ESGV icon

Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

413 hedge funds and large institutions have $2B invested in Vanguard ESG US Stock ETF in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 184 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+14
Holders Change %
+3.51%
% of All Funds
6.61%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
50
Increased
184
Reduced
110
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$575M
2
Betterment LLC
Betterment LLC
New York
$32.8M
3
FTUS
Flow Traders U.S.
New York
$6.11M
4
Cerity Partners
Cerity Partners
New York
$9.66M
5
CL
Choreo LLC
Illinois
$2.24M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$50.6M
2
VF
Visa Foundation
California
$167M
3
Bank of America
Bank of America
North Carolina
$45M
4
KAS
Kestra Advisory Services
Texas
$306K
5
Wells Fargo
Wells Fargo
California
$8.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
276
Walkner Condon Financial Advisors
Wisconsin
$313K -$5.74K -80 -2%
LA
277
LexAurum Advisors
Kansas
$312K -$199K -2,778 -39%
KAS
278
Kestra Advisory Services
Texas
$306K -$8.48M -118,240 -97%
JFG
279
Jefferies Financial Group
New York
$305K +$40.3K +562 +15%
IC
280
IEQ Capital
California
$302K +$302K +4,215 New
MWA
281
Meridian Wealth Advisors
Texas
$302K +$860 +12 +0.3%
BJL
282
Brighton Jones LLC
Washington
$302K +$80.8K +1,127 +37%
KTC
283
Kistler-Tiffany Companies
Pennsylvania
$301K +$52.1K +727 +21%
KWS
284
Keystone Wealth Services
California
$300K +$300K +4,180 New
5SA
285
5th Street Advisors
Connecticut
$300K +$300K +4,177 New
GVAG
286
Great Valley Advisor Group
Delaware
$299K +$14.4K +201 +5%
CFG
287
Citizens Financial Group
Rhode Island
$298K +$645 +9 +0.2%
CAPTRUST Financial Advisors
288
CAPTRUST Financial Advisors
North Carolina
$297K -$80.2K -1,118 -21%
FA
289
Financial Alternatives
California
$295K +$13.8K +193 +5%
HWM
290
Hemington Wealth Management
Virginia
$295K – – –
LPT
291
Legacy Private Trust
Wisconsin
$294K – – –
AAG
292
Armstrong Advisory Group
Massachusetts
$294K +$142K +1,987 +94%
PP
293
PDS Planning
Ohio
$282K +$287 +4 +0.1%
RP
294
Rice Partnership
Hawaii
$280K +$56.4K +786 +25%
BSSFA
295
Baron Silver Stevens Financial Advisors
Florida
$279K -$39.2K -546 -12%
SFPG
296
Stonebridge Financial Planning Group
Florida
$278K -$215K -2,995 -44%
PPW
297
Presilium Private Wealth
Pennsylvania
$276K +$2.15K +30 +0.8%
PGAM
298
Princeton Global Asset Management
New Jersey
$273K +$645 +9 +0.2%
BBW
299
Blue Barn Wealth
Utah
$270K +$7.17K +100 +3%
MAM
300
McLean Asset Management
Virginia
$268K – – –
10 11
12
13 14