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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

399 hedge funds and large institutions have $1.62B invested in Vanguard ESG US Stock ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 170 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+29
Holders Change %
+7.84%
% of All Funds
6.44%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
72
Increased
170
Reduced
112
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$282M
2
EW
Evoke Wealth
California
$13.6M
3
Wealthfront Advisers
Wealthfront Advisers
California
$51.5M
4
KAS
Kestra Advisory Services
Texas
$8.07M
5
CA
Cambridge Associates
Massachusetts
$8.29M

Top Sellers

1
BF
Brooklyn FI
New York
$1.84M
2
EH
Equitable Holdings
New York
$1.49M
3
VF
Visa Foundation
California
$163M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Goldman Sachs
Goldman Sachs
New York
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
276
Citizens Financial Group
Rhode Island
$273K +$273K +4,147 New
HWM
277
Hemington Wealth Management
Virginia
$271K +$3.88K +59 +1%
LPT
278
Legacy Private Trust
Wisconsin
$270K -$20.4K -310 -7%
GVAG
279
Great Valley Advisor Group
Delaware
$262K +$262K +3,968 New
PP
280
PDS Planning
Ohio
$259K +$10.6K +161 +4%
FA
281
Financial Alternatives
California
$258K +$258K +3,923 New
FFG
282
Fullen Financial Group
Ohio
$258K +$1.21K +17 +0.5%
FPAS
283
Focus Partners Advisor Solutions
Missouri
$254K +$254K +3,858 New
PPW
284
Presilium Private Wealth
Pennsylvania
$252K +$252K +3,824 New
PGAM
285
Princeton Global Asset Management
New Jersey
$251K +$1.12K +17 +0.4%
CWA
286
Continuum Wealth Advisors
New York
$251K +$251K +3,807 New
IIM
287
InTrack Investment Management
Vermont
$250K -$834K -12,667 -77%
AWM
288
AE Wealth Management
Kansas
$249K +$31.5K +478 +14%
MAM
289
McLean Asset Management
Virginia
$247K +$3.95K +60 +2%
STCOSD
290
Sageworth Trust Company of South Dakota
South Dakota
$245K -$590K -8,962 -71%
JFG
291
Jefferies Financial Group
New York
$243K +$243K +3,696 New
SPIA
292
Steward Partners Investment Advisory
New York
$243K -$442K -6,717 -65%
BBW
293
Blue Barn Wealth
Utah
$242K +$4.22K +64 +2%
IIA
294
Integral Investment Advisors
California
$240K – – –
HF
295
HRT Financial
New York
$239K +$239K +3,633 New
BFA
296
Bluestem Financial Advisors
Illinois
$238K +$1.12K +17 +0.5%
PWMAG
297
Pinnacle Wealth Management Advisory Group
New Jersey
$236K -$8.23K -125 -3%
PFG
298
Pinnacle Financial Group
Illinois
$234K +$3.89K +59 +2%
SPA
299
Sentinel Pension Advisors
Massachusetts
$234K -$9.55K -145 -4%
BIA
300
Bigelow Investment Advisors
Maine
$233K +$233K +3,539 New
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12
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