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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.

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 %
William Blair & Company
76
William Blair & Company
Illinois
$2.8M +$247K +3,716 +10%
BOPW
77
Brandywine Oak Private Wealth
Pennsylvania
$2.69M +$396K +5,969 +17%
Toronto Dominion Bank
78
Toronto Dominion Bank
Ontario, Canada
$2.63M – – –
GAM
79
Gemmer Asset Management
California
$2.62M +$159K +2,397 +6%
WLIM
80
White Lighthouse Investment Management
Massachusetts
$2.58M +$116K +1,743 +5%
AA
81
Addison Advisors
Vermont
$2.57M +$1.65M +24,895 +180%
WB
82
Webster Bank
Connecticut
$2.52M – – –
OL
83
Optas LLC
Texas
$2.52M -$313K -4,706 -11%
MPW
84
Monterey Private Wealth
California
$2.45M +$309K +4,654 +14%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$2.39M +$74.8K +1,126 +3%
MPCL
86
My Personal CFO LLC
Washington
$2.24M +$133 +2 +0%
CL
87
CPWM LLC
Washington
$2.18M +$531 +8 +0%
MSWMA
88
Market Street Wealth Management Advisors
Indiana
$2.17M -$206K -3,107 -9%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$2.01M +$1.4M +21,019 +229%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$2M -$25.4K -382 -1%
HighTower Advisors
91
HighTower Advisors
Illinois
$1.98M -$788K -11,862 -28%
WT
92
Whittier Trust
California
$1.93M – – –
AP
93
Adero Partners
California
$1.87M +$1.87M +27,875 New
SC
94
Stephens Consulting
Michigan
$1.86M +$623K +9,383 +50%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$1.84M +$230K +3,465 +14%
TF
96
Trek Financial
Arizona
$1.83M +$867K +13,060 +90%
MFG
97
Merit Financial Group
Georgia
$1.78M +$680K +10,246 +62%
RA
98
RFG Advisory
Alabama
$1.7M +$143K +1,942 +9%
AI
99
Atria Investments
North Carolina
$1.68M +$1.68M +25,278 New
Jones Financial Companies
100
Jones Financial Companies
Missouri
$1.62M +$536K +7,772 +49%
2 3
4
5 6