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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 %
CM
176
Capital Management
Virginia
$630K +$70.4K +1,060 +13%
MFA
177
McClarren Financial Advisors
Pennsylvania
$628K -$351K -5,296 -36%
T
178
TrueFG
Texas
$625K +$4.98K +75 +0.8%
GA
179
Greenspring Advisors
Maryland
$621K +$5.71K +86 +0.9%
CWA
180
CM Wealth Advisors
Ohio
$616K +$616K +9,284 New
KIM
181
Karpus Investment Management
New York
$591K -$5.62M -84,568 -90%
MAM
182
MMA Asset Management
Pennsylvania
$591K +$1.79K +27 +0.3%
EIM
183
Ervin Investment Management
Washington
$591K +$28.5K +425 +5%
CWA
184
CJM Wealth Advisers
Virginia
$577K +$18.1K +272 +3%
VAS
185
Vestmark Advisory Solutions
Massachusetts
$571K -$199 -3 -0%
FA
186
Fountainhead AM
New Jersey
$569K +$15.6K +235 +3%
GW
187
GW & Wade
Massachusetts
$567K -$52.9K -796 -9%
NA
188
Nottingham Advisors
New York
$548K – – –
GAM
189
Gould Asset Management
California
$547K +$3.32K +50 +0.6%
LA
190
LexAurum Advisors
Kansas
$537K -$2.99K -45 -0.6%
APA
191
American Portfolios Advisors
New York
$535K -$39.9K -601 -7%
CI Investments Inc
192
CI Investments Inc
Ontario, Canada
$534K +$141K +2,121 +36%
BFA
193
Bragg Financial Advisors
North Carolina
$530K +$43.4K +653 +9%
WDL
194
Well Done LLC
Michigan
$526K +$102K +1,537 +24%
AP
195
Appleton Partners
Massachusetts
$520K +$14.3K +215 +3%
RPC
196
Rossmore Private Capital
Connecticut
$500K – – –
MAG
197
Mokosak Advisory Group
Iowa
$500K +$14.5K +219 +3%
AIP
198
Ameritas Investment Partners
Nebraska
$487K -$119K -1,794 -20%
SWP
199
Stratos Wealth Partners
Ohio
$479K +$247K +3,727 +107%
BSSFA
200
Baron Silver Stevens Financial Advisors
Florida
$478K -$78K -1,175 -14%
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