ESGV icon

Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

367 hedge funds and large institutions have $1.58B invested in Vanguard ESG US Stock ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 91 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-5
Holders Change %
-1.34%
% of All Funds
6.21%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.34%
New
41
Increased
182
Reduced
91
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$32.8M
2
VCM
2
Verde Capital Management
Michigan
$30.8M
3
Creative Planning
3
Creative Planning
Kansas
$73.8M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$46.8M
5
Betterment LLC
5
Betterment LLC
New York
$27.1M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$243K
2
VF
2
Visa Foundation
California
$183M
3
CA
3
Crewe Advisors
Utah
$24.4M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$4.22M
5
KIM
5
Karpus Investment Management
New York
$591K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
226
Compass Ion Advisors
Pennsylvania
$344K -$209K -3,142 -38%
SQA
227
Simon Quick Advisors
New Jersey
$344K +$340K +4,621 +9,061%
FNC
228
First National Corp
Massachusetts
$343K – – –
IAN
229
Integrated Advisors Network
Texas
$341K +$92.4K +1,392 +37%
AT
230
American Trust
Kentucky
$334K +$334K +5,027 New
MA
231
Mutual Advisors
Nebraska
$333K +$3.06K +46 +0.9%
DP
232
Denver PWM
Colorado
$333K +$7.54K +113 +2%
KAS
233
Kestra Advisory Services
Texas
$320K +$67.8K +1,023 +27%
SRC
234
Shufro Rose & Co
New York
$319K – – –
PWMAG
235
Pinnacle Wealth Management Advisory Group
New Jersey
$313K +$3.32K +50 +1%
ACP
236
Ashfield Capital Partners
California
$311K -$25.7K -386 -8%
ACA
237
Atlas Capital Advisors
Wyoming
$308K -$32.9K -495 -10%
VFA
238
Valeo Financial Advisors
Indiana
$306K – – –
SP
239
Symmetry Partners
Connecticut
$304K +$22.7K +341 +8%
ACM
240
Armbruster Capital Management
New York
$299K +$299K +4,500 New
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$296K -$71.2K -1,075 -19%
CFA
242
Capstone Financial Advisors
Illinois
$295K -$182K -2,737 -38%
WCFA
243
Walkner Condon Financial Advisors
Wisconsin
$295K +$11.7K +176 +4%
Bank of New York Mellon
244
Bank of New York Mellon
New York
$293K – – –
LNC
245
Lincoln National Corp
Pennsylvania
$291K +$60.6K +913 +26%
FAG
246
Financial Advisory Group
Texas
$290K +$44.8K +675 +18%
FCM
247
Firestone Capital Management
Florida
$288K +$5.25K +79 +2%
NAMP
248
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$285K +$13.9K +210 +5%
LPT
249
Legacy Private Trust
Wisconsin
$283K +$85.4K +1,285 +43%
PFC
250
Phocas Financial Corp
California
$282K – – –
8 9
10
11 12