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Vanguard ESG US Stock ETF
ESGV

Overview Fund Activity

280 hedge funds and large institutions have $1.42B invested in Vanguard ESG US Stock ETF in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 136 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
280
Holders Change
+30
Holders Change %
+12%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
44
Increased
136
Reduced
51
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$22.1M
2
RWM
2
Refined Wealth Management
Utah
$20.7M
3
Betterment LLC
3
Betterment LLC
New York
$19.9M
4
VCM
4
Verde Capital Management
Michigan
$13.7M
5
Bank of America
5
Bank of America
North Carolina
$59.2M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$30.6M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
HT
3
HAP Trading
New York
$0
4
CA
4
Crewe Advisors
Utah
$8.14M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
251
Janiczek Wealth Management
Colorado
$41K 507 +507 New
CFD
252
Creative Financial Designs
Indiana
$40K 500 +500 New
GEA
253
Glen Eagle Advisors
New Jersey
$35.2K 440 – –
CPFP
254
Clear Perspectives Financial Planning
Ohio
$32K 400 – –
NFG
255
Next Financial Group
Texas
$32K 400 – –
VCM
256
Vigilant Capital Management
Maine
$32K 398 – –
EWM
257
Elmwood Wealth Management
California
$28K 350 – –
FRA
258
Front Row Advisors
California
$28K 336 +70 +26%
IA
259
IFP Advisors
Florida
$27K 343 – –
PCFFS
260
Pacific Center for Financial Services
California
$24K 305 – –
S
261
SignatureFD
Georgia
$24K 295 – –
WAS
262
Winch Advisory Services
Wisconsin
$22K 281 +101 +56%
MFAM
263
M Financial Asset Management
Oregon
$22K 273 +273 New
GRP
264
Global Retirement Partners
California
$18K 227 -105 -32%
TCM
265
TD Capital Management
Tennessee
$18K 226 +1 +0.4%
CAAS
266
Capital Asset Advisory Services
Michigan
$16K 205 – –
DSC
267
Duncker Streett & Co
Missouri
$13K 160 +1 +0.6%
PP
268
Pacifica Partners
Canada
$12K 155 – –
ARMC
269
American Research & Management Company
Massachusetts
$11K 137 – –
First Manhattan
270
First Manhattan
New York
$11K 140 +35 +33%
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
$10K 130 +130 New
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$8K 95 +95 New
LWM
273
Liberty Wealth Management
California
$8K 98 +98 New
TCOV
274
Trust Company of Vermont
Vermont
$8K 100 +100 New
TFA
275
Toth Financial Advisory
Virginia
$7K 84 – –
8 9 10
11
12