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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

425 hedge funds and large institutions have $2.23B invested in Vanguard ESG US Stock ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 160 increasing their positions, 145 reducing their positions, and 25 closing their positions.

Holders
425
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
6.7%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.33%
New
41
Increased
160
Reduced
145
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$24.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$32.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$64.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$636M
5
AIA
5
Angeles Investment Advisors
California
$28.9M

Top Sellers

1
SC
1
Soundwatch Capital
Connecticut
$3.57M
2
Betterment LLC
2
Betterment LLC
New York
$30.2M
3
SWG
3
Summit Wealth Group
Vermont
$1.88M
4
VF
4
Visa Foundation
California
$161M
5
AFA
5
American Financial Advisors
Georgia
$3.16M
Name Market Value Shares Shares
Change 		Shares
Change %
MCCA
26
Mill Creek Capital Advisors
Pennsylvania
$16.6M 212,206 -15,920 -7%
I
27
IMPACTfolio
Colorado
$15.2M 193,736 +4,794 +3%
Cerity Partners
28
Cerity Partners
New York
$15M 191,015 +56,322 +42%
CG
29
Caprock Group
Idaho
$14.9M 190,077 -1,133 -0.6%
RJA
30
Raymond James & Associates
Florida
$14.2M 181,275 -29,391 -14%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$13.8M 176,579 -5,368 -3%
HDIM
32
Hanson & Doremus Investment Management
Vermont
$13.7M 175,429 +4,775 +3%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$13.4M 171,273 -10,766 -6%
DPI
34
Diversified Portfolios Inc
Michigan
$13.1M 166,841 +828 +0.5%
LPL Financial
35
LPL Financial
California
$12.7M 162,437 +29,829 +22%
ACA
36
Affinity Capital Advisors
California
$12.2M 155,972 -12,744 -8%
EW
37
Evoke Wealth
California
$10.4M 132,361 -26,227 -17%
MG
38
Mather Group
Illinois
$10.3M 130,941 +19,590 +18%
ODIJL
39
One Day In July LLC
Vermont
$10.1M 128,761 +2,009 +2%
LSAG
40
Lake Street Advisors Group
New Hampshire
$9.85M 125,696 -1,820 -1%
AC
41
Apella Capital
Connecticut
$9.49M 121,068 +121,068 New
Wells Fargo
42
Wells Fargo
California
$9.24M 117,869 -380 -0.3%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$8.17M 104,290 +13,421 +15%
HI
44
Human Investing
Oregon
$8.13M 103,763 +3,358 +3%
CIAS
45
CBIZ Investment Advisory Services
Ohio
$7.39M 94,265 – –
Franklin Resources
46
Franklin Resources
California
$7.19M 91,799 -8,414 -8%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$6.71M 85,683 -12,098 -12%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$6.59M 84,149 -10,319 -11%
EL
49
EQ LLC
Washington
$6.58M 83,927 -1,079 -1%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$6.26M 79,908 -12,253 -13%
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