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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 %
FC
201
Family CFO
California
$654K +$76.1K +1,061 +13%
MAM
202
MMA Asset Management
Pennsylvania
$645K +$1.79K +25 +0.3%
WTC
203
WhitTier Trust Company
Nevada
$644K – – –
CWA
204
CJM Wealth Advisers
Virginia
$623K – – –
MSWMA
205
Market Street Wealth Management Advisors
Indiana
$620K -$81K -1,130 -12%
SAS
206
Sage Advisory Services
Texas
$618K +$151K +2,106 +32%
BFA
207
Bragg Financial Advisors
North Carolina
$607K -$21.8K -304 -3%
CM
208
Capital Management
Virginia
$599K – – –
TF
209
Trek Financial
Arizona
$592K -$879K -12,264 -60%
NA
210
Nottingham Advisors
New York
$592K – – –
Empower Advisory Group
211
Empower Advisory Group
Colorado
$574K +$574K +7,995 New
NIM
212
Northeast Investment Management
Massachusetts
$560K +$36.4K +508 +7%
JIC
213
Joel Isaacson & Co
New York
$558K +$39K +544 +8%
RPC
214
Rossmore Private Capital
Connecticut
$540K – – –
PCM
215
Passive Capital Management
Maryland
$534K – – –
VFA
216
Valeo Financial Advisors
Indiana
$531K -$287K -4,007 -35%
MCM
217
MAI Capital Management
Ohio
$531K -$82.6K -1,152 -13%
MAG
218
Mokosak Advisory Group
Iowa
$530K +$2.08K +29 +0.4%
SOAG
219
Silver Oak Advisory Group
Oregon
$529K +$215 +3 +0%
ACM
220
Armbruster Capital Management
New York
$523K – – –
VAS
221
Vestmark Advisory Solutions
Massachusetts
$522K -$1.94K -27 -0.4%
LSA
222
Lion Street Advisors
Texas
$522K +$522K +7,276 New
CFA
223
Capstone Financial Advisors
Illinois
$521K +$13.4K +187 +3%
DP
224
Denver PWM
Colorado
$514K +$72 +1 +0%
PC
225
Pecaut & Co
Iowa
$510K +$1.86K +26 +0.4%
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