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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

413 hedge funds and large institutions have $2B invested in Vanguard ESG US Stock ETF in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 184 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+14
Holders Change %
+3.51%
% of All Funds
6.61%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
50
Increased
184
Reduced
110
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$575M
2
Betterment LLC
Betterment LLC
New York
$32.8M
3
FTUS
Flow Traders U.S.
New York
$6.11M
4
Cerity Partners
Cerity Partners
New York
$9.66M
5
CL
Choreo LLC
Illinois
$2.24M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$50.6M
2
VF
Visa Foundation
California
$167M
3
Bank of America
Bank of America
North Carolina
$45M
4
KAS
Kestra Advisory Services
Texas
$306K
5
Wells Fargo
Wells Fargo
California
$8.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
151
Pegasus Partners
Wisconsin
$1.12M +$1.12M +15,637 New
AA
152
Addison Advisors
Vermont
$1.09M -$875K -12,206 -44%
SWP
153
Stratos Wealth Partners
Ohio
$1.07M +$505K +7,044 +89%
CA
154
Cetera Advisors
Colorado
$1.07M +$179K +2,495 +20%
UFA
155
US Financial Advisors
Massachusetts
$1.07M +$1.86K +26 +0.2%
PG
156
Proffitt & Goodson
Tennessee
$1.05M -$28.1K -392 -3%
CFA
157
Cahill Financial Advisors
Minnesota
$1.05M -$1.57M -21,878 -60%
PHAM
158
Palisades Hudson Asset Management
Florida
$1.05M +$2.87K +40 +0.3%
VA
159
Valmark Advisers
Ohio
$1.01M +$18.2K +254 +2%
TIM
160
Tortoise Investment Management
New York
$1M -$50K -697 -5%
BMD
161
Better Money Decisions
New Mexico
$999K -$60.2K -839 -6%
AAMC
162
Asset Allocation & Management Company
Illinois
$993K – – –
BWM
163
Brickley Wealth Management
California
$957K +$11.3K +157 +1%
WS
164
Wedbush Securities
California
$949K +$104K +1,455 +12%
BFP
165
Beacon Financial Planning
Massachusetts
$935K +$2.65K +37 +0.3%
SFP
166
Shepherd Financial Partners
Massachusetts
$929K -$2.22K -31 -0.2%
JFA
167
JNBA Financial Advisors
Minnesota
$927K +$68.6K +956 +8%
BWM
168
Benchmark Wealth Management
Connecticut
$926K +$365K +5,080 +65%
CWM
169
Cherrydale Wealth Management
New Jersey
$914K +$2.58K +36 +0.3%
CGL
170
Clarius Group LLC
Washington
$899K +$717 +10 +0.1%
LC
171
Lindbrook Capital
California
$886K +$5.88K +82 +0.7%
RMDI
172
R.M. Davis Inc
Maine
$883K +$18.1K +252 +2%
MFGP
173
Marshall Financial Group (Pennsylvania)
Pennsylvania
$875K +$53.5K +746 +7%
IGWM
174
ICA Group Wealth Management
Colorado
$872K – – –
CWA
175
Clearview Wealth Advisors
Oregon
$868K -$1.07M -14,941 -55%
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