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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 %
EL
51
EQ LLC
Washington
$5.65M +$95.2K +1,445 +2%
BSWM
52
Boston Standard Wealth Management
Massachusetts
$5.39M +$67.7K +1,028 +1%
CIAS
53
CBIZ Investment Advisory Services
Ohio
$5.27M – – –
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$5.21M -$283K -4,302 -5%
ANTB
55
AMG National Trust Bank
Colorado
$5.18M -$1.26M -19,207 -20%
GC
56
Garde Capital
Washington
$5.08M -$396K -6,011 -7%
FCH
57
Freestone Capital Holdings
Washington
$4.77M -$1.44M -21,916 -23%
BWP
58
BSW Wealth Partners
Colorado
$4.72M +$4.72M +71,716 New
PA
59
Parallel Advisors
California
$4.6M -$446K -6,768 -9%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$4.43M -$1.11M -16,837 -20%
LWP
61
Laurel Wealth Planning
Minnesota
$4.39M +$2.88M +43,734 +190%
AF
62
Apexium Financial
Texas
$4.27M +$3.42M +51,934 +402%
MAWA
63
Moss Adams Wealth Advisors
Washington
$4.26M +$4.26M +64,714 New
Osaic Holdings
64
Osaic Holdings
Arizona
$3.95M +$103K +1,562 +3%
LW
65
Libra Wealth
California
$3.94M +$13.2K +201 +0.3%
Corient Private Wealth
66
Corient Private Wealth
Florida
$3.94M +$3.94M +59,889 New
DADC
67
D.A. Davidson & Co
Montana
$3.88M +$187K +2,841 +5%
COCM
68
Charter Oak Capital Management
New Hampshire
$3.77M -$118K -1,790 -3%
V
69
Veritable
Delaware
$3.61M +$1.45M +22,033 +67%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$3.52M +$1.24M +18,781 +54%
HighTower Advisors
71
HighTower Advisors
Illinois
$3.48M +$2.5M +38,015 +256%
RCG
72
Regatta Capital Group
California
$3.45M +$392K +5,946 +13%
APW
73
Atlantic Private Wealth
North Carolina
$3.2M +$19.2K +291 +0.6%
PIMG
74
Patriot Investment Management Group
Tennessee
$3.19M +$3.19M +44,952 New
FHA
75
First Horizon Advisors
Tennessee
$3.15M -$12.4K -189 -0.4%
1 2
3
4 5