 60,808 -256 -0.4%
PA
63
Parallel Advisors
California
$4.47M 59,459 -615 -1%
COCM
64
Charter Oak Capital Management
New Hampshire
$4.02M 53,503 -1,212 -2%
APW
65
Atlantic Private Wealth
North Carolina
$3.95M 52,564 +1 +0%
BSW
66
Buckingham Strategic Wealth
Missouri
$3.95M 52,482 +5,912 +13%
FTUS
67
Flow Traders U.S.
New York
$3.94M 52,413 +47,962 +1,078%
DFA
68
DHK Financial Advisors
New Hampshire
$3.88M 51,527 +89 +0.2%
CAN
69
Cetera Advisor Networks
California
$3.79M 50,352 +10,185 +25%
BOPW
70
Brandywine Oak Private Wealth
Pennsylvania
$3.74M 49,722 +301 +0.6%
DADC
71
D.A. Davidson & Co
Montana
$3.74M 49,706 +558 +1%
SC
72
Soundwatch Capital
Connecticut
$3.65M 48,582 +48,578 +1,214,450%
BPA
73
Beacon Pointe Advisors
California
$3.63M 48,233 +5,720 +13%
Financial Engines Advisors
74
Financial Engines Advisors
California
$3.5M 46,534 +3,607 +8%
PIMG
75
Patriot Investment Management Group
Tennessee
$3.33M 44,330 -283 -0.6%
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