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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 %
COCM
76
Charter Oak Capital Management
New Hampshire
$4.6M 54,132 +629 +1%
APW
77
Atlantic Private Wealth
North Carolina
$4.47M 52,565 +1 +0%
Financial Engines Advisors
78
Financial Engines Advisors
California
$4.46M 52,476 +5,942 +13%
DADC
79
D.A. Davidson & Co
Montana
$4.39M 51,663 +1,957 +4%
DFA
80
DHK Financial Advisors
New Hampshire
$4.29M 50,447 -1,080 -2%
CAN
81
Cetera Advisor Networks
California
$4.25M 49,942 -410 -0.8%
BOPW
82
Brandywine Oak Private Wealth
Pennsylvania
$3.91M 45,951 -3,771 -8%
BPA
83
Beacon Pointe Advisors
California
$3.91M 45,911 -2,322 -5%
PIMG
84
Patriot Investment Management Group
Tennessee
$3.77M 44,279 -51 -0.1%
MPW
85
Monterey Private Wealth
California
$3.76M 44,164 +6,895 +19%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$3.75M 44,137 +2,863 +7%
TFM
87
Trademark Financial Management
Minnesota
$3.66M 42,973 +42,973 New
MFG
88
Merit Financial Group
Georgia
$3.44M 40,393 -2,360 -6%
RZH
89
Relyea Zuckerberg Hanson
Connecticut
$3.37M 39,580 -3,042 -7%
AA
90
Atmos Advisory
Pennsylvania
$3.36M 39,535 -1,284 -3%
Toronto Dominion Bank
91
Toronto Dominion Bank
Ontario, Canada
$3.36M 39,445 – –
FHA
92
First Horizon Advisors
Tennessee
$3.34M 39,251 -3,908 -9%
SC
93
Stephens Consulting
Michigan
$3.32M 39,050 +1,471 +4%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$3.27M 38,418 +2,094 +6%
WLIM
95
White Lighthouse Investment Management
Massachusetts
$3.24M 38,067 +451 +1%
AA
96
Ashford Advisors
New York
$3.22M 37,901 +11,164 +42%
AG
97
AlTi Global
New York
$3.14M 36,935 +36,935 New
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$3.13M 36,820 -2,013 -5%
WB
99
Webster Bank
Connecticut
$3.12M 36,729 +297 +0.8%
PCIG
100
Partners Capital Investment Group
Massachusetts
$2.97M 34,935 +18,982 +119%
2 3
4
5 6