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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.

New
Increased
Maintained
Reduced
Closed
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 %
BWM
176
Brickley Wealth Management
California
$1.14M – – –
CWM
177
Cherrydale Wealth Management
New Jersey
$1.12M +$10.8K +127 +1%
VAF
178
Values Added Financial
District of Columbia
$1.12M +$105K +1,230 +10%
SFP
179
Shepherd Financial Partners
Massachusetts
$1.1M -$1.53K -18 -0.1%
LC
180
Lindbrook Capital
California
$1.09M +$18.7K +220 +2%
SWP
181
Stratos Wealth Partners
Ohio
$1.08M -$95.5K -1,123 -8%
BRIA
182
Balanced Rock Investment Advisors
Massachusetts
$1.08M +$1.08M +12,691 New
CGL
183
Clarius Group LLC
Washington
$1.07M – – –
TIM
184
Tortoise Investment Management
New York
$1.07M +$32K +376 +3%
RWP
185
RWA Wealth Partners
Massachusetts
$1.05M +$217K +2,546 +26%
CFA
186
Cahill Financial Advisors
Minnesota
$1.04M -$48.1K -566 -4%
FFA
187
Farther Finance Advisors
California
$1.03M -$45.7K -537 -4%
KWM
188
Keating Wealth Management
Colorado
$1.03M +$1.03M +12,075 New
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$1.02M +$52.8K +621 +5%
BFP
190
Beacon Financial Planning
Massachusetts
$1.02M +$3.91K +46 +0.4%
AIA
191
Arbor Investment Advisors
North Carolina
$1.01M +$6.63K +78 +0.7%
CWA
192
Clearview Wealth Advisors
Oregon
$1M +$1.53K +18 +0.2%
G
193
GenTrust
Florida
$1M +$1.96K +23 +0.2%
FMWA
194
Forvis Mazars Wealth Advisors
Missouri
$995K -$123K -1,448 -11%
EIM
195
Ervin Investment Management
Washington
$963K – – –
DAS
196
Dynamic Advisor Solutions
Arizona
$930K -$146K -1,757 -14%
EH
197
Equitable Holdings
New York
$919K +$187K +2,201 +26%
HHGA
198
Halbert Hargrove Global Advisors
California
$908K -$28K -329 -3%
Renaissance Technologies
199
Renaissance Technologies
New York
$902K +$340K +4,000 +61%
HTC
200
Haverford Trust Company
Pennsylvania
$890K +$40.1K +471 +5%
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8
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