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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

425 hedge funds and large institutions have $2.23B invested in Vanguard ESG US Stock ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 160 increasing their positions, 145 reducing their positions, and 25 closing their positions.

Holders
425
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
6.7%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.33%
New
41
Increased
160
Reduced
145
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$24.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$32.3M
3
AC
3
Apella Capital
Connecticut
$9.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$64.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$636M

Top Sellers

1
SC
1
Soundwatch Capital
Connecticut
$3.57M
2
Betterment LLC
2
Betterment LLC
New York
$30.2M
3
SWG
3
Summit Wealth Group
Vermont
$1.88M
4
VF
4
Visa Foundation
California
$161M
5
AFA
5
American Financial Advisors
Georgia
$3.16M
Name Market Value Shares Shares
Change 		Shares
Change %
LA
326
LexAurum Advisors
Kansas
$266K 3,395 -955 -22%
GSIS
327
Global Strategic Investment Solutions
Arizona
$264K 3,375 – –
AWM
328
Apollon Wealth Management
South Carolina
$258K 3,291 -84 -2%
ZF
329
Zhang Financial
Michigan
$258K 3,287 – –
TAM
330
Tocqueville Asset Management
New York
$257K 3,280 – –
FCIM
331
Fairview Capital Investment Management
California
$255K 3,250 – –
CWP
332
Corepath Wealth Partners
Arizona
$254K 3,165 – –
AAS
333
Avantax Advisory Services
Texas
$238K 3,033 +8 +0.3%
CBFP
334
Cedar Brook Financial Partners
Ohio
$238K 3,032 +9 +0.3%
TP
335
Tranquility Partners
Tennessee
$237K 3,027 – –
JFG
336
Jefferies Financial Group
New York
$236K 3,016 -1,242 -29%
PNC
337
Park National Corp
Ohio
$236K 3,011 +221 +8%
SPW
338
Sonoma Private Wealth
California
$236K 3,007 +62 +2%
MCM
339
Mengis Capital Management
Oregon
$236K 3,006 +67 +2%
LPT
340
Legacy Private Trust
Wisconsin
$233K 2,970 -1,130 -28%
GWM
341
Geneos Wealth Management
Colorado
$232K 2,966 +36 +1%
BC
342
Brio Consultants
California
$229K 2,920 +2,920 New
SC
343
Savant Capital
Illinois
$228K 2,913 +7 +0.2%
GA
344
Greytown Advisors
Florida
$228K 2,910 – –
PCM
345
Parsons Capital Management
Rhode Island
$228K 2,905 – –
MWA
346
Martel Wealth Advisors
Washington
$224K 2,865 – –
FWA
347
FSM Wealth Advisors
Ohio
$224K 2,861 +4 +0.1%
JIC
348
Johnson Investment Counsel
Ohio
$222K 2,830 – –
MGIA
349
Moneta Group Investment Advisors
Missouri
$218K 2,782 +2,782 New
Fiera Capital (Canada)
350
Fiera Capital (Canada)
Quebec, Canada
$217K 2,771 +2,771 New
12 13
14
15 16