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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

372 hedge funds and large institutions have $1.84B invested in Vanguard ESG US Stock ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-6
Holders Change %
-1.59%
% of All Funds
5.89%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
35
Increased
185
Reduced
92
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
Equitable Holdings
New York
$21.7M
2
AFA
American Financial Advisors
Georgia
$18.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$329M
4
BSW
Buckingham Strategic Wealth
Missouri
$12.9M
5
FCH
Freestone Capital Holdings
Washington
$9.47M

Top Sellers

1
KIM
Karpus Investment Management
New York
$7.58M
2
RWM
Refined Wealth Management
Utah
$439K
3
VF
Visa Foundation
California
$237M
4
PA
Parallel Advisors
California
$7.21M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
Atticus Wealth Management
Florida
$271K -$23.6K -291 -8%
MWM
277
Meridian Wealth Management
Kentucky
$271K -$6.9K -85 -2%
BFA
278
Bluestem Financial Advisors
Illinois
$271K +$649 +8 +0.2%
PIP
279
Peachtree Investment Partners
Florida
$270K +$19.7K +243 +8%
TAM
280
Tocqueville Asset Management
New York
$266K – – –
CA
281
Continuum Advisory
Idaho
$260K +$260K +3,556 New
PPW
282
Pinnacle Private Wealth
Massachusetts
$259K -$46.7K -575 -15%
AWP
283
Abacus Wealth Partners
California
$258K +$35.1K +433 +16%
FFA
284
Fragasso Financial Advisors
Pennsylvania
$257K +$257K +3,170 New
CFG
285
Citizens Financial Group
Rhode Island
$254K +$568 +7 +0.2%
DC
286
DeDora Capital
California
$253K -$27.7K -341 -10%
TP
287
Tranquility Partners
Tennessee
$245K – – –
MCM
288
MAI Capital Management
Ohio
$243K +$243K +3,000 New
CBFP
289
Cedar Brook Financial Partners
Ohio
$242K +$487 +6 +0.2%
LPT
290
Legacy Private Trust
Wisconsin
$241K +$26.3K +325 +12%
FFN
291
Focus Financial Network
Minnesota
$241K +$241K +2,971 New
MCM
292
Mengis Capital Management
Oregon
$236K -$6.32K -78 -3%
AWM
293
AE Wealth Management
Kansas
$236K +$44.6K +550 +23%
SA
294
Stewardship Advisors
Pennsylvania
$234K -$361K -4,453 -61%
PS
295
Portfolio Solutions
Michigan
$233K +$233K +2,868 New
CPWMP
296
Cardinal Point Wealth Management Partners
California
$221K – – –
SPA
297
Sentinel Pension Advisors
Massachusetts
$220K +$4.22K +52 +2%
RC
298
RegentAtlantic Capital
New Jersey
$220K +$4.79K +59 +2%
FA
299
FC Advisory
Pennsylvania
$219K +$219K +2,695 New
CPA
300
Cardiff Park Advisors
California
$217K +$81 +1 +0%
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12
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