ESGV icon

Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

370 hedge funds and large institutions have $2.03B invested in Vanguard ESG US Stock ETF in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 160 increasing their positions, 108 reducing their positions, and 26 closing their positions.

Holders
370
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
6.4%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.31%
New
32
Increased
160
Reduced
108
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$9.93M
2
CIAS
2
CBIZ Investment Advisory Services
Ohio
$5.03M
3
RJA
3
Raymond James & Associates
Florida
$11M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.3M
5
VCM
5
Verde Capital Management
Michigan
$32.3M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$62.2M
2
SCA
2
Snowden Capital Advisors
New York
$1.64M
3
VF
3
Visa Foundation
California
$166M
4
RWP
4
RWA Wealth Partners
Massachusetts
$631K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$255M
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
1
CM Wealth Advisors
Ohio
$584M 9,284 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$255M 4,060,876 -74,624 -2%
VF
3
Visa Foundation
California
$166M 2,643,882 -105,993 -4%
Creative Planning
4
Creative Planning
Kansas
$62.2M 988,749 -123,129 -11%
Morgan Stanley
5
Morgan Stanley
New York
$51.1M 811,627 -19,164 -2%
Bank of America
6
Bank of America
North Carolina
$47.4M 753,063 +26,262 +4%
Wealthfront Advisers
7
Wealthfront Advisers
California
$41.1M 652,699 -52,539 -7%
VCM
8
Verde Capital Management
Michigan
$32.3M 513,645 +49,289 +11%
AIA
9
Angeles Investment Advisors
California
$29.5M 469,420 -24,830 -5%
Ameriprise
10
Ameriprise
Minnesota
$28.1M 447,434 -37,273 -8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$27.2M 431,755 +3,095 +0.7%
Betterment LLC
12
Betterment LLC
New York
$27.1M 408,614 – –
CA
13
Crewe Advisors
Utah
$23.2M 368,077 +5 +0%
UBS Group
14
UBS Group
Switzerland
$22.8M 362,397 +3,909 +1%
Goldman Sachs
15
Goldman Sachs
New York
$21.3M 338,596 +58,915 +21%
PIC
16
Platt Investment Counsel
Florida
$20.1M 319,631 +26,658 +9%
EH
17
Equitable Holdings
New York
$17.8M 283,117 +24,446 +9%
OWM
18
Orgel Wealth Management
Wisconsin
$17.7M 282,076 +2,546 +0.9%
CWM
19
Cedar Wealth Management
California
$16.1M 255,378 +1,228 +0.5%
FWI
20
Facet Wealth Inc
Maryland
$15.5M 237,210 +43,952 +23%
AFA
21
American Financial Advisors
Georgia
$13.9M 221,592 -5,849 -3%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$13.4M 212,582 +13,070 +7%
Wells Fargo
23
Wells Fargo
California
$13M 206,822 +17,450 +9%
I
24
IMPACTfolio
Colorado
$12.8M 202,728 +6,805 +3%
FNWM
25
Financial Network Wealth Management
Utah
$12.7M 201,441 +18,870 +10%
1
2 3 4 5