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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

399 hedge funds and large institutions have $1.62B invested in Vanguard ESG US Stock ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 170 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+29
Holders Change %
+7.84%
% of All Funds
6.44%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
72
Increased
170
Reduced
112
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$282M
2
EW
Evoke Wealth
California
$13.6M
3
Wealthfront Advisers
Wealthfront Advisers
California
$51.5M
4
KAS
Kestra Advisory Services
Texas
$8.07M
5
CA
Cambridge Associates
Massachusetts
$8.29M

Top Sellers

1
BF
Brooklyn FI
New York
$1.84M
2
EH
Equitable Holdings
New York
$1.49M
3
VF
Visa Foundation
California
$163M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Goldman Sachs
Goldman Sachs
New York
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
151
Glenview Trust
Kentucky
$1.03M +$328K +4,980 +47%
AWM
152
Angeles Wealth Management
California
$1.02M +$188K +2,850 +22%
PG
153
Proffitt & Goodson
Tennessee
$989K -$2.11K -32 -0.2%
UFA
154
US Financial Advisors
Massachusetts
$981K +$981K +14,897 New
BMD
155
Better Money Decisions
New Mexico
$973K +$78.4K +1,190 +9%
TIM
156
Tortoise Investment Management
New York
$968K +$87.4K +1,327 +10%
PHAM
157
Palisades Hudson Asset Management
Florida
$958K +$459K +6,966 +92%
AAMC
158
Asset Allocation & Management Company
Illinois
$912K -$2.59M -39,400 -74%
VA
159
Valmark Advisers
Ohio
$909K +$108K +1,641 +13%
HTC
160
Haverford Trust Company
Pennsylvania
$897K -$68.9K -1,046 -7%
FFA
161
Farther Finance Advisors
California
$897K +$897K +13,622 New
BWM
162
Brickley Wealth Management
California
$869K +$24.7K +375 +3%
BFP
163
Beacon Financial Planning
Massachusetts
$857K +$857K +13,007 New
SFP
164
Shepherd Financial Partners
Massachusetts
$855K -$131K -1,983 -13%
CWM
165
Cherrydale Wealth Management
New Jersey
$837K +$179K +2,725 +27%
CAN
166
Cetera Advisor Networks
California
$828K +$85.6K +1,300 +12%
CGL
167
Clarius Group LLC
Washington
$825K -$319K -4,848 -28%
CA
168
Cetera Advisors
Colorado
$820K +$355K +5,395 +76%
BCWM
169
Bartlett & Co Wealth Management
Ohio
$811K -$182K -2,760 -18%
BC
170
Bartlett & Co
Ohio
$811K -$182K -2,760 -18%
TFCP
171
Twin Focus Capital Partners
Massachusetts
$809K -$20.4K -309 -2%
LC
172
Lindbrook Capital
California
$808K +$342K +5,189 +73%
IGWM
173
ICA Group Wealth Management
Colorado
$801K -$7.71K -117 -1%
RMDI
174
R.M. Davis Inc
Maine
$795K -$9.88K -150 -1%
HHGA
175
Halbert Hargrove Global Advisors
California
$795K -$144K -2,183 -15%
5 6
7
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