ESGV icon

Vanguard ESG US Stock ETF

399 hedge funds and large institutions have $1.62B invested in Vanguard ESG US Stock ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 170 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+29
Holders Change %
+7.84%
% of All Funds
6.44%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
72
Increased
170
Reduced
112
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
226
Capstone Financial Advisors
Illinois
$466K +$2.24K +34 +0.5%
PC
227
Pecaut & Co
Iowa
$466K +$106K +1,605 +29%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$459K +$450K +6,827 +4,808%
LC
229
Landaas & Company
Wisconsin
$458K +$458K +6,954 New
LWCFA
230
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$458K
EC
231
Estate Counselors
Wisconsin
$454K +$36.2K +550 +9%
SFPG
232
Stonebridge Financial Planning Group
Florida
$452K
NAMP
233
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$450K +$13.2K +200 +3%
AP
234
Appleton Partners
Massachusetts
$449K -$16.5K -250 -4%
EI
235
Ellevest Inc
New York
$439K +$410K +6,232 +1,443%
FCI
236
Financial Counselors Inc
Kansas
$435K +$27.4K +416 +7%
AIP
237
Ameritas Investment Partners
Nebraska
$431K -$73K -1,109 -14%
SAS
238
Sage Advisory Services
Texas
$429K +$429K +6,510 New
MPM
239
Meritage Portfolio Management
Kansas
$427K +$69.8K +1,060 +20%
TWM
240
Tradition Wealth Management
Minnesota
$422K +$41.9K +637 +11%
RIP
241
RAM Investment Partners
Washington
$409K +$409K +6,215 New
CAL
242
Capital Analysts LLC
Pennsylvania
$406K +$114K +1,734 +39%
PAG
243
Private Advisor Group
New Jersey
$397K -$17K -462 -4%
WAL
244
W Advisors LLC
Tennessee
$397K +$397K +6,021 New
KFP
245
KMG Fiduciary Partners
Ohio
$389K
AAM
246
Ameraudi Asset Management
New York
$382K
TDC
247
Thompson Davis & Co
Virginia
$381K -$3.95K -60 -1%
IPW
248
Intergy Private Wealth
Colorado
$375K -$15.5K -236 -4%
KPWS
249
Kestra Private Wealth Services
Texas
$373K -$4.74K -72 -1%
RJT
250
Raymond James Trust
Florida
$366K +$6.26K +95 +2%