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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 %
GAM
51
Gemmer Asset Management
California
$7.87M 92,533 +24,920 +37%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$7.17M 84,247 +4,456 +6%
CA
53
Cambridge Associates
Massachusetts
$7.09M 83,303 +55,579 +200%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$7.07M 83,082 +10,042 +14%
EW
55
Evoke Wealth
California
$6.98M 82,059 -49,353 -38%
ACA
56
Affinity Capital Advisors
California
$6.91M 81,207 -14,836 -15%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$6.87M 80,714 -28,132 -26%
BWP
58
BSW Wealth Partners
Colorado
$6.7M 78,823 +4,646 +6%
EL
59
EQ LLC
Washington
$6.54M 76,907 -5,652 -7%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$6.47M 76,077 +39,657 +109%
BSW
61
Buckingham Strategic Wealth
Missouri
$6.11M 71,830 +19,348 +37%
ANTB
62
AMG National Trust Bank
Colorado
$6.1M 71,686 +404 +0.6%
FHB
63
First Hawaiian Bank
Hawaii
$6.1M 71,672 -6,580 -8%
HighTower Advisors
64
HighTower Advisors
Illinois
$5.99M 70,397 +3,441 +5%
CAM
65
Cresset Asset Management
Illinois
$5.84M 68,704 +47,113 +218%
CIAS
66
CBIZ Investment Advisory Services
Ohio
$5.62M 66,040 -28,225 -30%
PA
67
Parallel Advisors
California
$5.6M 65,843 +6,384 +11%
AF
68
Apexium Financial
Texas
$5.58M 65,570 +492 +0.8%
Osaic Holdings
69
Osaic Holdings
Arizona
$5.39M 63,350 -15,699 -20%
FF
70
Farrell Financial
New York
$5.35M 71,078 +71,078 New
LW
71
Libra Wealth
California
$5.2M 61,182 -117 -0.2%
BSWM
72
Boston Standard Wealth Management
Massachusetts
$5.18M 68,884 – –
RCG
73
Regatta Capital Group
California
$5.07M 59,609 -3,424 -5%
FAT
74
First American Trust
California
$4.73M 64,166 +64,166 New
FCH
75
Freestone Capital Holdings
Washington
$4.73M 55,593 -5,215 -9%
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