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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$619M 8,229,430 +112,353 +1%
VF
2
Visa Foundation
California
$151M 2,011,035 -37,500 -2%
Creative Planning
3
Creative Planning
Kansas
$83.8M 1,114,123 +10,192 +0.9%
Wealthfront Advisers
4
Wealthfront Advisers
California
$66.6M 885,335 +90,113 +11%
Morgan Stanley
5
Morgan Stanley
New York
$61M 811,551 -7,529 -0.9%
Bank of America
6
Bank of America
North Carolina
$40.6M 539,239 -8,849 -2%
VCM
7
Verde Capital Management
Michigan
$38.1M 506,468 +13,371 +3%
AIA
8
Angeles Investment Advisors
California
$34.5M 458,558 +90,134 +24%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$31.3M 415,449 -6,754 -2%
Ameriprise
10
Ameriprise
Minnesota
$29.3M 389,392 -32,957 -8%
Betterment LLC
11
Betterment LLC
New York
$29.2M 388,173 +3,236 +0.8%
PIC
12
Platt Investment Counsel
Florida
$27.7M 368,795 -3,041 -0.8%
CA
13
Crewe Advisors
Utah
$26M 346,128 -2,850 -0.8%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$23.8M 316,337 +23,649 +8%
UBS Group
15
UBS Group
Switzerland
$22.5M 299,343 -5,828 -2%
FWI
16
Facet Wealth Inc
Maryland
$21.7M 296,004 +39,083 +15%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$20.3M 256,316 -11,403 -4%
FNWM
18
Financial Network Wealth Management
Utah
$20.3M 269,109 +37,050 +16%
CWM
19
Cedar Wealth Management
California
$18.5M 246,534 -857 -0.3%
OWM
20
Orgel Wealth Management
Wisconsin
$18.2M 241,536 +57 +0%
SCM
21
SCS Capital Management
Massachusetts
$18M 239,255 +5,745 +2%
Goldman Sachs
22
Goldman Sachs
New York
$17.5M 232,757 -179,171 -43%
I
23
IMPACTfolio
Colorado
$17.4M 231,427 +37,691 +19%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$16.7M 221,524 +2,352 +1%
MCCA
25
Mill Creek Capital Advisors
Pennsylvania
$15.1M 200,686 -11,520 -5%
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