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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

367 hedge funds and large institutions have $1.58B invested in Vanguard ESG US Stock ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 91 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-5
Holders Change %
-1.34%
% of All Funds
6.21%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.34%
New
41
Increased
182
Reduced
91
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$32.8M
2
VCM
2
Verde Capital Management
Michigan
$30.8M
3
Creative Planning
3
Creative Planning
Kansas
$73.8M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$46.8M
5
Betterment LLC
5
Betterment LLC
New York
$27.1M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$243K
2
VF
2
Visa Foundation
California
$183M
3
CA
3
Crewe Advisors
Utah
$24.4M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$4.22M
5
KIM
5
Karpus Investment Management
New York
$591K
Name Holding Trade Value Shares
Change 		Shares
Change %
PIP
351
Peachtree Investment Partners
Florida
$16K -$204K -3,092 -93%
ACA
352
Aptus Capital Advisors
Alabama
$16K – – –
US Bancorp
353
US Bancorp
Minnesota
$15K – – –
TFA
354
Toth Financial Advisory
Virginia
$14K +$65 +1 +0.5%
Franklin Resources
355
Franklin Resources
California
$14K +$14K +217 New
CAAS
356
Capital Asset Advisory Services
Michigan
$13K +$13K +203 New
NFSG
357
Newbridge Financial Services Group
Florida
$12K – – –
GT
358
Glenmede Trust
Pennsylvania
$12K +$12K +189 New
FSWA
359
Financial Synergies Wealth Advisors
Texas
$11.7K +$11.7K +177 New
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$9K -$127 -2 -1%
BlackRock
361
BlackRock
New York
$9K – – –
CPFP
362
Clear Perspectives Financial Planning
Ohio
$7K -$17.5K -250 -71%
BTI
363
Blue Trust Inc
Georgia
$7K +$7K +84 New
CSB
364
City State Bank
Iowa
$7K +$7K +100 New
GLLW
365
Graves Light Lenhart Wealth
Virginia
$6K – – –
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$6K – – –
CWM
367
CarsonAllaria Wealth Management
Illinois
$2K – – –
TRCT
368
Tower Research Capital (TRC)
New York
$1K -$273K -5,459 -100%
Jane Street
369
Jane Street
New York
– -$2.36M -29,117 Closed
CFP
370
Curran Financial Partners
South Carolina
– -$1.99M -24,573 Closed
FANJ
371
Financial Architects (New Jersey)
New Jersey
– -$1.94M -23,868 Closed
TWP
372
Transparent Wealth Partners
Arkansas
– -$1.67M -20,645 Closed
TA
373
Tiedemann Advisors
New York
– -$1.67M -20,623 Closed
DACG
374
Donor Advised Charitable Giving
California
– -$1.05M -12,905 Closed
TI
375
tru Independence
Oregon
– -$810K -10,000 Closed
13 14
15
16 17