ESGV icon

Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

425 hedge funds and large institutions have $2.23B invested in Vanguard ESG US Stock ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 160 increasing their positions, 145 reducing their positions, and 25 closing their positions.

Holders
425
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
6.7%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.33%
New
41
Increased
160
Reduced
145
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$24.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$32.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$64.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$636M
5
AIA
5
Angeles Investment Advisors
California
$28.9M

Top Sellers

1
SC
1
Soundwatch Capital
Connecticut
$3.57M
2
Betterment LLC
2
Betterment LLC
New York
$30.2M
3
SWG
3
Summit Wealth Group
Vermont
$1.88M
4
VF
4
Visa Foundation
California
$161M
5
AFA
5
American Financial Advisors
Georgia
$3.16M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
76
Soundwatch Capital
Connecticut
$3.57M 4 -48,586 -100%
PIMG
77
Patriot Investment Management Group
Tennessee
$3.5M 44,613 -399 -0.9%
AA
78
Atmos Advisory
Pennsylvania
$3.46M 44,114 – –
Financial Engines Advisors
79
Financial Engines Advisors
California
$3.36M 42,927 +5,716 +15%
BPA
80
Beacon Pointe Advisors
California
$3.33M 42,513 +13,038 +44%
PI
81
PFS Investments
Georgia
$3.33M 42,461 -617 -1%
AFG
82
Albion Financial Group
Utah
$3.31M 42,227 +42,227 New
MFG
83
Merit Financial Group
Georgia
$3.26M 41,558 +7,843 +23%
William Blair & Company
84
William Blair & Company
Illinois
$3.19M 40,686 -615 -1%
AFA
85
American Financial Advisors
Georgia
$3.16M 40,343 -155,107 -79%
CAN
86
Cetera Advisor Networks
California
$3.15M 40,167 +23,661 +143%
Toronto Dominion Bank
87
Toronto Dominion Bank
Ontario, Canada
$3.1M 39,545 – –
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$3.06M 39,070 -371 -0.9%
CA
89
Cambridge Associates
Massachusetts
$2.99M 38,208 -32,051 -46%
WLIM
90
White Lighthouse Investment Management
Massachusetts
$2.94M 37,570 -1,279 -3%
SC
91
Stephens Consulting
Michigan
$2.91M 37,156 +1,362 +4%
Truist Financial
92
Truist Financial
North Carolina
$2.88M 36,808 -2,164 -6%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$2.87M 36,650 -1,916 -5%
WB
94
Webster Bank
Connecticut
$2.85M 36,432 -1,534 -4%
MPW
95
Monterey Private Wealth
California
$2.83M 36,061 -508 -1%
ST
96
Sageworth Trust
Pennsylvania
$2.77M 35,308 +7,503 +27%
CL
97
Choreo LLC
Illinois
$2.52M 32,178 +925 +3%
NCM
98
Northland Capital Management
Minnesota
$2.49M 31,745 -7,616 -19%
LWP
99
Laurel Wealth Planning
Minnesota
$2.4M 30,578 -11,324 -27%
MML Investors Services
100
MML Investors Services
Massachusetts
$2.4M 30,584 +6,805 +29%
2 3
4
5 6