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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 %
TFCP
176
Twin Focus Capital Partners
Massachusetts
$863K -$18.2K -254 -2%
HHGA
177
Halbert Hargrove Global Advisors
California
$854K -$11.5K -160 -1%
FFA
178
Farther Finance Advisors
California
$852K -$125K -1,743 -13%
AIA
179
Arbor Investment Advisors
North Carolina
$842K +$51.5K +718 +7%
BF
180
Brooklyn FI
New York
$840K +$648K +7,377 +338%
ST
181
Smithfield Trust
Pennsylvania
$834K +$173K +2,417 +26%
PAG
182
Private Advisor Group
New Jersey
$827K +$50.1K +698 +6%
RWP
183
RWA Wealth Partners
Massachusetts
$826K +$34.4K +480 +4%
FMWA
184
Forvis Mazars Wealth Advisors
Missouri
$824K +$93.1K +1,298 +13%
DAS
185
Dynamic Advisor Solutions
Arizona
$813K +$13.5K +188 +2%
SPIA
186
Strategic Point Investment Advisors
Rhode Island
$809K +$12.5K +175 +2%
NA
187
NewEdge Advisors
Louisiana
$783K +$421K +5,875 +116%
WANY
188
Wealthspire Advisors (New York)
New York
$781K +$860 +12 +0.1%
CIA
189
Cascade Investment Advisors
Oregon
$774K – – –
EIM
190
Ervin Investment Management
Washington
$765K +$87.6K +1,240 +13%
T
191
TrueFG
Texas
$757K -$2.22K -31 -0.3%
HI
192
Harbour Investments
Wisconsin
$754K +$433K +6,032 +135%
G
193
GenTrust
Florida
$752K +$932 +13 +0.1%
RZH
194
Relyea Zuckerberg Hanson
Connecticut
$750K +$359K +5,009 +92%
TI
195
Truepoint Inc
Ohio
$728K +$46.1K +643 +7%
GA
196
Greenspring Advisors
Maryland
$697K – – –
MIA
197
Milestone Investment Advisors
Wisconsin
$694K +$72 +1 +0%
MSFS
198
Main Street Financial Solutions
Pennsylvania
$672K +$672K +9,375 New
CAM
199
Cozad Asset Management
Illinois
$672K – – –
CF
200
Corrigan Financial
Rhode Island
$670K -$54.8K -764 -8%
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8
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