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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.6M
2
VF
2
Visa Foundation
California
$167M
3
Bank of America
3
Bank of America
North Carolina
$45M
4
KAS
4
Kestra Advisory Services
Texas
$306K
5
Wells Fargo
5
Wells Fargo
California
$8.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$15.1M -$716K -9,984 -5%
AFA
27
American Financial Advisors
Georgia
$14M -$807K -11,248 -5%
CG
28
Caprock Group
Idaho
$13.7M +$200K +2,788 +1%
I
29
IMPACTfolio
Colorado
$13.5M +$633K +8,822 +5%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$13.1M +$1.04M +14,502 +9%
HDIM
31
Hanson & Doremus Investment Management
Vermont
$12.2M +$1.94M +27,016 +19%
ACA
32
Affinity Capital Advisors
California
$12.1M -$519K -7,231 -4%
DPI
33
Diversified Portfolios Inc
Michigan
$11.9M +$480K +6,696 +4%
EW
34
Evoke Wealth
California
$11.4M -$3.47M -48,451 -23%
Cerity Partners
35
Cerity Partners
New York
$9.66M +$2.96M +41,339 +44%
LPL Financial
36
LPL Financial
California
$9.51M -$30.1K -420 -0.3%
LSAG
37
Lake Street Advisors Group
New Hampshire
$9.14M +$186K +2,588 +2%
ODIJL
38
One Day In July LLC
Vermont
$9.09M +$206K +2,879 +2%
Wells Fargo
39
Wells Fargo
California
$8.48M -$6.73M -93,896 -44%
MG
40
Mather Group
Illinois
$7.98M +$440K +6,133 +6%
HI
41
Human Investing
Oregon
$7.2M +$321K +4,482 +5%
Franklin Resources
42
Franklin Resources
California
$7.19M -$1.1M -15,402 -13%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$7.01M +$2.19M +30,574 +45%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$6.77M +$570K +7,952 +9%
CIAS
45
CBIZ Investment Advisory Services
Ohio
$6.76M +$1.02M +14,265 +18%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$6.61M -$1.4M -19,509 -17%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$6.52M +$277K +3,869 +4%
FTUS
48
Flow Traders U.S.
New York
$6.11M +$6.11M +85,198 New
EL
49
EQ LLC
Washington
$6.1M -$54.4K -758 -0.9%
ANTB
50
AMG National Trust Bank
Colorado
$5.87M +$225K +3,137 +4%
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