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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 %
KPWS
251
Kestra Private Wealth Services
Texas
$407K +$932 +13 +0.2%
RIM
252
Rockbridge Investment Management
New York
$398K – – –
IA
253
IFG Advisors
Missouri
$398K +$71.8K +1,001 +22%
Thrivent Financial for Lutherans
254
Thrivent Financial for Lutherans
Minnesota
$391K +$1.13K +16 +0.3%
IIM
255
InTrack Investment Management
Vermont
$385K +$114K +1,595 +42%
RJT
256
Raymond James Trust
Florida
$379K -$18.8K -263 -5%
EI
257
Ellevest Inc
New York
$375K -$103K -1,439 -22%
LFA
258
Level Financial Advisors
New York
$372K +$72 +1 +0%
PA
259
PFG Advisors
Arizona
$367K -$215K -3,002 -37%
MA
260
Mutual Advisors
Nebraska
$364K +$5.02K +70 +1%
FFWA
261
FRG Family Wealth Advisors
Washington
$362K +$35.9K +500 +11%
PJSIMP
262
P.J. Schmidt Investment Management (PJS)
Wisconsin
$355K +$119K +1,650 +50%
RIP
263
RAM Investment Partners
Washington
$350K -$95.9K -1,337 -22%
SP
264
Symmetry Partners
Connecticut
$349K – – –
FAG
265
Financial Advisory Group
Texas
$345K +$21.5K +300 +7%
ACI
266
Alpha Cubed Investments
California
$342K +$342K +4,775 New
MWM
267
Modera Wealth Management
New Jersey
$342K +$30.2K +421 +10%
FPAS
268
Focus Partners Advisor Solutions
Missouri
$340K +$63.2K +881 +23%
KAH
269
Kathryn A. Hall
$331K +$331K +4,613 New
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$329K +$7.6K +106 +2%
AWM
271
AE Wealth Management
Kansas
$324K +$52.4K +731 +19%
PA
272
Pinnacle Associates
New York
$324K -$574 -8 -0.2%
CFGS
273
Concourse Financial Group Securities
Alabama
$322K – – –
HCP
274
Hexagon Capital Partners
Arkansas
$321K +$861 +12 +0.3%
FCM
275
Firestone Capital Management
Florida
$317K -$4.52K -63 -1%
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