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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 %
STCOSD
301
Sageworth Trust Company of South Dakota
South Dakota
$267K – – –
SPIA
302
Steward Partners Investment Advisory
New York
$264K +$143 +2 +0.1%
FFG
303
Fullen Financial Group
Ohio
$263K +$725 +10 +0.3%
BFA
304
Bluestem Financial Advisors
Illinois
$260K +$717 +10 +0.3%
PWMAG
305
Pinnacle Wealth Management Advisory Group
New Jersey
$257K – – –
PFG
306
Pinnacle Financial Group
Illinois
$256K +$359 +5 +0.1%
AWM
307
Atticus Wealth Management
Florida
$254K +$645 +9 +0.3%
SPA
308
Sentinel Pension Advisors
Massachusetts
$252K – – –
WIA
309
World Investment Advisors
California
$252K +$252K +3,517 New
FOA
310
Five Oceans Advisors
California
$252K – – –
PWP
311
Principle Wealth Partners
Connecticut
$252K +$7.17K +100 +3%
APG
312
Abacus Planning Group
South Carolina
$251K – – –
LNC
313
Lincoln National Corp
Pennsylvania
$251K +$430 +6 +0.2%
BFS
314
Bradley Foster & Sargent
Connecticut
$248K – – –
Cetera Investment Advisers
315
Cetera Investment Advisers
Illinois
$243K +$15.1K +210 +7%
GSIS
316
Global Strategic Investment Solutions
Arizona
$242K – – –
AWM
317
Apollon Wealth Management
South Carolina
$242K +$9.32K +130 +4%
ZF
318
Zhang Financial
Michigan
$236K -$3.3K -46 -1%
TAM
319
Tocqueville Asset Management
New York
$235K – – –
FCIM
320
Fairview Capital Investment Management
California
$233K – – –
CT
321
Cambridge Trust
Massachusetts
$232K +$3.37K +47 +1%
Massachusetts Financial Services
322
Massachusetts Financial Services
Massachusetts
$232K -$494K -6,892 -68%
CWP
323
Corepath Wealth Partners
Arizona
$227K – – –
TP
324
Tranquility Partners
Tennessee
$217K +$217K +3,027 New
AAS
325
Avantax Advisory Services
Texas
$217K +$217K +3,025 New
11 12
13
14 15