ESGV icon

Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

425 hedge funds and large institutions have $2.23B invested in Vanguard ESG US Stock ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 160 increasing their positions, 145 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
6.7%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.33%
New
41
Increased
160
Reduced
145
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$24.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$32.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$64.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$636M
5
AIA
5
Angeles Investment Advisors
California
$28.9M

Top Sellers

1
SC
1
Soundwatch Capital
Connecticut
$3.57M
2
Betterment LLC
2
Betterment LLC
New York
$30.2M
3
SWG
3
Summit Wealth Group
Vermont
$1.88M
4
VF
4
Visa Foundation
California
$161M
5
AFA
5
American Financial Advisors
Georgia
$3.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGL
176
Clarius Group LLC
Washington
$989K +$6.66K +85 +0.7%
Stifel Financial
177
Stifel Financial
Missouri
$982K -$646K -8,246 -40%
LC
178
Lindbrook Capital
California
$978K +$9.56K +122 +1%
FMWA
179
Forvis Mazars Wealth Advisors
Missouri
$973K +$72.4K +924 +8%
VAF
180
Values Added Financial
District of Columbia
$960K +$960K +12,255 New
TIM
181
Tortoise Investment Management
New York
$952K -$146K -1,858 -13%
CWA
182
Clearview Wealth Advisors
Oregon
$942K -$6.19K -79 -0.7%
BFP
183
Beacon Financial Planning
Massachusetts
$931K -$91.2K -1,164 -9%
AIA
184
Arbor Investment Advisors
North Carolina
$922K +$2.35K +30 +0.3%
G
185
GenTrust
Florida
$921K +$99.2K +1,266 +12%
HHGA
186
Halbert Hargrove Global Advisors
California
$893K -$40.4K -516 -4%
SPIA
187
Strategic Point Investment Advisors
Rhode Island
$888K +$4.31K +55 +0.5%
ST
188
Smithfield Trust
Pennsylvania
$888K -$24.3K -310 -3%
EIM
189
Ervin Investment Management
Washington
$883K +$34.1K +435 +4%
MFGP
190
Marshall Financial Group (Pennsylvania)
Pennsylvania
$869K -$86.4K -1,103 -9%
TFCP
191
Twin Focus Capital Partners
Massachusetts
$869K -$74K -944 -8%
HI
192
Harbour Investments
Wisconsin
$859K +$35.5K +453 +4%
CTWM
193
Cherry Tree Wealth Management
Minnesota
$854K +$854K +10,906 New
WANY
194
Wealthspire Advisors (New York)
New York
$854K +$862 +11 +0.1%
CIA
195
Cascade Investment Advisors
Oregon
$846K – – –
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$841K +$333K +4,250 +65%
UCFA
197
United Capital Financial Advisors
Texas
$825K -$1.13M -14,462 -58%
T
198
TrueFG
Texas
$813K -$14.2K -181 -2%
TF
199
Trek Financial
Arizona
$801K +$155K +1,974 +24%
TI
200
Truepoint Inc
Ohio
$799K +$3.92K +50 +0.5%
6 7
8
9 10