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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

399 hedge funds and large institutions have $1.62B invested in Vanguard ESG US Stock ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 170 increasing their positions, 112 reducing their positions, and 33 closing their positions.

Holders
399
Holders Change
+29
Holders Change %
+7.84%
% of All Funds
6.44%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
72
Increased
170
Reduced
112
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCCA
1
Mill Creek Capital Advisors
Pennsylvania
$17M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$282M
3
EW
3
Evoke Wealth
California
$13.6M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$51.5M
5
KAS
5
Kestra Advisory Services
Texas
$8.07M

Top Sellers

1
BF
1
Brooklyn FI
New York
$1.84M
2
EH
2
Equitable Holdings
New York
$1.49M
3
VF
3
Visa Foundation
California
$163M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$16.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$282M 4,274,972 +214,096 +5%
VF
2
Visa Foundation
California
$163M 2,471,735 -172,147 -7%
Creative Planning
3
Creative Planning
Kansas
$72.4M 1,099,270 +110,521 +11%
Morgan Stanley
4
Morgan Stanley
New York
$57.2M 869,196 +57,569 +7%
Wealthfront Advisers
5
Wealthfront Advisers
California
$51.5M 782,373 +129,674 +20%
Bank of America
6
Bank of America
North Carolina
$49.7M 754,105 +1,042 +0.1%
VCM
7
Verde Capital Management
Michigan
$31.4M 476,433 -37,212 -7%
Ameriprise
8
Ameriprise
Minnesota
$30.7M 466,640 +19,206 +4%
Betterment LLC
9
Betterment LLC
New York
$30.1M 456,886 +48,272 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$26.7M 405,698 -26,057 -6%
AIA
11
Angeles Investment Advisors
California
$25.5M 387,270 -82,150 -18%
CA
12
Crewe Advisors
Utah
$23.8M 362,023 -6,054 -2%
UBS Group
13
UBS Group
Switzerland
$21.7M 329,822 -32,575 -9%
PIC
14
Platt Investment Counsel
Florida
$21.1M 320,511 +880 +0.3%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$18.3M 277,880 +65,298 +31%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$17.8M 268,822 -64,617 -19%
OWM
17
Orgel Wealth Management
Wisconsin
$17.4M 263,628 -18,448 -7%
MCCA
18
Mill Creek Capital Advisors
Pennsylvania
$17M 257,731 +257,731 New
CWM
19
Cedar Wealth Management
California
$16.6M 252,343 -3,035 -1%
Goldman Sachs
20
Goldman Sachs
New York
$16.1M 244,931 -93,665 -28%
SCM
21
SCS Capital Management
Massachusetts
$15M 227,431 +26,065 +13%
RJA
22
Raymond James & Associates
Florida
$14.5M 220,650 +46,476 +27%
FWI
23
Facet Wealth Inc
Maryland
$14.5M 203,572 -33,638 -14%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$14M 212,757 +24,140 +13%
Wells Fargo
25
Wells Fargo
California
$14M 212,145 +5,323 +3%
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