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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

370 hedge funds and large institutions have $2.03B invested in Vanguard ESG US Stock ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 160 increasing their positions, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.4%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.31%
New
32
Increased
160
Reduced
108
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$9.93M
2
CIAS
CBIZ Investment Advisory Services
Ohio
$5.03M
3
RJA
Raymond James & Associates
Florida
$11M
4
Goldman Sachs
Goldman Sachs
New York
$21.3M
5
VCM
Verde Capital Management
Michigan
$32.3M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$62.2M
2
SCA
Snowden Capital Advisors
New York
$1.64M
3
VF
Visa Foundation
California
$166M
4
RWP
RWA Wealth Partners
Massachusetts
$631K
5
Vanguard Group
Vanguard Group
Pennsylvania
$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
326
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.1K +$32.2K +512 +129%
TCOV
327
Trust Company of Vermont
Vermont
$57K +$6.33K +100 +13%
AIA
328
Arcadia Investment Advisors
Idaho
$54.9K – – –
AWM
329
Abound Wealth Management
Tennessee
$53.6K +$189 +3 +0.4%
GWM
330
Grand Wealth Management
Michigan
$53K -$199K -3,165 -79%
Fidelity Investments
331
Fidelity Investments
Massachusetts
$49K -$201K -3,159 -80%
First Manhattan
332
First Manhattan
New York
$49K -$18.7K -300 -28%
BWS
333
BCR Wealth Strategies
Alabama
$49K – – –
JWM
334
Janiczek Wealth Management
Colorado
$49K +$2.53K +40 +5%
CFD
335
Creative Financial Designs
Indiana
$44K – – –
RBC
336
Roble Belko & Company
Pennsylvania
$41K – – –
VCM
337
Vigilant Capital Management
Maine
$39K – – –
OPW
338
Oxler Private Wealth
New York
$38.3K – – –
NOI
339
Newton One Investments
Delaware
$37K – – –
WFA
340
Wells Financial Advisors
Massachusetts
$36K -$9.17K -145 -20%
HS
341
Horan Securities
United States
$35K +$127 +2 +0.4%
Qube Research & Technologies (QRT)
342
Qube Research & Technologies (QRT)
United Kingdom
$33K +$33K +518 New
BWA
343
BDO Wealth Advisors
Florida
$31K -$3.1K -50 -9%
SWM
344
Selective Wealth Management
Virginia
$31K +$125 +2 +0.4%
GEA
345
Glen Eagle Advisors
New Jersey
$27.7K – – –
EI
346
Ellevest Inc
New York
$27K +$125 +2 +0.5%
DIP
347
DT Investment Partners
Pennsylvania
$25K +$25K +398 New
WAS
348
Winch Advisory Services
Wisconsin
$24K – – –
PCFFS
349
Pacific Center for Financial Services
California
$24K +$1.92K +30 +9%
Bank of Montreal
350
Bank of Montreal
Ontario, Canada
$22.7K – – –
12 13
14
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