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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

413 hedge funds and large institutions have $2B invested in Vanguard ESG US Stock ETF in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 184 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+14
Holders Change %
+3.51%
% of All Funds
6.61%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
50
Increased
184
Reduced
110
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$575M
2
Betterment LLC
2
Betterment LLC
New York
$32.8M
3
FTUS
3
Flow Traders U.S.
New York
$6.11M
4
Cerity Partners
4
Cerity Partners
New York
$9.66M
5
CL
5
Choreo LLC
Illinois
$2.24M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.6M
2
VF
2
Visa Foundation
California
$167M
3
Bank of America
3
Bank of America
North Carolina
$45M
4
KAS
4
Kestra Advisory Services
Texas
$306K
5
Wells Fargo
5
Wells Fargo
California
$8.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
Atmos Advisory
Pennsylvania
$3.16M -$219K -3,056 -6%
FCG
77
Financial Connections Group
California
$3.13M +$469K +6,543 +18%
PI
78
PFS Investments
Georgia
$3.07M +$781K +10,951 +34%
LWP
79
Laurel Wealth Planning
Minnesota
$3.01M -$1.78M -24,823 -37%
William Blair & Company
80
William Blair & Company
Illinois
$2.96M +$54.6K +762 +2%
Jane Street
81
Jane Street
New York
$2.95M +$1.66M +23,154 +129%
Toronto Dominion Bank
82
Toronto Dominion Bank
Ontario, Canada
$2.84M – – –
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$2.83M -$2.84M -39,607 -50%
NCM
84
Northland Capital Management
Minnesota
$2.82M -$167K -2,332 -6%
Truist Financial
85
Truist Financial
North Carolina
$2.79M -$180K -2,511 -6%
WLIM
86
White Lighthouse Investment Management
Massachusetts
$2.79M -$89.6K -1,250 -3%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$2.77M +$13.3K +185 +0.5%
WB
88
Webster Bank
Connecticut
$2.72M – – –
Financial Engines Advisors
89
Financial Engines Advisors
California
$2.67M +$1.05M +14,638 +65%
MPW
90
Monterey Private Wealth
California
$2.62M -$115K -1,610 -4%
SC
91
Stephens Consulting
Michigan
$2.57M +$274K +3,820 +12%
MFG
92
Merit Financial Group
Georgia
$2.42M +$166K +2,311 +7%
CL
93
Choreo LLC
Illinois
$2.24M +$2.24M +31,253 New
ET
94
Equitable Trust
Tennessee
$2.23M -$11.9K -166 -0.5%
BSW
95
Buckingham Strategic Wealth
Missouri
$2.23M – – –
ARIS
96
Advanced Research Investment Solutions
California
$2.2M -$211K -2,940 -9%
Citadel Advisors
97
Citadel Advisors
Florida
$2.12M +$2.12M +29,589 New
BPA
98
Beacon Pointe Advisors
California
$2.11M -$76.3K -1,064 -3%
WT
99
Whittier Trust
California
$2.08M – – –
WDL
100
Well Done LLC
Michigan
$2.06M -$897K -12,509 -30%
2 3
4
5 6