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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

378 hedge funds and large institutions have $1.94B invested in Vanguard ESG US Stock ETF in 2021 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 166 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+80
Holders Change %
+26.85%
% of All Funds
5.84%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.29%
New
100
Increased
166
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$345M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$35.9M
3
CA
3
Cambridge Associates
Massachusetts
$17.6M
4
CA
4
Crewe Advisors
Utah
$41.6M
5
Ameriprise
5
Ameriprise
Minnesota
$56.6M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$624K
2
JPG
2
Jordan Park Group
California
$0
3
Bank of America
3
Bank of America
North Carolina
$63.3M
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
CI
5
CX Institutional
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCG
226
Financial Connections Group
California
$416K +$416K +4,743 New
DWM
227
Dakota Wealth Management
Florida
$415K +$119K +1,350 +40%
BBW
228
Blue Barn Wealth
Utah
$407K – – –
VFA
229
Valeo Financial Advisors
Indiana
$405K – – –
WDL
230
Well Done LLC
Michigan
$402K +$144K +1,643 +56%
APA
231
American Portfolios Advisors
New York
$401K +$55.4K +630 +16%
ACP
232
Ashfield Capital Partners
California
$397K +$111K +1,259 +39%
TWM
233
Tradition Wealth Management
Minnesota
$397K +$328K +3,725 +473%
PC
234
Pecaut & Co
Iowa
$394K +$394K +4,488 New
Bank of New York Mellon
235
Bank of New York Mellon
New York
$388K – – –
FCC
236
Flower City Capital
New York
$382K +$382K +4,346 New
PFG
237
Pinnacle Financial Group
Illinois
$378K +$378K +4,301 New
FCM
238
Firestone Capital Management
Florida
$375K +$18.1K +206 +5%
Citigroup
239
Citigroup
New York
$370K +$4.39K +50 +1%
JBA
240
Johnson Bixby & Associates
Washington
$370K +$370K +4,209 New
MWA
241
Meridian Wealth Advisors
Texas
$364K +$1.14K +13 +0.3%
HI
242
Harbour Investments
Wisconsin
$354K +$28.5K +324 +9%
SP
243
Symmetry Partners
Connecticut
$354K +$354K +4,028 New
FFWA
244
FRG Family Wealth Advisors
Washington
$343K -$114K -1,300 -25%
IA
245
IFG Advisors
Missouri
$341K +$48.6K +552 +17%
NAMP
246
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$334K +$334K +3,800 New
PPW
247
Pinnacle Private Wealth
Massachusetts
$331K +$331K +3,765 New
PGAM
248
Princeton Global Asset Management
New Jersey
$330K +$615 +7 +0.2%
IAN
249
Integrated Advisors Network
Texas
$329K -$263 -3 -0.1%
CI Investments Inc
250
CI Investments Inc
Ontario, Canada
$329K +$222K +2,520 +206%
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