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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 %
MML Investors Services
101
MML Investors Services
Massachusetts
$2.9M 34,061 +1,742 +5%
MFA
102
McClarren Financial Advisors
Pennsylvania
$2.87M 33,677 +6,108 +22%
Truist Financial
103
Truist Financial
North Carolina
$2.81M 33,009 -4,098 -11%
JSA
104
Jacobson & Schmitt Advisors
Wisconsin
$2.76M 32,455 +32,455 New
FT
105
Fiduciary Trust
Massachusetts
$2.76M 32,421 -708 -2%
CL
106
Choreo LLC
Illinois
$2.74M 32,220 +42 +0.1%
Corient Private Wealth
107
Corient Private Wealth
Florida
$2.73M 32,126 +4,992 +18%
NCM
108
Northland Capital Management
Minnesota
$2.71M 31,916 -274 -0.9%
GAM
109
Gould Asset Management
California
$2.69M 31,588 +5,045 +19%
ST
110
Sageworth Trust
Pennsylvania
$2.59M 30,412 +1,370 +5%
Mariner
111
Mariner
Kansas
$2.56M 30,082 +8,670 +40%
William Blair & Company
112
William Blair & Company
Illinois
$2.49M 29,259 -14,473 -33%
ML
113
Mayport LLC
Massachusetts
$2.47M 29,078 +29,078 New
WT
114
Whittier Trust
California
$2.47M 29,014 – –
WDL
115
Well Done LLC
Michigan
$2.43M 28,610 -749 -3%
CA
116
CGN Advisors
Kansas
$2.36M 27,727 +4,766 +21%
MPCL
117
My Personal CFO LLC
Washington
$2.36M 27,724 +3 +0%
GG
118
GenWealth Group
New Jersey
$2.33M 27,397 -1,087 -4%
Northern Trust
119
Northern Trust
Illinois
$2.32M 27,288 – –
ARIS
120
Advanced Research Investment Solutions
California
$2.2M 25,909 -2,824 -10%
TWG
121
The Wealth Group
Minnesota
$2.18M 24,736 +24,736 New
ET
122
Equitable Trust
Tennessee
$2.09M 24,516 -3,681 -13%
TDWM
123
Topel & Distasi Wealth Management
California
$2.08M 24,439 -206 -0.8%
MWM
124
Modera Wealth Management
New Jersey
$2.08M 24,409 -651 -3%
BF
125
Brooklyn FI
New York
$2.07M 24,286 +1,126 +5%
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5
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