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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 %
PCM
201
Parsons Capital Management
Rhode Island
$477K -$65.7K -990 -12%
CA
202
Cetera Advisors
Colorado
$470K +$4.38K +66 +0.9%
LWCFA
203
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$461K – – –
Thrivent Financial for Lutherans
204
Thrivent Financial for Lutherans
Minnesota
$458K +$112K +1,693 +33%
SFPG
205
Stonebridge Financial Planning Group
Florida
$456K – – –
GT
206
Glenview Trust
Kentucky
$454K – – –
PC
207
Pecaut & Co
Iowa
$446K +$121K +1,819 +37%
RZH
208
Relyea Zuckerberg Hanson
Connecticut
$442K -$825K -12,405 -65%
FCI
209
Financial Counselors Inc
Kansas
$417K – – –
TDC
210
Thompson Davis & Co
Virginia
$404K -$332 -5 -0.1%
IPW
211
Intergy Private Wealth
Colorado
$395K +$67.6K +1,017 +21%
KFP
212
KMG Fiduciary Partners
Ohio
$392K – – –
IIA
213
Integral Investment Advisors
California
$391K -$53.1K -800 -12%
AAM
214
Ameraudi Asset Management
New York
$385K – – –
TWM
215
Tradition Wealth Management
Minnesota
$377K +$16K +241 +4%
PA
216
Pinnacle Associates
New York
$374K +$5.04K +76 +1%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$370K -$25.3K -381 -6%
RIM
218
Rockbridge Investment Management
New York
$367K -$56.6K -853 -13%
RJT
219
Raymond James Trust
Florida
$362K – – –
FC
220
Family CFO
California
$362K +$89.2K +1,343 +33%
MPM
221
Meritage Portfolio Management
Kansas
$360K +$6.63K +100 +2%
AGP
222
Autumn Glory Partners
Texas
$358K -$598 -9 -0.2%
LFA
223
Level Financial Advisors
New York
$357K +$27.8K +419 +8%
CAM
224
Cozad Asset Management
Illinois
$348K +$348K +5,246 New
5L
225
55I LLC
Massachusetts
$346K -$299K -4,499 -46%
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