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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

399 hedge funds and large institutions have $1.62B invested in Vanguard ESG US Stock ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 170 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+29
Holders Change %
+7.84%
% of All Funds
6.44%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
72
Increased
170
Reduced
112
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$282M
2
EW
Evoke Wealth
California
$13.6M
3
Wealthfront Advisers
Wealthfront Advisers
California
$51.5M
4
KAS
Kestra Advisory Services
Texas
$8.07M
5
CA
Cambridge Associates
Massachusetts
$8.29M

Top Sellers

1
BF
Brooklyn FI
New York
$1.84M
2
EH
Equitable Holdings
New York
$1.49M
3
VF
Visa Foundation
California
$163M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Goldman Sachs
Goldman Sachs
New York
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
126
Bell Bank
North Dakota
$1.38M -$47.7K -724 -3%
PWLP
127
Prio Wealth Limited Partnership
Massachusetts
$1.36M – – –
TF
128
Trek Financial
Arizona
$1.35M -$244K -3,701 -15%
CA
129
CGN Advisors
Kansas
$1.3M +$100K +1,518 +8%
FWM
130
Fingerlakes Wealth Management
New York
$1.29M +$48.8K +741 +4%
DJSG
131
D.J. St. Germain
Massachusetts
$1.27M +$660K +20,150 +107%
BAM
132
Baldrige Asset Management
Pennsylvania
$1.27M -$218K -3,313 -15%
FT
133
Fiduciary Trust
Massachusetts
$1.26M – – –
TDWM
134
Topel & Distasi Wealth Management
California
$1.25M +$49.8K +756 +4%
LFG
135
Larson Financial Group
Missouri
$1.25M +$50.1K +760 +4%
MFA
136
McClarren Financial Advisors
Pennsylvania
$1.23M +$253K +3,841 +26%
FANJ
137
Financial Architects (New Jersey)
New Jersey
$1.2M -$304K -4,616 -20%
Mariner
138
Mariner
Kansas
$1.2M +$149K +2,266 +14%
MWM
139
Mission Wealth Management
California
$1.19M -$2.48M -37,653 -68%
Jane Street
140
Jane Street
New York
$1.18M +$1.18M +17,992 New
RCM
141
Rain Capital Management
Oregon
$1.13M -$145K -2,198 -11%
JBA
142
Johnson Bixby & Associates
Washington
$1.13M +$127K +1,923 +13%
MSA
143
Marino Stram & Associates
Massachusetts
$1.1M -$189K -2,869 -15%
LRIA
144
Leonard Rickey Investment Advisors
Washington
$1.09M +$8.89K +135 +0.8%
WFA
145
West Financial Advisors
Iowa
$1.09M +$74K +1,123 +7%
TRCT
146
Tower Research Capital (TRC)
New York
$1.08M -$83K -1,260 -7%
BIA
147
Bell Investment Advisors
California
$1.07M -$30.8K -468 -3%
CG
148
Colony Group
Massachusetts
$1.06M – – –
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$1.05M -$68.6K -1,042 -6%
Brown Advisory
150
Brown Advisory
Maryland
$1.05M +$1.05M +15,869 New
4 5
6
7 8