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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

372 hedge funds and large institutions have $1.84B invested in Vanguard ESG US Stock ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-6
Holders Change %
-1.59%
% of All Funds
5.89%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
35
Increased
185
Reduced
92
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
Equitable Holdings
New York
$21.7M
2
AFA
American Financial Advisors
Georgia
$18.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$329M
4
BSW
Buckingham Strategic Wealth
Missouri
$12.9M
5
FCH
Freestone Capital Holdings
Washington
$9.47M

Top Sellers

1
KIM
Karpus Investment Management
New York
$7.58M
2
RWM
Refined Wealth Management
Utah
$439K
3
VF
Visa Foundation
California
$237M
4
PA
Parallel Advisors
California
$7.21M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
376
Sowell Financial Services
Arkansas
– -$1.68M -19,071 Closed
FCAG
377
First Capital Advisors Group
New Jersey
– -$1.61M -18,267 Closed
SIA
378
SkyView Investment Advisors
New Jersey
– -$1.61M -18,267 Closed
OFP
379
OLIO Financial Planning
Virginia
– -$895K -10,180 Closed
EC
380
Estate Counselors
Wisconsin
– -$523K -5,960 Closed
MWA
381
MFA Wealth Advisors
Pennsylvania
– -$521K -5,931 Closed
PSUF
382
People's United Financial
Connecticut
– -$305K -3,465 Closed
REMPR
383
Roof Eidam Maycock Peralta (REMP)
California
– -$286K -3,250 Closed
HSA
384
HBK Sorce Advisory
Pennsylvania
– -$279K -3,175 Closed
ACM
385
Armbruster Capital Management
New York
– -$268K -3,050 Closed
BCM
386
Barometer Capital Management
Ontario, Canada
– -$255K -2,900 Closed
ASN
387
Advisory Services Network
Georgia
– -$243K -2,765 Closed
PIMG
388
Patriot Investment Management Group
Tennessee
– -$234K -2,669 Closed
RPGK
389
Retirement Planning Group (Kansas)
Kansas
– -$232K -2,638 Closed
FWP
390
FAS Wealth Partners
Kansas
– -$224K -2,551 Closed
PCA
391
Personal Capital Advisors
California
– -$212K -2,537 Closed
AAS
392
Avantax Advisory Services
Texas
– -$221K -2,520 Closed
RF
393
Resolute Financial
Massachusetts
– -$208K -2,365 Closed
GB
394
Goepper Burkhardt
South Carolina
– -$202K -2,300 Closed
BA
395
Bristlecone Advisors
Washington
– -$202K -2,299 Closed
BIA
396
Bigelow Investment Advisors
Maine
– -$202K -2,295 Closed
OAM
397
Occidental Asset Management
California
– -$200K -2,275 Closed
CA
398
Cornerstone Advisory
Maryland
– -$76K -874 Closed
AWA
399
Amplius Wealth Advisors
Pennsylvania
– -$72K -824 Closed
CWS
400
Confluence Wealth Services
Pennsylvania
– -$67K -768 Closed
13 14 15
16
17