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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 %
ST
201
Smithfield Trust
Pennsylvania
$881K -$1.1K -13 -0.1%
SOAG
202
Silver Oak Advisory Group
Oregon
$859K +$214K +2,514 +33%
WANY
203
Wealthspire Advisors (New York)
New York
$856K -$36.7K -432 -4%
JIC
204
Joel Isaacson & Co
New York
$856K +$136K +1,596 +19%
CTWM
205
Cherry Tree Wealth Management
Minnesota
$841K +$3.83K +45 +0.5%
T
206
TrueFG
Texas
$837K -$11.7K -137 -1%
Massachusetts Financial Services
207
Massachusetts Financial Services
Massachusetts
$834K -$142K -1,667 -15%
SL
208
SFM LLC
New Hampshire
$829K +$829K +9,750 New
SI
209
Seeds Investor
New York
$828K +$828K +9,735 New
MSFS
210
Main Street Financial Solutions
Pennsylvania
$818K +$2.98K +35 +0.4%
TI
211
Truepoint Inc
Ohio
$815K -$53.2K -626 -6%
WTC
212
WhitTier Trust Company
Nevada
$794K +$29.8K +350 +4%
FC
213
Family CFO
California
$776K – – –
AFG
214
Albion Financial Group
Utah
$769K +$676K +7,945 +722%
EHC
215
Everett Harris & Co
California
$766K +$766K +9,000 New
UCFA
216
United Capital Financial Advisors
Texas
$760K -$6.72K -79 -0.9%
NIM
217
Northeast Investment Management
Massachusetts
$748K +$16.8K +197 +2%
TFCP
218
Twin Focus Capital Partners
Massachusetts
$745K -$20.5K -241 -3%
HI
219
Harbour Investments
Wisconsin
$741K -$290K -3,415 -28%
CAM
220
Cozad Asset Management
Illinois
$741K – – –
CIA
221
Cascade Investment Advisors
Oregon
$740K – – –
FNC
222
First National Corp
Massachusetts
$737K +$64.7K +761 +10%
CWA
223
CJM Wealth Advisers
Virginia
$727K – – –
BFA
224
Bragg Financial Advisors
North Carolina
$720K -$255 -3 -0%
MIA
225
Milestone Investment Advisors
Wisconsin
$712K -$144K -1,698 -17%
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9
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