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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 %
KFP
251
KMG Fiduciary Partners
Ohio
$462K – – –
FCI
252
Financial Counselors Inc
Kansas
$461K – – –
AAM
253
Ameraudi Asset Management
New York
$454K – – –
CAL
254
Capital Analysts LLC
Pennsylvania
$451K -$12.4K -158 -3%
Thrivent Financial for Lutherans
255
Thrivent Financial for Lutherans
Minnesota
$446K +$17.6K +227 +4%
AIP
256
Ameritas Investment Partners
Nebraska
$441K -$37.8K -482 -8%
TDC
257
Thompson Davis & Co
Virginia
$440K -$12.5K -160 -3%
FFWA
258
FRG Family Wealth Advisors
Washington
$438K +$42.3K +540 +11%
RIM
259
Rockbridge Investment Management
New York
$435K – – –
FPAS
260
Focus Partners Advisor Solutions
Missouri
$432K +$60.7K +775 +16%
IPW
261
Intergy Private Wealth
Colorado
$432K -$15.7K -201 -4%
MA
262
Mutual Advisors
Nebraska
$427K +$28.8K +368 +7%
GVAG
263
Great Valley Advisor Group
Delaware
$422K +$95.3K +1,216 +29%
TWM
264
Tradition Wealth Management
Minnesota
$414K -$121K -1,537 -23%
IA
265
IFG Advisors
Missouri
$414K -$20.9K -267 -5%
LFA
266
Level Financial Advisors
New York
$407K – – –
SP
267
Symmetry Partners
Connecticut
$402K +$14.7K +188 +4%
RJT
268
Raymond James Trust
Florida
$401K -$13.3K -170 -3%
EI
269
Ellevest Inc
New York
$392K -$17.3K -221 -4%
YIH
270
Y-Intercept (HK)
Hong Kong
$388K -$71.1K -908 -16%
TB
271
Treynor Bancshares
Iowa
$383K +$383K +4,894 New
RIP
272
RAM Investment Partners
Washington
$382K – – –
PA
273
PFG Advisors
Arizona
$382K -$18.8K -240 -5%
FCM
274
Firestone Capital Management
Florida
$381K +$26.4K +329 +7%
SWM
275
Selective Wealth Management
Virginia
$377K +$377K +4,854 New
9 10
11
12 13