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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 %
CBFP
326
Cedar Brook Financial Partners
Ohio
$217K +$217K +3,023 New
Lido Advisors
327
Lido Advisors
California
$212K +$212K +2,962 New
SPW
328
Sonoma Private Wealth
California
$211K +$211K +2,945 New
MCM
329
Mengis Capital Management
Oregon
$211K +$211K +2,939 New
GWM
330
Geneos Wealth Management
Colorado
$210K +$4.59K +64 +2%
IWC
331
Integrated Wealth Concepts
Massachusetts
$209K +$209K +2,919 New
GA
332
Greytown Advisors
Florida
$209K +$209K +2,910 New
SC
333
Savant Capital
Illinois
$208K +$208K +2,906 New
PCM
334
Parsons Capital Management
Rhode Island
$208K +$208K +2,905 New
IIA
335
Integral Investment Advisors
California
$207K -$54.1K -755 -21%
MWA
336
Martel Wealth Advisors
Washington
$205K +$205K +2,865 New
FWA
337
FSM Wealth Advisors
Ohio
$205K +$205K +2,857 New
JIC
338
Johnson Investment Counsel
Ohio
$203K +$203K +2,830 New
DC
339
DeDora Capital
California
$201K +$201K +2,804 New
PNC
340
Park National Corp
Ohio
$200K +$200K +2,790 New
CPA
341
Cardiff Park Advisors
California
$195K +$502 +7 +0.3%
MFA
342
Morling Financial Advisors
California
$195K -$15.2K -212 -7%
MWM
343
Mascoma Wealth Management
New Hampshire
$192K -$20.7K -285 -10%
Citigroup
344
Citigroup
New York
$171K +$25.5K +356 +18%
JWA
345
JFS Wealth Advisors
Pennsylvania
$169K – – –
BA
346
Bristlecone Advisors
Washington
$158K +$158K +2,206 New
C
347
Covestor
United Kingdom
$156K +$10.8K +151 +7%
NSIM
348
North Star Investment Management
Illinois
$148K +$359 +5 +0.2%
CMP
349
Coston McIsaac & Partners
Maine
$134K +$26.3K +369 +24%
SMFG
350
Sumitomo Mitsui Financial Group
Japan
$134K – – –
12 13
14
15 16