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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 %
GT
176
Glenview Trust
Kentucky
$671K +$241K +3,827 +56%
CCWA
177
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$664K -$92.2K -1,465 -12%
SPIA
178
Steward Partners Investment Advisory
New York
$654K +$423K +6,723 +183%
RWP
179
RWA Wealth Partners
Massachusetts
$631K -$5.47M -87,058 -90%
CWM
180
Cherrydale Wealth Management
New Jersey
$628K +$2.2K +35 +0.4%
T
181
TrueFG
Texas
$620K +$28K +446 +5%
GA
182
Greenspring Advisors
Maryland
$611K +$22.3K +354 +4%
CF
183
Corrigan Financial
Rhode Island
$609K -$28.4K -451 -4%
CAM
184
Cozad Asset Management
Illinois
$604K +$274K +4,354 +83%
CM
185
Capital Management
Virginia
$596K – – –
CA
186
Cambridge Associates
Massachusetts
$587K -$4.24M -67,435 -88%
EIM
187
Ervin Investment Management
Washington
$580K +$25.2K +400 +5%
Neuberger Berman Group
188
Neuberger Berman Group
New York
$576K +$576K +9,157 New
CI Investments Inc
189
CI Investments Inc
Ontario, Canada
$575K +$69.2K +1,100 +14%
MCM
190
MAI Capital Management
Ohio
$563K +$563K +8,951 New
MAM
191
MMA Asset Management
Pennsylvania
$561K +$1.95K +31 +0.3%
CWA
192
CJM Wealth Advisers
Virginia
$547K -$189 -3 -0%
VAS
193
Vestmark Advisory Solutions
Massachusetts
$541K – – –
5L
194
55I LLC
Massachusetts
$531K +$204K +3,252 +62%
ST
195
Smithfield Trust
Pennsylvania
$526K -$82.7K -1,310 -14%
MA
196
Mutual Advisors
Nebraska
$521K +$206K +3,278 +65%
NA
197
Nottingham Advisors
New York
$519K – – –
BFA
198
Bragg Financial Advisors
North Carolina
$507K +$5.22K +83 +1%
KIM
199
Karpus Investment Management
New York
$501K -$58.8K -935 -11%
SOAG
200
Silver Oak Advisory Group
Oregon
$500K +$273K +4,348 +121%
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