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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.

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 %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$650K +$338K +4,488 +108%
EH
202
Equitable Holdings
New York
$647K -$990K -13,155 -60%
NIM
203
Northeast Investment Management
Massachusetts
$646K +$30.8K +410 +5%
CWA
204
CJM Wealth Advisers
Virginia
$643K -$376 -5 -0.1%
CWA
205
CM Wealth Advisors
Ohio
$640K -$92.3K -1,163 -13%
JIC
206
Joel Isaacson & Co
New York
$637K +$50.3K +669 +9%
BFA
207
Bragg Financial Advisors
North Carolina
$637K – – –
PPW
208
Presilium Private Wealth
Pennsylvania
$636K +$354K +4,702 +125%
CM
209
Capital Management
Virginia
$629K – – –
BFS
210
Bradley Foster & Sargent
Connecticut
$624K – – –
NA
211
Nottingham Advisors
New York
$621K – – –
SAS
212
Sage Advisory Services
Texas
$617K -$32.7K -434 -5%
GA
213
Greenspring Advisors
Maryland
$617K – – –
RSWM
214
Robertson Stephens Wealth Management
California
$613K -$369K -4,910 -38%
FNC
215
First National Corp
Massachusetts
$595K -$8.2K -109 -1%
TA
216
Tiedemann Advisors
New York
$581K +$97.4K +1,295 +20%
FCI
217
Financial Counselors Inc
Kansas
$580K +$137K +1,820 +31%
VFA
218
Valeo Financial Advisors
Indiana
$578K -$32.8K -436 -5%
SOAG
219
Silver Oak Advisory Group
Oregon
$570K +$14.8K +197 +3%
MSWMA
220
Market Street Wealth Management Advisors
Indiana
$568K – – –
BWM
221
Benchmark Wealth Management
Connecticut
$567K -$23.6K -314 -4%
Empower Advisory Group
222
Empower Advisory Group
Colorado
$564K -$18.7K -248 -3%
TF
223
Trek Financial
Arizona
$562K -$207K -2,756 -27%
CFA
224
Capstone Financial Advisors
Illinois
$551K +$1.88K +25 +0.3%
ACM
225
Armbruster Capital Management
New York
$549K -$226 -3 -0%
7 8
9
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