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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

367 hedge funds and large institutions have $1.58B invested in Vanguard ESG US Stock ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 91 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-5
Holders Change %
-1.34%
% of All Funds
6.21%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.34%
New
41
Increased
182
Reduced
91
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$32.8M
2
VCM
2
Verde Capital Management
Michigan
$30.8M
3
Creative Planning
3
Creative Planning
Kansas
$73.8M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$46.8M
5
Betterment LLC
5
Betterment LLC
New York
$27.1M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$243K
2
VF
2
Visa Foundation
California
$183M
3
CA
3
Crewe Advisors
Utah
$24.4M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$4.22M
5
KIM
5
Karpus Investment Management
New York
$591K
Name Holding Trade Value Shares
Change 		Shares
Change %
FOA
151
Five Oceans Advisors
California
$898K +$898K +13,527 New
RCM
152
Rain Capital Management
Oregon
$888K +$888K +13,373 New
MFGP
153
Marshall Financial Group (Pennsylvania)
Pennsylvania
$884K +$13.4K +202 +2%
JBA
154
Johnson Bixby & Associates
Washington
$873K +$204K +3,066 +30%
BWM
155
Brickley Wealth Management
California
$860K -$4.05K -61 -0.5%
TFCP
156
Twin Focus Capital Partners
Massachusetts
$851K -$34.3K -516 -4%
TIM
157
Tortoise Investment Management
New York
$839K +$58.6K +882 +8%
STCOSD
158
Sageworth Trust Company of South Dakota
South Dakota
$839K +$839K +12,641 New
Stifel Financial
159
Stifel Financial
Missouri
$835K +$249K +3,741 +42%
FAIM
160
Financial Advocates Investment Management
Washington
$823K +$115K +1,725 +16%
CCWA
161
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$798K -$597 -9 -0.1%
VA
162
Valmark Advisers
Ohio
$792K +$6.04K +91 +0.8%
CAN
163
Cetera Advisor Networks
California
$763K -$27.9K -420 -4%
JFA
164
JNBA Financial Advisors
Minnesota
$763K +$74.9K +1,129 +11%
G
165
GenTrust
Florida
$749K +$64.9K +978 +9%
W
166
Wealthsimple
Ontario, Canada
$722K +$62.1K +935 +9%
CIA
167
Cascade Investment Advisors
Oregon
$717K +$717K +10,800 New
BF
168
Brooklyn FI
New York
$694K -$4.32M -5,703 -86%
SPIA
169
Strategic Point Investment Advisors
Rhode Island
$688K +$98.3K +1,480 +17%
WANY
170
Wealthspire Advisors (New York)
New York
$680K +$196K +2,954 +41%
CF
171
Corrigan Financial
Rhode Island
$672K +$63.9K +963 +11%
CWM
172
Cherrydale Wealth Management
New Jersey
$661K -$303K -4,556 -31%
TFM
173
TFC Financial Management
Massachusetts
$655K +$655K +9,867 New
BC
174
Brio Consultants
California
$644K +$644K +9,621 New
ST
175
Smithfield Trust
Pennsylvania
$641K +$3.72K +56 +0.6%
5 6
7
8 9