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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 %
GG
101
GenWealth Group
New Jersey
$2.05M +$15.2K +212 +0.7%
MMA
102
Miracle Mile Advisors
California
$2.02M -$1.58K -22 -0.1%
DFA
103
DHK Financial Advisors
New Hampshire
$2M +$399K +5,565 +25%
ST
104
Sageworth Trust
Pennsylvania
$1.99M +$323K +4,511 +19%
MPCL
105
My Personal CFO LLC
Washington
$1.99M +$220K +3,067 +12%
Northern Trust
106
Northern Trust
Illinois
$1.94M +$69.6K +971 +4%
AA
107
Ashford Advisors
New York
$1.92M – – –
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$1.82M +$430 +6 +0%
TDWM
109
Topel & Distasi Wealth Management
California
$1.81M +$451K +6,295 +33%
RSWM
110
Robertson Stephens Wealth Management
California
$1.81M – – –
UCFA
111
United Capital Financial Advisors
Texas
$1.79M +$1.94K +27 +0.1%
SFS
112
Sowell Financial Services
Arkansas
$1.78M +$1.78M +24,750 New
LFA
113
LifeGuide Financial Advisors
Pennsylvania
$1.77M +$1.77M +24,694 New
GAM
114
Gould Asset Management
California
$1.74M +$16.6K +231 +1%
RA
115
RFG Advisory
Alabama
$1.72M +$31.7K +442 +2%
MML Investors Services
116
MML Investors Services
Massachusetts
$1.71M -$596K -8,318 -26%
M&T Bank
117
M&T Bank
New York
$1.64M -$61K -851 -4%
EH
118
Equitable Holdings
New York
$1.59M -$40.9K -571 -3%
FHB
119
First Hawaiian Bank
Hawaii
$1.58M +$13.7K +191 +0.9%
MKA
120
M. Kulyk & Associates
Georgia
$1.54M -$82K -1,144 -5%
FSA
121
Financial Services Advisory
Maryland
$1.5M +$1.5M +20,945 New
BB
122
Bell Bank
North Dakota
$1.5M – – –
Stifel Financial
123
Stifel Financial
Missouri
$1.49M +$727K +10,145 +95%
PWLP
124
Prio Wealth Limited Partnership
Massachusetts
$1.48M -$2.15K -30 -0.1%
CA
125
CGN Advisors
Kansas
$1.47M +$50.8K +709 +4%
3 4
5
6 7