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

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$243K
2
VF
Visa Foundation
California
$183M
3
CA
Crewe Advisors
Utah
$24.4M
4
BSW
Buckingham Strategic Wealth
Missouri
$4.22M
5
KIM
Karpus Investment Management
New York
$591K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
251
Meridian Wealth Advisors
Texas
$277K +$865 +13 +0.3%
PWP
252
Principle Wealth Partners
Connecticut
$275K -$463K -6,967 -63%
PPW
253
Pinnacle Private Wealth
Massachusetts
$268K +$56.3K +849 +27%
NAMM
254
NorthStar Asset Management (Massachusetts)
Massachusetts
$267K +$267K +4,022 New
GWM
255
Grand Wealth Management
Michigan
$266K +$197K +2,965 +284%
SMFG
256
Sumitomo Mitsui Financial Group
Japan
$262K -$41.6K -629 -14%
Fidelity Investments
257
Fidelity Investments
Massachusetts
$261K +$144K +2,165 +123%
KPWS
258
Kestra Private Wealth Services
Texas
$258K +$258K +3,884 New
RMDI
259
R.M. Davis Inc
Maine
$257K +$257K +3,864 New
PGAM
260
Princeton Global Asset Management
New Jersey
$254K -$4.25K -64 -2%
IA
261
IFG Advisors
Missouri
$250K +$1.39K +21 +0.6%
Citigroup
262
Citigroup
New York
$247K -$23K -347 -9%
KCM
263
Karp Capital Management
California
$245K +$2.85K +43 +1%
JG
264
Jefferies Group
New York
$245K +$245K +3,687 New
SPIA
265
Steward Partners Investment Advisory
New York
$244K +$1.53K +23 +0.6%
CIAS
266
CFS Investment Advisory Services
New Jersey
$243K -$28.4M -427,924 -99%
FCC
267
Flower City Capital
New York
$243K -$11.7K -176 -5%
HWM
268
Hemington Wealth Management
Virginia
$241K -$94.1K -1,418 -28%
FFA
269
Fragasso Financial Advisors
Pennsylvania
$240K +$29.4K +443 +14%
BBW
270
Blue Barn Wealth
Utah
$239K -$67.9K -1,023 -22%
SOAG
271
Silver Oak Advisory Group
Oregon
$239K – – –
FFG
272
Fullen Financial Group
Ohio
$239K +$731 +11 +0.3%
CAL
273
Capital Analysts LLC
Pennsylvania
$238K +$199 +3 +0.1%
CA
274
Continuum Advisory
Idaho
$236K +$331 +5 +0.1%
Prudential Financial
275
Prudential Financial
New Jersey
$234K +$67 +1 +0%
9 10
11
12 13