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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 %
Fidelity Investments
351
Fidelity Investments
Massachusetts
$66.9K +$16.1K +244 +32%
WOSD
352
WFA of San Diego
California
$60.7K +$60.7K +921 New
BWP
353
Baldwin Wealth Partners
Massachusetts
$60.6K +$60.6K +920 New
TCOV
354
Trust Company of Vermont
Vermont
$59.3K – – –
APW
355
Acima Private Wealth
Virginia
$57.4K -$10.3K -157 -15%
AWM
356
Abound Wealth Management
Tennessee
$56.4K +$264 +4 +0.5%
JWM
357
Janiczek Wealth Management
Colorado
$56.1K +$2.82K +41 +5%
HR
358
Howe & Rusling
New York
$50.2K -$79.5K -1,207 -61%
USCWA
359
U.S. Capital Wealth Advisors
Texas
$49.6K +$49.6K +753 New
CFD
360
Creative Financial Designs
Indiana
$46.6K – – –
GWM
361
Grand Wealth Management
Michigan
$43.4K -$12.3K -186 -22%
VCM
362
Vigilant Capital Management
Maine
$41K – – –
PTC
363
Private Trust Company
Ohio
$40K +$19.1K +292 +92%
NOI
364
Newton One Investments
Delaware
$38.5K – – –
GWSA
365
Global Wealth Strategies & Associates
Colorado
$37.2K +$37.2K +565 New
HS
366
Horan Securities
United States
$36.6K +$197 +3 +0.5%
SC
367
Soundwatch Capital
Connecticut
$35.8K +$33.2K +42,280 +1,299%
LOIP
368
Live Oak Investment Partners
Texas
$34.4K – – –
BWA
369
BDO Wealth Advisors
Florida
$32.9K – – –
LAM
370
Lakewood Asset Management
Illinois
$32K +$32K +480 New
GEA
371
Glen Eagle Advisors
New Jersey
$29K – – –
DIP
372
DT Investment Partners
Pennsylvania
$28.8K +$2.63K +40 +10%
RBC
373
Roble Belko & Company
Pennsylvania
$28K -$14.3K -220 -34%
WAS
374
Winch Advisory Services
Wisconsin
$25K – – –
MCC
375
Money Concepts Capital
Florida
$23.1K +$23.1K +350 New
13 14
15
16 17