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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

372 hedge funds and large institutions have $1.84B invested in Vanguard ESG US Stock ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 92 reducing their positions, and 35 closing their positions.

Holders
372
Holders Change
-6
Holders Change %
-1.59%
% of All Funds
5.89%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
35
Increased
185
Reduced
92
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LB
1
Leo Brokerage
Texas
$49.7M
2
EH
2
Equitable Holdings
New York
$21.7M
3
AFA
3
American Financial Advisors
Georgia
$18.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$329M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$12.9M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$7.58M
2
RWM
2
Refined Wealth Management
Utah
$439K
3
VF
3
Visa Foundation
California
$237M
4
PA
4
Parallel Advisors
California
$7.21M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$329M 4,063,299 +143,471 +4%
VF
2
Visa Foundation
California
$237M 2,917,600 -140,000 -5%
Creative Planning
3
Creative Planning
Kansas
$73.3M 904,388 +87,772 +11%
Morgan Stanley
4
Morgan Stanley
New York
$67.6M 833,569 +94,290 +13%
Bank of America
5
Bank of America
North Carolina
$60.7M 748,864 +28,319 +4%
LB
6
Leo Brokerage
Texas
$49.7M 613,202 +613,202 New
Ameriprise
7
Ameriprise
Minnesota
$43.4M 535,595 -108,991 -17%
Wealthfront Advisers
8
Wealthfront Advisers
California
$41.6M 513,368 +105,129 +26%
CA
9
Crewe Advisors
Utah
$38.4M 473,697 +279 +0.1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$34.9M 430,888 +4,117 +1%
UBS Group
11
UBS Group
Switzerland
$30.6M 377,446 +3,025 +0.8%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$27.6M 333,337 +25 +0%
Betterment LLC
13
Betterment LLC
New York
$24.9M 307,638 +65,749 +27%
Goldman Sachs
14
Goldman Sachs
New York
$22.7M 279,681 -11,289 -4%
OWM
15
Orgel Wealth Management
Wisconsin
$22.1M 272,143 -2,633 -1%
EH
16
Equitable Holdings
New York
$21.7M 267,081 +255,654 +2,237%
PIC
17
Platt Investment Counsel
Florida
$20.7M 255,233 +23,684 +10%
CWM
18
Cedar Wealth Management
California
$18.9M 232,729 +104,257 +81%
AFA
19
American Financial Advisors
Georgia
$18.8M 231,694 +231,694 New
VCM
20
Verde Capital Management
Michigan
$18.7M 230,354 +11,705 +5%
SCM
21
SCS Capital Management
Massachusetts
$16.2M 200,073 +4,103 +2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$16M 196,910 +9,858 +5%
Wells Fargo
23
Wells Fargo
California
$15.2M 187,465 -751 -0.4%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$14.8M 182,926 +23,494 +15%
I
25
IMPACTfolio
Colorado
$14.8M 182,305 +35,773 +24%
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