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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

367 hedge funds and large institutions have $1.58B invested in Vanguard ESG US Stock ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 91 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-5
Holders Change %
-1.34%
% of All Funds
6.21%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.34%
New
41
Increased
182
Reduced
91
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$32.8M
2
VCM
2
Verde Capital Management
Michigan
$30.8M
3
Creative Planning
3
Creative Planning
Kansas
$73.8M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$46.8M
5
Betterment LLC
5
Betterment LLC
New York
$27.1M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$243K
2
VF
2
Visa Foundation
California
$183M
3
CA
3
Crewe Advisors
Utah
$24.4M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$4.22M
5
KIM
5
Karpus Investment Management
New York
$591K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cambridge Associates
Massachusetts
$5.1M -$3.83M -57,735 -43%
WS
52
Wedbush Securities
California
$4.88M -$2.63M -39,680 -35%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$4.76M +$350K +5,267 +8%
PA
54
Parallel Advisors
California
$4.4M -$1.42M -21,402 -24%
BSW
55
Buckingham Strategic Wealth
Missouri
$4.22M -$6.36M -95,736 -60%
LSAG
56
Lake Street Advisors Group
New Hampshire
$4.2M +$12.5K +189 +0.3%
FTUS
57
Flow Traders U.S.
New York
$4.04M +$1.45M +21,769 +56%
COCM
58
Charter Oak Capital Management
New Hampshire
$3.81M +$523K +7,883 +16%
MG
59
Mather Group
Illinois
$3.78M -$69.7K -1,050 -2%
AAMC
60
Asset Allocation & Management Company
Illinois
$3.76M – – –
RCS
61
Retirement Capital Strategies
California
$3.74M -$58.7K -884 -2%
PCIG
62
Partners Capital Investment Group
Massachusetts
$3.7M +$289K +4,346 +8%
DADC
63
D.A. Davidson & Co
Montana
$3.62M +$8.83K +133 +0.2%
LW
64
Libra Wealth
California
$3.52M +$3.52M +53,078 New
GC
65
Garde Capital
Washington
$3.42M +$53K +799 +2%
Northern Trust
66
Northern Trust
Illinois
$3.29M +$1.62M +24,371 +97%
PFO
67
Pathstone Family Office
New Jersey
$3.25M +$9.83K +148 +0.3%
APW
68
Atlantic Private Wealth
North Carolina
$3.21M +$1.37M +20,672 +75%
ET
69
Equitable Trust
Tennessee
$3.1M +$58.8K +885 +2%
RCG
70
Regatta Capital Group
California
$3.08M +$422K +6,361 +16%
SC
71
Soundwatch Capital
Connecticut
$3.03M -$1.12M -16,895 -27%
AA
72
Ashford Advisors
New York
$2.99M – – –
AA
73
Atmos Advisory
Pennsylvania
$2.99M – – –
FHA
74
First Horizon Advisors
Tennessee
$2.94M +$484K +7,296 +20%
Truist Financial
75
Truist Financial
North Carolina
$2.92M +$183K +2,763 +7%
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