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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

399 hedge funds and large institutions have $1.62B invested in Vanguard ESG US Stock ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 170 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+29
Holders Change %
+7.84%
% of All Funds
6.44%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
72
Increased
170
Reduced
112
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$282M
2
EW
Evoke Wealth
California
$13.6M
3
Wealthfront Advisers
Wealthfront Advisers
California
$51.5M
4
KAS
Kestra Advisory Services
Texas
$8.07M
5
CA
Cambridge Associates
Massachusetts
$8.29M

Top Sellers

1
BF
Brooklyn FI
New York
$1.84M
2
EH
Equitable Holdings
New York
$1.49M
3
VF
Visa Foundation
California
$163M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Goldman Sachs
Goldman Sachs
New York
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
326
Geneos Wealth Management
Colorado
$189K +$2.83K +43 +2%
ACA
327
Atlas Capital Advisors
Wyoming
$181K -$158K -2,397 -47%
CPA
328
Cardiff Park Advisors
California
$178K +$856 +13 +0.5%
EWA
329
EP Wealth Advisors
California
$176K +$176K +2,675 New
ASN
330
Advisory Services Network
Georgia
$162K +$162K +2,452 New
JWA
331
JFS Wealth Advisors
Pennsylvania
$155K +$69.9K +1,062 +82%
RLIM
332
Red Lighthouse Investment Management
New York
$150K +$150K +2,280 New
AAG
333
Armstrong Advisory Group
Massachusetts
$139K +$139K +2,106 New
NSIM
334
North Star Investment Management
Illinois
$135K +$593 +9 +0.4%
First Manhattan
335
First Manhattan
New York
$134K +$82.3K +1,250 +159%
C
336
Covestor
United Kingdom
$134K +$66 +1 +0%
Citigroup
337
Citigroup
New York
$133K -$112K -1,704 -46%
SMFG
338
Sumitomo Mitsui Financial Group
Japan
$122K -$11.2K -171 -8%
TWC
339
TD Waterhouse Canada
Ontario, Canada
$121K +$26K +300 +27%
CWA
340
Carolina Wealth Advisors
South Carolina
$118K +$27.7K +420 +31%
ME
341
McIlrath & Eck
Washington
$116K – – –
AFS
342
Annapolis Financial Services
Maryland
$115K -$1.11M -16,916 -91%
PFBT
343
Parkside Financial Bank & Trust
Missouri
$112K +$112K +1,700 New
S
344
SignatureFD
Georgia
$111K +$91.2K +1,385 +469%
PAI
345
Pittenger & Anderson Inc
Nebraska
$102K -$32.7K -497 -24%
AF
346
Advisornet Financial
Minnesota
$97.3K +$15.9K +242 +20%
SBL
347
Sargent Bickham Lagudis
Colorado
$95.9K +$461 +7 +0.5%
TWA
348
TCI Wealth Advisors
Arizona
$88.1K – – –
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73K +$13.2K +201 +22%
TC
350
Trust Company
Kansas
$69K +$4.93K +75 +8%
12 13
14
15 16