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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

367 hedge funds and large institutions have $1.58B invested in Vanguard ESG US Stock ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 91 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-5
Holders Change %
-1.34%
% of All Funds
6.21%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.34%
New
41
Increased
182
Reduced
91
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$32.8M
2
VCM
2
Verde Capital Management
Michigan
$30.8M
3
Creative Planning
3
Creative Planning
Kansas
$73.8M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$46.8M
5
Betterment LLC
5
Betterment LLC
New York
$27.1M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$243K
2
VF
2
Visa Foundation
California
$183M
3
CA
3
Crewe Advisors
Utah
$24.4M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$4.22M
5
KIM
5
Karpus Investment Management
New York
$591K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
Atticus Wealth Management
Florida
$233K +$10.6K +160 +5%
CFGS
277
Concourse Financial Group Securities
Alabama
$231K -$9.64K -145 -4%
BFS
278
Bradley Foster & Sargent
Connecticut
$230K – – –
KTC
279
Kistler-Tiffany Companies
Pennsylvania
$230K +$3.79K +57 +2%
RWM
280
Refined Wealth Management
Utah
$228K -$132K -1,982 -37%
YWP
281
YorkBridge Wealth Partners
New York
$224K – – –
PFG
282
Pinnacle Financial Group
Illinois
$222K -$63.6K -958 -22%
FFWA
283
FRG Family Wealth Advisors
Washington
$222K – – –
BFA
284
Bluestem Financial Advisors
Illinois
$222K +$663 +10 +0.3%
GWM
285
Geneos Wealth Management
Colorado
$221K +$73.1K +1,091 +49%
TAM
286
Tocqueville Asset Management
New York
$218K – – –
ZF
287
Zhang Financial
Michigan
$218K +$218K +3,287 New
FCIM
288
Fairview Capital Investment Management
California
$215K -$9.92K -150 -4%
CFG
289
Citizens Financial Group
Rhode Island
$209K +$665 +10 +0.3%
SCM
290
Stonehearth Capital Management
Massachusetts
$209K +$209K +3,032 New
FPAS
291
Focus Partners Advisor Solutions
Missouri
$209K +$209K +3,144 New
SPA
292
Sentinel Pension Advisors
Massachusetts
$202K +$22.1K +333 +12%
TP
293
Tranquility Partners
Tennessee
$201K – – –
AWM
294
AE Wealth Management
Kansas
$201K +$7.64K +115 +4%
MWM
295
Mascoma Wealth Management
New Hampshire
$193K -$39.2K -590 -17%
HI
296
Harbour Investments
Wisconsin
$190K +$190K +2,854 New
CT
297
Cambridge Trust
Massachusetts
$187K -$317K -4,786 -63%
CPA
298
Cardiff Park Advisors
California
$178K +$596 +9 +0.3%
PAI
299
Pittenger & Anderson Inc
Nebraska
$142K -$27.8K -420 -16%
HR
300
Howe & Rusling
New York
$131K -$120K -1,800 -48%
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