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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

413 hedge funds and large institutions have $2B invested in Vanguard ESG US Stock ETF in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 184 increasing their positions, 110 reducing their positions, and 30 closing their positions.

Holders
413
Holders Change
+14
Holders Change %
+3.51%
% of All Funds
6.61%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
50
Increased
184
Reduced
110
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$575M
2
LB
2
Leo Brokerage
Texas
$50M
3
Betterment LLC
3
Betterment LLC
New York
$32.8M
4
FTUS
4
Flow Traders U.S.
New York
$6.11M
5
Cerity Partners
5
Cerity Partners
New York
$9.66M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.6M
2
VF
2
Visa Foundation
California
$167M
3
Bank of America
3
Bank of America
North Carolina
$45M
4
KAS
4
Kestra Advisory Services
Texas
$306K
5
Wells Fargo
5
Wells Fargo
California
$8.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$575M 8,024,084 +3,749,112 +88%
VF
2
Visa Foundation
California
$167M 2,324,535 -147,200 -6%
Creative Planning
3
Creative Planning
Kansas
$76.1M 1,060,691 -38,579 -4%
Wealthfront Advisers
4
Wealthfront Advisers
California
$57.4M 800,380 +18,007 +2%
Morgan Stanley
5
Morgan Stanley
New York
$50.6M 705,934 -163,262 -19%
LB
6
Leo Brokerage
Texas
$50M 696,180 +696,180 New
Bank of America
7
Bank of America
North Carolina
$45M 627,780 -126,325 -17%
VCM
8
Verde Capital Management
Michigan
$34.2M 477,375 +942 +0.2%
Betterment LLC
9
Betterment LLC
New York
$32.8M 4,580,545 +4,123,659 +903%
Ameriprise
10
Ameriprise
Minnesota
$30.3M 422,711 -43,929 -9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$29.4M 409,710 +4,012 +1%
CA
12
Crewe Advisors
Utah
$25M 348,513 -13,510 -4%
UBS Group
13
UBS Group
Switzerland
$23.9M 332,979 +3,157 +1%
PIC
14
Platt Investment Counsel
Florida
$22.8M 318,000 -2,511 -0.8%
AIA
15
Angeles Investment Advisors
California
$21.6M 300,520 -86,750 -22%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$20.3M 282,739 +4,859 +2%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$19.3M 268,229 -593 -0.2%
CWM
18
Cedar Wealth Management
California
$18M 251,080 -1,263 -0.5%
OWM
19
Orgel Wealth Management
Wisconsin
$17.8M 247,672 -15,956 -6%
Goldman Sachs
20
Goldman Sachs
New York
$17.8M 247,533 +2,602 +1%
SCM
21
SCS Capital Management
Massachusetts
$16.4M 228,389 +958 +0.4%
MCCA
22
Mill Creek Capital Advisors
Pennsylvania
$16.4M 228,126 -29,605 -11%
FWI
23
Facet Wealth Inc
Maryland
$16.2M 225,604 +22,032 +11%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$16M 222,477 +9,720 +5%
FNWM
25
Financial Network Wealth Management
Utah
$15.7M 218,901 +17,474 +9%
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