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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 %
AA
76
Atmos Advisory
Pennsylvania
$3.11M +$139K +2,114 +5%
GAM
77
Gemmer Asset Management
California
$3M +$199K +3,015 +7%
BOPW
78
Brandywine Oak Private Wealth
Pennsylvania
$2.96M +$75.4K +1,145 +3%
NCM
79
Northland Capital Management
Minnesota
$2.75M +$2.75M +41,693 New
Neuberger Berman Group
80
Neuberger Berman Group
New York
$2.73M +$2.13M +32,364 +353%
Truist Financial
81
Truist Financial
North Carolina
$2.73M -$32.9K -499 -1%
WDL
82
Well Done LLC
Michigan
$2.72M +$989K +15,019 +57%
William Blair & Company
83
William Blair & Company
Illinois
$2.67M -$18.8K -286 -0.7%
WLIM
84
White Lighthouse Investment Management
Massachusetts
$2.64M +$59.5K +904 +2%
Toronto Dominion Bank
85
Toronto Dominion Bank
Ontario, Canada
$2.61M – – –
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$2.53M +$29.1K +442 +1%
MPW
87
Monterey Private Wealth
California
$2.51M +$79.1K +1,201 +3%
WB
88
Webster Bank
Connecticut
$2.5M – – –
FCG
89
Financial Connections Group
California
$2.44M +$38.3K +581 +2%
CFA
90
Cahill Financial Advisors
Minnesota
$2.4M +$500K +7,596 +26%
PCIG
91
Partners Capital Investment Group
Massachusetts
$2.24M +$1.23M +18,614 +121%
BSW
92
Buckingham Strategic Wealth
Missouri
$2.23M -$325K -4,928 -13%
MPCL
93
My Personal CFO LLC
Washington
$2.22M +$90 +1 +0%
ARIS
94
Advanced Research Investment Solutions
California
$2.21M +$1.11M +16,784 +100%
PI
95
PFS Investments
Georgia
$2.12M +$2.12M +32,127 New
MML Investors Services
96
MML Investors Services
Massachusetts
$2.11M +$944K +14,336 +81%
SC
97
Stephens Consulting
Michigan
$2.11M +$424K +6,439 +25%
MFG
98
Merit Financial Group
Georgia
$2.07M +$237K +3,603 +13%
ET
99
Equitable Trust
Tennessee
$2.06M -$41.8K -634 -2%
BPA
100
Beacon Pointe Advisors
California
$2.01M +$503K +7,635 +33%
2 3
4
5 6