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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

372 hedge funds and large institutions have $1.84B invested in Vanguard ESG US Stock ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-6
Holders Change %
-1.59%
% of All Funds
5.89%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
35
Increased
185
Reduced
92
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
Equitable Holdings
New York
$21.7M
2
AFA
American Financial Advisors
Georgia
$18.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$329M
4
BSW
Buckingham Strategic Wealth
Missouri
$12.9M
5
FCH
Freestone Capital Holdings
Washington
$9.47M

Top Sellers

1
KIM
Karpus Investment Management
New York
$7.58M
2
RWM
Refined Wealth Management
Utah
$439K
3
VF
Visa Foundation
California
$237M
4
PA
Parallel Advisors
California
$7.21M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FNC
226
First National Corp
Massachusetts
$419K – – –
ACA
227
Atlas Capital Advisors
Wyoming
$417K +$324 +4 +0.1%
LIG
228
Lokken Investment Group
Delaware
$415K – – –
ACP
229
Ashfield Capital Partners
California
$411K +$44.2K +544 +12%
HWM
230
Hemington Wealth Management
Virginia
$410K +$410K +5,051 New
MA
231
Mutual Advisors
Nebraska
$402K -$547K -6,754 -58%
LFA
232
Level Financial Advisors
New York
$402K +$402K +4,957 New
IPW
233
Intergy Private Wealth
Colorado
$399K +$188K +2,315 +89%
PC
234
Pecaut & Co
Iowa
$398K +$33.8K +416 +9%
DP
235
Denver PWM
Colorado
$396K +$10.4K +128 +3%
SRC
236
Shufro Rose & Co
New York
$389K -$81K -1,000 -17%
PWMAG
237
Pinnacle Wealth Management Advisory Group
New Jersey
$378K +$129K +1,585 +52%
BBW
238
Blue Barn Wealth
Utah
$375K – – –
VFA
239
Valeo Financial Advisors
Indiana
$373K – – –
SMFG
240
Sumitomo Mitsui Financial Group
Japan
$372K -$26.2K -323 -7%
Bank of New York Mellon
241
Bank of New York Mellon
New York
$358K +$81 +1 +0%
PFG
242
Pinnacle Financial Group
Illinois
$349K +$81 +1 +0%
WCFA
243
Walkner Condon Financial Advisors
Wisconsin
$347K -$39.9K -491 -10%
FCM
244
Firestone Capital Management
Florida
$345K -$974 -12 -0.3%
PFC
245
Phocas Financial Corp
California
$344K +$344K +4,240 New
SP
246
Symmetry Partners
Connecticut
$343K +$16.8K +207 +5%
MWA
247
Meridian Wealth Advisors
Texas
$337K +$730 +9 +0.2%
DWM
248
Dakota Wealth Management
Florida
$336K -$46.1K -570 -12%
FC
249
Family CFO
California
$333K +$94.5K +1,165 +40%
NAMP
250
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$331K +$23.1K +285 +8%
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