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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

370 hedge funds and large institutions have $2.03B invested in Vanguard ESG US Stock ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 160 increasing their positions, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.4%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.31%
New
32
Increased
160
Reduced
108
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.93M
2
CIAS
2
CBIZ Investment Advisory Services
Ohio
$5.03M
3
RJA
3
Raymond James & Associates
Florida
$11M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.3M
5
VCM
5
Verde Capital Management
Michigan
$32.3M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$62.2M
2
SCA
2
Snowden Capital Advisors
New York
$1.64M
3
VF
3
Visa Foundation
California
$166M
4
RWP
4
RWA Wealth Partners
Massachusetts
$631K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
51
CBIZ Investment Advisory Services
Ohio
$5.03M +$5.03M +80,000 New
PA
52
Parallel Advisors
California
$4.82M +$654K +10,390 +16%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$3.98M -$528K -8,398 -12%
LW
54
Libra Wealth
California
$3.76M +$416K +6,614 +12%
LSAG
55
Lake Street Advisors Group
New Hampshire
$3.74M -$242K -3,852 -6%
COCM
56
Charter Oak Capital Management
New Hampshire
$3.71M +$98K +1,558 +3%
Osaic Holdings
57
Osaic Holdings
Arizona
$3.67M -$3.59M -57,119 -49%
DADC
58
D.A. Davidson & Co
Montana
$3.53M +$98.4K +1,565 +3%
MWM
59
Mission Wealth Management
California
$3.51M +$2.48M +39,353 +240%
MSWMA
60
Market Street Wealth Management Advisors
Indiana
$3.49M +$1.44M +22,814 +70%
AAMC
61
Asset Allocation & Management Company
Illinois
$3.35M -$207K -3,295 -6%
RCG
62
Regatta Capital Group
California
$3.08M – – –
APW
63
Atlantic Private Wealth
North Carolina
$3.04M – – –
Northern Trust
64
Northern Trust
Illinois
$3.03M -$90.4K -1,436 -3%
FHA
65
First Horizon Advisors
Tennessee
$3.02M +$238K +3,789 +9%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$2.88M +$976K +15,518 +51%
OL
67
Optas LLC
Texas
$2.85M +$471K +7,483 +20%
AA
68
Ashford Advisors
New York
$2.84M – – –
AA
69
Atmos Advisory
Pennsylvania
$2.83M – – –
BOPW
70
Brandywine Oak Private Wealth
Pennsylvania
$2.76M +$214K +3,402 +8%
GAM
71
Gemmer Asset Management
California
$2.67M +$193K +3,072 +8%
Truist Financial
72
Truist Financial
North Carolina
$2.64M -$122K -1,946 -4%
Cerity Partners
73
Cerity Partners
New York
$2.6M -$3.18M -50,524 -55%
AA
74
Addison Advisors
Vermont
$2.57M +$135K +2,143 +6%
William Blair & Company
75
William Blair & Company
Illinois
$2.57M -$86.7K -1,378 -3%
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