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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 %
William Blair & Company
76
William Blair & Company
Illinois
$3.29M 43,732 +3,046 +7%
FHA
77
First Horizon Advisors
Tennessee
$3.25M 43,159 -2,378 -5%
MFG
78
Merit Financial Group
Georgia
$3.22M 42,753 +1,195 +3%
RZH
79
Relyea Zuckerberg Hanson
Connecticut
$3.21M 42,622 +23,148 +119%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$3.1M 41,274 +41,274 New
AA
81
Atmos Advisory
Pennsylvania
$3.07M 40,819 -3,295 -7%
Toronto Dominion Bank
82
Toronto Dominion Bank
Ontario, Canada
$2.97M 39,445 -100 -0.3%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$2.92M 38,833 -237 -0.6%
Citadel Advisors
84
Citadel Advisors
Florida
$2.86M 38,056 +22,354 +142%
WLIM
85
White Lighthouse Investment Management
Massachusetts
$2.83M 37,616 +46 +0.1%
SC
86
Stephens Consulting
Michigan
$2.83M 37,579 +423 +1%
MPW
87
Monterey Private Wealth
California
$2.8M 37,269 +1,208 +3%
Truist Financial
88
Truist Financial
North Carolina
$2.79M 37,107 +299 +0.8%
WB
89
Webster Bank
Connecticut
$2.74M 36,432 – –
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$2.74M 36,420 -40,988 -53%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$2.73M 36,324 -326 -0.9%
FT
92
Fiduciary Trust
Massachusetts
$2.49M 33,129 +16,199 +96%
MML Investors Services
93
MML Investors Services
Massachusetts
$2.43M 32,319 +1,735 +6%
NCM
94
Northland Capital Management
Minnesota
$2.42M 32,190 +445 +1%
CL
95
Choreo LLC
Illinois
$2.42M 32,178 – –
Cerity Partners
96
Cerity Partners
New York
$2.25M 29,894 -161,121 -84%
WDL
97
Well Done LLC
Michigan
$2.21M 29,359 +25 +0.1%
ST
98
Sageworth Trust
Pennsylvania
$2.18M 29,042 -6,266 -18%
WT
99
Whittier Trust
California
$2.18M 29,014 – –
ARIS
100
Advanced Research Investment Solutions
California
$2.16M 28,733 -890 -3%
2 3
4
5 6