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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

413 hedge funds and large institutions have $2B invested in Vanguard ESG US Stock ETF in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 184 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+14
Holders Change %
+3.51%
% of All Funds
6.61%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
50
Increased
184
Reduced
110
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$575M
2
Betterment LLC
Betterment LLC
New York
$32.8M
3
FTUS
Flow Traders U.S.
New York
$6.11M
4
Cerity Partners
Cerity Partners
New York
$9.66M
5
CL
Choreo LLC
Illinois
$2.24M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$50.6M
2
VF
Visa Foundation
California
$167M
3
Bank of America
Bank of America
North Carolina
$45M
4
KAS
Kestra Advisory Services
Texas
$306K
5
Wells Fargo
Wells Fargo
California
$8.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSB
376
Piscataqua Savings Bank
New Hampshire
$47K +$25.7K +359 +121%
VCM
377
Vigilant Capital Management
Maine
$45K – – –
NOI
378
Newton One Investments
Delaware
$42.1K +$143 +2 +0.3%
PTC
379
Private Trust Company
Ohio
$41.6K -$2.22K -31 -5%
GWSA
380
Global Wealth Strategies & Associates
Colorado
$40.5K – – –
US Bancorp
381
US Bancorp
Minnesota
$37.6K +$21.7K +302 +135%
LOIP
382
Live Oak Investment Partners
Texas
$37.5K -$34.4K – –
DIP
383
DT Investment Partners
Pennsylvania
$35.8K +$4.06K +56 +13%
BWA
384
BDO Wealth Advisors
Florida
$33.3K -$2.51K -35 -7%
GEA
385
Glen Eagle Advisors
New Jersey
$31.6K – – –
HS
386
Horan Securities
United States
$31.2K -$8.68K -121 -22%
RBC
387
Roble Belko & Company
Pennsylvania
$31K – – –
PCFFS
388
Pacific Center for Financial Services
California
$30.7K +$30.7K +428 New
CCP
389
Carmel Capital Partners
California
$28.3K +$28.3K +394 New
WAS
390
Winch Advisory Services
Wisconsin
$28K – – –
AIP
391
Ahrens Investment Partners
Louisiana
$25.4K +$25.4K +354 New
CHA
392
Carmichael Hill & Associates
Maryland
$25K +$72 +1 +0.3%
S
393
SignatureFD
Georgia
$21.2K -$99.3K -1,385 -82%
BAAM
394
Baker Avenue Asset Management
California
$20.1K – – –
MFAM
395
M Financial Asset Management
Oregon
$20K – – –
IA
396
IFP Advisors
Florida
$19.2K – – –
FRA
397
Front Row Advisors
California
$19K – – –
FSWA
398
Financial Synergies Wealth Advisors
Texas
$17.7K +$1.15K +16 +7%
HGERS
399
Householder Group Estate & Retirement Specialist
Arizona
$16K +$16K +226 New
RA
400
Rise Advisors
New York
$15.8K +$15.8K +221 New
14 15
16
17 18