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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

370 hedge funds and large institutions have $2.03B invested in Vanguard ESG US Stock ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 160 increasing their positions, 108 reducing their positions, and 26 closing their positions.

Holders
370
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.4%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.31%
New
32
Increased
160
Reduced
108
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.93M
2
CIAS
2
CBIZ Investment Advisory Services
Ohio
$5.03M
3
RJA
3
Raymond James & Associates
Florida
$11M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.3M
5
VCM
5
Verde Capital Management
Michigan
$32.3M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$62.2M
2
SCA
2
Snowden Capital Advisors
New York
$1.64M
3
VF
3
Visa Foundation
California
$166M
4
RWP
4
RWA Wealth Partners
Massachusetts
$631K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
101
United Capital Financial Advisors
Texas
$1.51M +$147K +2,343 +11%
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$1.5M -$239K -3,798 -14%
ST
103
Sageworth Trust
Pennsylvania
$1.47M +$531K +8,440 +57%
MKA
104
M. Kulyk & Associates
Georgia
$1.45M +$9K +143 +0.6%
LWP
105
Laurel Wealth Planning
Minnesota
$1.45M – – –
BPA
106
Beacon Pointe Advisors
California
$1.44M -$83K -1,318 -5%
FANJ
107
Financial Architects (New Jersey)
New Jersey
$1.43M +$1.43M +22,795 New
BAM
108
Baldrige Asset Management
Pennsylvania
$1.42M +$10.1K +160 +0.7%
DFA
109
DHK Financial Advisors
New Hampshire
$1.4M +$97.3K +1,546 +7%
FHB
110
First Hawaiian Bank
Hawaii
$1.38M -$69.9K -1,111 -5%
BB
111
Bell Bank
North Dakota
$1.36M -$31.6K -502 -2%
RFA
112
Radnor Financial Advisors
Pennsylvania
$1.36M -$13.1K -208 -1%
GIA
113
Gladstone Institutional Advisory
Florida
$1.35M -$35.6K -566 -3%
SCA
114
Scott Capital Advisors
Oregon
$1.33M +$33.2K +527 +3%
RA
115
RFG Advisory
Alabama
$1.32M -$206K -3,135 -14%
M&T Bank
116
M&T Bank
New York
$1.32M – – –
PWLP
117
Prio Wealth Limited Partnership
Massachusetts
$1.3M +$88.1K +1,400 +7%
TDWM
118
Topel & Distasi Wealth Management
California
$1.25M -$72.3K -1,054 -5%
DJSG
119
D.J. St. Germain
Massachusetts
$1.25M – – –
MSA
120
Marino Stram & Associates
Massachusetts
$1.23M -$65.4K -1,040 -5%
RCM
121
Rain Capital Management
Oregon
$1.22M +$377K +5,995 +45%
FT
122
Fiduciary Trust
Massachusetts
$1.21M – – –
FWM
123
Fingerlakes Wealth Management
New York
$1.19M +$169K +2,692 +17%
Financial Engines Advisors
124
Financial Engines Advisors
California
$1.18M +$194K +3,092 +20%
AFS
125
Annapolis Financial Services
Maryland
$1.17M +$1.06M +16,916 +971%
3 4
5
6 7