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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.

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

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$62.2M
2
SCA
Snowden Capital Advisors
New York
$1.64M
3
VF
Visa Foundation
California
$166M
4
RWP
RWA Wealth Partners
Massachusetts
$631K
5
Vanguard Group
Vanguard Group
Pennsylvania
$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
CGN Advisors
Kansas
$1.15M -$146K -2,318 -11%
LFG
127
Larson Financial Group
Missouri
$1.14M +$74.2K +1,179 +7%
MML Investors Services
128
MML Investors Services
Massachusetts
$1.12M +$98K +1,558 +10%
TRCT
129
Tower Research Capital (TRC)
New York
$1.12M +$1.11M +17,700 +88,500%
CGL
130
Clarius Group LLC
Washington
$1.09M -$433K -6,888 -28%
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$1.06M -$14K -224 -1%
ARIS
132
Advanced Research Investment Solutions
California
$1.06M -$190K -3,018 -15%
BIA
133
Bell Investment Advisors
California
$1.05M +$65.2K +1,036 +7%
LRIA
134
Leonard Rickey Investment Advisors
Washington
$1.04M +$3.02K +48 +0.3%
IIM
135
InTrack Investment Management
Vermont
$1.04M -$164K -2,616 -14%
AP
136
Adero Partners
California
$1.03M -$810K -12,287 -44%
CG
137
Colony Group
Massachusetts
$1.01M – – –
Mariner
138
Mariner
Kansas
$1M +$120K +1,908 +14%
WFA
139
West Financial Advisors
Iowa
$971K +$252 +4 +0%
PCIG
140
Partners Capital Investment Group
Massachusetts
$967K -$2.54M -40,333 -72%
JBA
141
Johnson Bixby & Associates
Washington
$958K +$131K +2,084 +16%
BCWM
142
Bartlett & Co Wealth Management
Ohio
$948K +$45.1K +717 +5%
BC
143
Bartlett & Co
Ohio
$948K +$45.1K +717 +5%
PG
144
Proffitt & Goodson
Tennessee
$946K +$6.6K +105 +0.7%
SFP
145
Shepherd Financial Partners
Massachusetts
$941K – – –
MFA
146
McClarren Financial Advisors
Pennsylvania
$937K +$341K +5,422 +57%
HighTower Advisors
147
HighTower Advisors
Illinois
$934K -$942K -14,990 -50%
HTC
148
Haverford Trust Company
Pennsylvania
$923K +$48.4K +769 +6%
HHGA
149
Halbert Hargrove Global Advisors
California
$897K -$378 -6 -0%
MFGP
150
Marshall Financial Group (Pennsylvania)
Pennsylvania
$875K +$37K +588 +4%
4 5
6
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