ESGV icon

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 %
G
176
GenTrust
Florida
$886K +$1.5K +20 +0.2%
Stifel Financial
177
Stifel Financial
Missouri
$868K -$74.8K -995 -8%
Massachusetts Financial Services
178
Massachusetts Financial Services
Massachusetts
$863K +$216K +2,877 +33%
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$860K +$51.8K +689 +6%
EIM
180
Ervin Investment Management
Washington
$852K +$4.51K +60 +0.5%
MFGP
181
Marshall Financial Group (Pennsylvania)
Pennsylvania
$847K +$12.7K +169 +2%
HHGA
182
Halbert Hargrove Global Advisors
California
$828K -$29.1K -387 -3%
WANY
183
Wealthspire Advisors (New York)
New York
$789K -$30.2K -401 -4%
ST
184
Smithfield Trust
Pennsylvania
$781K -$71.6K -953 -8%
TI
185
Truepoint Inc
Ohio
$767K +$451 +6 +0.1%
FSA
186
Financial Services Advisory
Maryland
$759K -$824K -10,959 -52%
MIA
187
Milestone Investment Advisors
Wisconsin
$757K +$26K +346 +4%
HTC
188
Haverford Trust Company
Pennsylvania
$752K +$258K +3,435 +52%
T
189
TrueFG
Texas
$750K -$30.1K -400 -4%
CTWM
190
Cherry Tree Wealth Management
Minnesota
$740K -$79.9K -1,062 -10%
RWP
191
RWA Wealth Partners
Massachusetts
$739K -$27.5K -365 -4%
MA
192
Mutual Advisors
Nebraska
$735K +$325K +4,322 +79%
MSFS
193
Main Street Financial Solutions
Pennsylvania
$721K +$2.33K +31 +0.3%
FC
194
Family CFO
California
$686K – – –
UCFA
195
United Capital Financial Advisors
Texas
$678K -$114K -1,518 -14%
TFCP
196
Twin Focus Capital Partners
Massachusetts
$677K -$157K -2,092 -19%
WTC
197
WhitTier Trust Company
Nevada
$676K – – –
WP
198
WealthShield Partners
North Carolina
$656K +$656K +8,722 New
CAM
199
Cozad Asset Management
Illinois
$655K -$26.7K -355 -4%
CIA
200
Cascade Investment Advisors
Oregon
$654K -$158K -2,100 -19%
6 7
8
9 10