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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

298 hedge funds and large institutions have $1.33B invested in Vanguard ESG US Stock ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 151 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+18
Holders Change %
+6.43%
% of All Funds
5.23%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
35
Increased
151
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$59.2M
2
CA
Crewe Advisors
Utah
$30.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
$283M
4
RCS
Retirement Capital Strategies
California
$13.7M
5
Wealthfront Advisers
Wealthfront Advisers
California
$9.8M

Top Sellers

1
SA
Stewardship Advisors
Pennsylvania
$665K
2
RJFSA
Raymond James Financial Services Advisors
Florida
$18.6M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
LSAG
Lake Street Advisors Group
New Hampshire
$0
5
CA
Cambridge Associates
Massachusetts
$4.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$241K -$6.33K -79 -3%
CBFP
227
Cedar Brook Financial Partners
Ohio
$237K -$7.99K -100 -3%
AWM
228
Atticus Wealth Management
Florida
$236K -$31.4K -392 -12%
WDL
229
Well Done LLC
Michigan
$235K – – –
BCM
230
Barometer Capital Management
Ontario, Canada
$232K -$8.01K -100 -3%
CWM
231
Cornerstone Wealth Management
Missouri
$232K +$232K +2,899 New
HSA
232
HBK Sorce Advisory
Pennsylvania
$228K – – –
EFG
233
Everhart Financial Group
Ohio
$218K – – –
CPWM
234
Cardinal Point Wealth Management
California
$218K +$218K +2,725 New
KTC
235
Kistler-Tiffany Companies
Pennsylvania
$216K +$76.4K +953 +55%
MCM
236
Mengis Capital Management
Oregon
$214K +$214K +2,683 New
PIMG
237
Patriot Investment Management Group
Tennessee
$213K – – –
PNC
238
Park National Corp
Ohio
$210K – – –
PP
239
Patron Partners
Texas
$208K -$1.6K -20 -0.8%
FWP
240
FAS Wealth Partners
Kansas
$205K +$205K +2,566 New
RC
241
RegentAtlantic Capital
New Jersey
$204K – – –
TAM
242
Townsend Asset Management
North Carolina
$204K – – –
AAS
243
Avantax Advisory Services
Texas
$202K -$12.6K -158 -6%
RPGK
244
Retirement Planning Group (Kansas)
Kansas
$202K – – –
Fidelity Investments
245
Fidelity Investments
Massachusetts
$201K +$6.4K +80 +3%
HA
246
Herold Advisors
New York
$188K +$188K +2,360 New
ME
247
McIlrath & Eck
Washington
$143K +$73.4K +918 +105%
APW
248
Acima Private Wealth
Virginia
$132K -$10.3K -129 -7%
GPA
249
Guidance Point Advisors
Massachusetts
$123K +$123K +1,548 New
SBL
250
Sargent Bickham Lagudis
Colorado
$115K +$25.2K +314 +28%
8 9
10
11 12