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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

372 hedge funds and large institutions have $1.84B invested in Vanguard ESG US Stock ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-6
Holders Change %
-1.59%
% of All Funds
5.89%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
35
Increased
185
Reduced
92
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
Equitable Holdings
New York
$21.7M
2
AFA
American Financial Advisors
Georgia
$18.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$329M
4
BSW
Buckingham Strategic Wealth
Missouri
$12.9M
5
FCH
Freestone Capital Holdings
Washington
$9.47M

Top Sellers

1
KIM
Karpus Investment Management
New York
$7.58M
2
RWM
Refined Wealth Management
Utah
$439K
3
VF
Visa Foundation
California
$237M
4
PA
Parallel Advisors
California
$7.21M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
326
Grand Wealth Management
Michigan
$85K -$31.8K -391 -27%
APW
327
Acima Private Wealth
Virginia
$83K -$50.2K -622 -38%
BFC
328
Bedel Financial Consulting
Indiana
$74K – – –
TC
329
Trust Company
Kansas
$73K +$73K +903 New
AIA
330
Arcadia Investment Advisors
Idaho
$68.9K +$2.03K +25 +3%
LWA
331
Lenox Wealth Advisors
New York
$68K +$80 +1 +0.1%
First Manhattan
332
First Manhattan
New York
$65K +$25.4K +317 +64%
BWS
333
BCR Wealth Strategies
Alabama
$64K – – –
AWM
334
Abound Wealth Management
Tennessee
$63.5K +$162 +2 +0.3%
NSIM
335
North Star Investment Management
Illinois
$63K +$81 +1 +0.1%
CFD
336
Creative Financial Designs
Indiana
$57K – – –
JWM
337
Janiczek Wealth Management
Colorado
$56K -$19.5K -242 -26%
WFA
338
Wells Financial Advisors
Massachusetts
$52K +$18.7K +230 +56%
RBC
339
Roble Belko & Company
Pennsylvania
$50K +$2.91K +36 +6%
NOI
340
Newton One Investments
Delaware
$47K – – –
BWA
341
BDO Wealth Advisors
Florida
$45K – – –
HS
342
Horan Securities
United States
$45K +$82 +1 +0.2%
GEA
343
Glen Eagle Advisors
New Jersey
$35.7K – – –
EI
344
Ellevest Inc
New York
$35K +$82 +1 +0.2%
WAS
345
Winch Advisory Services
Wisconsin
$31K – – –
CPFP
346
Clear Perspectives Financial Planning
Ohio
$28K – – –
CHA
347
Carmichael Hill & Associates
Maryland
$28K +$81 +1 +0.3%
MCC
348
Money Concepts Capital
Florida
$28K +$28K +350 New
AIP
349
Ahrens Investment Partners
Louisiana
$28K +$28K +350 New
PCFFS
350
Pacific Center for Financial Services
California
$26K +$820 +10 +3%
12 13
14
15 16