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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 %
JFA
176
JNBA Financial Advisors
Minnesota
$788K +$34.6K +526 +5%
CCWA
177
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$782K +$87.1K +1,323 +13%
WS
178
Wedbush Securities
California
$776K +$33.2K +504 +4%
RWP
179
RWA Wealth Partners
Massachusetts
$755K +$68.4K +1,000 +10%
MFGP
180
Marshall Financial Group (Pennsylvania)
Pennsylvania
$754K -$161K -2,448 -18%
VFA
181
Valeo Financial Advisors
Indiana
$752K +$449K +6,814 +148%
DAS
182
Dynamic Advisor Solutions
Arizona
$735K -$24.9K -378 -3%
SPIA
183
Strategic Point Investment Advisors
Rhode Island
$731K +$6.58K +100 +0.9%
AIA
184
Arbor Investment Advisors
North Carolina
$726K +$726K +11,017 New
WANY
185
Wealthspire Advisors (New York)
New York
$716K +$3.29K +50 +0.5%
CIA
186
Cascade Investment Advisors
Oregon
$711K – – –
Stifel Financial
187
Stifel Financial
Missouri
$700K -$190K -2,880 -21%
T
188
TrueFG
Texas
$697K +$47.6K +723 +7%
G
189
GenTrust
Florida
$690K -$78.4K -1,191 -10%
EA
190
Echo45 Advisors
California
$675K +$675K +10,253 New
FMWA
191
Forvis Mazars Wealth Advisors
Missouri
$672K +$393K +5,960 +141%
Massachusetts Financial Services
192
Massachusetts Financial Services
Massachusetts
$667K +$261K +3,956 +64%
CF
193
Corrigan Financial
Rhode Island
$666K +$28.7K +436 +5%
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$659K +$659K +4,680 New
AL
195
Aspiriant LLC
California
$655K +$303K +4,595 +86%
MSWMA
196
Market Street Wealth Management Advisors
Indiana
$644K -$3.01M -45,750 -82%
GA
197
Greenspring Advisors
Maryland
$640K – – –
MIA
198
Milestone Investment Advisors
Wisconsin
$637K +$637K +9,676 New
EIM
199
Ervin Investment Management
Washington
$632K +$24.7K +375 +4%
TI
200
Truepoint Inc
Ohio
$626K +$165K +2,512 +36%
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