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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

372 hedge funds and large institutions have $1.84B invested in Vanguard ESG US Stock ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-6
Holders Change %
-1.59%
% of All Funds
5.89%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
35
Increased
185
Reduced
92
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
Equitable Holdings
New York
+$20.7M
2
AFA
American Financial Advisors
Georgia
+$18.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$11.6M
4
BSW
Buckingham Strategic Wealth
Missouri
+$10.5M
5
FCH
Freestone Capital Holdings
Washington
+$9.47M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$29.1M
2
RWM
Refined Wealth Management
Utah
-$21.3M
3
VF
Visa Foundation
California
-$11.4M
4
PA
Parallel Advisors
California
-$9.85M
5
MWM
Merriman Wealth Management
Washington
-$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
126
Private Advisor Group
New Jersey
$1.36M -$3.24M -39,992 -70%
MFG
127
Merit Financial Group
Georgia
$1.34M +$733K +9,037 +120%
LRIA
128
Leonard Rickey Investment Advisors
Washington
$1.3M +$120K +1,485 +10%
CG
129
Colony Group
Massachusetts
$1.3M +$182K +2,250 +16%
Jones Financial Companies
130
Jones Financial Companies
Missouri
$1.27M +$858K +10,593 +207%
SFP
131
Shepherd Financial Partners
Massachusetts
$1.21M +$529K +6,531 +77%
FT
132
Fiduciary Trust
Massachusetts
$1.21M – – –
BMD
133
Better Money Decisions
New Mexico
$1.21M -$50.7K -625 -4%
PG
134
Proffitt & Goodson
Tennessee
$1.2M +$3.24K +40 +0.3%
MFA
135
McClarren Financial Advisors
Pennsylvania
$1.2M -$4.29K -53 -0.4%
WFA
136
West Financial Advisors
Iowa
$1.2M +$18.3K +226 +2%
TF
137
Trek Financial
Arizona
$1.18M +$1.18M +14,517 New
CWM
138
Cherrydale Wealth Management
New Jersey
$1.18M +$19.8K +244 +2%
LFG
139
Larson Financial Group
Missouri
$1.17M +$25.5K +314 +2%
AA
140
Addison Advisors
Vermont
$1.12M +$39.7K +490 +4%
BCWM
141
Bartlett & Co Wealth Management
Ohio
$1.11M +$474K +5,843 +75%
BC
142
Bartlett & Co
Ohio
$1.11M +$474K +5,843 +75%
Financial Engines Advisors
143
Financial Engines Advisors
California
$1.09M +$889K +10,964 +442%
TFCP
144
Twin Focus Capital Partners
Massachusetts
$1.08M -$24.3K -300 -2%
CGL
145
Clarius Group LLC
Washington
$1.07M – – –
MFGP
146
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.06M +$71.2K +878 +7%
BWM
147
Brickley Wealth Management
California
$1.06M +$30.5K +376 +3%
IIM
148
InTrack Investment Management
Vermont
$1.05M +$257K +3,163 +32%
DACG
149
Donor Advised Charitable Giving
California
$1.05M +$1.05M +12,905 New
EA
150
Elm Advisors
California
$1.03M – – –
4 5
6
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