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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 %
CHA
376
Carmichael Hill & Associates
Maryland
$22.9K +$132 +2 +0.6%
GFWA
377
Grey Fox Wealth Advisors
Delaware
$20.7K +$20.7K +315 New
PSB
378
Piscataqua Savings Bank
New Hampshire
$19.6K +$19.6K +297 New
IA
379
IFP Advisors
Florida
$19K – – –
MFAM
380
M Financial Asset Management
Oregon
$19K +$342 +5 +2%
BAAM
381
Baker Avenue Asset Management
California
$18.4K +$18.4K +280 New
FRA
382
Front Row Advisors
California
$18K – – –
WFA
383
Wells Financial Advisors
Massachusetts
$17.4K -$20.1K -305 -54%
HWMA
384
Heritage Wealth Management (Arizona)
Arizona
$17K +$17K +258 New
FSWA
385
Financial Synergies Wealth Advisors
Texas
$15.2K +$2.7K +41 +22%
GI
386
Gradient Investments
Minnesota
$15.1K – – –
US Bancorp
387
US Bancorp
Minnesota
$14.7K – – –
TFA
388
Toth Financial Advisory
Virginia
$14.4K +$66 +1 +0.5%
NFSG
389
Newbridge Financial Services Group
Florida
$11.6K – – –
CSWM
390
Cassady Schiller Wealth Management
Ohio
$11.4K +$11.4K +173 New
ACA
391
Aptus Capital Advisors
Alabama
$8.17K – – –
CSB
392
City State Bank
Iowa
$7K – – –
AFG
393
Albion Financial Group
Utah
$6.78K +$6.78K +103 New
IHWM
394
Iron Horse Wealth Management
Iowa
$6K +$6K +85 New
BWA
395
Boulder Wealth Advisors
Colorado
$6K +$6K +95 New
BlackRock
396
BlackRock
New York
$4.28K +$856 +13 +25%
BCMIO
397
Beacon Capital Management Inc (Ohio)
Ohio
$4.08K +$4.08K +62 New
CWM
398
CarsonAllaria Wealth Management
Illinois
$2K – – –
BAM
399
Belpointe Asset Management
Nevada
$468 +$468 +7 New
CMP
400
Coston McIsaac & Partners
Maine
$99 +$5 +78 +5%
14 15
16
17 18