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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

413 hedge funds and large institutions have $2B invested in Vanguard ESG US Stock ETF in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 184 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+14
Holders Change %
+3.51%
% of All Funds
6.61%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
50
Increased
184
Reduced
110
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$575M
2
Betterment LLC
Betterment LLC
New York
$32.8M
3
FTUS
Flow Traders U.S.
New York
$6.11M
4
Cerity Partners
Cerity Partners
New York
$9.66M
5
CL
Choreo LLC
Illinois
$2.24M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$50.6M
2
VF
Visa Foundation
California
$167M
3
Bank of America
Bank of America
North Carolina
$45M
4
KAS
Kestra Advisory Services
Texas
$306K
5
Wells Fargo
Wells Fargo
California
$8.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
226
Appleton Partners
Massachusetts
$500K +$11.3K +158 +2%
LC
227
Landaas & Company
Wisconsin
$499K – – –
LWCFA
228
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$498K – – –
EC
229
Estate Counselors
Wisconsin
$494K – – –
NAMP
230
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$490K – – –
TWM
231
Tradition Wealth Management
Minnesota
$489K +$28.8K +402 +6%
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$465K +$130K +1,810 +39%
MPM
233
Meritage Portfolio Management
Kansas
$465K – – –
TA
234
Tiedemann Advisors
New York
$461K +$461K +6,435 New
LFA
235
Legacy Financial Advisors
Kentucky
$451K +$451K +6,287 New
CA
236
Continuum Advisory
Idaho
$449K +$200K +2,791 +80%
APP
237
Avantax Planning Partners
Iowa
$441K +$143K +1,997 +48%
CI Investments Inc
238
CI Investments Inc
Ontario, Canada
$439K -$210K -2,925 -32%
AIP
239
Ameritas Investment Partners
Nebraska
$439K -$30.6K -427 -7%
LPAM
240
Lodestar Private Asset Management
California
$430K +$55.1K +769 +15%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$426K -$74.1K -1,032 -15%
CAL
242
Capital Analysts LLC
Pennsylvania
$424K -$18.2K -254 -4%
KFP
243
KMG Fiduciary Partners
Ohio
$423K – – –
FCI
244
Financial Counselors Inc
Kansas
$422K -$51.2K -715 -11%
YIH
245
Y-Intercept (HK)
Hong Kong
$420K +$420K +5,858 New
HTC
246
Haverford Trust Company
Pennsylvania
$419K -$558K -7,785 -57%
AAM
247
Ameraudi Asset Management
New York
$415K – – –
TDC
248
Thompson Davis & Co
Virginia
$415K – – –
IPW
249
Intergy Private Wealth
Colorado
$409K +$1.29K +18 +0.3%
FNC
250
First National Corp
Massachusetts
$409K +$38.2K +532 +10%
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