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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 %
PHAM
376
Palisades Hudson Asset Management
Florida
– -$635K -7,837 Closed
LIG
377
Lokken Investment Group
Delaware
– -$415K -5,691 Closed
BRWA
378
B. Riley Wealth Advisors
Florida
– -$441K -5,433 Closed
WAL
379
W Advisors LLC
Tennessee
– -$426K -5,254 Closed
DWM
380
Dakota Wealth Management
Florida
– -$336K -4,150 Closed
EI
381
Ethic Inc
New York
– -$293K -3,613 Closed
RCAG
382
Rehmann Capital Advisory Group
Michigan
– -$286K -3,525 Closed
MWM
383
Meridian Wealth Management
Kentucky
– -$271K -3,339 Closed
AWP
384
Abacus Wealth Partners
California
– -$258K -3,176 Closed
DC
385
DeDora Capital
California
– -$253K -3,116 Closed
MCM
386
MAI Capital Management
Ohio
– -$243K -3,000 Closed
CBFP
387
Cedar Brook Financial Partners
Ohio
– -$242K -2,981 Closed
FFN
388
Focus Financial Network
Minnesota
– -$241K -2,971 Closed
MCM
389
Mengis Capital Management
Oregon
– -$236K -2,914 Closed
SA
390
Stewardship Advisors
Pennsylvania
– -$234K -2,883 Closed
PS
391
Portfolio Solutions
Michigan
– -$233K -2,868 Closed
CPWMP
392
Cardinal Point Wealth Management Partners
California
– -$221K -2,725 Closed
RC
393
RegentAtlantic Capital
New Jersey
– -$220K -2,710 Closed
FA
394
FC Advisory
Pennsylvania
– -$219K -2,695 Closed
CWM
395
Cornerstone Wealth Management
Missouri
– -$215K -2,656 Closed
PNC
396
Park National Corp
Ohio
– -$213K -2,617 Closed
EFG
397
Everhart Financial Group
Ohio
– -$212K -2,616 Closed
MWM
398
Modera Wealth Management
New Jersey
– -$212K -2,614 Closed
ACM
399
Alpha Capital Management
Texas
– -$209K -2,583 Closed
TB
400
Treynor Bancshares
Iowa
– -$209K -2,581 Closed
13 14 15
16
17