ESGV icon

Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

378 hedge funds and large institutions have $1.94B invested in Vanguard ESG US Stock ETF in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 166 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
378
Holders Change
+80
Holders Change %
+26.85%
% of All Funds
5.84%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.29%
New
100
Increased
166
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$345M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$35.9M
3
CA
3
Cambridge Associates
Massachusetts
$17.6M
4
CA
4
Crewe Advisors
Utah
$41.6M
5
Ameriprise
5
Ameriprise
Minnesota
$56.6M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$624K
2
JPG
2
Jordan Park Group
California
$0
3
Bank of America
3
Bank of America
North Carolina
$63.3M
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
CI
5
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
151
Fingerlakes Wealth Management
New York
$980K +$980K +11,145 New
HHGA
152
Halbert Hargrove Global Advisors
California
$963K -$4.92K -56 -0.5%
JFA
153
JNBA Financial Advisors
Minnesota
$959K +$125K +1,419 +15%
MML Investors Services
154
MML Investors Services
Massachusetts
$956K +$150K +1,706 +19%
FAIM
155
Financial Advocates Investment Management
Washington
$937K – – –
EHPM
156
Emery Howard Portfolio Management
California
$934K -$17.2K -196 -2%
CA
157
CGN Advisors
Kansas
$904K +$134K +1,521 +17%
OFP
158
OLIO Financial Planning
Virginia
$895K +$895K +10,180 New
W
159
Wealthsimple
Ontario, Canada
$888K +$888K +10,101 New
TI
160
tru Independence
Oregon
$879K – – –
IIM
161
InTrack Investment Management
Vermont
$864K +$11.4K +130 +1%
PWP
162
Principle Wealth Partners
Connecticut
$859K +$61.8K +703 +8%
GG
163
GenWealth Group
New Jersey
$852K +$317K +3,606 +59%
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$851K +$398K +4,527 +88%
TA
165
Tiedemann Advisors
New York
$850K +$850K +9,671 New
ST
166
Smithfield Trust
Pennsylvania
$843K -$15K -170 -2%
BF
167
Brooklyn FI
New York
$840K +$840K +9,559 New
CIA
168
Compass Ion Advisors
Pennsylvania
$832K +$33.6K +382 +4%
GA
169
Greenspring Advisors
Maryland
$815K +$815K +9,274 New
5L
170
55I LLC
Massachusetts
$794K +$130K +1,481 +20%
G
171
GenTrust
Florida
$780K +$901 +11 +0.1%
VAS
172
Vestmark Advisory Solutions
Massachusetts
$758K -$1.67K -19 -0.2%
SFP
173
Shepherd Financial Partners
Massachusetts
$741K +$741K +8,434 New
CM
174
Capital Management
Virginia
$740K +$24.6K +280 +3%
EIM
175
Ervin Investment Management
Washington
$734K +$734K +8,346 New
5 6
7
8 9