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Vanguard ESG US Stock ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EI
251
Ellevest Inc
New York
$113K -$54.3K -676 -32%
CWA
252
Carolina Wealth Advisors
South Carolina
$111K
GWM
253
Geneos Wealth Management
Colorado
$111K +$21.4K +264 +24%
JWA
254
JFS Wealth Advisors
Pennsylvania
$103K +$103K +1,291 New
CI Investments Inc
255
CI Investments Inc
Ontario, Canada
$98K +$98K +1,222 New
TWA
256
TCI Wealth Advisors
Arizona
$96K +$28.8K +361 +43%
BFC
257
Bedel Financial Consulting
Indiana
$73K
AIA
258
Arcadia Investment Advisors
Idaho
$66.1K -$2.72K -34 -4%
TWM
259
Tradition Wealth Management
Minnesota
$63K +$15.1K +188 +31%
JWM
260
Janiczek Wealth Management
Colorado
$63K +$22.4K +280 +55%
NSIM
261
North Star Investment Management
Illinois
$62K +$80 +1 +0.1%
NOI
262
Newton One Investments
Delaware
$47K
RBC
263
Roble Belko & Company
Pennsylvania
$47K +$2.91K +36 +7%
WFA
264
Wells Financial Advisors
Massachusetts
$45K
BWA
265
BDO Wealth Advisors
Florida
$44K -$8K -100 -15%
CFD
266
Creative Financial Designs
Indiana
$40K
GEA
267
Glen Eagle Advisors
New Jersey
$35.2K
FRA
268
Front Row Advisors
California
$35K +$7.72K +95 +28%
VCM
269
Vigilant Capital Management
Maine
$32K
NFG
270
Next Financial Group
Texas
$32K
WAS
271
Winch Advisory Services
Wisconsin
$31K +$8.49K +106 +38%
CPFP
272
Clear Perspectives Financial Planning
Ohio
$28K -$4K -50 -13%
IA
273
IFP Advisors
Florida
$27K
PCFFS
274
Pacific Center for Financial Services
California
$25K +$82 +1 +0.3%
S
275
SignatureFD
Georgia
$24K