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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 %
LC
301
Lindbrook Capital
California
$131K +$131K +1,980 New
C
302
Covestor
United Kingdom
$129K -$6.23K -94 -5%
ME
303
McIlrath & Eck
Washington
$117K -$1.06K -16 -0.9%
AFS
304
Annapolis Financial Services
Maryland
$116K -$459K -6,895 -80%
AF
305
Advisornet Financial
Minnesota
$98K +$6.2K +93 +7%
SBL
306
Sargent Bickham Lagudis
Colorado
$96K +$266 +4 +0.3%
TWC
307
TD Waterhouse Canada
Ontario, Canada
$92.3K -$10.1K -120 -10%
TWA
308
TCI Wealth Advisors
Arizona
$89K – – –
CMP
309
Coston McIsaac & Partners
Maine
$87K +$87K +1,311 New
JWA
310
JFS Wealth Advisors
Pennsylvania
$86K – – –
AFG
311
Albion Financial Group
Utah
$82K – – –
CWA
312
Carolina Wealth Advisors
South Carolina
$72K -$69.2K -1,045 -49%
First Manhattan
313
First Manhattan
New York
$72K +$18.2K +275 +34%
HNB
314
Huntington National Bank
Ohio
$71K -$86K – –
GWSG
315
GPS Wealth Strategies Group
Colorado
$69K +$69K +1,041 New
APW
316
Acima Private Wealth
Virginia
$68.3K – – –
TC
317
Trust Company
Kansas
$60K +$330 +5 +0.6%
AIA
318
Arcadia Investment Advisors
Idaho
$58K +$1.53K +23 +3%
AWM
319
Abound Wealth Management
Tennessee
$56.4K +$4.39K +66 +8%
JWM
320
Janiczek Wealth Management
Colorado
$53K +$2.88K +40 +6%
AW
321
ACG Wealth
Georgia
$53K +$53K +800 New
TCOV
322
Trust Company of Vermont
Vermont
$53K +$53K +800 New
BWS
323
BCR Wealth Strategies
Alabama
$52K – – –
NSIM
324
North Star Investment Management
Illinois
$49K -$2.66K -40 -5%
CFD
325
Creative Financial Designs
Indiana
$47K – – –
11 12
13
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