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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

370 hedge funds and large institutions have $2.03B invested in Vanguard ESG US Stock ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 160 increasing their positions, 108 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.4%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.31%
New
32
Increased
160
Reduced
108
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$9.93M
2
CIAS
CBIZ Investment Advisory Services
Ohio
$5.03M
3
RJA
Raymond James & Associates
Florida
$11M
4
Goldman Sachs
Goldman Sachs
New York
$21.3M
5
VCM
Verde Capital Management
Michigan
$32.3M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$62.2M
2
SCA
Snowden Capital Advisors
New York
$1.64M
3
VF
Visa Foundation
California
$166M
4
RWP
RWA Wealth Partners
Massachusetts
$631K
5
Vanguard Group
Vanguard Group
Pennsylvania
$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMD
151
Better Money Decisions
New Mexico
$855K -$65.3K -1,038 -7%
Stifel Financial
152
Stifel Financial
Missouri
$850K +$59.2K +941 +7%
TIM
153
Tortoise Investment Management
New York
$841K +$46.9K +746 +6%
AF
154
Apexium Financial
Texas
$812K +$812K +12,908 New
BWM
155
Brickley Wealth Management
California
$806K -$8.8K -140 -1%
STCOSD
156
Sageworth Trust Company of South Dakota
South Dakota
$798K +$2.77K +44 +0.3%
GAM
157
Gould Asset Management
California
$798K +$280K +4,445 +54%
AWM
158
Angeles Wealth Management
California
$797K +$797K +12,670 New
TFCP
159
Twin Focus Capital Partners
Massachusetts
$793K -$13.3K -212 -2%
FAIM
160
Financial Advocates Investment Management
Washington
$781K +$1.26K +20 +0.2%
PA
161
PFG Advisors
Arizona
$773K +$773K +12,280 New
IGWM
162
ICA Group Wealth Management
Colorado
$772K – – –
RMDI
163
R.M. Davis Inc
Maine
$769K +$526K +8,353 +216%
VA
164
Valmark Advisers
Ohio
$765K +$15K +238 +2%
RIM
165
Rockbridge Investment Management
New York
$757K +$409K +6,499 +118%
G
166
GenTrust
Florida
$734K +$24K +382 +3%
DAS
167
Dynamic Advisor Solutions
Arizona
$725K -$388K -6,165 -35%
CIA
168
Cascade Investment Advisors
Oregon
$725K – – –
JFA
169
JNBA Financial Advisors
Minnesota
$720K -$3.46K -55 -0.5%
PAG
170
Private Advisor Group
New Jersey
$711K -$294K -4,666 -29%
WS
171
Wedbush Securities
California
$710K -$3.92M -62,272 -85%
CAN
172
Cetera Advisor Networks
California
$710K -$14.2K -226 -2%
SPIA
173
Strategic Point Investment Advisors
Rhode Island
$692K +$40.6K +645 +6%
W
174
Wealthsimple
Ontario, Canada
$684K +$126 +2 +0%
WANY
175
Wealthspire Advisors (New York)
New York
$681K +$37.1K +589 +6%
5 6
7
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