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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
MMA
126
Miracle Mile Advisors
California
$1.41M -$692K -9,205 -33%
JBA
127
Johnson Bixby & Associates
Washington
$1.4M -$88.6K -1,178 -6%
PAG
128
Private Advisor Group
New Jersey
$1.37M +$235K +3,124 +21%
MWM
129
Mission Wealth Management
California
$1.36M +$1.5K +20 +0.1%
RA
130
RFG Advisory
Alabama
$1.35M -$263K -3,500 -16%
NW
131
NewEdge Wealth
Pennsylvania
$1.33M +$1.33M +17,735 New
AC
132
Arjuna Capital
North Carolina
$1.32M +$4.81K +64 +0.4%
WFA
133
West Financial Advisors
Iowa
$1.32M +$1.13K +15 +0.1%
BCM
134
Becker Capital Management
Oregon
$1.29M – – –
LRIA
135
Leonard Rickey Investment Advisors
Washington
$1.27M +$33.8K +450 +3%
CG
136
Colony Group
Massachusetts
$1.26M +$58.7K +780 +5%
BC
137
Bartlett & Co
Ohio
$1.26M – – –
BCWM
138
Bartlett & Co Wealth Management
Ohio
$1.25M – – –
GT
139
Glenview Trust
Kentucky
$1.22M – – –
PCIG
140
Partners Capital Investment Group
Massachusetts
$1.2M -$112K -1,495 -9%
NA
141
NewEdge Advisors
Louisiana
$1.17M +$173K +2,294 +17%
UFA
142
US Financial Advisors
Massachusetts
$1.17M +$87.3K +1,160 +8%
SCM
143
Stonehearth Capital Management
Massachusetts
$1.17M +$175K +2,321 +18%
SPIA
144
Strategic Point Investment Advisors
Rhode Island
$1.17M +$316K +4,195 +37%
MSA
145
Marino Stram & Associates
Massachusetts
$1.16M -$33.4K -444 -3%
M&T Bank
146
M&T Bank
New York
$1.16M -$47.4K -630 -4%
VA
147
Valmark Advisers
Ohio
$1.15M +$73.7K +980 +7%
PWM
148
Perigon Wealth Management
California
$1.15M -$57.1K -759 -5%
PG
149
Proffitt & Goodson
Tennessee
$1.14M +$66K +877 +6%
PHAM
150
Palisades Hudson Asset Management
Florida
$1.1M +$3.84K +51 +0.3%
4 5
6
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