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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 %
CAM
201
Cozad Asset Management
Illinois
$617K -$15.3K -233 -2%
ST
202
Smithfield Trust
Pennsylvania
$609K +$59.7K +906 +11%
CWA
203
CM Wealth Advisors
Ohio
$608K -$3.82K -58 -0.6%
CI Investments Inc
204
CI Investments Inc
Ontario, Canada
$596K -$5.93K -90 -1%
WTC
205
WhitTier Trust Company
Nevada
$592K +$592K +8,985 New
MAM
206
MMA Asset Management
Pennsylvania
$591K +$2.83K +43 +0.5%
BFA
207
Bragg Financial Advisors
North Carolina
$577K +$46.3K +703 +9%
CWA
208
CJM Wealth Advisers
Virginia
$572K – – –
MCM
209
MAI Capital Management
Ohio
$563K -$26.3K -400 -4%
CM
210
Capital Management
Virginia
$551K -$73.8K -1,121 -12%
NA
211
Nottingham Advisors
New York
$543K – – –
PA
212
PFG Advisors
Arizona
$534K -$274K -4,165 -34%
FC
213
Family CFO
California
$531K +$157K +2,385 +42%
SWP
214
Stratos Wealth Partners
Ohio
$521K +$18.7K +284 +4%
BWM
215
Benchmark Wealth Management
Connecticut
$514K +$514K +7,803 New
RPC
216
Rossmore Private Capital
Connecticut
$496K – – –
PCM
217
Passive Capital Management
Maryland
$490K +$490K +7,445 New
SOAG
218
Silver Oak Advisory Group
Oregon
$486K -$37.3K -567 -7%
MAG
219
Mokosak Advisory Group
Iowa
$485K -$66 -1 -0%
VAS
220
Vestmark Advisory Solutions
Massachusetts
$481K -$85.3K -1,295 -15%
NIM
221
Northeast Investment Management
Massachusetts
$481K +$22.2K +337 +5%
ACM
222
Armbruster Capital Management
New York
$480K +$60.9K +925 +15%
JIC
223
Joel Isaacson & Co
New York
$476K +$150K +2,274 +46%
LA
224
LexAurum Advisors
Kansas
$469K -$39.5K -600 -8%
DP
225
Denver PWM
Colorado
$469K +$115K +1,742 +32%
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9
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