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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 Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Cetera Advisors
Colorado
$1.1M -$28.9K -384 -3%
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$1.07M +$32.8K +440 +3%
JFA
153
JNBA Financial Advisors
Minnesota
$1.05M -$21.7K -288 -2%
WS
154
Wedbush Securities
California
$1.05M +$59.7K +793 +6%
SWP
155
Stratos Wealth Partners
Ohio
$1.04M -$2.78K -37 -0.3%
SCA
156
Snowden Capital Advisors
New York
$1.03M -$14.7K -195 -1%
RMDI
157
R.M. Davis Inc
Maine
$1.03M +$78.1K +1,038 +8%
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$1.03M +$1.03M +13,631 New
BMD
159
Better Money Decisions
New Mexico
$1.02M -$17.6K -234 -2%
PP
160
Pegasus Partners
Wisconsin
$1.02M -$161K -2,142 -14%
BWM
161
Brickley Wealth Management
California
$1M – – –
FMWA
162
Forvis Mazars Wealth Advisors
Missouri
$989K +$55.1K +732 +6%
CWM
163
Cherrydale Wealth Management
New Jersey
$981K +$19.1K +254 +2%
SFP
164
Shepherd Financial Partners
Massachusetts
$974K – – –
DAS
165
Dynamic Advisor Solutions
Arizona
$972K -$3.08K -41 -0.3%
CFA
166
Cahill Financial Advisors
Minnesota
$963K -$85.5K -1,137 -8%
FFA
167
Farther Finance Advisors
California
$955K -$9.63K -128 -1%
CGL
168
Clarius Group LLC
Washington
$949K – – –
LC
169
Lindbrook Capital
California
$945K +$6.39K +85 +0.7%
TIM
170
Tortoise Investment Management
New York
$918K +$3.91K +52 +0.4%
HI
171
Harbour Investments
Wisconsin
$912K +$87.9K +1,169 +11%
VAF
172
Values Added Financial
District of Columbia
$897K -$24.7K -329 -3%
BFP
173
Beacon Financial Planning
Massachusetts
$897K +$3.08K +41 +0.3%
AIA
174
Arbor Investment Advisors
North Carolina
$888K +$2.78K +37 +0.3%
CWA
175
Clearview Wealth Advisors
Oregon
$887K -$17.5K -233 -2%
5 6
7
8 9