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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

370 hedge funds and large institutions have $2.03B invested in Vanguard ESG US Stock ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 160 increasing their positions, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.4%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.31%
New
32
Increased
160
Reduced
108
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$9.93M
2
CIAS
CBIZ Investment Advisory Services
Ohio
$5.03M
3
RJA
Raymond James & Associates
Florida
$11M
4
Goldman Sachs
Goldman Sachs
New York
$21.3M
5
VCM
Verde Capital Management
Michigan
$32.3M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$62.2M
2
SCA
Snowden Capital Advisors
New York
$1.64M
3
VF
Visa Foundation
California
$166M
4
RWP
RWA Wealth Partners
Massachusetts
$631K
5
Vanguard Group
Vanguard Group
Pennsylvania
$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$281K +$627 +10 +0.2%
WCFA
252
Walkner Condon Financial Advisors
Wisconsin
$280K – – –
LSA
253
Lion Street Advisors
Texas
$280K +$280K +4,444 New
CAL
254
Capital Analysts LLC
Pennsylvania
$279K +$52.9K +840 +23%
LPT
255
Legacy Private Trust
Wisconsin
$277K +$9.42K +150 +4%
FAG
256
Financial Advisory Group
Texas
$274K -$629 -10 -0.2%
PFC
257
Phocas Financial Corp
California
$267K – – –
FMWA
258
Forvis Mazars Wealth Advisors
Missouri
$267K +$267K +4,237 New
MWA
259
Meridian Wealth Advisors
Texas
$263K +$881 +14 +0.3%
CFGS
260
Concourse Financial Group Securities
Alabama
$257K +$38.6K +615 +18%
HWM
261
Hemington Wealth Management
Virginia
$256K +$27.2K +431 +12%
AF
262
Allworth Financial
California
$252K +$222K +3,529 +751%
GW
263
GW & Wade
Massachusetts
$250K -$286K -4,556 -53%
IAN
264
Integrated Advisors Network
Texas
$247K -$76.5K -1,215 -24%
FFWA
265
FRG Family Wealth Advisors
Washington
$245K +$34.6K +550 +16%
FFG
266
Fullen Financial Group
Ohio
$242K +$805 +12 +0.3%
WFA
267
Wipfli Financial Advisors
Wisconsin
$240K +$240K +3,817 New
IA
268
IFG Advisory
Georgia
$240K +$240K +3,828 New
PGAM
269
Princeton Global Asset Management
New Jersey
$238K -$2.39K -38 -1%
IA
270
IFG Advisors
Missouri
$238K +$693 +11 +0.3%
PP
271
PDS Planning
Ohio
$237K +$237K +3,767 New
Citigroup
272
Citigroup
New York
$234K – – –
MAM
273
McLean Asset Management
Virginia
$234K +$234K +3,683 New
PWMAG
274
Pinnacle Wealth Management Advisory Group
New Jersey
$233K -$62.8K -1,000 -21%
AWM
275
Atticus Wealth Management
Florida
$233K – – –
9 10
11
12 13