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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 %
RWP
201
RWA Wealth Partners
Massachusetts
$798K -$104K -1,325 -12%
MIA
202
Milestone Investment Advisors
Wisconsin
$761K +$3.13K +40 +0.4%
MSFS
203
Main Street Financial Solutions
Pennsylvania
$749K +$14.2K +181 +2%
CF
204
Corrigan Financial
Rhode Island
$748K +$16.1K +206 +2%
CWA
205
CM Wealth Advisors
Ohio
$747K +$747K +9,226 New
TRCT
206
Tower Research Capital (TRC)
New York
$718K -$2.75M -35,050 -79%
FC
207
Family CFO
California
$715K – – –
CAM
208
Cozad Asset Management
Illinois
$710K -$23.5K -300 -3%
WTC
209
WhitTier Trust Company
Nevada
$704K – – –
SAS
210
Sage Advisory Services
Texas
$676K +$1.18K +15 +0.2%
Massachusetts Financial Services
211
Massachusetts Financial Services
Massachusetts
$673K +$420K +5,359 +166%
CWA
212
CJM Wealth Advisers
Virginia
$670K -$10.7K -136 -2%
BFA
213
Bragg Financial Advisors
North Carolina
$663K – – –
CM
214
Capital Management
Virginia
$655K – – –
NA
215
Nottingham Advisors
New York
$646K – – –
GA
216
Greenspring Advisors
Maryland
$642K -$119K -1,516 -16%
NIM
217
Northeast Investment Management
Massachusetts
$641K +$28.7K +366 +5%
VFA
218
Valeo Financial Advisors
Indiana
$636K +$55.2K +704 +9%
FNC
219
First National Corp
Massachusetts
$628K +$181K +2,312 +41%
BFS
220
Bradley Foster & Sargent
Connecticut
$624K +$353K +4,500 +130%
Renaissance Technologies
221
Renaissance Technologies
New York
$619K +$619K +7,900 New
BWM
222
Benchmark Wealth Management
Connecticut
$615K -$394K -5,032 -39%
JIC
223
Joel Isaacson & Co
New York
$611K +$1.65K +21 +0.3%
Empower Advisory Group
224
Empower Advisory Group
Colorado
$607K -$19.5K -249 -3%
MSWMA
225
Market Street Wealth Management Advisors
Indiana
$592K -$85.7K -1,094 -13%
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9
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