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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
Vanguard Group
Pennsylvania
$575M
2
Betterment LLC
Betterment LLC
New York
$32.8M
3
FTUS
Flow Traders U.S.
New York
$6.11M
4
Cerity Partners
Cerity Partners
New York
$9.66M
5
CL
Choreo LLC
Illinois
$2.24M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$50.6M
2
VF
Visa Foundation
California
$167M
3
Bank of America
Bank of America
North Carolina
$45M
4
KAS
Kestra Advisory Services
Texas
$306K
5
Wells Fargo
Wells Fargo
California
$8.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Cornerstone Wealth Management
Missouri
$1.46M +$1.46M +20,366 New
FWM
127
Fingerlakes Wealth Management
New York
$1.46M +$50.3K +702 +4%
BIA
128
Bell Investment Advisors
California
$1.44M +$279K +3,895 +24%
BAM
129
Baldrige Asset Management
Pennsylvania
$1.4M +$14.3K +199 +1%
LFG
130
Larson Financial Group
Missouri
$1.38M +$25.5K +355 +2%
Mariner
131
Mariner
Kansas
$1.36M +$60.7K +846 +5%
SCA
132
Snowden Capital Advisors
New York
$1.36M -$192K -2,680 -12%
MFA
133
McClarren Financial Advisors
Pennsylvania
$1.36M +$23.6K +332 +2%
FT
134
Fiduciary Trust
Massachusetts
$1.34M -$37.9K -528 -3%
MWM
135
Mission Wealth Management
California
$1.3M – – –
AWM
136
Angeles Wealth Management
California
$1.29M +$179K +2,500 +16%
JBA
137
Johnson Bixby & Associates
Washington
$1.27M +$44.6K +622 +4%
FANJ
138
Financial Architects (New Jersey)
New Jersey
$1.27M -$30K -419 -2%
PCIG
139
Partners Capital Investment Group
Massachusetts
$1.25M -$1.19M -16,535 -49%
WFA
140
West Financial Advisors
Iowa
$1.24M +$52.3K +730 +4%
RCM
141
Rain Capital Management
Oregon
$1.23M +$3.44K +48 +0.3%
AC
142
Arjuna Capital
North Carolina
$1.22M +$1.22M +16,973 New
LRIA
143
Leonard Rickey Investment Advisors
Washington
$1.21M +$15.8K +220 +1%
CAN
144
Cetera Advisor Networks
California
$1.18M +$282K +3,927 +31%
GT
145
Glenview Trust
Kentucky
$1.16M +$39.1K +545 +3%
CG
146
Colony Group
Massachusetts
$1.15M – – –
BC
147
Bartlett & Co
Ohio
$1.15M +$264K +3,675 +30%
BCWM
148
Bartlett & Co Wealth Management
Ohio
$1.15M +$264K +3,675 +30%
MSA
149
Marino Stram & Associates
Massachusetts
$1.15M -$47.4K -661 -4%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$1.14M -$1.08K -15 -0.1%
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