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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$275M 4,135,500 +72,201 +2%
VF
2
Visa Foundation
California
$183M 2,749,875 -167,725 -6%
Creative Planning
3
Creative Planning
Kansas
$73.8M 1,111,878 +207,490 +23%
Morgan Stanley
4
Morgan Stanley
New York
$55.2M 830,791 -2,778 -0.3%
Bank of America
5
Bank of America
North Carolina
$48.3M 726,801 -22,063 -3%
Wealthfront Advisers
6
Wealthfront Advisers
California
$46.8M 705,238 +191,870 +37%
LB
7
Leo Brokerage
Texas
$42.5M 639,541 +26,339 +4%
AIA
8
Angeles Investment Advisors
California
$32.8M 494,250 +494,250 New
Ameriprise
9
Ameriprise
Minnesota
$32.2M 484,707 -50,888 -10%
VCM
10
Verde Capital Management
Michigan
$30.8M 464,356 +234,002 +102%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$28.5M 428,660 -2,228 -0.5%
Betterment LLC
12
Betterment LLC
New York
$27.1M 408,614 +100,976 +33%
CA
13
Crewe Advisors
Utah
$24.4M 368,072 -105,625 -22%
UBS Group
14
UBS Group
Switzerland
$23.8M 358,488 -18,958 -5%
PIC
15
Platt Investment Counsel
Florida
$19.5M 292,973 +37,740 +15%
Goldman Sachs
16
Goldman Sachs
New York
$18.6M 279,681 – –
OWM
17
Orgel Wealth Management
Wisconsin
$18.6M 279,530 +7,387 +3%
EH
18
Equitable Holdings
New York
$17.2M 258,671 -8,410 -3%
CWM
19
Cedar Wealth Management
California
$16.9M 254,150 +21,421 +9%
AFA
20
American Financial Advisors
Georgia
$15.1M 227,441 -4,253 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$13.9M 209,904 +12,994 +7%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$13.2M 199,512 +16,586 +9%
SCM
23
SCS Capital Management
Massachusetts
$13.1M 196,884 -3,189 -2%
I
24
IMPACTfolio
Colorado
$13M 195,923 +13,618 +7%
FWI
25
Facet Wealth Inc
Maryland
$12.8M 193,258 +36,278 +23%
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