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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
RCS
3
Retirement Capital Strategies
California
$22.1M
4
Cerity Partners
4
Cerity Partners
New York
$18.7M
5
FCG
5
Financial Connections Group
California
$12.3M

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 Holding Trade Value Shares
Change 		Shares
Change %
DJSG
126
D.J. St. Germain
Massachusetts
$2.01M +$254K +2,982 +14%
BIA
127
Bell Investment Advisors
California
$1.94M +$36.7K +431 +2%
PWLP
128
Prio Wealth Limited Partnership
Massachusetts
$1.92M +$34K +400 +2%
LWP
129
Laurel Wealth Planning
Minnesota
$1.87M -$479K -5,625 -20%
AC
130
Arjuna Capital
North Carolina
$1.86M +$365K +4,295 +24%
FWM
131
Fingerlakes Wealth Management
New York
$1.82M -$125K -1,466 -6%
CWM
132
Cornerstone Wealth Management
Missouri
$1.79M -$14.9K -175 -0.8%
SCM
133
Stonehearth Capital Management
Massachusetts
$1.78M +$456K +5,357 +34%
BB
134
Bell Bank
North Dakota
$1.71M – – –
EWA
135
EP Wealth Advisors
California
$1.66M +$1.66M +19,514 New
NA
136
NewEdge Advisors
Louisiana
$1.64M +$282K +3,247 +21%
LFG
137
Larson Financial Group
Missouri
$1.63M -$31.4K -369 -2%
UB
138
UMB Bank
Missouri
$1.63M – – –
BC
139
Bartlett & Co
Ohio
$1.61M +$188K +2,200 +13%
BCWM
140
Bartlett & Co Wealth Management
Ohio
$1.61M +$188K +2,200 +13%
PAG
141
Private Advisor Group
New Jersey
$1.58M +$35.4K +416 +2%
JBA
142
Johnson Bixby & Associates
Washington
$1.58M -$4.59K -54 -0.3%
RA
143
RFG Advisory
Alabama
$1.52M -$11.9K -140 -0.8%
NW
144
NewEdge Wealth
Pennsylvania
$1.52M +$10.4K +122 +0.7%
MFGP
145
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.51M +$557K +6,546 +58%
VWWMG
146
Vermillion & White Wealth Management Group
Pennsylvania
$1.5M +$1.5M +17,678 New
Focus Partners Wealth
147
Focus Partners Wealth
Massachusetts
$1.47M +$1.47M +17,284 New
BCM
148
Becker Capital Management
Oregon
$1.46M – – –
LRIA
149
Leonard Rickey Investment Advisors
Washington
$1.46M +$24.9K +293 +2%
SC
150
Sapient Capital
Indiana
$1.45M +$1.45M +17,094 New
4 5
6
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