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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.

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
LWL
3
Leo Wealth LLC
Texas
$60.7M
4
RCS
4
Retirement Capital Strategies
California
$22.1M
5
Cerity Partners
5
Cerity Partners
New York
$18.7M

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$775M 9,111,043 +881,613 +11%
VF
2
Visa Foundation
California
$161M 1,893,275 -117,760 -6%
Morgan Stanley
3
Morgan Stanley
New York
$146M 1,715,786 +904,235 +111%
Creative Planning
4
Creative Planning
Kansas
$98.9M 1,162,945 +48,822 +4%
Wealthfront Advisers
5
Wealthfront Advisers
California
$80M 940,753 +55,418 +6%
LWL
6
Leo Wealth LLC
Texas
$60.7M 688,579 +688,579 New
Bank of America
7
Bank of America
North Carolina
$45M 528,994 -10,245 -2%
VCM
8
Verde Capital Management
Michigan
$41.9M 492,520 -13,948 -3%
AIA
9
Angeles Investment Advisors
California
$40.8M 479,870 +21,312 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$35.1M 412,445 -3,004 -0.7%
PIC
11
Platt Investment Counsel
Florida
$34.3M 402,904 +34,109 +9%
Ameriprise
12
Ameriprise
Minnesota
$33.5M 391,331 +1,939 +0.5%
Betterment LLC
13
Betterment LLC
New York
$32.4M 381,110 -7,063 -2%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$28.5M 334,690 +18,353 +6%
FWI
15
Facet Wealth Inc
Maryland
$28.3M 320,703 +24,699 +8%
CA
16
Crewe Advisors
Utah
$26.8M 314,958 -31,170 -9%
UBS Group
17
UBS Group
Switzerland
$26M 305,610 +6,267 +2%
FNWM
18
Financial Network Wealth Management
Utah
$22.2M 261,396 -7,713 -3%
RCS
19
Retirement Capital Strategies
California
$22.1M 260,107 +256,414 +6,943%
SCM
20
SCS Capital Management
Massachusetts
$21.6M 253,804 +14,549 +6%
OWM
21
Orgel Wealth Management
Wisconsin
$20.4M 240,141 -1,395 -0.6%
MG
22
Mather Group
Illinois
$19.9M 234,025 +71,487 +44%
I
23
IMPACTfolio
Colorado
$19.8M 232,400 +973 +0.4%
Goldman Sachs
24
Goldman Sachs
New York
$19.7M 231,226 -1,531 -0.7%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$19.6M 230,219 +8,695 +4%
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