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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

425 hedge funds and large institutions have $2.23B invested in Vanguard ESG US Stock ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 160 increasing their positions, 145 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
6.7%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.33%
New
41
Increased
160
Reduced
145
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$24.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$32.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$64.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$636M
5
AIA
5
Angeles Investment Advisors
California
$28.9M

Top Sellers

1
SC
1
Soundwatch Capital
Connecticut
$3.57M
2
Betterment LLC
2
Betterment LLC
New York
$30.2M
3
SWG
3
Summit Wealth Group
Vermont
$1.88M
4
VF
4
Visa Foundation
California
$161M
5
AFA
5
American Financial Advisors
Georgia
$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWLP
126
Prio Wealth Limited Partnership
Massachusetts
$1.62M – – –
MKA
127
M. Kulyk & Associates
Georgia
$1.6M -$81.4K -1,039 -5%
JBA
128
Johnson Bixby & Associates
Washington
$1.55M +$156K +1,996 +11%
RZH
129
Relyea Zuckerberg Hanson
Connecticut
$1.53M +$706K +9,013 +86%
LFG
130
Larson Financial Group
Missouri
$1.51M -$1.96K -25 -0.1%
UB
131
UMB Bank
Missouri
$1.5M +$1.5M +19,183 New
FHB
132
First Hawaiian Bank
Hawaii
$1.49M -$231K -2,951 -13%
DJSG
133
D.J. St. Germain
Massachusetts
$1.47M +$1.47M +18,786 New
MWM
134
Mission Wealth Management
California
$1.42M – – –
AWM
135
Angeles Wealth Management
California
$1.41M – – –
AC
136
Arjuna Capital
North Carolina
$1.37M +$44.7K +571 +3%
FANJ
137
Financial Architects (New Jersey)
New Jersey
$1.37M -$17.6K -225 -1%
WFA
138
West Financial Advisors
Iowa
$1.37M +$18.3K +233 +1%
CA
139
CGN Advisors
Kansas
$1.37M -$231K -2,954 -14%
PCIG
140
Partners Capital Investment Group
Massachusetts
$1.37M – – –
BCM
141
Becker Capital Management
Oregon
$1.34M +$1.34M +17,146 New
AA
142
Addison Advisors
Vermont
$1.33M +$134K +1,716 +11%
FT
143
Fiduciary Trust
Massachusetts
$1.33M -$134K -1,709 -9%
BC
144
Bartlett & Co
Ohio
$1.31M +$54.1K +690 +4%
BCWM
145
Bartlett & Co Wealth Management
Ohio
$1.31M +$54.1K +690 +4%
LRIA
146
Leonard Rickey Investment Advisors
Washington
$1.28M -$35.3K -451 -3%
GT
147
Glenview Trust
Kentucky
$1.27M – – –
M&T Bank
148
M&T Bank
New York
$1.26M -$539K -6,879 -30%
PWM
149
Perigon Wealth Management
California
$1.26M +$1.26M +16,031 New
CG
150
Colony Group
Massachusetts
$1.26M – – –
4 5
6
7 8