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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 %
Citadel Advisors
401
Citadel Advisors
Florida
– -$9.93M -157,865 Closed
AI
402
Atria Investments
North Carolina
– -$1.62M -25,722 Closed
FTUS
403
Flow Traders U.S.
New York
– -$1.57M -24,870 Closed
GIA
404
Gladstone Institutional Advisory
Florida
– -$1.35M -21,511 Closed
AP
405
Adero Partners
California
– -$1.03M -15,588 Closed
FAIM
406
Financial Advocates Investment Management
Washington
– -$781K -12,411 Closed
KIM
407
Karpus Investment Management
New York
– -$501K -7,960 Closed
FA
408
Fountainhead AM
New Jersey
– -$439K -6,972 Closed
PCM
409
Parsons Capital Management
Rhode Island
– -$424K -6,741 Closed
AGP
410
Autumn Glory Partners
Texas
– -$339K -5,390 Closed
Bank of New York Mellon
411
Bank of New York Mellon
New York
– -$326K -5,185 Closed
SHJ
412
Sharkey, Howes & Javer
Colorado
– -$324K -5,144 Closed
SRC
413
Shufro Rose & Co
New York
– -$302K -4,800 Closed
LSA
414
Lion Street Advisors
Texas
– -$280K -4,444 Closed
PFC
415
Phocas Financial Corp
California
– -$267K -4,240 Closed
IAN
416
Integrated Advisors Network
Texas
– -$247K -3,924 Closed
IA
417
IFG Advisory
Georgia
– -$240K -3,828 Closed
KCM
418
Karp Capital Management
California
– -$232K -3,693 Closed
BRWA
419
B. Riley Wealth Advisors
Florida
– -$226K -3,582 Closed
Prudential Financial
420
Prudential Financial
New Jersey
– -$223K -3,494 Closed
AAS
421
Avantax Advisory Services
Texas
– -$212K -3,364 Closed
FCC
422
Flower City Capital
New York
– -$207K -3,294 Closed
FA
423
Flagstar Advisors
New York
– -$132K -2,097 Closed
TWP
424
TFO Wealth Partners
Ohio
– -$109K -1,736 Closed
EC
425
EdgeRock Capital
Colorado
– -$59K -941 Closed
14 15 16
17
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