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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

370 hedge funds and large institutions have $2.03B invested in Vanguard ESG US Stock ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 160 increasing their positions, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.4%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.31%
New
32
Increased
160
Reduced
108
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$9.04M
2
CIAS
CBIZ Investment Advisory Services
Ohio
+$5.03M
3
RJA
Raymond James & Associates
Florida
+$4.77M
4
Goldman Sachs
Goldman Sachs
New York
+$3.71M
5
VCM
Verde Capital Management
Michigan
+$3.1M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$7.75M
2
SCA
Snowden Capital Advisors
New York
-$7.57M
3
VF
Visa Foundation
California
-$6.67M
4
RWP
RWA Wealth Partners
Massachusetts
-$5.47M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
276
Sentinel Pension Advisors
Massachusetts
$233K +$41.5K +660 +22%
JG
277
Jefferies Group
New York
$232K +$252 +4 +0.1%
KCM
278
Karp Capital Management
California
$232K – – –
IIA
279
Integral Investment Advisors
California
$229K -$141K -2,250 -38%
CA
280
Continuum Advisory
Idaho
$228K +$3.84K +61 +2%
BBW
281
Blue Barn Wealth
Utah
$227K – – –
BFA
282
Bluestem Financial Advisors
Illinois
$226K +$15.2K +242 +7%
BRWA
283
B. Riley Wealth Advisors
Florida
$226K +$226K +3,582 New
Prudential Financial
284
Prudential Financial
New Jersey
$223K +$255 +4 +0.1%
APP
285
Avantax Planning Partners
Iowa
$223K +$223K +3,543 New
PFG
286
Pinnacle Financial Group
Illinois
$220K +$9.87K +157 +5%
LNC
287
Lincoln National Corp
Pennsylvania
$219K -$56.4K -897 -20%
BFS
288
Bradley Foster & Sargent
Connecticut
$218K – – –
KTC
289
Kistler-Tiffany Companies
Pennsylvania
$218K +$251 +4 +0.1%
RWM
290
Refined Wealth Management
Utah
$212K -$3.65K -58 -2%
YWP
291
YorkBridge Wealth Partners
New York
$212K – – –
AAS
292
Avantax Advisory Services
Texas
$212K +$212K +3,364 New
GSIS
293
Global Strategic Investment Solutions
Arizona
$212K +$212K +3,375 New
PJSIMP
294
P.J. Schmidt Investment Management (PJS)
Wisconsin
$209K +$209K +3,209 New
AWM
295
AE Wealth Management
Kansas
$208K +$17.9K +284 +9%
FCC
296
Flower City Capital
New York
$207K -$22.9K -365 -10%
ZF
297
Zhang Financial
Michigan
$207K – – –
TAM
298
Tocqueville Asset Management
New York
$206K – – –
SC
299
Soundwatch Capital
Connecticut
$205K -$2.67M -42,345 -93%
FCIM
300
Fairview Capital Investment Management
California
$204K – – –
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