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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
1
Vanguard Group
Pennsylvania
$282M
2
EW
2
Evoke Wealth
California
$13.6M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$51.5M
4
KAS
4
Kestra Advisory Services
Texas
$8.07M
5
CA
5
Cambridge Associates
Massachusetts
$8.29M

Top Sellers

1
BF
1
Brooklyn FI
New York
$1.84M
2
EH
2
Equitable Holdings
New York
$1.49M
3
VF
3
Visa Foundation
California
$163M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
26
Evoke Wealth
California
$13.6M +$13.6M +207,039 New
AFA
27
American Financial Advisors
Georgia
$13.6M -$981K -14,894 -7%
FNWM
28
Financial Network Wealth Management
Utah
$13.3M -$922 -14 -0%
CG
29
Caprock Group
Idaho
$12.4M +$833K +12,649 +7%
I
30
IMPACTfolio
Colorado
$11.9M -$1.49M -22,608 -11%
ACA
31
Affinity Capital Advisors
California
$11.6M +$568K +8,618 +5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$11.6M -$853K -12,954 -7%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$11M +$861K +13,069 +8%
DPI
34
Diversified Portfolios Inc
Michigan
$10.5M -$6.92K -105 -0.1%
HDIM
35
Hanson & Doremus Investment Management
Vermont
$9.46M +$1.91M +29,016 +25%
LPL Financial
36
LPL Financial
California
$8.76M +$189K +2,865 +2%
CA
37
Cambridge Associates
Massachusetts
$8.29M +$7.67M +116,497 +1,248%
LSAG
38
Lake Street Advisors Group
New Hampshire
$8.23M +$4.31M +65,506 +110%
ODIJL
39
One Day In July LLC
Vermont
$8.16M +$394K +5,980 +5%
KAS
40
Kestra Advisory Services
Texas
$8.07M +$7.77M +117,926 +2,575%
Cerity Partners
41
Cerity Partners
New York
$8.06M +$4.49M +52,034 +126%
Franklin Resources
42
Franklin Resources
California
$7.61M +$7.61M +115,615 New
AC
43
Apella Capital
Connecticut
$7.49M +$1.05M +15,951 +16%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$7.35M -$3.87M -58,817 -34%
MG
45
Mather Group
Illinois
$6.93M +$1.29M +19,515 +23%
PFO
46
Pathstone Family Office
New Jersey
$6.49M +$31.1K +472 +0.5%
RCS
47
Retirement Capital Strategies
California
$6.39M +$6.39M +97,001 New
HI
48
Human Investing
Oregon
$6.32M +$702K +10,663 +13%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$5.73M -$323K -4,907 -5%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$5.7M +$1.53M +23,182 +37%
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