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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

425 hedge funds and large institutions have $2.23B invested in Vanguard ESG US Stock ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 160 increasing their positions, 145 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
6.7%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.33%
New
41
Increased
160
Reduced
145
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$24.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$32.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$64.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$636M
5
AIA
5
Angeles Investment Advisors
California
$28.9M

Top Sellers

1
SC
1
Soundwatch Capital
Connecticut
$3.57M
2
Betterment LLC
2
Betterment LLC
New York
$30.2M
3
SWG
3
Summit Wealth Group
Vermont
$1.88M
4
VF
4
Visa Foundation
California
$161M
5
AFA
5
American Financial Advisors
Georgia
$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
226
MAI Capital Management
Ohio
$580K +$78 +1 +0%
SOAG
227
Silver Oak Advisory Group
Oregon
$578K +$235 +3 +0%
ACM
228
Armbruster Capital Management
New York
$572K – – –
CFA
229
Capstone Financial Advisors
Illinois
$572K +$2.04K +26 +0.4%
VAS
230
Vestmark Advisory Solutions
Massachusetts
$567K -$3.06K -39 -0.5%
EC
231
Estate Counselors
Wisconsin
$558K +$18K +230 +3%
PC
232
Pecaut & Co
Iowa
$553K -$3.45K -44 -0.6%
DP
233
Denver PWM
Colorado
$553K -$4.23K -54 -0.8%
MAG
234
Mokosak Advisory Group
Iowa
$553K -$26K -332 -4%
RPC
235
Rossmore Private Capital
Connecticut
$552K -$38.2K -487 -6%
LC
236
Landaas & Company
Wisconsin
$545K – – –
LWCFA
237
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$545K – – –
Neuberger Berman Group
238
Neuberger Berman Group
New York
$544K +$544K +6,941 New
LPAM
239
Lodestar Private Asset Management
California
$530K +$60.6K +774 +13%
PCM
240
Passive Capital Management
Maryland
$523K -$60.3K -770 -10%
HTC
241
Haverford Trust Company
Pennsylvania
$514K +$56K +715 +12%
MPM
242
Meritage Portfolio Management
Kansas
$508K – – –
NAMP
243
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$506K -$29.4K -375 -5%
Jane Street
244
Jane Street
New York
$504K -$2.72M -34,710 -84%
TA
245
Tiedemann Advisors
New York
$504K – – –
AP
246
Appleton Partners
Massachusetts
$504K -$41.9K -535 -8%
CA
247
Continuum Advisory
Idaho
$491K +$78 +1 +0%
HSA
248
HBK Sorce Advisory
Pennsylvania
$483K +$483K +6,170 New
APP
249
Avantax Planning Partners
Iowa
$481K – – –
LFA
250
Legacy Financial Advisors
Kentucky
$479K -$13.5K -172 -3%
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10
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