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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

425 hedge funds and large institutions have $2.23B invested in Vanguard ESG US Stock ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 160 increasing their positions, 145 reducing their positions, and 25 closing their positions.

Holders
425
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
6.7%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.33%
New
41
Increased
160
Reduced
145
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$24.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$32.3M
3
AC
3
Apella Capital
Connecticut
$9.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$64.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$636M

Top Sellers

1
SC
1
Soundwatch Capital
Connecticut
$3.57M
2
Betterment LLC
2
Betterment LLC
New York
$30.2M
3
SWG
3
Summit Wealth Group
Vermont
$1.88M
4
VF
4
Visa Foundation
California
$161M
5
AFA
5
American Financial Advisors
Georgia
$3.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$636M 8,117,077 +92,993 +1%
VF
2
Visa Foundation
California
$161M 2,048,535 -276,000 -12%
Creative Planning
3
Creative Planning
Kansas
$86.5M 1,103,931 +43,240 +4%
Morgan Stanley
4
Morgan Stanley
New York
$64.2M 819,080 +113,146 +16%
Wealthfront Advisers
5
Wealthfront Advisers
California
$62.3M 795,222 -5,158 -0.6%
LB
6
Leo Brokerage
Texas
$52.6M 673,002 -23,178 -3%
Bank of America
7
Bank of America
North Carolina
$42.9M 548,088 -79,692 -13%
VCM
8
Verde Capital Management
Michigan
$38.6M 493,097 +15,722 +3%
Ameriprise
9
Ameriprise
Minnesota
$33.1M 422,349 -362 -0.1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$33.1M 422,203 +12,493 +3%
Goldman Sachs
11
Goldman Sachs
New York
$32.3M 411,928 +164,395 +66%
Betterment LLC
12
Betterment LLC
New York
$30.2M 384,937 -4,195,608 -92%
PIC
13
Platt Investment Counsel
Florida
$29.1M 371,836 +53,836 +17%
AIA
14
Angeles Investment Advisors
California
$28.9M 368,424 +67,904 +23%
CA
15
Crewe Advisors
Utah
$27.3M 348,978 +465 +0.1%
RCS
16
Retirement Capital Strategies
California
$24.3M 310,680 +310,680 New
UBS Group
17
UBS Group
Switzerland
$23.9M 305,171 -27,808 -8%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$22.9M 292,688 +9,949 +4%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$21M 267,719 -510 -0.2%
FWI
20
Facet Wealth Inc
Maryland
$20.5M 256,921 +31,317 +14%
CWM
21
Cedar Wealth Management
California
$19.4M 247,391 -3,689 -1%
OWM
22
Orgel Wealth Management
Wisconsin
$18.9M 241,479 -6,193 -3%
FNWM
23
Financial Network Wealth Management
Utah
$18.8M 232,059 +13,158 +6%
SCM
24
SCS Capital Management
Massachusetts
$18.3M 233,510 +5,121 +2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$17.2M 219,172 -3,305 -1%
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