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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

372 hedge funds and large institutions have $1.84B invested in Vanguard ESG US Stock ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-6
Holders Change %
-1.59%
% of All Funds
5.89%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
35
Increased
185
Reduced
92
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
Equitable Holdings
New York
$21.7M
2
AFA
American Financial Advisors
Georgia
$18.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$329M
4
BSW
Buckingham Strategic Wealth
Missouri
$12.9M
5
FCH
Freestone Capital Holdings
Washington
$9.47M

Top Sellers

1
KIM
Karpus Investment Management
New York
$7.58M
2
RWM
Refined Wealth Management
Utah
$439K
3
VF
Visa Foundation
California
$237M
4
PA
Parallel Advisors
California
$7.21M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
176
Strategic Point Investment Advisors
Rhode Island
$720K +$88K +1,085 +14%
Stifel Financial
177
Stifel Financial
Missouri
$716K +$40.4K +498 +6%
APA
178
American Portfolios Advisors
New York
$702K +$332K +4,093 +90%
AFS
179
Annapolis Financial Services
Maryland
$700K -$1.29M -15,899 -65%
VAS
180
Vestmark Advisory Solutions
Massachusetts
$698K -$1.7K -21 -0.2%
EIM
181
Ervin Investment Management
Washington
$691K +$3.71K +45 +0.5%
CM
182
Capital Management
Virginia
$683K – – –
CWA
183
CJM Wealth Advisers
Virginia
$683K +$139K +1,710 +25%
BSSFA
184
Baron Silver Stevens Financial Advisors
Florida
$679K +$158K +1,948 +30%
FA
185
Fountainhead AM
New Jersey
$676K +$56.9K +702 +9%
CIA
186
Compass Ion Advisors
Pennsylvania
$674K -$93.2K -1,150 -12%
NA
187
Nottingham Advisors
New York
$669K – – –
GAM
188
Gould Asset Management
California
$664K -$1.62K -20 -0.2%
PCM
189
Parsons Capital Management
Rhode Island
$663K -$4.46K -55 -0.7%
LA
190
LexAurum Advisors
Kansas
$660K +$44.2K +545 +7%
PHAM
191
Palisades Hudson Asset Management
Florida
$635K -$534K -6,591 -46%
MAM
192
MMA Asset Management
Pennsylvania
$620K -$264K -3,772 -30%
CT
193
Cambridge Trust
Massachusetts
$617K -$39.3K -485 -6%
AP
194
Appleton Partners
Massachusetts
$617K +$5.27K +65 +0.9%
RPC
195
Rossmore Private Capital
Connecticut
$611K -$39.7K -490 -6%
MAG
196
Mokosak Advisory Group
Iowa
$594K -$31.1K -383 -5%
BFA
197
Bragg Financial Advisors
North Carolina
$594K +$272K +3,355 +84%
WANY
198
Wealthspire Advisors (New York)
New York
$590K -$16.9K -208 -3%
CFA
199
Capstone Financial Advisors
Illinois
$582K +$73.8K +910 +15%
CA
200
Cetera Advisors
Colorado
$569K -$4.38K -54 -0.8%
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