ESGV icon

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 %
MWM
151
Mission Wealth Management
California
$1.43M -$115K -1,348 -7%
UFA
152
US Financial Advisors
Massachusetts
$1.42M +$92K +1,081 +7%
GT
153
Glenview Trust
Kentucky
$1.39M +$12.5K +147 +0.9%
WFA
154
West Financial Advisors
Iowa
$1.39M -$105K -1,229 -7%
PWM
155
Perigon Wealth Management
California
$1.38M +$79.1K +930 +6%
SPIA
156
Strategic Point Investment Advisors
Rhode Island
$1.37M +$50.2K +590 +4%
AA
157
Addison Advisors
Vermont
$1.37M -$352K -4,144 -20%
W
158
WealthCollab
Washington
$1.36M +$1.36M +15,981 New
MMA
159
Miracle Mile Advisors
California
$1.35M -$243K -2,854 -15%
Neuberger Berman Group
160
Neuberger Berman Group
New York
$1.35M +$1.35M +15,880 New
M&T Bank
161
M&T Bank
New York
$1.31M – – –
VA
162
Valmark Advisers
Ohio
$1.3M – – –
CA
163
Cetera Advisors
Colorado
$1.28M +$41.1K +483 +3%
PHAM
164
Palisades Hudson Asset Management
Florida
$1.25M +$4.76K +56 +0.4%
RMDI
165
R.M. Davis Inc
Maine
$1.25M +$86.8K +1,021 +7%
MSA
166
Marino Stram & Associates
Massachusetts
$1.23M -$81.2K -955 -6%
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$1.23M +$67.6K +795 +6%
IC
168
Iconiq Capital
California
$1.22M +$1.22M +14,335 New
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$1.21M – – –
PG
170
Proffitt & Goodson
Tennessee
$1.19M -$106K -1,244 -8%
JFA
171
JNBA Financial Advisors
Minnesota
$1.17M -$20.6K -242 -2%
Stifel Financial
172
Stifel Financial
Missouri
$1.16M +$176K +2,071 +18%
SCA
173
Snowden Capital Advisors
New York
$1.15M -$16.7K -196 -1%
PP
174
Pegasus Partners
Wisconsin
$1.15M +$510 +6 +0%
WS
175
Wedbush Securities
California
$1.15M -$36.2K -425 -3%
5 6
7
8 9