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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

367 hedge funds and large institutions have $1.58B invested in Vanguard ESG US Stock ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 91 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-5
Holders Change %
-1.34%
% of All Funds
6.21%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.34%
New
41
Increased
182
Reduced
91
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
Angeles Investment Advisors
California
$32.8M
2
VCM
Verde Capital Management
Michigan
$30.8M
3
Creative Planning
Creative Planning
Kansas
$73.8M
4
Wealthfront Advisers
Wealthfront Advisers
California
$46.8M
5
Betterment LLC
Betterment LLC
New York
$27.1M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$243K
2
VF
Visa Foundation
California
$183M
3
CA
Crewe Advisors
Utah
$24.4M
4
BSW
Buckingham Strategic Wealth
Missouri
$4.22M
5
KIM
Karpus Investment Management
New York
$591K
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
126
Dynamic Advisor Solutions
Arizona
$1.18M +$2.19K +33 +0.2%
Massachusetts Financial Services
127
Massachusetts Financial Services
Massachusetts
$1.16M -$13.8K -208 -1%
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$1.14M – – –
LFG
129
Larson Financial Group
Missouri
$1.13M +$166K +2,497 +17%
LRIA
130
Leonard Rickey Investment Advisors
Washington
$1.09M +$26.3K +396 +2%
MWM
131
Mission Wealth Management
California
$1.09M +$1.09M +16,412 New
MML Investors Services
132
MML Investors Services
Massachusetts
$1.08M +$240K +3,611 +29%
FWM
133
Fingerlakes Wealth Management
New York
$1.07M +$268K +4,034 +33%
CG
134
Colony Group
Massachusetts
$1.06M – – –
NIM
135
Northeast Investment Management
Massachusetts
$1.06M -$215K -3,240 -17%
PAG
136
Private Advisor Group
New Jersey
$1.06M -$53.3K -802 -5%
Financial Engines Advisors
137
Financial Engines Advisors
California
$1.04M +$152K +2,290 +17%
BIA
138
Bell Investment Advisors
California
$1.04M +$1.04M +15,645 New
WFA
139
West Financial Advisors
Iowa
$1.02M +$44.9K +677 +5%
SFP
140
Shepherd Financial Partners
Massachusetts
$994K – – –
PG
141
Proffitt & Goodson
Tennessee
$992K +$10.5K +158 +1%
ST
142
Sageworth Trust
Pennsylvania
$987K -$210K -3,158 -18%
BMD
143
Better Money Decisions
New Mexico
$971K -$17.5K -264 -2%
BCWM
144
Bartlett & Co Wealth Management
Ohio
$953K +$48.1K +725 +5%
BC
145
Bartlett & Co
Ohio
$953K +$48.1K +725 +5%
HHGA
146
Halbert Hargrove Global Advisors
California
$947K +$231K +3,479 +32%
Citadel Advisors
147
Citadel Advisors
Florida
$940K +$241K +3,625 +34%
Mariner
148
Mariner
Kansas
$928K +$103K +1,559 +13%
HTC
149
Haverford Trust Company
Pennsylvania
$923K +$84.6K +1,275 +10%
IGWM
150
ICA Group Wealth Management
Colorado
$917K +$917K +12,272 New
4 5
6
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