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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

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
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$282M
2
EW
Evoke Wealth
California
$13.6M
3
Wealthfront Advisers
Wealthfront Advisers
California
$51.5M
4
KAS
Kestra Advisory Services
Texas
$8.07M
5
CA
Cambridge Associates
Massachusetts
$8.29M

Top Sellers

1
BF
Brooklyn FI
New York
$1.84M
2
EH
Equitable Holdings
New York
$1.49M
3
VF
Visa Foundation
California
$163M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Goldman Sachs
Goldman Sachs
New York
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
251
Rockbridge Investment Management
New York
$366K -$426K -6,472 -54%
Thrivent Financial for Lutherans
252
Thrivent Financial for Lutherans
Minnesota
$365K -$59.8K -905 -14%
RZH
253
Relyea Zuckerberg Hanson
Connecticut
$359K -$1.6M -24,247 -82%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$347K -$2.66M -40,463 -88%
LPAM
255
Lodestar Private Asset Management
California
$344K +$344K +5,221 New
LFA
256
Level Financial Advisors
New York
$342K -$11.1K -169 -3%
FNC
257
First National Corp
Massachusetts
$341K – – –
NA
258
NewEdge Advisors
Louisiana
$332K +$332K +5,043 New
MA
259
Mutual Advisors
Nebraska
$330K -$216K -3,278 -40%
SP
260
Symmetry Partners
Connecticut
$326K -$47.5K -721 -13%
AF
261
Allworth Financial
California
$318K +$54.8K +832 +21%
FFWA
262
FRG Family Wealth Advisors
Washington
$300K +$42.8K +650 +17%
IA
263
IFG Advisors
Missouri
$300K +$50.7K +770 +20%
PA
264
Pinnacle Associates
New York
$298K -$7.77K -118 -3%
FAG
265
Financial Advisory Group
Texas
$297K +$9.89K +150 +3%
FCM
266
Firestone Capital Management
Florida
$296K -$5.86K -89 -2%
CFGS
267
Concourse Financial Group Securities
Alabama
$296K +$26.3K +400 +10%
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$295K – – –
HI
269
Harbour Investments
Wisconsin
$295K +$107K +1,622 +57%
HCP
270
Hexagon Capital Partners
Arkansas
$294K +$294K +4,467 New
WCFA
271
Walkner Condon Financial Advisors
Wisconsin
$293K – – –
BSSFA
272
Baron Silver Stevens Financial Advisors
Florida
$292K +$292K +4,433 New
MWM
273
Modera Wealth Management
New Jersey
$287K +$287K +4,352 New
MWA
274
Meridian Wealth Advisors
Texas
$277K +$1.32K +20 +0.5%
APP
275
Avantax Planning Partners
Iowa
$273K +$39.8K +604 +17%
9 10
11
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